Thelma / portfolio
Model Portfolio
A public, weights-only view of the model target book alongside the live holdings used
for risk context, with no private records, share counts, or account values exposed.
Model targets and live holdings are separate books. Mirror model weights by percentage,
and keep your own cash, taxes, concentration, and timing rules.
Copy The Public Weights
The clean way to copy this portfolio is to size each ticker as a percentage of your own
public-equity sleeve. Do not copy share counts, private values, margin, taxes, or timing blindly.
Ready to copy sanitized ticker weights.
Model Target Weights
Cap-aware alpha book
Thesis Buckets
Where the AI-maxxi bet lives
Concentration Map
Model and live book
Rebalance Notes
Current target deltas
Factor Risk
Model target book, not live holdings
What Changed Recently
Top 5-day return drivers
