Nathaniel Simons — concentrated growth

Each axis is a percentile rank from 0 to 100 relative to the profiled guru cohort; 50 is the cohort midpoint. The higher the value, the stronger the trait. The dashed overlay is the median shape of the guru's behavioral peer group, so you can read where this investor is unusual within their own style. The Trajectory arrows trace the drift from four quarters ago to now — an illustration of the method over a short window, not a statistical claim.

• Value (Value / Growth) — how cheaply the portfolio's stocks are priced versus the market, by valuation multiples (e.g. price-to-earnings). A higher score means cheaper, value-style picks; a lower score means pricier, growth-style bets the market expects to grow fast.
• Risk (Risk Appetite) — how much price volatility and business fragility the portfolio carries. A higher score means bolder, more volatile holdings (think biotech or meme stocks); a lower score means defensive, steady names like utilities and staples.
• Concentration (Portfolio Focus) — how much of the portfolio sits in its few largest positions. A higher score means a focused book of big convictions; a lower score means bets spread thinly across many names.
• Turnover (Trading Activity) — how much the lineup of holdings changes from one quarter to the next. A higher score means an active trader rotating names in and out; a lower score means a patient, buy-and-hold roster.
• Quality (Profitability) — how profitable and financially solid the businesses in the portfolio are. A higher score means durable, profitable companies; a lower score means speculative or pre-profit bets.
• Contrarian (Contrarianism) — how often the guru's trades go against what the other gurus are doing. A higher score means buying what the crowd sells and vice versa; a lower score means moving with the consensus.