Model Portfolio Performance Update
SEQH Capital Partners model portfolios have shown marked divergence in performance since the October 1, 2025 rebalance, with growth and speculative strategies delivering outsized returns while the income portfolio has struggled amid market volatility and sector rotation.
Portfolio Overview: Performance Metrics
Growth Portfolio Analysis
Leaders: OKLO (+553.17%), ASPI (+110.17%), NNE (+76.54%) have thriving exposure to nuclear microreactors, uranium enrichment, and advanced energy themes, riding secular trends in the clean energy sector that exploded after renewed U.S. policy commitments.
Drivers: Heavy allocation to innovation and thematic stocks leverages the AI, energy grid, and next-generation nuclear renaissance. The portfolio’s concentration risk is offset by non-correlated assets, producing a Sharpe ratio estimated above 1.7 on annualized volatility from the latest data.
Risks: Growth volatility remains elevated but reward-to-risk is highest among model portfolios on a 6-month beta screening.
Speculative Portfolio Analysis
Leaders: TNYA (+288.89%), LRMR (+118.00%), TCRX (+68.09%), ATOS (+66.15%) reflect significant payoffs in biotech/early stage medicine—capturing binary outcomes and momentum.
Attribution: Success is driven by correctly timed entries ahead of trial readouts and sector M&A speculation. High conviction, but tail risk is notably larger here and requires diligent monitoring.
Risks: While YTD total return exceeds 100%, greater drawdown potential is inherent to non-profitable or trial-dependent holdings.
Value Portfolio Analysis
