Portfolio
Live portfolio structure, allocations and roles of each position. Prices via Finnhub · Structure via IBKR.
Esen Capital Growth Portfolio
A concentrated mega-cap & growth basket designed for long-term compounding. Balanced exposure across leaders like NVDA, MSFT, AMZN, AAPL plus selected growth picks.
Esen Capital Power ETF Portfolio
Sector-focused ETF diversification for broader market exposure. Built around high-quality funds like SMH, SPUS and selected sector ETFs.
Esen Capital Gold Portfolio
A low-volatility core sleeve focused on Gold & Silver exposure. Designed to target stable returns via disciplined position management.
| # | Symbol | Alloc % | Avg Price | Last Price | P/L % |
|---|---|---|---|---|---|
| 1 | NVDA | 18.50 % | 98.42 | 121.44 | 23.40 % |
| 2 | MSFT | 15.20 % | 380.10 | 415.32 | 9.27 % |
| 3 | AMZN | 12.80 % | 175.30 | 192.45 | 9.78 % |
| 4 | AAPL | 11.40 % | 195.20 | 208.37 | 6.75 % |
| 5 | META | 9.60 % | 510.40 | 562.18 | 10.14 % |
ESEN Analytics Portfolio — Live AI-Managed Holdings
ESEN Analytics maintains three live portfolios managed with AI-powered systematic research: the Growth Portfolio (mega-cap & growth, +36.44% verified 1Y return), the Power ETF Portfolio (sector ETF diversification), and the Gold Portfolio (low-volatility precious metals sleeve). All positions are sourced from real Interactive Brokers accounts, updated in real time.
Allocation decisions are driven by the ESEN AI Ranking System, Stock Screener, and weekly intelligence feed — the same tools available to subscribers.