Balanced depth — story premium and holdings with context, without the quant dump.

Insight depthBalancedChange

Plain English

Narrative vs what businesses earn today

Higher story premium means more of your portfolio value depends on stories playing out.

Every stock price mixes three things: what the business earns today (fundamentals), expected future growth, and the market story — hype, themes, and sentiment layered on top. Story premium is that third slice, weighted across your holdings by position size.

A 45% story premium doesn't mean your portfolio will drop 45%. It means nearly half of what you're paying for is expectations and narrative, not current earnings power. That matters when sentiment shifts or catalysts disappoint.

In your report

One hero number plus a three-part mix bar

Top story contributors appear as chips — the names pulling your narrative load up.

  • Large % story premium at the top of the Verdict section.
  • Segment bar: earnings today · future growth · market story.
  • Top contributors — usually your highest story-% positions by weight.
  • Optional delta if you re-scan: how narrative load changed since last time.

Dollar-weighted exposure appears when you enter portfolio value on the confirm screen.

Why it matters

Know your narrative risk before the market reminds you

Retail portfolios often cluster in the same themes — AI, meme names, rate-sensitive growth.

Story-heavy books move faster on headlines and sentiment. They can outperform in euphoria and hurt more when the story breaks. Swintenel surfaces this upfront so you're not surprised by which names drive your risk.

Story premium in the sample report →