NextGen Stock
Concentrated High-Growth Portfolio with Systematic De-Risk
Investment Strategy
The NextGen Stock model is THOR's higher-octane satellite strategy, designed for advisors seeking concentrated exposure to high-growth and disruptive companies. The portfolio holds 8–12 positions in innovative companies with significant growth potential.
Despite the concentrated, growth-oriented nature of the holdings, the same proprietary risk management methodology applies. THOR's technology evaluates each position independently and cascades from full equity positions down to 100% short-duration treasuries as risk signals escalate.
This strategy is designed as a satellite allocation — complementing core holdings with higher-conviction, higher-growth exposure while maintaining the systematic risk management that prevents catastrophic drawdowns common in concentrated growth portfolios.
Key Features
High-Conviction Positions
8–12 concentrated positions in the most innovative and disruptive companies
Growth Exposure
Focused on companies with significant growth potential and market disruption capability
Systematic Risk Guard
Same proprietary de-risk cascade prevents the catastrophic losses typical of concentrated growth
Satellite Strategy
Designed to complement core holdings, not replace them — adds higher-octane exposure with discipline
NextGen Stock — Frequently Asked Questions
NextGen Stock is a concentrated portfolio of 8–12 high-growth, disruptive stocks. Despite the concentrated nature, it uses the same proprietary cascading de-risk technology as all THOR models, laddering positions down to 100% short-duration treasuries when risk is elevated.
The $50,000 minimum reflects the concentrated nature of the portfolio (8–12 positions) and its role as a satellite strategy that requires adequate position sizing across a smaller number of holdings.
NextGen Stock is designed as a satellite allocation — complementing core holdings with higher-conviction, higher-growth exposure. It adds higher-octane potential to a portfolio while maintaining THOR's systematic risk management guardrails.
Important Disclosures
All model performance is hypothetical, back-tested, and net of a 0.20% management fee. Past performance is not indicative of future results. Hypothetical performance has inherent limitations — unlike actual performance records, simulated results do not represent actual trading. All investments involve risk, including possible loss of principal. There is no guarantee that the strategy will achieve its objectives. For complete hypothetical performance disclosures, please review our Disclosures page.
Interested in NextGen Stock?
Schedule a consultation to discuss how this model fits within your clients' portfolios.