High beta · example portfolio

An innovation basket.

Disruptive growth, held with conviction. This is what a high-beta portfolio looks like to the engine: the risk-balance and trend components carry most of the story.

The portfolio

TSLA16%
COIN13%
ROKU12%
PLTR11%
CRSP9%
SHOP9%
RBLX8%
HOOD8%
DKNG7%
PATH7%

Weights as shown, High risk profile. Re-scored automatically about once a week; the date and engine version are on the result.

56.7 / 100

Portfolio score Neutral

Mixed evidence.

The components disagree with each other. Read them separately rather than trusting the single number.

Weak Neutral Good Strong

10 holdings resolved · High risk profile · engine 2026-03-07-v5 · trajectory deteriorating (47% confidence)

What is a good score? → Score your own portfolio

Largest position: 16.0% TSLA · limit 40%
Effective positions: 9.2 of 10 held · target 6
Top sector: 34.7% Technology
Weighted beta: 2.07 market sensitivity
Exposure plan: 80% invested 20% cash · balanced
You are at: 100% invested 0% cash

Component scores

Diversification100
Risk balance89
Quality55
Signal30
Trend32
Market context0

A component is “no data” when the engine lacks evidence for it, which is reported rather than guessed.

What to look at first

Watch The exposure plan favours a cash buffer
Given current signal, trend and concentration evidence, the plan targets about 79.9% invested and 20.1% cash, deployed at a gradual pace.
Watch Weighted holding score is low
The value-weighted score across holdings is -0.99. The mix leans on names with weak readings.
Watch Limited factor evidence
Factor evidence is missing for 100.0% of invested value, which limits how much forward-looking context the engine can support.
Priority Sizeable positions with weak readings
COIN, HOOD carry material weight and low holding scores. They are the largest drag on the composite.

Holdings

Ticker	Sector	Value	Weight	Signal	Score	Profile
TSLA	Consumer Cyclical	12,000	16.0%	HOLD	0.02	high beta
COIN	Financial Services	10,000	13.3%	SELL	-3.93	high beta
ROKU	Communication Services	9,000	12.0%	HOLD	-1.14	high beta
PLTR	Technology	8,000	10.7%	BUY	2.91	high beta
CRSP	Healthcare	7,000	9.3%	HOLD	-0.43	high beta
SHOP	Technology	7,000	9.3%	HOLD	1.38	high beta
RBLX	Technology	6,000	8.0%	HOLD	0.34	high beta
HOOD	Financial Services	6,000	8.0%	SELL	-4.50	high beta
DKNG	Consumer Cyclical	5,000	6.7%	SELL	-4.11	high beta
PATH	Technology	5,000	6.7%	HOLD	-1.84	turnaround

Evidence limits:

Missing grade data for part of the portfolio
Missing dividend quality data for part of the portfolio
Missing lens-specific factor evidence for large parts of the portfolio
Weak factor evidence confidence reduces forward-looking reliability

