client_id
string | persona_style
string | account_type
string | base_currency
string | as_of_date
string | total_equity_usd
int64 | cash_usd
int64 | invested_usd
int64 | leverage_x
float64 | allocation_equity_pct
float64 | allocation_fixed_income_pct
float64 | allocation_alts_pct
float64 | allocation_cash_pct
float64 | top_positions
string | region_exposure_pct
string | factor_exposure_z
string | constraints
string | max_position_pct
int64 | max_sector_pct
int64 | drift_tolerance_pct
float64 | stoploss_policy
string | risk_budget_var_95_bps
int64 | max_drawdown_limit_pct
float64 | market_regime
string | vix_level
float64 | rates_10y_pct
float64 | inflation_yoy_pct
float64 | credit_spread_ig_bps
int64 | signal_alpha_bps
int64 | signal_confidence_1_100
int64 | risk_score_1_100
int64 | breach_flag
bool | action_proposed
string | action_details
string | expected_impact_alpha_bps
int64 | expected_risk_change_bps
int64 | execution_venue
string | order_type
string | order_fill_ratio_pct
int64 | self_correction_trigger
string | self_correction_action
string | self_correction_reason
string | outcome_after_7d_pnl_bps
int64 | outcome_after_7d_var_change_bps
int64 | outcome_after_30d_pnl_bps
int64 | user_feedback_1_5
int64 | advisor_override_flag
bool | notes
string |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P3401
|
Cautious
|
Taxable
|
USD
|
2025-06-03
| 433,089
| 63,722
| 369,367
| 1
| 39
| 31.5
| 13.4
| 16.1
|
MSFT:29.4%;XLF:26.9%;BND:29.4%;MUB:14.3%
|
US:67.9;EU:12.8;APAC:7.8;EM:6.9;Other:4.6
|
Value:-0.4;Growth:+0.5;Quality:-0.1;Size:-0.8;Momentum:-0.3;LowVol:-0.8
|
MaxPos7%;NoMargin
| 10
| 25
| 3.6
|
trailing 10%
| 165
| 15.2
|
Bear
| 33.8
| 3.77
| 2.5
| 209
| 24
| 54
| 67
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 16
| -4
|
BrokerA
|
MKT
| 89
| null | null |
Normal monitoring
| -16
| -16
| 113
| 4
| false
|
Monitor dispersion and breadth
|
P3402
|
Active
|
IRA
|
USD
|
2025-02-06
| 862,857
| 78,066
| 784,791
| 1
| 60.4
| 27.4
| 7.1
| 5.2
|
AMZN:25.1%;VTI:25.1%;XLF:24.6%;GLD:25.1%
|
US:59.2;EU:20.8;APAC:12.3;EM:6.7;Other:0.9
|
Value:-0.1;Growth:+0.8;Quality:-0.9;Size:-0.1;Momentum:+0.2;LowVol:-0.2
| null | 5
| 25
| 4.8
|
trailing 9%
| 206
| 27.7
|
Bull
| 11.5
| 4.85
| 2.8
| 97
| 18
| 71
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 19
| 3
|
BrokerA
|
VWAP
| 95
| null | null |
Normal monitoring
| 10
| 8
| 56
| 5
| false
|
Within IPS guidelines
|
P3403
|
Hands-off
|
Roth
|
USD
|
2024-11-19
| 889,091
| 53,927
| 835,164
| 1
| 67.8
| 25.7
| 0
| 6.5
|
MSFT:23.7%;IEF:23.7%;AMZN:15.1%;TSLA:13.7%;VOO:23.7%
|
US:62.9;EU:13.8;APAC:10.9;EM:8.6;Other:3.9
|
Value:-0.4;Growth:-0.3;Quality:+0.6;Size:+0.1;Momentum:+0.6;LowVol:-0.2
|
ESGOnly
| 6
| 30
| 5.3
|
trailing 8%
| 133
| 19.8
|
Bear
| 32.1
| 3.57
| 1.3
| 209
| -12
| 50
| 75
| true
|
Rebalance
|
Rebalance back to target bands
| -4
| -30
|
BrokerD
|
MKT
| 89
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -32
| -23
| -59
| 3
| false
|
Monitor dispersion and breadth
|
P3404
|
Active
|
Roth
|
USD
|
2024-09-08
| 1,868,599
| 189,621
| 1,678,978
| 1
| 50.1
| 24.8
| 15.7
| 9.3
|
IEF:23.5%;QQQ:23.8%;BRK.B:26.4%;VTI:26.4%
|
US:61.8;EU:16.2;APAC:11.8;EM:8.9;Other:1.4
|
Value:+0.2;Growth:+0.7;Quality:-0.8;Size:+0.4;Momentum:-0.7;LowVol:-0.3
|
NoDerivatives
| 10
| 35
| 4.8
|
trailing 8%
| 171
| 26.2
|
Bear
| 26.1
| 3.74
| 1.7
| 139
| -57
| 35
| 54
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 9
| 1
|
BrokerC
|
VWAP
| 99
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 67
| -27
| 135
| 4
| true
|
Monitor dispersion and breadth
|
P3405
|
Systematic
|
Trust
|
USD
|
2025-05-30
| 1,956,265
| 147,467
| 1,808,798
| 1
| 59.7
| 28.2
| 3.3
| 8.8
|
IEF:23.0%;AAPL:23.0%;TLT:18.5%;MUB:23.0%;BRK.B:12.5%
|
US:65.6;EU:11.9;APAC:8.5;EM:10.2;Other:3.9
|
Value:-0.3;Growth:+1.0;Quality:-0.9;Size:-0.7;Momentum:-0.5;LowVol:+0.4
|
MaxPos8%;NoDerivatives
| 8
| 25
| 5.3
|
hard 12%
| 153
| 25.6
|
Bull
| 13.1
| 3.8
| 2.4
| 87
| 36
| 80
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -3
| 14
|
BrokerD
|
MKT
| 94
| null | null |
Normal monitoring
| -45
| 7
| 66
| 4
| false
|
Increase defensive factor exposure
|
P3406
|
Active
|
Roth
|
USD
|
2024-09-15
| 2,442,256
| 186,506
| 2,255,750
| 1
| 64.1
| 29.9
| 0
| 6
|
TLT:17.5%;BRK.B:20.7%;HYG:10.4%;IEF:20.7%;XLF:15.3%;GLD:15.5%
|
US:74.7;EU:5.8;APAC:14.0;EM:5.4;Other:0.1
|
Value:-0.9;Growth:+0.5;Quality:-0.2;Size:+0.1;Momentum:+0.5;LowVol:-0.4
| null | 10
| 25
| 5.3
|
trailing 8%
| 191
| 25.1
|
Bull
| 12.8
| 4.35
| 2.5
| 112
| 105
| 100
| 41
| false
|
Buy
|
Add to core equity +1%
| 10
| -11
|
BrokerB
|
LMT
| 94
| null | null |
Normal monitoring
| 65
| -23
| 119
| 3
| false
|
Increase defensive factor exposure
|
P3407
|
Opportunistic
|
401k
|
USD
|
2025-05-09
| 1,515,278
| 71,323
| 1,443,955
| 1
| 75
| 19.5
| 0
| 5.4
|
VNQ:33.3%;TLT:33.3%;VTI:33.3%
|
US:66.6;EU:9.9;APAC:9.7;EM:9.8;Other:3.9
|
