Concentration · example portfolio

FAANG, and nothing else.

The acronym that defined a decade of retail investing. Five companies, one theme. The engine puts a number on how much of the outcome depends on that theme.

The portfolio

META20%
AAPL20%
AMZN20%
NFLX20%
GOOGL20%

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

64.3 / 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

5 holdings resolved · Medium risk profile · engine 2026-03-07-v5 · trajectory stable (9% confidence)

What is a good score? → Score your own portfolio

Largest position: 20.0% META · limit 30%
Effective positions: 5.0 of 5 held · target 8
Top sector: 60.0% Communication Services
Weighted beta: 1.31 market sensitivity
Exposure plan: 74% invested 26% cash · balanced
You are at: 100% invested 0% cash

Component scores

Diversification74
Risk balance98
Quality61
Signal68
Trend36
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 One sector dominates
Communication Services is 60.0% of invested value. When one sector carries that much weight, a single macro theme drives most of the outcome.
Watch Fewer effective positions than it looks
Position sizing gives this portfolio the concentration of about 5.0 equally weighted holdings, below the profile target.
Watch The exposure plan favours a cash buffer
Given current signal, trend and concentration evidence, the plan targets about 74.1% invested and 25.9% cash, deployed at a gradual pace.
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.
Watch Forward-looking confidence is limited
Lens confidence averages 56.0%. Treat the trend and market-context components as provisional.
Priority Sizeable positions with weak readings
GOOGL carry material weight and low holding scores. They are the largest drag on the composite.

Holdings

Ticker	Sector	Value	Weight	Signal	Score	Profile
META	Communication Services	20,000	20.0%	HOLD	0.60	core
AAPL	Technology	20,000	20.0%	BUY	6.20	core
AMZN	Consumer Cyclical	20,000	20.0%	HOLD	-0.98	high beta
NFLX	Communication Services	20,000	20.0%	HOLD	0.50	high beta
GOOGL	Communication Services	20,000	20.0%	HOLD	-1.80	turnaround

Evidence limits:

Missing dividend quality data for part of the portfolio
Weak stock-type classification confidence 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

Every number above came from one API call.

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Show raw response

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        "status": "Neutral",
        "status_key": "neutral",
        "count": 5,
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        "trend_alignment_pct": 20,
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        "weighted_dividend_score": 2.779999999999999804600747665972448885440826416015625,
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        "top_sector_weight": 60,
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                "sector": "Consumer Cyclical",
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                "sector": "Communication Services",
                "profile": "turnaround",
                "lens": "recovery",
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        "diagnostics": {
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                "recovery": 20
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                "low_confidence_weight_pct": 40,
                "ambiguous_weight_pct": 0,
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                "stance": "balanced",
                "confidence": 57.7999999999999971578290569595992565155029296875,
                "tone": "risk"
            },
            {
                "id": "effective_positions",
                "value": 5,
                "tone": "risk"
            },
            {
                "id": "largest_position",
                "value": 20,
                "ticker": "META",
                "tone": "good"
            },
            {
                "id": "top_sector",
                "value": 60,
                "sector": "Communication Services",
                "tone": "risk"
            },
            {
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                "buy": 20,
                "hold": 80,
                "sell": 0,
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            {
                "id": "lens_confidence",
                "value": 56,
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        ],
        "suggestions": [
            {
                "tone": "warn",
                "code": "diversify_sector",
                "sector": "Communication Services",
                "weight_pct": 60
            },
            {
                "tone": "warn",
                "code": "increase_diversification",
                "effective_positions": 5
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            {
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            {
                "tone": "warn",
                "code": "expand_factor_coverage",
                "missing_weight_pct": 100
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            {
                "tone": "warn",
                "code": "lower_forward_confidence",
                "lens_confidence": 56
            },
            {
                "tone": "risk",
                "code": "review_weak_positions",
                "tickers": [
                    "GOOGL"
                ]
            }
        ],
        "portfolio_input": {
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            "cash_pct": 0,
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    }
}

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

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Mixed evidence.

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What to look at first

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