POST /evaluate

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{
    "ok": true,
    "evaluation": {
        "engine_version": "2026-03-07-v5",
        "score": 56.7000000000000028421709430404007434844970703125,
        "health_score": 56.7000000000000028421709430404007434844970703125,
        "status": "Neutral",
        "status_key": "neutral",
        "count": 10,
        "weighted_score": -0.9899999999999999911182158029987476766109466552734375,
        "max_position_weight": 16,
        "max_position_ticker": "TSLA",
        "effective_positions": 9.2400000000000002131628207280300557613372802734375,
        "weighted_beta": 2.069999999999999840127884453977458178997039794921875,
        "signal_mix": {
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            "hold": 61.2999999999999971578290569595992565155029296875,
            "sell": 28
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        "trend_alignment_pct": 20,
        "trend_negative_pct": 46.7000000000000028421709430404007434844970703125,
        "weighted_grade_score": 3.20000000000000017763568394002504646778106689453125,
        "weighted_dividend_score": null,
        "top_sector": "Technology",
        "top_sector_weight": 34.7000000000000028421709430404007434844970703125,
        "score_components": {
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            "risk": 89.2000000000000028421709430404007434844970703125,
            "quality": 54.5,
            "trend": 32,
            "macro": 0
        },
        "trajectory": {
            "direction": "deteriorating",
            "confidence": 46.89999999999999857891452847979962825775146484375,
            "summary": "Negative signal concentration or weakening trend"
        },
        "context_alignment": {
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            "matched_weight_pct": 100,
            "top_sector_view": null
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        "forward_confidence": 77.2999999999999971578290569595992565155029296875,
        "exposure_plan": {
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            "min_invested_pct": 67.900000000000005684341886080801486968994140625,
            "max_invested_pct": 91.900000000000005684341886080801486968994140625,
            "min_cash_pct": 8.0999999999999996447286321199499070644378662109375,
            "max_cash_pct": 32.10000000000000142108547152020037174224853515625,
            "base_invested_pct": 86,
            "stance": "balanced",
            "deployment_speed": "gradual",
            "confidence": 66.599999999999994315658113919198513031005859375,
            "market_regime_score": 50,
            "market_regime_code": "",
            "reason_codes": [
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            "components": {
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                "trend_adjustment": -2.6699999999999999289457264239899814128875732421875,
                "sell_penalty": 0,
                "concentration_penalty": 0
            }
        },
        "holding_analysis": [
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                "classification_quality": "usable",
                "classification_ambiguous": false,
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                "factor_evidence_confidence": 0,
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            },
            {
                "ticker": "COIN",
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                "score": -3.930000000000000159872115546022541821002960205078125,
                "signal": "SELL",
                "sector": "Financial Services",
                "profile": "high_beta",
                "lens": "risk_control",
                "classification_confidence": 78,
                "classification_quality": "usable",
                "classification_ambiguous": false,
                "classification_reason_codes": [
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                "factor_evidence_confidence": 0,
                "factor_evidence_score": null,
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                "factor_has_sufficient_evidence": false,
                "factor_matched_factors": [],
                "top_factor": null,
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                "lens_confidence": 78
            },
            {
                "ticker": "ROKU",
                "weight_pct": 12,
                "score": -1.1399999999999999023003738329862244427204132080078125,
                "signal": "HOLD",
                "sector": "Communication Services",
                "profile": "high_beta",
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                "classification_quality": "usable",
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                "factor_evidence_confidence": 0,
                "factor_evidence_score": null,
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                "factor_required_count": 5,
                "factor_has_sufficient_evidence": false,
                "factor_matched_factors": [],
                "top_factor": null,
                "top_factor_direction": null,
                "lens_confidence": 78
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            {
                "ticker": "PLTR",
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                "score": 2.910000000000000142108547152020037174224853515625,
                "signal": "BUY",
                "sector": "Technology",
                "profile": "high_beta",
                "lens": "risk_control",
                "classification_confidence": 78,
                "classification_quality": "usable",
                "classification_ambiguous": false,
                "classification_reason_codes": [
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                "factor_evidence_confidence": 0,
                "factor_evidence_score": null,
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                "factor_has_sufficient_evidence": false,
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            },
            {
                "ticker": "CRSP",
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                "score": -0.429999999999999993338661852249060757458209991455078125,
                "signal": "HOLD",
                "sector": "Healthcare",
                "profile": "high_beta",
                "lens": "risk_control",
                "classification_confidence": 78,
                "classification_quality": "usable",
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                "classification_reason_codes": [
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                "factor_evidence_confidence": 0,
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                "classification_quality": "usable",
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                "factor_evidence_confidence": 0,
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                "factor_evidence_confidence": 0,
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            },
            {
                "ticker": "HOOD",
                "weight_pct": 8,
                "score": -4.5,
                "signal": "SELL",
                "sector": "Financial Services",
                "profile": "high_beta",
                "lens": "risk_control",
                "classification_confidence": 78,
                "classification_quality": "usable",
                "classification_ambiguous": false,
                "classification_reason_codes": [
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                "factor_evidence_confidence": 0,
                "factor_evidence_score": null,
                "factor_match_count": 0,
                "factor_required_count": 5,
                "factor_has_sufficient_evidence": false,
                "factor_matched_factors": [],