Value:-0.8;Growth:+0.9;Quality:-0.0;Size:-0.2;Momentum:-0.8;LowVol:-0.7
|
MaxPos6%;NoDerivatives
| 8
| 30
| 5.7
|
trailing 7%
| 167
| 22.5
|
Volatile
| 27.2
| 3.74
| 3.6
| 177
| -8
| 58
| 71
| true
|
Rebalance
|
Rebalance back to target bands
| 17
| -15
|
BrokerB
|
MKT
| 94
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 63
| -33
| 60
| 5
| false
|
Increase defensive factor exposure
|
P3408
|
Cautious
|
IRA
|
USD
|
2025-07-22
| 608,213
| 80,977
| 527,236
| 1
| 48.9
| 34.9
| 0
| 16.2
|
AMZN:33.3%;AAPL:33.3%;GLD:33.3%
|
US:72.5;EU:8.7;APAC:8.3;EM:7.0;Other:3.6
|
Value:+0.1;Growth:-0.2;Quality:-0.2;Size:-0.3;Momentum:-0.8;LowVol:+0.7
|
MaxPos7%;NoDerivatives;NoMargin
| 8
| 25
| 4.2
|
trailing 8%
| 127
| 18.8
|
Bull
| 12.7
| 4.5
| 3.3
| 105
| 28
| 76
| 28
| false
|
Buy
|
Add to core equity +1%
| -9
| -28
|
BrokerC
|
MKT
| 91
| null | null |
Normal monitoring
| 42
| -33
| 117
| 3
| false
|
Increase defensive factor exposure
|
P3409
|
Opportunistic
|
Roth
|
USD
|
2025-09-03
| 426,672
| 21,447
| 405,225
| 1.06
| 73
| 16.3
| 2.8
| 7.9
|
XLF:28.3%;TSLA:15.2%;MUB:28.3%;VOO:28.3%
|
US:72.0;EU:7.8;APAC:11.3;EM:5.4;Other:3.5
|
Value:+0.2;Growth:+0.3;Quality:0.0;Size:-0.7;Momentum:+0.3;LowVol:-0.5
| null | 8
| 25
| 5.2
|
hard 12%
| 225
| 32.1
|
Bull
| 11.1
| 4.38
| 2.8
| 78
| 3
| 58
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 25
| -8
|
BrokerC
|
LMT
| 85
| null | null |
Normal monitoring
| 112
| 8
| 222
| 5
| false
|
Tighten stops on momentum names
|
P3410
|
Systematic
|
IRA
|
USD
|
2025-04-21
| 1,577,023
| 133,882
| 1,443,141
| 1
| 55.2
| 30.4
| 5.4
| 9
|
AMZN:8.2%;QQQ:22.5%;AAPL:19.6%;MSFT:17.0%;GLD:10.2%;BRK.B:22.5%
|
US:62.8;EU:15.0;APAC:12.2;EM:9.6;Other:0.4
|
Value:+1.0;Growth:-0.3;Quality:+1.0;Size:+0.2;Momentum:+1.0;LowVol:-0.3
|
NoDerivatives
| 5
| 35
| 4.6
|
trailing 9%
| 207
| 24.9
|
Sideways
| 19.5
| 3.82
| 2.3
| 140
| 44
| 87
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 6
| -11
|
BrokerC
|
LMT
| 93
| null | null |
Normal monitoring
| -36
| 8
| -70
| 3
| false
|
Increase defensive factor exposure
|
P3411
|
Systematic
|
IRA
|
USD
|
2025-06-05
| 494,949
| 35,457
| 459,492
| 1
| 62.6
| 21
| 6.6
| 9.8
|
AAPL:21.2%;TSLA:11.1%;TLT:8.9%;AMZN:21.2%;VTI:16.6%;MUB:21.2%
|
US:64.6;EU:8.9;APAC:12.7;EM:10.1;Other:3.7
|
Value:-0.3;Growth:+0.9;Quality:+0.7;Size:-1.0;Momentum:+0.7;LowVol:-0.6
| null | 8
| 25
| 5.7
|
trailing 8%
| 208
| 23.9
|
Sideways
| 18.1
| 3.89
| 2.4
| 124
| -26
| 42
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 21
| -30
|
BrokerC
|
LMT
| 88
| null | null |
Normal monitoring
| 104
| -3
| 77
| 4
| false
|
Within IPS guidelines
|
P3412
|
Opportunistic
|
IRA
|
USD
|
2025-02-08
| 522,533
| 22,393
| 500,140
| 1
| 64.9
| 17
| 10.8
| 7.3
|
VOO:24.1%;BND:13.4%;TLT:20.0%;XLF:24.1%;TSLA:18.3%
|
US:70.0;EU:13.6;APAC:5.6;EM:9.7;Other:1.1
|
Value:0.0;Growth:-0.2;Quality:+0.2;Size:-0.4;Momentum:+0.2;LowVol:-0.1
| null | 10
| 35
| 6.7
|
hard 12%
| 195
| 29.1
|
Sideways
| 19.1
| 4.02
| 2.2
| 109
| 23
| 63
| 52
| false
|
Buy
|
Add to core equity +1%
| 28
| -10
|
BrokerC
|
LMT
| 85
| null | null |
Normal monitoring
| -15
| -38
| 125
| 3
| false
|
Within IPS guidelines
|
P3413
|
Hands-off
|
IRA
|
USD
|
2025-08-12
| 412,306
| 31,073
| 381,233
| 1
| 61
| 16.8
| 15
| 7.2
|
VNQ:17.0%;TSLA:27.7%;BRK.B:27.7%;IEF:27.7%
|
US:66.0;EU:15.3;APAC:9.1;EM:5.5;Other:4.1
|
Value:+0.5;Growth:+0.7;Quality:+0.2;Size:+0.2;Momentum:-0.3;LowVol:-0.7
|
ESGOnly
| 7
| 30
| 3.1
|
trailing 8%
| 113
| 18.4
|
Volatile
| 30.9
| 3.5
| 3.2
| 171
| -60
| 12
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| 9
| -3
|
BrokerB
|
MKT
| 100
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -43
| -29
| -7
| 2
| false
|
Within IPS guidelines
|
P3414
|
Opportunistic
|
Taxable
|
USD
|
2025-09-09
| 593,890
| 31,654
| 562,236
| 1
| 68.8
| 13
| 13
| 5.1
|
IEF:23.4%;XLF:16.9%;GLD:21.4%;AMZN:14.8%;TSLA:23.4%
|
US:77.1;EU:6.8;APAC:12.4;EM:3.5;Other:0.1
|
Value:+0.7;Growth:+0.9;Quality:+0.1;Size:+0.7;Momentum:+0.3;LowVol:-0.3
| null | 5
| 30
| 4.4
|
trailing 7%
| 198
| 33.5
|
Volatile
| 31.7
| 3.66
| 2.9
| 150
| 79
| 100
| 91
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 23
| -10
|
BrokerB
|
MKT
| 98
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 10
| -48
| 149
| 3
| false
|
Increase defensive factor exposure
|
P3415
|
Cautious
|
Roth
|
USD
|
2024-11-02
| 733,797
| 79,014
| 654,783
| 1
| 47
| 40
| 0
| 13
|
GLD:33.3%;AMZN:33.3%;VNQ:33.3%
|
US:68.6;EU:7.7;APAC:15.6;EM:6.7;Other:1.4
|
Value:-1.0;Growth:0.0;Quality:-0.5;Size:-0.5;Momentum:+0.6;LowVol:+0.3
|
NoMargin
| 5
| 30
| 5.8
|
trailing 8%
| 102
| 12.3
|
Volatile
| 21.3
| 5.08
| 3.6
| 172
| 9
| 63
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 27
| -37
|
BrokerC
|
LMT
| 99
| null | null |
Normal monitoring
| 93
| -16
| 195
| 5
| false
|
Tax-aware sells next window
|
P3416
|
Cautious
|
Taxable
|
USD
|
2025-08-24
| 260,847
| 24,206
| 236,641
