According to @stocktalkweekly, the latest portfolio update shows 17 total positions, including 10 core positions and 6 thematic baskets, with no new additions this week and two positions fully closed, source: @stocktalkweekly (Nov 7, 2025). For position structure, core holdings represent about 59% of the book (10 of 17) and this week’s closures account for roughly 12% of total positions, while the post does not disclose any cryptocurrency assets or tickers and was published at whop.com/stocktalk, source: @stocktalkweekly.