                "top_factor": null,
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                "lens_confidence": 78
            },
            {
                "ticker": "DKNG",
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                "score": -4.11000000000000031974423109204508364200592041015625,
                "signal": "SELL",
                "sector": "Consumer Cyclical",
                "profile": "high_beta",
                "lens": "risk_control",
                "classification_confidence": 78,
                "classification_quality": "usable",
                "classification_ambiguous": false,
                "classification_reason_codes": [
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                ],
                "factor_evidence_confidence": 0,
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                "factor_matched_factors": [],
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                "signal": "HOLD",
                "sector": "Technology",
                "profile": "turnaround",
                "lens": "recovery",
                "classification_confidence": 68,
                "classification_quality": "usable",
                "classification_ambiguous": false,
                "classification_reason_codes": [
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                "factor_evidence_confidence": 0,
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                "factor_match_count": 0,
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                "factor_matched_factors": [],
                "top_factor": null,
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                "lens_confidence": 68
            }
        ],
        "coverage": {
            "beta_pct": 100,
            "grade_pct": 90,
            "dividend_pct": 0,
            "trend_pct": 100,
            "macro_pct": 100
        },
        "diagnostics": {
            "risk_level": "high",
            "risk_profile": {
                "target_max_weight": 0.40000000000000002220446049250313080847263336181640625,
                "target_sector_weight": 0.5,
                "target_sell_weight": 0.299999999999999988897769753748434595763683319091796875,
                "target_effective_positions": 6,
                "beta_band_min": 0.84999999999999997779553950749686919152736663818359375,
                "beta_band_max": 1.649999999999999911182158029987476766109466552734375
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            "profile_mix": {
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                "turnaround": 6.70000000000000017763568394002504646778106689453125
            },
            "lens_mix": {
                "risk_control": 93.2999999999999971578290569595992565155029296875,
                "recovery": 6.70000000000000017763568394002504646778106689453125
            },
            "classification": {
                "avg_confidence": 77.2999999999999971578290569595992565155029296875,
                "quality": "usable",
                "low_confidence_weight_pct": 0,
                "ambiguous_weight_pct": 0,
                "weak_count": 0,
                "low_confidence_tickers": []
            },
            "factor_evidence": {
                "avg_confidence": 0,
                "quality": "weak",
                "low_confidence_weight_pct": 100,
                "missing_weight_pct": 100,
                "aligned_weight_pct": 0,
                "avg_lens_confidence": 77.2999999999999971578290569595992565155029296875
            },
            "sector_context": {
                "scores": [],
                "top_sector": "Technology",
                "top_sector_score": null,
                "top_sector_detail": null
            },
            "market_regime": {
                "selected_code": "",
                "mode": "missing",
                "score": null,
                "weights_pct": {
                    "OSL": 0,
                    "US": 0,
                    "GLOBAL": 0
                },
                "selected_regime": null
            },
            "data_gaps": [
                "Missing grade data for part of the portfolio",
                "Missing dividend quality data for part of the portfolio",
                "Missing lens-specific factor evidence for large parts of the portfolio",
                "Weak factor evidence confidence reduces forward-looking reliability"
            ]
        },
        "insights": [
            {
                "id": "weighted_score",
                "value": -0.9899999999999999911182158029987476766109466552734375,
                "tone": "risk",
                "status_key": "neutral"
            },
            {
                "id": "target_invested_pct",
                "value": 79.900000000000005684341886080801486968994140625,
                "cash_pct": 20.10000000000000142108547152020037174224853515625,
                "stance": "balanced",
                "confidence": 66.599999999999994315658113919198513031005859375,
                "tone": "warn"
            },
            {
                "id": "effective_positions",
                "value": 9.199999999999999289457264239899814128875732421875,
                "tone": "good"
            },
            {
                "id": "largest_position",
                "value": 16,
                "ticker": "TSLA",
                "tone": "good"
            },
            {
                "id": "top_sector",
                "value": 34.7000000000000028421709430404007434844970703125,
                "sector": "Technology",
                "tone": "good"
            },
            {
                "id": "signal_mix",
                "buy": 10.699999999999999289457264239899814128875732421875,
                "hold": 61.2999999999999971578290569595992565155029296875,
                "sell": 28,
                "tone": "warn"
            },
            {
                "id": "portfolio_trajectory",
                "value": "deteriorating",
                "tone": "risk",
                "confidence": 46.89999999999999857891452847979962825775146484375
            },
            {
                "id": "weighted_beta",
                "value": 2.069999999999999840127884453977458178997039794921875,
                "tone": "risk"
            },
            {
                "id": "macro_alignment",
                "value": 0,
                "tone": "risk"
            },
            {
                "id": "lens_confidence",
                "value": 77.2999999999999971578290569595992565155029296875,
                "tone": "warn"
            }
        ],
        "suggestions": [
            {
                "tone": "warn",
                "code": "hold_higher_cash_buffer",
                "cash_pct": 20.10000000000000142108547152020037174224853515625,
                "invested_pct": 79.900000000000005684341886080801486968994140625,
                "deployment_speed": "gradual"
            },
            {
                "tone": "warn",
                "code": "lift_quality_score",
                "weighted_score": -0.9899999999999999911182158029987476766109466552734375
            },
            {
                "tone": "warn",
                "code": "expand_factor_coverage",
                "missing_weight_pct": 100
            },
            {
                "tone": "risk",
                "code": "review_weak_positions",
                "tickers": [
                    "COIN",
                    "HOOD"
                ]
            }
        ],
        "portfolio_input": {
            "cash_balance": 0,
            "holdings_value": 75000,
            "total_value": 75000,
            "cash_pct": 0,
            "invested_pct": 100,
            "missing_tickers": []
        }
    }
}

PORTIQA outputs are quantitative analysis for informational purposes only and do not constitute investment advice. See the financial disclaimer.

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