| Ticker | Name | Price ($) | Value ($) | Weight (%) | Actions |
|---|---|---|---|---|---|
| QQQ | Invesco QQQ Trust (Tech ETF) | $438.27 | $43827.00 | 25.00% | |
| VTV | Vanguard Value ETF (Non-Tech) | $158.42 | $31684.00 | 18.00% | |
| AGG | iShares Core U.S. Aggregate Bond ETF | $98.15 | $49075.00 | 28.00% | |
| GLD | SPDR Gold Shares (Commodity ETF) | $207.35 | $20735.00 | 12.00% | |
| VNQ | Vanguard Real Estate ETF | $84.56 | $29596.00 | 17.00% |
| Risk Factor | Magnitude | Direction | Actions |
|---|---|---|---|
| Interest Rate Spike | 1.0% | ||
| Market Crash | 5.0% | ||
| Credit Spread Widening | 0.5% | ||
| Volatility Spike | 10.0% |