| 1
| 38.4
| 42.3
| 2.4
| 17
|
BND:12.9%;QQQ:25.0%;VTI:25.0%;TLT:25.0%;MSFT:12.0%
|
US:60.7;EU:16.9;APAC:6.5;EM:13.5;Other:2.4
|
Value:-0.3;Growth:-0.2;Quality:+0.7;Size:-0.3;Momentum:+0.2;LowVol:+0.6
|
ESGOnly;NoMargin
| 5
| 25
| 3.6
|
trailing 10%
| 159
| 12.3
|
Sideways
| 15
| 3.65
| 2.8
| 108
| 44
| 71
| 43
| true
|
Rebalance
|
Rebalance back to target bands
| 17
| -28
|
BrokerB
|
LMT
| 100
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -19
| -17
| -26
| 5
| false
|
Increase defensive factor exposure
|
P3417
|
Opportunistic
|
IRA
|
USD
|
2024-10-17
| 1,694,390
| 149,105
| 1,545,285
| 1
| 65.2
| 19.4
| 9.6
| 5.8
|
AMZN:26.5%;VNQ:26.5%;GLD:26.5%;HYG:20.6%
|
US:62.3;EU:15.5;APAC:12.4;EM:6.2;Other:3.7
|
Value:-0.6;Growth:0.0;Quality:-0.4;Size:+0.9;Momentum:-0.4;LowVol:+0.7
| null | 8
| 25
| 4.6
|
trailing 9%
| 270
| 21.9
|
Bull
| 16.9
| 4.75
| 3.3
| 89
| 82
| 92
| 62
| false
|
Buy
|
Add to core equity +1%
| 19
| 12
|
BrokerC
|
LMT
| 92
| null | null |
Normal monitoring
| 98
| -14
| 74
| 5
| false
|
Tighten stops on momentum names
|
P3418
|
Active
|
Roth
|
USD
|
2024-10-16
| 1,439,372
| 133,418
| 1,305,954
| 1
| 50.6
| 22.7
| 18
| 8.7
|
MSFT:23.9%;TSLA:23.9%;HYG:19.4%;VTI:23.9%;BND:8.9%
|
US:70.9;EU:8.3;APAC:12.5;EM:6.3;Other:2.0
|
Value:-0.2;Growth:-0.7;Quality:-0.9;Size:+0.4;Momentum:+0.3;LowVol:+0.2
|
MaxPos8%
| 10
| 25
| 4.7
|
hard 12%
| 149
| 23.8
|
Bear
| 26.4
| 3.97
| 2
| 193
| 34
| 82
| 59
| true
|
Hedge
|
Buy index puts 1% notional
| 20
| -37
|
BrokerD
|
MKT
| 94
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 112
| 1
| 131
| 4
| false
|
Increase defensive factor exposure
|
P3419
|
Systematic
|
IRA
|
USD
|
2025-09-28
| 1,918,457
| 172,518
| 1,745,939
| 1
| 55
| 29.6
| 6.8
| 8.6
|
QQQ:21.3%;BRK.B:19.0%;AAPL:18.8%;TLT:21.3%;TSLA:19.6%
|
US:73.9;EU:7.8;APAC:5.5;EM:8.6;Other:4.2
|
Value:+0.7;Growth:-0.6;Quality:-0.4;Size:+0.8;Momentum:-0.5;LowVol:+0.4
|
NoDerivatives
| 5
| 35
| 5.7
|
hard 12%
| 148
| 17.9
|
Bull
| 17.9
| 4.83
| 3.4
| 85
| 79
| 88
| 40
| false
|
Sell
|
Trim extended winner -1%
| 18
| -29
|
BrokerA
|
MKT
| 86
| null | null |
Normal monitoring
| 37
| 10
| 137
| 3
| false
|
Tax-aware sells next window
|
P3420
|
Active
|
401k
|
USD
|
2025-07-17
| 787,782
| 73,783
| 713,999
| 1
| 59.2
| 22.1
| 11.7
| 7.1
|
BRK.B:27.6%;XLF:27.6%;VTI:27.6%;IEF:17.3%
|
US:66.8;EU:15.5;APAC:8.1;EM:5.8;Other:3.8
|
Value:+0.7;Growth:-0.1;Quality:+0.3;Size:+0.9;Momentum:-0.6;LowVol:-0.4
| null | 5
| 35
| 4.8
|
trailing 8%
| 170
| 22.9
|
Volatile
| 22.2
| 5.39
| 2.8
| 143
| 76
| 81
| 63
| false
|
Buy
|
Add to core equity +1%
| 23
| -33
|
BrokerB
|
MKT
| 87
| null | null |
Normal monitoring
| 101
| 19
| 212
| 3
| false
|
Tax-aware sells next window
|
P3421
|
Active
|
IRA
|
USD
|
2024-08-22
| 2,185,514
| 249,443
| 1,936,071
| 1.09
| 66.2
| 27.6
| 0
| 6.2
|
QQQ:23.9%;HYG:28.3%;GLD:19.5%;AAPL:28.3%
|
US:64.6;EU:15.4;APAC:12.3;EM:6.0;Other:1.8
|
Value:+0.7;Growth:+0.9;Quality:+0.9;Size:-0.0;Momentum:-0.3;LowVol:+0.3
|
NoDerivatives
| 8
| 35
| 4.2
|
trailing 8%
| 165
| 19.3
|
Bear
| 33.9
| 3.04
| 2.7
| 156
| -47
| 32
| 81
| true
|
Hedge
|
Buy index puts 1% notional
| 33
| -31
|
BrokerA
|
MKT
| 88
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -53
| 8
| -81
| 5
| false
|
Tighten stops on momentum names
|
P3422
|
Hands-off
|
Roth
|
USD
|
2025-05-07
| 231,642
| 19,750
| 211,892
| 1
| 62.8
| 21.8
| 7.1
| 8.2
|
AAPL:17.9%;MSFT:20.6%;VOO:16.3%;TLT:13.0%;IEF:19.5%;QQQ:12.7%
|
US:69.8;EU:10.0;APAC:11.3;EM:7.9;Other:0.9
|
Value:-0.0;Growth:+0.9;Quality:-0.2;Size:+0.3;Momentum:+0.7;LowVol:+0.4
| null | 8
| 30
| 3.3
|
trailing 10%
| 156
| 13.9
|
Sideways
| 15.2
| 5
| 3.4
| 110
| -4
| 40
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 14
| 10
|
BrokerC
|
MKT
| 91
| null | null |
Normal monitoring
| -11
| -14
| -28
| 4
| false
|
Tighten stops on momentum names
|
P3423
|
Hands-off
|
Trust
|
USD
|
2025-04-06
| 423,425
| 38,219
| 385,206
| 1
| 59.4
| 30
| 2.8
| 7.9
|
QQQ:24.7%;XLF:25.1%;TSLA:25.1%;AAPL:25.1%
|
US:71.6;EU:9.6;APAC:12.5;EM:5.0;Other:1.3
|
Value:+0.3;Growth:-0.8;Quality:+0.4;Size:-0.9;Momentum:+0.5;LowVol:+0.5
| null | 10
| 30
| 5.9
|
trailing 8%
| 148
| 19.6
|
Bull
| 12.7
| 4.65
| 2.6
| 108
| 88
| 83
| 49
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 11
| -3
|
BrokerB
|
MKT
| 97
| null | null |
Normal monitoring
| 111
| -20
| 225
| 3
| false
|
Tighten stops on momentum names
|
P3424
|
Active
|
IRA
|
USD
|
2024-08-16
| 1,238,878
| 90,216
| 1,148,662
| 1
| 62.2
| 31.4
| 0
| 6.5
|
QQQ:22.7%;AAPL:19.2%;BRK.B:22.7%;TSLA:22.7%;IEF:12.8%
|
US:74.2;EU:7.1;APAC:8.4;EM:7.3;Other:3.0
|
Value:-0.3;Growth:-0.8;Quality:-0.1;Size:+0.8;Momentum:-0.3;LowVol:+0.3
| null | 7
| 30
| 4.2
|
trailing 8%
| 212
| 19.7
|
Bull
| 11.8
| 4.55
| 3.4
| 109
| 83
| 100
| 38
| false
|
Sell
|
Trim extended winner -1%
| -5
| -24
|
BrokerC
|
MKT
| 96
| null | null |
Normal monitoring
| 65
| -28
| 145
