Swintenel
How it worksSample reports
New scan
Swintenel

Product

Start hereSample reports

Company

AboutContactFeedback

Legal

PrivacyTerms

Informational only · Not investment advice

Swintenel
Portfolio checkup

Your book

What you own

Read more

Second thread: crypto risk appetite (~20%). RIVN: Price below recent growth; earnings power may carry the valuation.

Largest positions

Top holdingGME25%

GME · 25% of the book

Sector mix

Top sectorConsumer Cycli…57%

Consumer Cyclical · 57% of the book

Speculation

76%

$19,076

Fundamentals

15%

$3,827

Growth

8%

$2,097

As of Sep 19, 2026 · 6 holdings

This book

Checking this book…

Touched this book

  • GMEWhy Did GME, MVIS, CPRI Stocks Hit 52-Week Lows Today?

This week on your book

Nothing dated this week on names over 5%.

Risk shape

What you're actually betting on

You're a speculation-led book — mostly consumer, some financials — and one shared thread touches more than half of your money — that is the main story, not a side sleeve.

  • Grouped by sector

    RIVN, TSLA, GME, SOFI, COIN…

    100%~$25k

A price-correlation tool may call some names diversifiers. Correlation measures how stocks move; your risk lives in why they would fall. Most of the book shares "Consumer Cyclical".

Email me this book

We’ll email a book link you can reuse, plus a one-time sign-in. No password. Later mail uses the same book.

https://swintenel.com/report/meme-speculative

This URL is the book. The email has the same link so you do not have to copy it now.

Portfolio analyst

consumer + financials · 57/35 · 76% speculation

From your scan

  • No names in this book report in the next 14 days (earnings calendar checked).
  • Your book moves 1.3× Nasdaq, short-USD.
  • In past nasdaq drawdown window episodes, books like yours fell ~10.1% over 3 months (base rate, not a forecast).
Descriptive context only — not investment advice. Swintenel never recommends trades.
Swintenel

Product

Start hereSample reports

Company

AboutContactFeedback

Legal

PrivacyTerms

Informational only · Not investment advice