Portfolio Insights
Risk analysis and allocation guidance
Diversification
Moderate
Speculative
8%
Positions
10
Fintech cluster at 45% -- above 30% max. Consider trimming one position.
Sector Exposure
Fintech/Payments
Overweight 45%
Other
15%
E-Commerce
10%
AI Infrastructure
8%
Gaming
7%
Semiconductors
5%
Biotech
4%
Consumer
3%
Photonics
3%
Position Sizing
| Ticker | Suggested % | Rationale |
|---|---|---|
| PGY | 15% | Highest conviction, moderate vol |
| FOUR | 12% | Strong buy + beaten down = good entry |
| CPNG | 10% | Large cap stability + massive insider buy |
| NYAX | 8% | Strong buy but smaller cap |
| DKNG | 7% | Medium-term, moderate conviction |
| INOD | 5% | Swing trade, high vol |
| SKYT | 5% | Small cap, long-term hold |
| TYRA | 4% | Event-driven biotech |
| SG | 3% | Speculative near ATL |
| COHR | 3% | Watchlist, lower conviction |
| Total | 72.0% |
Risk Clusters
Fintech/Payments
Correlation: HIGH (0.7-0.85)PGY, NYAX, FOUR
- fintech regulation
- credit cycle
- rate sensitivity
3 of top 5 are correlated fintech -- 45% concentration
AI Infrastructure
Correlation: MODERATE (0.5-0.65)INOD, COHR, LTRX
- AI capex cycle
- hyperscaler spending cuts
Pre-Revenue/Speculative
Correlation: HIGH to risk-off (0.6-0.75)SG, ACHR, BBAI
- rising rates
- risk-off rotation
- cash burn
All three sell off in risk-off environments
Uncorrelated/Diversifiers
Correlation: LOW (0.2-0.4)CPNG, DKNG, TYRA, FOLD, SKYT
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