| 5
| false
|
Tighten stops on momentum names
|
P3425
|
Cautious
|
Taxable
|
USD
|
2025-02-19
| 835,201
| 89,060
| 746,141
| 1
| 43.2
| 35.2
| 4.4
| 17.2
|
MUB:25.0%;VNQ:25.0%;TLT:25.0%;HYG:25.0%
|
US:66.1;EU:16.1;APAC:7.5;EM:8.0;Other:2.3
|
Value:-1.0;Growth:-0.5;Quality:+0.5;Size:-0.8;Momentum:-0.8;LowVol:+0.3
|
ESGOnly;MaxPos6%;NoMargin
| 10
| 25
| 5.3
|
trailing 10%
| 95
| 12.5
|
Volatile
| 22.7
| 5.31
| 2.9
| 145
| 55
| 66
| 58
| false
|
Buy
|
Add to core equity +1%
| 5
| 3
|
BrokerD
|
MKT
| 93
| null | null |
Normal monitoring
| -8
| 14
| 65
| 3
| false
|
Tighten stops on momentum names
|
P3426
|
Cautious
|
Taxable
|
USD
|
2025-11-07
| 784,649
| 119,716
| 664,933
| 1
| 43.5
| 41
| 0
| 15.5
|
BND:29.9%;IEF:35.0%;VNQ:35.0%
|
US:66.8;EU:12.2;APAC:7.2;EM:9.9;Other:3.9
|
Value:-0.8;Growth:-0.6;Quality:-0.2;Size:+0.8;Momentum:-0.9;LowVol:-0.1
|
ESGOnly;NoDerivatives;NoMargin
| 8
| 25
| 5
|
hard 10%
| 96
| 17
|
Bear
| 25.4
| 3.13
| 2.3
| 142
| 20
| 62
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 34
| -25
|
BrokerC
|
LMT
| 89
| null | null |
Normal monitoring
| 26
| -6
| 25
| 4
| false
|
Increase defensive factor exposure
|
P3427
|
Cautious
|
Trust
|
USD
|
2025-12-23
| 580,647
| 52,144
| 528,503
| 1
| 44.7
| 35.5
| 7.1
| 12.7
|
VOO:13.0%;AMZN:22.9%;XLF:22.9%;MUB:19.1%;BRK.B:22.0%
|
US:67.7;EU:9.4;APAC:10.1;EM:8.7;Other:4.1
|
Value:-1.0;Growth:+0.2;Quality:+0.6;Size:-0.8;Momentum:-0.6;LowVol:+0.3
|
MaxPos6%;NoDerivatives;NoMargin
| 6
| 25
| 4.9
|
trailing 10%
| 145
| 18.1
|
Bear
| 28.1
| 4.46
| 2.5
| 131
| 29
| 53
| 73
| true
|
Rebalance
|
Rebalance back to target bands
| 25
| -29
|
BrokerA
|
VWAP
| 100
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| -24
| -30
| -60
| 4
| false
|
Tighten stops on momentum names
|
P3428
|
Active
|
Taxable
|
USD
|
2025-07-14
| 1,263,506
| 88,326
| 1,175,180
| 1
| 59
| 26.5
| 9.2
| 5.3
|
VNQ:33.3%;TSLA:33.3%;BRK.B:33.3%
|
US:68.6;EU:6.6;APAC:12.6;EM:10.1;Other:2.2
|
Value:-0.5;Growth:+0.1;Quality:+0.5;Size:-0.9;Momentum:+0.2;LowVol:+0.2
| null | 7
| 35
| 5.9
|
trailing 9%
| 189
| 16.7
|
Bull
| 13.2
| 4.11
| 2.8
| 73
| 62
| 76
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 23
| -24
|
BrokerD
|
MKT
| 99
| null | null |
Normal monitoring
| 4
| 11
| 21
| 3
| false
|
Increase defensive factor exposure
|
P3429
|
Active
|
Taxable
|
USD
|
2024-08-29
| 2,144,932
| 187,058
| 1,957,874
| 1
| 57.3
| 24.1
| 9.2
| 9.4
|
AAPL:14.8%;MSFT:21.5%;QQQ:6.6%;VOO:19.0%;BRK.B:21.5%;GLD:16.6%
|
US:72.0;EU:8.6;APAC:12.8;EM:5.6;Other:1.1
|
Value:+1.0;Growth:+1.0;Quality:-0.9;Size:-0.8;Momentum:-0.1;LowVol:-0.6
| null | 7
| 35
| 4.3
|
hard 12%
| 195
| 26
|
Bear
| 33.6
| 4.14
| 2.1
| 180
| -98
| 9
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| 33
| 14
|
BrokerA
|
LMT
| 89
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| -5
| -4
| 23
| 3
| false
|
Monitor dispersion and breadth
|
P3430
|
Systematic
|
Taxable
|
USD
|
2024-09-19
| 1,996,045
| 84,324
| 1,911,721
| 1
| 59
| 30.9
| 4.9
| 5.1
|
AMZN:22.5%;HYG:22.5%;TLT:14.9%;VTI:21.5%;GLD:18.7%
|
US:65.4;EU:10.0;APAC:12.7;EM:9.1;Other:2.8
|
Value:-0.9;Growth:+0.7;Quality:+0.1;Size:+0.6;Momentum:-0.1;LowVol:-0.3
| null | 6
| 35
| 5.4
|
trailing 9%
| 169
| 25.6
|
Volatile
| 20.3
| 4.35
| 3.7
| 161
| 17
| 59
| 48
| true
|
Hedge
|
Buy index puts 1% notional
| -15
| -8
|
BrokerC
|
VWAP
| 99
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 115
| -25
| 179
| 5
| false
|
Increase defensive factor exposure
|
P3431
|
Cautious
|
IRA
|
USD
|
2024-10-27
| 883,096
| 119,349
| 763,747
| 1
| 37.9
| 37.2
| 8.8
| 16.1
|
VOO:27.9%;BRK.B:16.4%;VNQ:27.9%;GLD:27.9%
|
US:72.1;EU:6.3;APAC:12.8;EM:7.8;Other:1.1
|
Value:+0.6;Growth:+0.7;Quality:-1.0;Size:-0.4;Momentum:-0.1;LowVol:+0.4
|
NoDerivatives;NoMargin
| 5
| 25
| 5.1
|
trailing 10%
| 148
| 14.7
|
Bear
| 32.5
| 3.88
| 1.2
| 198
| -7
| 37
| 74
| true
|
Rebalance
|
Rebalance back to target bands
| 1
| -9
|
BrokerB
|
MKT
| 96
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| -3
| 17
| -11
| 4
| false
|
Monitor dispersion and breadth
|
P3432
|
Cautious
|
401k
|
USD
|
2025-01-22
| 680,440
| 56,083
| 624,357
| 1
| 54.5
| 31.9
| 0.3
| 13.3
|
MSFT:33.3%;HYG:33.3%;TLT:33.3%
|
US:58.5;EU:19.5;APAC:12.1;EM:8.9;Other:1.0
|
Value:-0.3;Growth:+0.2;Quality:-0.4;Size:+0.6;Momentum:0.0;LowVol:+0.5
|
NoDerivatives;NoMargin
| 5
| 25
| 3
|
hard 10%
| 141
| 14.2
|
Volatile
| 31
| 4.42
| 3.7
| 154
| -19
| 29
| 66
| false
|
NoAction
|
Within bands; monitor
| 6
| 6
|
BrokerD
|
LMT
| 99
| null | null |
Normal monitoring
| 113
| -23
| 200
| 4
| false
|
Monitor dispersion and breadth
|
P3433
|
Opportunistic
|
Taxable
|
USD
|
2024-12-13
| 866,425
| 61,440
| 804,985
| 1
| 62.7
| 15
| 14.6
| 7.7
|
QQQ:11.3%;MUB:24.5%;AAPL:24.1%;BND:24.5%;XLF:15.8%
|
US:73.1;EU:9.0;APAC:11.6;EM:5.6;Other:0.8
|
Value:+0.5;Growth:-0.6;Quality:-0.9;Size:0.0;Momentum:+0.4;LowVol:+0.4
| null | 7
| 35
| 5.3
|
