Beta alto · carteira de exemplo

Uma cesta de inovação.

Crescimento disruptivo, mantido com convicção. É assim que uma carteira de beta alto aparece para o motor: os componentes de equilíbrio de risco e tendência contam a maior parte da história.

A carteira

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

Pesos como mostrados, perfil de risco Alto. Reavaliada automaticamente cerca de uma vez por semana; a data e a versão do motor estão no resultado.

56.7 / 100

Pontuação da carteira Neutra

Evidências mistas.

Os componentes discordam entre si. Leia-os separadamente em vez de confiar no número único.

Fraca Neutra Boa Forte

10 posições resolvidas · perfil de risco Alto · motor 2026-03-07-v5 · trajetória piorando (47% de confiança)

O que é uma boa pontuação? → Avaliar minha própria carteira

Maior posição: 16.0% TSLA · limite 40%
Posições efetivas: 9.2 de 10 em carteira · meta 6
Setor principal: 34.7% Tecnologia
Beta ponderado: 2.07 sensibilidade ao mercado
Plano de exposição: 80% investido 20% em caixa · equilibrada
Você está em: 100% investido 0% em caixa

Pontuações por componente

Diversificação100
Equilíbrio de risco89
Qualidade55
Sinal30
Tendência32
Contexto de mercado0

Um componente aparece como “sem dados” quando o motor não tem evidências para ele; isso é informado, não adivinhado.

O que olhar primeiro

Observar O plano de exposição favorece uma reserva em caixa
Dadas as evidências atuais de sinal, tendência e concentração, o plano mira cerca de 79.9% investido e 20.1% em caixa, com ritmo de aplicação gradual.
Observar A pontuação ponderada das posições é baixa
A pontuação ponderada pelo valor entre as posições é -0.99. A composição se apoia em papéis com leituras fracas.
Observar Evidências fatoriais limitadas
Faltam evidências fatoriais para 100.0% do valor investido, o que limita o contexto prospectivo que o motor consegue sustentar.
Prioridade Posições grandes com leituras fracas
COIN, HOOD têm peso relevante e pontuações de posição baixas. São o maior peso morto na pontuação composta.

Posições

Ticker	Setor	Valor	Peso	Sinal	Pontuação	Perfil
TSLA	Consumo cíclico	12,000	16.0%	MANTER	0.02	beta alto
COIN	Serviços financeiros	10,000	13.3%	VENDER	-3.93	beta alto
ROKU	Serviços de comunicação	9,000	12.0%	MANTER	-1.14	beta alto
PLTR	Tecnologia	8,000	10.7%	COMPRAR	2.91	beta alto
CRSP	Saúde	7,000	9.3%	MANTER	-0.43	beta alto
SHOP	Tecnologia	7,000	9.3%	MANTER	1.38	beta alto
RBLX	Tecnologia	6,000	8.0%	MANTER	0.34	beta alto
HOOD	Serviços financeiros	6,000	8.0%	VENDER	-4.50	beta alto
DKNG	Consumo cíclico	5,000	6.7%	VENDER	-4.11	beta alto
PATH	Tecnologia	5,000	6.7%	MANTER	-1.84	recuperação

Limites das evidências:

Faltam dados de rating para parte da carteira
Faltam dados de qualidade dos dividendos para parte da carteira
Faltam evidências fatoriais específicas da lente para grande parte da carteira
A baixa confiança nas evidências fatoriais reduz a confiabilidade prospectiva

POST /evaluate

Cada número acima veio de uma única chamada à API.

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Mostrar resposta bruta

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        "status": "Neutral",
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        "trajectory": {
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            "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"
            ]
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        "insights": [
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            {
                "id": "target_invested_pct",
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            {
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            {
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        ],
        "suggestions": [
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                "code": "hold_higher_cash_buffer",
                "cash_pct": 20.10000000000000142108547152020037174224853515625,
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            {
                "tone": "warn",
                "code": "lift_quality_score",
                "weighted_score": -0.9899999999999999911182158029987476766109466552734375
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            {
                "tone": "warn",
                "code": "expand_factor_coverage",
                "missing_weight_pct": 100
            },
            {
                "tone": "risk",
                "code": "review_weak_positions",
                "tickers": [
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                    "HOOD"
                ]
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        ],
        "portfolio_input": {
            "cash_balance": 0,
            "holdings_value": 75000,
            "total_value": 75000,
            "cash_pct": 0,
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        }
    }
}

Os resultados da PORTIQA são análises quantitativas com finalidade exclusivamente informativa e não constituem recomendação de investimento. Veja o aviso financeiro.

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Pontuações por componente

O que olhar primeiro

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