Portfolio Construction
10 deals · sector HHI 0.180 · vintage HHI 0.240 · 6 sectors
🛡️ Public data only — no PHI permitted on this instance.
Portfolio Deals
10
in analysis
Sector HHI
0.180
Moderate concentration
Avg Commercial %
51.7%
weighted payer mix
Vintage Risk
50.50
weighted score
Unique Sectors
6
in portfolio
Portfolio Composition
CONCENTRATION ANALYSISportfolio HHI across sector/vintage/payer — sample diversified portfolio (6 sectors)
Concentration Risk (HHI)
Sector HHI
0.180 — Moderate
Vintage HHI
0.240 — Moderate
Payer HHI
0.351 — High
HHI thresholds: green <0.15 · amber 0.15–0.25 · red >0.25 | green line = target <0.15
Portfolio Summary
| Deals | 10 |
| Avg Commercial % | 51.7% |
| Vintage Risk Score | 50.50 |
| Sector HHI | 0.180 |
| Vintage HHI | 0.240 |
| Payer HHI | 0.351 |
SECTOR WEIGHTScurrent portfolio vs corpus-optimal allocation
Portfolio Sector Weights
20.0%
20.0%
20.0%
20.0%
10.0%
10.0%
Green <20% · amber 20–35% · red >35% single-sector exposure
Corpus-Optimal Sector Weights (risk-adjusted returns)
| Sector | Target Weight |
|---|---|
| behavioral health | 2.4% |
| RCM / health IT | 2.4% |
| managed_care_services | 2.4% |
| population_health | 2.4% |
| rcm | 2.4% |
| Anesthesiology | 2.4% |
| Specialty Pharmacy | 2.4% |
| asc | 2.3% |
| lab | 2.3% |
| Revenue Cycle Management | 2.3% |
| Ophthalmology | 2.3% |
| Fertility | 2.2% |
| urgent_care | 2.2% |
| hospice | 2.2% |
| Pain Management | 2.2% |
Derived from corpus P50 MOIC × (1 - loss rate) by sector · risk_aversion=0.5