trailing 9%
| 217
| 21
|
Sideways
| 15.5
| 3.55
| 2.1
| 109
| 44
| 61
| 43
| false
|
Sell
|
Trim extended winner -1%
| 19
| 10
|
BrokerC
|
LMT
| 98
| null | null |
Normal monitoring
| 0
| -15
| 94
| 5
| false
|
Increase defensive factor exposure
|
P3434
|
Cautious
|
Roth
|
USD
|
2024-10-01
| 757,715
| 99,206
| 658,509
| 1
| 37.7
| 45
| 5.9
| 11.4
|
BND:22.0%;AMZN:22.0%;TLT:17.0%;MSFT:8.7%;TSLA:15.8%;MUB:14.6%
|
US:72.7;EU:13.0;APAC:9.1;EM:3.7;Other:1.5
|
Value:+1.0;Growth:+0.2;Quality:+0.1;Size:+0.1;Momentum:+0.4;LowVol:-0.4
|
ESGOnly;NoMargin
| 5
| 30
| 5.2
|
trailing 8%
| 95
| 19.3
|
Bull
| 12.8
| 4.82
| 2.9
| 116
| 14
| 66
| 32
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 31
| -31
|
BrokerD
|
MKT
| 86
| null | null |
Normal monitoring
| -29
| -16
| 77
| 4
| false
|
Tax-aware sells next window
|
P3435
|
Cautious
|
Taxable
|
USD
|
2024-12-04
| 446,779
| 69,368
| 377,411
| 1
| 54.5
| 30.7
| 2.6
| 12.2
|
MSFT:33.3%;TLT:33.3%;VTI:33.3%
|
US:73.5;EU:8.8;APAC:7.4;EM:8.1;Other:2.2
|
Value:-0.9;Growth:-0.2;Quality:-0.5;Size:+0.7;Momentum:-0.7;LowVol:+0.1
|
ESGOnly;NoDerivatives;NoMargin
| 7
| 25
| 5.2
|
trailing 10%
| 151
| 17.2
|
Volatile
| 28.6
| 4.73
| 2.9
| 118
| 39
| 60
| 70
| false
|
Sell
|
Trim extended winner -1%
| 34
| 1
|
BrokerB
|
MKT
| 94
| null | null |
Normal monitoring
| 49
| -44
| 175
| 5
| false
|
Tighten stops on momentum names
|
P3436
|
Opportunistic
|
Trust
|
USD
|
2025-04-16
| 1,582,506
| 134,463
| 1,448,043
| 1.07
| 72.1
| 19.6
| 0
| 8.3
|
MUB:11.9%;HYG:19.8%;TLT:22.1%;GLD:22.1%;VTI:10.2%;QQQ:13.9%
|
US:70.8;EU:9.8;APAC:9.3;EM:9.4;Other:0.7
|
Value:+0.8;Growth:+0.2;Quality:-0.8;Size:-0.5;Momentum:+0.5;LowVol:+0.2
|
MaxPos6%;NoDerivatives
| 8
| 30
| 4.8
|
trailing 7%
| 189
| 21.1
|
Bull
| 14.8
| 4.64
| 3.4
| 104
| 49
| 72
| 58
| false
|
Sell
|
Trim extended winner -1%
| -6
| -22
|
BrokerC
|
LMT
| 97
| null | null |
Normal monitoring
| -38
| -52
| 9
| 3
| false
|
Increase defensive factor exposure
|
P3437
|
Opportunistic
|
Trust
|
USD
|
2025-09-29
| 1,770,094
| 136,910
| 1,633,184
| 1
| 67.1
| 21.6
| 3.7
| 7.6
|
VTI:22.5%;AMZN:20.1%;BND:12.6%;QQQ:22.3%;HYG:22.5%
|
US:65.3;EU:12.5;APAC:12.5;EM:5.2;Other:4.5
|
Value:-0.8;Growth:-0.4;Quality:+0.9;Size:+0.9;Momentum:+0.3;LowVol:-0.4
|
NoDerivatives
| 8
| 25
| 4.6
|
trailing 7%
| 220
| 26.5
|
Volatile
| 25.4
| 3.56
| 3.2
| 178
| -4
| 42
| 67
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 27
| -22
|
BrokerB
|
MKT
| 86
| null | null |
Normal monitoring
| 30
| -38
| -6
| 4
| false
|
Increase defensive factor exposure
|
P3438
|
Cautious
|
Taxable
|
USD
|
2024-07-22
| 729,458
| 113,581
| 615,877
| 1
| 43.6
| 40.2
| 0
| 16.2
|
VNQ:12.8%;MSFT:18.9%;QQQ:20.8%;TLT:20.8%;GLD:5.9%;IEF:20.8%
|
US:68.6;EU:15.0;APAC:5.0;EM:10.9;Other:0.5
|
Value:+0.3;Growth:+1.0;Quality:+0.3;Size:+0.9;Momentum:-0.5;LowVol:+0.7
|
NoDerivatives;NoMargin
| 8
| 25
| 5.9
|
hard 10%
| 170
| 19
|
Volatile
| 27.6
| 3.58
| 3.6
| 122
| 56
| 74
| 56
| true
|
Hedge
|
Buy index puts 1% notional
| 8
| 2
|
BrokerC
|
MKT
| 88
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -40
| -31
| -69
| 4
| false
|
Tax-aware sells next window
|
P3439
|
Cautious
|
Trust
|
USD
|
2024-12-28
| 872,458
| 111,631
| 760,827
| 1
| 51.5
| 33.4
| 3.5
| 11.7
|
BND:33.3%;MUB:33.3%;XLF:33.3%
|
US:65.5;EU:14.5;APAC:11.6;EM:7.4;Other:0.9
|
Value:+0.8;Growth:+0.7;Quality:-0.2;Size:+0.1;Momentum:-0.9;LowVol:+0.8
|
NoDerivatives;NoMargin
| 7
| 25
| 5.8
|
trailing 8%
| 142
| 16.3
|
Sideways
| 20.6
| 3.52
| 2.8
| 112
| -19
| 41
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 28
| -18
|
BrokerA
|
LMT
| 89
| null | null |
Normal monitoring
| 2
| 5
| -22
| 5
| false
|
Tighten stops on momentum names
|
P3440
|
Systematic
|
Roth
|
USD
|
2025-03-04
| 1,354,969
| 134,962
| 1,220,007
| 1
| 67.4
| 25.5
| 0
| 7.1
|
VOO:7.3%;AAPL:19.9%;HYG:19.5%;AMZN:22.0%;BRK.B:22.0%;TLT:9.4%
|
US:76.7;EU:10.6;APAC:8.5;EM:4.1;Other:0.1
|
Value:+0.4;Growth:+0.2;Quality:+0.3;Size:+0.9;Momentum:-0.3;LowVol:-0.0
|
MaxPos5%;NoDerivatives
| 5
| 30
| 4.4
|
hard 12%
| 227
| 23.5
|
Bear
| 23.2
| 3.79
| 1.2
| 197
| 20
| 67
| 65
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 34
| -39
|
BrokerB
|
LMT
| 92
| null | null |
Normal monitoring
| 116
| 18
| 229
| 4
| false
|
Tax-aware sells next window
|
P3441
|
Hands-off
|
401k
|
USD
|
2025-04-06
| 571,765
| 25,520
| 546,245
| 1
| 55.9
| 26.5
| 11
| 6.6
|
HYG:20.4%;QQQ:21.2%;BRK.B:21.2%;BND:9.2%;MUB:13.9%;VOO:14.1%
|
US:66.8;EU:6.8;APAC:12.4;EM:9.5;Other:4.6
|
Value:+0.7;Growth:-0.6;Quality:-0.4;Size:-0.0;Momentum:+0.9;LowVol:-0.2
|
ESGOnly;MaxPos7%;NoDerivatives
| 8
| 25
| 3.2
|
trailing 8%
| 95
| 12.6
|
Bear
| 31.9
| 3.74
| 1.3
| 193
| -28
| 37
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| 10
| -37
|
BrokerC
|
VWAP
| 94
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| -42
| -32
| -10
| 2
| false
|
Monitor dispersion and breadth
|
P3442
|
Cautious
|
