Portfolio read · as entered · not stored

Test case: Four fast growers

0.0%in checked holdings with a warning filing in the last 12 months
100.0%checked (the 4 largest matched holdings)
4stocks · 100.0% matched to an SEC filer

Health HarborTest case: Four fast growers sails as: Sound ship

Sailing speed follows growth: 36.0% a year crosses the harbor in 30 seconds.

  • the 10 largest holdings are 100% of the portfolio

Boat condition = number of warning signs: warning filings ≥ 5% of the portfolio; liabilities over assets ≥ 10%; slow and jumpy ≥ 30%; top 10 ≥ 60%; revenue ranges ≥ ±20%. A picture of the signs, not a rating and not investment advice.

Actuarial summary

MeasureValueWhat it means
Warning share0.0%Share of the portfolio in companies that filed a warning event in the last 12 months. Lower is healthier.
Top-10 weight100.0%How much the 10 largest holdings carry. Higher means more rides on a few names.
Effective holdings4The portfolio behaves like this many equal holdings (1 ÷ Σ weight²). Higher is more diversified.
Largest sectorTechnology & communications 75%Of the holdings checked. Technology & communications 75% · Consumer 25%.
Revenue range±14.4%Weighted width of Edgarette’s tested 80% revenue ranges, on the 100% of the portfolio she covers. Narrower is more predictable.
Checked100.0%Share of the portfolio Health Watch has read.
Cash conversion43.2%Operating cash as a share of revenue, weighted. Higher = money arrives faster.
Growth speed36.0% a yearRevenue growth per year over three years, weighted. The long-term engine.
Dividend payers75% · raised 75%Share of the covered portfolio in companies paying a common dividend, and raising it.
Equity ratio61.1%Equity as a share of assets, weighted. Higher = less owed to others.
Liabilities over assets0.0%Share of the covered portfolio in companies whose liabilities exceed assets (often from buybacks, not always distress).
Cash Compass
🌱 Later 75%🐄 Now 25%
Speed and steadiness
Fast · steady 50%Fast · jumpy 50%

Inside view (own filings) and outside view (same-size peers) must agree · covers 100% of the portfolio · a description, not advice.

Risks to watch

Largest holdings

HoldingWeightHealth watch, last 12 months
NVIDIA CORP $NVDA direct25.00%🌱quiet
MICROSOFT CORP $MSFT direct25.00%🐄quiet
AMAZON COM INC $AMZN direct25.00%🌱quiet
Meta Platforms, Inc. $META direct25.00%🌱quiet

Weights are shares of the stock holdings; funds are looked through to their latest SEC holdings report (top 100 itemized, the rest counted as spread thin). Holdings are matched to SEC filers by ticker or name; the measures cover the matched share shown. Display only: a description from SEC filings, not a rating and not investment advice. Nothing pasted here is stored.

Read another portfolio
Tickers and weights only. Funds are looked through. Nothing is stored.

A 13F lists a manager’s US stock holdings each quarter.

Test it · state pensionsMaryland State RetirementCalPERSCalSTRSNew York State CommonNew York State TeachersWisconsin Investment BoardKentucky Teachers
Test it · sample listsFive long-time dividend payersFour fast growersFunds only: S&P 500, utilities, health careStocks, a fund and cash (shows overlap)test cases, not suggestions
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