Roth
|
USD
|
2025-01-11
| 635,822
| 98,502
| 537,320
| 1
| 39.1
| 30.7
| 13.9
| 16.2
|
XLF:21.0%;GLD:13.0%;MSFT:22.7%;QQQ:20.1%;BND:23.3%
|
US:68.6;EU:10.6;APAC:12.8;EM:6.3;Other:1.6
|
Value:+0.1;Growth:+0.7;Quality:-0.7;Size:+0.6;Momentum:-0.3;LowVol:+0.1
|
NoMargin
| 7
| 30
| 5.5
|
hard 10%
| 159
| 17.2
|
Bull
| 16.3
| 3.76
| 2.4
| 81
| 65
| 95
| 41
| false
|
Buy
|
Add to core equity +1%
| 13
| -21
|
BrokerD
|
MKT
| 92
| null | null |
Normal monitoring
| 34
| -27
| 149
| 5
| false
|
Increase defensive factor exposure
|
P3443
|
Hands-off
|
IRA
|
USD
|
2025-01-07
| 768,246
| 37,471
| 730,775
| 1
| 68.2
| 19.7
| 3
| 9.1
|
VOO:19.1%;TLT:21.5%;AAPL:16.9%;VNQ:21.5%;AMZN:21.0%
|
US:63.0;EU:14.2;APAC:10.6;EM:8.4;Other:3.8
|
Value:-0.2;Growth:+0.6;Quality:-0.3;Size:-0.0;Momentum:-0.6;LowVol:+0.6
|
MaxPos7%;NoDerivatives
| 5
| 25
| 5.9
|
hard 10%
| 159
| 14.3
|
Sideways
| 16.3
| 4.74
| 3
| 128
| 50
| 62
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 5
| -37
|
BrokerC
|
VWAP
| 96
| null | null |
Normal monitoring
| 27
| 18
| 18
| 4
| false
|
Tighten stops on momentum names
|
P3444
|
Cautious
|
401k
|
USD
|
2024-11-06
| 153,503
| 14,122
| 139,381
| 1
| 49.9
| 39.3
| 0
| 10.8
|
VTI:21.5%;VOO:19.6%;XLF:21.5%;TSLA:8.0%;MUB:21.5%;AMZN:7.8%
|
US:65.7;EU:18.3;APAC:8.5;EM:5.8;Other:1.6
|
Value:-0.9;Growth:+1.0;Quality:-0.3;Size:+0.9;Momentum:-0.1;LowVol:+0.1
|
NoMargin
| 7
| 30
| 3.4
|
trailing 8%
| 112
| 13.9
|
Sideways
| 20.4
| 4.93
| 2.6
| 139
| -13
| 34
| 57
| false
|
Buy
|
Add to core equity +1%
| -1
| -40
|
BrokerA
|
LMT
| 88
| null | null |
Normal monitoring
| 59
| -19
| 35
| 5
| false
|
Monitor dispersion and breadth
|
P3445
|
Systematic
|
Trust
|
USD
|
2024-07-17
| 1,683,532
| 104,486
| 1,579,046
| 1
| 57.5
| 25.1
| 11.3
| 6.2
|
GLD:26.0%;BND:28.4%;TLT:17.3%;VOO:28.4%
|
US:70.1;EU:8.7;APAC:10.2;EM:8.1;Other:2.9
|
Value:-0.9;Growth:+0.5;Quality:+0.2;Size:-0.2;Momentum:-0.6;LowVol:+0.4
| null | 5
| 25
| 4.9
|
trailing 9%
| 171
| 26.1
|
Sideways
| 17.4
| 4.07
| 2.4
| 118
| 44
| 59
| 41
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 25
| 7
|
BrokerA
|
MKT
| 93
| null | null |
Normal monitoring
| 68
| -49
| 160
| 5
| false
|
Increase defensive factor exposure
|
P3446
|
Cautious
|
401k
|
USD
|
2024-07-10
| 511,862
| 77,231
| 434,631
| 1
| 42.4
| 34.4
| 13
| 10.3
|
MSFT:22.1%;AMZN:16.9%;VTI:20.9%;BRK.B:19.8%;GLD:20.2%
|
US:68.8;EU:15.8;APAC:10.8;EM:3.4;Other:1.2
|
Value:-0.0;Growth:-0.5;Quality:+0.9;Size:-0.2;Momentum:-0.0;LowVol:+0.5
|
MaxPos7%;NoMargin
| 8
| 35
| 5.9
|
trailing 8%
| 136
| 16.8
|
Bull
| 12.8
| 3.84
| 2.8
| 120
| 5
| 41
| 31
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 1
| 11
|
BrokerD
|
LMT
| 92
| null | null |
Normal monitoring
| -42
| -42
| -72
| 4
| false
|
Increase defensive factor exposure
|
P3447
|
Opportunistic
|
401k
|
USD
|
2024-12-08
| 823,779
| 51,096
| 772,683
| 1
| 73.2
| 20.7
| 0
| 6.1
|
AAPL:19.8%;VTI:25.9%;TLT:27.2%;HYG:27.2%
|
US:72.8;EU:12.8;APAC:9.5;EM:4.7;Other:0.2
|
Value:+0.1;Growth:+0.9;Quality:+0.2;Size:-0.0;Momentum:+0.5;LowVol:+0.7
|
NoDerivatives
| 7
| 35
| 5.6
|
hard 12%
| 264
| 25.6
|
Sideways
| 15
| 3.88
| 3.2
| 95
| 16
| 56
| 61
| false
|
Buy
|
Add to core equity +1%
| 31
| -29
|
BrokerC
|
MKT
| 96
| null | null |
Normal monitoring
| 0
| -39
| 138
| 3
| false
|
Increase defensive factor exposure
|
P3448
|
Hands-off
|
Roth
|
USD
|
2025-08-13
| 880,807
| 49,134
| 831,673
| 1
| 72.8
| 19.6
| 1.3
| 6.2
|
HYG:22.8%;XLF:22.8%;VOO:22.8%;AAPL:12.0%;GLD:19.5%
|
US:59.1;EU:17.5;APAC:10.3;EM:11.0;Other:2.1
|
Value:-0.9;Growth:+0.5;Quality:-0.2;Size:+0.9;Momentum:-1.0;LowVol:-0.6
|
MaxPos5%
| 5
| 30
| 3.6
|
trailing 8%
| 126
| 13.4
|
Volatile
| 24
| 4.94
| 2.5
| 119
| -16
| 48
| 61
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -7
| -39
|
BrokerC
|
LMT
| 95
| null | null |
Normal monitoring
| 59
| -16
| 186
| 3
| false
|
Within IPS guidelines
|
P3449
|
Cautious
|
Taxable
|
USD
|
2025-07-24
| 205,964
| 26,350
| 179,614
| 1
| 38.1
| 44.6
| 4.9
| 12.4
|
BND:15.5%;HYG:22.9%;AMZN:16.0%;BRK.B:22.9%;TLT:22.9%
|
US:59.8;EU:14.8;APAC:11.8;EM:12.1;Other:1.4
|
Value:-0.5;Growth:+0.4;Quality:+0.3;Size:+0.5;Momentum:-0.1;LowVol:-0.1
|
ESGOnly;NoMargin
| 6
| 30
| 5
|
trailing 10%
| 132
| 13
|
Volatile
| 21.7
| 5.24
| 4.5
| 137
| -49
| 33
| 38
| true
|
Hedge
|
Buy index puts 1% notional
| 17
| 11
|
BrokerC
|
LMT
| 89
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 0
| -44
| 28
| 4
| false
|
Within IPS guidelines
|
P3450
|
Systematic
|
IRA
|
USD
|
2024-08-11
| 1,955,649
| 101,011
| 1,854,638
| 1
| 62.1
| 29.9
| 0
| 8
|
IEF:16.7%;VOO:20.7%;VTI:20.7%;VNQ:8.4%;HYG:14.6%;AAPL:18.9%
|
US:73.7;EU:8.4;APAC:13.8;EM:3.9;Other:0.1
|
Value:+0.7;Growth:+0.3;Quality:+0.6;Size:-0.9;Momentum:+0.1;LowVol:-0.0
|
MaxPos5%;NoDerivatives
| 7
| 30
| 4.8
|
trailing 8%
| 146
| 17
|
Sideways
| 19.9
| 4.98
| 2.9
| 133
| 59
| 83
| 54
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| -10
|
BrokerB
|
LMT
| 94
| null | null |
Normal monitoring
| 96
| -50
| 74
| 5
| false
|
Tighten stops on momentum names
|
P3451
|
Active
|
401k
|
USD
|
2025-10-28
| 1,590,628
| 96,425
| 1,494,203
| 1
| 56.5
| 26.6
| 11
| 5.9
|
AMZN:9.7%;QQQ:21.6%;XLF:21.6%;VNQ:17.3%;VOO:9.4%;BND:20.3%
|
US:75.1;EU:7.2;APAC:9.5;EM:3.7;Other:4.6
|
Value:+0.8;Growth:-0.9;Quality:-0.5;Size:+0.4;Momentum:-0.6;LowVol:+0.9
| null | 6
| 30
| 4.3
|
trailing 8%
| 133
| 24
|
Sideways
| 21.2
| 3.78
| 2.3
| 101
| -23
| 31
| 61
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -2
| -2
|
BrokerB
|
LMT
| 96
| null | null |
Normal monitoring
| 43
| -20
| 138
| 4
| false
|
Increase defensive factor exposure
|
P3452
|
Systematic
|
Taxable
|
USD
|
2024-12-12
| 1,314,853
| 75,564
| 1,239,289
| 1
| 60.9
| 27.1
| 5.4
| 6.6
|
AMZN:20.2%;BND:7.1%;IEF:20.2%;MUB:20.2%;QQQ:13.5%;VTI:18.8%
|
US:69.6;EU:9.4;APAC:11.3;EM:9.0;Other:0.7
|
Value:+0.8;Growth:+0.2;Quality:+0.8;Size:+1.0;Momentum:-0.6;LowVol:-0.7
|
NoDerivatives
| 8
| 35
| 5.8
|
hard 12%
| 147
| 27
|
Bull
| 12.8
| 4.81
| 2
| 106
| 7
| 43
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 31
| -32
|
BrokerA
|
MKT
| 92
| null | null |
Normal monitoring
| 93
| -22
| 177
| 3
| false
|
Tighten stops on momentum names
|
P3453
|
Cautious
|
Taxable
|
USD
|
2025-06-14
| 212,496
| 23,865
| 188,631
| 1
| 47
| 36.1
| 0
| 16.8
|
BND:8.5%;MSFT:19.2%;TLT:14.7%;HYG:21.7%;XLF:21.7%;VOO:14.3%
|
US:60.1;EU:15.2;APAC:8.1;EM:13.0;Other:3.6
|
Value:+0.1;Growth:+0.2;Quality:+0.8;Size:+0.5;Momentum:+0.9;LowVol:+0.7
|
ESGOnly;NoDerivatives;NoMargin
| 5
| 35
| 5.2
|
hard 10%
| 161
| 16.6
|
Volatile
| 28.5
| 3.86
| 3.4
| 144
| 56
| 82
| 68
| false
|
Sell
|
Trim extended winner -1%
| 16
| 6
|
BrokerB
|
MKT
| 99
| null | null |
Normal monitoring
| -14
| -55
| 23
| 3
| false
|
Monitor dispersion and breadth
|
P3454
|
Active
|
401k
|
USD
|
2025-10-31
| 1,929,578
| 156,711
| 1,772,867
| 1
| 65.1
| 30.1
| 0
| 4.8
|
VNQ:26.4%;VTI:26.4%;AMZN:20.8%;XLF:26.4%
|
US:62.5;EU:18.7;APAC:11.7;EM:3.6;Other:3.5
|
Value:0.0;Growth:+0.9;Quality:+0.5;Size:+0.5;Momentum:+0.5;LowVol:-0.5
| null | 8
| 30
| 4.9
|
hard 12%
| 143
| 18
|
Sideways
| 17.1
| 3.73
| 3.2
| 109
| 27
| 76
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -1
| -38
|
BrokerA
|
MKT
| 88
| null | null |
Normal monitoring
| -10
| -36
| 49
| 3
| false
|
Tax-aware sells next window
|
P3455
|
Opportunistic
|
Roth
|
USD
|
2024-07-28
| 621,638
| 31,582
| 590,056
| 1
| 60.7
| 18.4
| 15.9
| 5.1
|
HYG:7.8%;IEF:15.7%;XLF:18.2%;BRK.B:17.5%;TLT:20.5%;VTI:20.2%
|
US:73.2;EU:10.1;APAC:7.7;EM:6.1;Other:2.9
|
Value:-0.6;Growth:-0.8;Quality:+0.4;Size:-0.4;Momentum:-0.5;LowVol:-0.2
| null | 10
| 25
| 4.3
|
trailing 7%
| 208
| 26.8
|
Sideways
| 19.5
| 4.23
| 2.3
| 94
| 60
| 66
| 60
| true
|
Hedge
|
Buy index puts 1% notional
| 20
| -26
|
BrokerD
|
MKT
| 98
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 45
| 4
| 78
| 4
| true
|
Tax-aware sells next window
|
P3456
|
Cautious
|
Taxable
|
USD
|
2025-09-19
| 438,382
| 64,101
| 374,281
| 1
| 44.5
| 36.3
| 7
| 12.2
|
AMZN:22.5%;QQQ:25.8%;XLF:25.8%;VNQ:25.8%
|
US:65.4;EU:9.8;APAC:9.8;EM:10.6;Other:4.4
|
Value:-0.6;Growth:+1.0;Quality:+0.7;Size:-0.3;Momentum:+0.6;LowVol:-0.4
|
MaxPos5%;NoMargin
| 8
| 30
| 5
|
trailing 8%
| 159
| 14.1
|
Bull
| 17.3
| 3.78
| 3
| 100
| 11
| 53
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 3
| 2
|
BrokerC
|
MKT
| 85
| null | null |
Normal monitoring
| 102
| -19
| 126
| 3
| false
|
Within IPS guidelines
|
P3457
|
Active
|
Roth
|
USD
|
2024-09-26
| 925,541
| 83,971
| 841,570
| 1
| 67.7
| 22.6
| 0
| 9.6
|
VTI:17.0%;QQQ:21.4%;XLF:21.4%;AAPL:11.2%;VOO:7.7%;AMZN:21.4%
|
US:64.1;EU:6.4;APAC:15.5;EM:13.4;Other:0.6
|
Value:+0.4;Growth:-0.2;Quality:-0.9;Size:+0.1;Momentum:-0.4;LowVol:-0.3
| null | 6
| 30
| 4.4
|
hard 12%
| 222
| 24.8
|
Sideways
| 17.1
| 4.37
| 2.4
| 126
| 40
| 70
| 61
| true
|
Hedge
|
Buy index puts 1% notional
| 0
| -26
|
BrokerB
|
LMT
| 96
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 83
| -39
| 132
| 2
| false
|
Increase defensive factor exposure
|
P3458
|
Opportunistic
|
Taxable
|
USD
|
2024-11-27
| 1,044,958
| 90,707
| 954,251
| 1.21
| 70.8
| 15.7
| 4.8
| 8.7
|
HYG:27.9%;AAPL:27.9%;MUB:27.9%;TLT:16.4%
|
US:63.3;EU:18.9;APAC:5.9;EM:7.5;Other:4.4
|
Value:-0.7;Growth:-0.5;Quality:+0.1;Size:-0.5;Momentum:-0.9;LowVol:-0.5
|
MaxPos8%
| 6
| 25
| 4.3
|
trailing 7%
| 165
| 31.8
|
Volatile
| 24.1
| 5.12
| 4.4
| 124
| -25
| 29
| 63
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 24
| -39
|
BrokerD
|
LMT
| 96
| null | null |
Normal monitoring
| 103
| -27
| 147
| 5
| false
|
Monitor dispersion and breadth
|
P3459
|
Hands-off
|
Roth
|
USD
|
2024-11-29
| 773,818
| 53,644
| 720,174
| 1
| 65.6
| 24.7
| 0
| 9.7
|
XLF:22.2%;BRK.B:22.2%;AMZN:19.1%;BND:22.2%;TLT:14.3%
|
US:61.8;EU:19.6;APAC:13.3;EM:4.9;Other:0.4
|
Value:+0.7;Growth:+0.9;Quality:+0.7;Size:-0.2;Momentum:-0.1;LowVol:-0.3
|
ESGOnly
| 7
| 25
| 4.5
|
trailing 10%
| 118
| 18.7
|
Bull
| 16.4
| 4.97
| 2.5
| 103
| 115
| 100
| 58
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -8
| -4
|
BrokerC
|
VWAP
| 95
| null | null |
Normal monitoring
| 21
| 8
| -18
| 3
| false
|
Monitor dispersion and breadth
|
P3460
|
Hands-off
|
Trust
|
USD
|
2025-03-06
| 315,297
| 14,237
| 301,060
| 1
| 62.7
| 24.8
| 7
| 5.5
|
QQQ:15.7%;XLF:23.5%;VNQ:13.7%;IEF:23.5%;HYG:23.5%
|
US:70.0;EU:10.1;APAC:10.5;EM:7.4;Other:2.0
|
Value:0.0;Growth:-0.6;Quality:+0.1;Size:-0.9;Momentum:+1.0;LowVol:+0.8
|
NoDerivatives
| 6
| 25
| 5.3
|
trailing 8%
| 169
| 18.4
|
Sideways
| 15
| 4.3
| 2.2
| 107
| 42
| 72
| 43
| false
|
Buy
|
Add to core equity +1%
| 35
| 13
|
BrokerB
|
LMT
| 86
| null | null |
Normal monitoring
| -31
| 3
| -20
| 3
| false
|
Increase defensive factor exposure
|
P3461
|
Hands-off
|
Trust
|
USD
|
2024-10-07
| 852,071
| 53,659
| 798,412
| 1
| 58.4
| 21.3
| 11.8
| 8.5
|
IEF:14.4%;GLD:18.1%;HYG:8.3%;TSLA:21.3%;AAPL:17.1%;XLF:20.9%
|
US:62.3;EU:16.5;APAC:10.3;EM:8.1;Other:2.9
|
Value:-0.1;Growth:-0.8;Quality:+0.9;Size:-0.2;Momentum:+0.6;LowVol:-0.7
| null | 10
| 30
| 5.8
|
hard 10%
| 135
| 13.7
|
Bull
| 16.2
| 4.72
| 3.4
| 113
| 76
| 89
| 54
| false
|
NoAction
|
Within bands; monitor
| -2
| -2
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| -17
| -42
| -35
| 3
| false
|
Tighten stops on momentum names
|
P3462
|
Active
|
IRA
|
USD
|
2024-10-12
| 1,215,511
| 137,476
| 1,078,035
| 1.19
| 55.2
| 19.6
| 15.7
| 9.4
|
AAPL:8.6%;VTI:22.8%;IEF:12.3%;XLF:10.5%;AMZN:22.8%;MUB:22.8%
|
US:75.6;EU:10.1;APAC:8.0;EM:3.6;Other:2.7
|
Value:-0.1;Growth:+1.0;Quality:+0.5;Size:+0.5;Momentum:+0.7;LowVol:-0.3
|
NoDerivatives
| 10
| 35
| 5
|
trailing 8%
| 189
| 18.9
|
Bear
| 32.7
| 3.06
| 2.2
| 219
| -90
| 8
| 69
| false
|
Sell
|
Trim extended winner -1%
| 6
| 6
|
BrokerB
|
LMT
| 88
| null | null |
Normal monitoring
| 42
| -17
| 77
| 3
| false
|
Tax-aware sells next window
|
P3463
|
Systematic
|
Trust
|
USD
|
2025-05-14
| 1,414,988
| 106,974
| 1,308,014
| 1
| 55.6
| 31.6
| 4.2
| 8.5
|
AAPL:25.0%;HYG:25.0%;MUB:25.0%;TSLA:25.0%
|
US:67.8;EU:6.4;APAC:12.6;EM:8.9;Other:4.3
|
Value:+0.5;Growth:0.0;Quality:+0.3;Size:-0.9;Momentum:-0.8;LowVol:-0.6
|
MaxPos7%;NoDerivatives
| 7
| 25
| 5.8
|
trailing 8%
| 197
| 17.2
|
Bull
| 11
| 4.25
| 2.3
| 72
| 63
| 75
| 39
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 1
| -16
|
BrokerC
|
VWAP
| 100
| null | null |
Normal monitoring
| 59
| -16
| 137
| 4
| false
|
Within IPS guidelines
|
P3464
|
Cautious
|
Taxable
|
USD
|
2025-01-20
| 494,652
| 56,903
| 437,749
| 1
| 37.8
| 38.3
| 6.3
| 17.7
|
TSLA:17.9%;VNQ:21.7%;AAPL:18.8%;BRK.B:21.7%;XLF:20.0%
|
US:71.2;EU:15.2;APAC:8.9;EM:4.6;Other:0.0
|
Value:-0.4;Growth:-0.5;Quality:-0.2;Size:-1.0;Momentum:-0.8;LowVol:-0.0
|
MaxPos7%;NoDerivatives;NoMargin
| 10
| 35
| 5.8
|
hard 10%
| 95
| 16.2
|
Sideways
| 20.1
| 4.49
| 2.3
| 95
| -11
| 37
| 35
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -4
| 11
|
BrokerB
|
MKT
| 99
| null | null |
Normal monitoring
| 111
| -11
| 116
| 4
| false
|
Tax-aware sells next window
|
P3465
|
Hands-off
|
IRA
|
USD
|
2025-06-24
| 686,768
| 50,133
| 636,635
| 1
| 62.9
| 18.4
| 9.1
| 9.6
|
TLT:24.9%;VNQ:14.6%;MSFT:24.9%;MUB:10.8%;BND:24.9%
|
US:71.6;EU:6.9;APAC:9.8;EM:8.2;Other:3.5
|
Value:-1.0;Growth:-0.6;Quality:-0.2;Size:-0.8;Momentum:+0.5;LowVol:-0.9
| null | 7
| 35
| 4.2
|
hard 10%
| 90
| 14.7
|
Bull
| 15.2
| 3.84
| 2.4
| 73
| 39
| 77
| 40
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 33
| -30
|
BrokerD
|
MKT
| 88
| null | null |
Normal monitoring
| 109
| -26
| 124
| 5
| false
|
Tighten stops on momentum names
|
P3466
|
Systematic
|
IRA
|
USD
|
2025-05-09
| 606,941
| 54,533
| 552,408
| 1
| 63.2
| 29.5
| 0
| 7.4
|
VNQ:25.3%;AAPL:25.3%;XLF:25.3%;HYG:24.1%
|
US:61.9;EU:15.4;APAC:14.7;EM:3.2;Other:4.7
|
Value:+0.9;Growth:+0.6;Quality:-0.7;Size:-1.0;Momentum:-0.7;LowVol:+0.5
|
MaxPos5%
| 8
| 30
| 4.8
|
hard 12%
| 207
| 21
|
Sideways
| 17.8
| 3.8
| 3.2
| 100
| 30
| 79
| 62
| false
|
Sell
|
Trim extended winner -1%
| 31
| -21
|
BrokerB
|
LMT
| 95
| null | null |
Normal monitoring
| 11
| -32
| 29
| 3
| false
|
Tax-aware sells next window
|
P3467
|
Cautious
|
Trust
|
USD
|
2024-07-13
| 256,153
| 35,590
| 220,563
| 1
| 48.4
| 36.5
| 0
| 15.1
|
TSLA:13.6%;VOO:28.8%;AAPL:28.8%;GLD:28.8%
|
US:60.1;EU:14.8;APAC:11.0;EM:12.2;Other:1.9
|
Value:-1.0;Growth:-1.0;Quality:+0.8;Size:0.0;Momentum:-0.5;LowVol:+0.7
|
NoMargin
| 8
| 35
| 4.4
|
hard 10%
| 110
| 16.2
|
Bull
| 11.8
| 4.32
| 2.2
| 115
| 55
| 80
| 40
| false
|
Sell
|
Trim extended winner -1%
| 0
| -17
|
BrokerA
|
MKT
| 96
| null | null |
Normal monitoring
| 119
| 5
| 162
| 4
| false
|
Tax-aware sells next window
|
P3468
|
Opportunistic
|
IRA
|
USD
|
2024-11-12
| 1,199,890
| 105,650
| 1,094,240
| 1
| 74.7
| 17.7
| 0
| 7.6
|
HYG:33.3%;QQQ:33.3%;VNQ:33.3%
|
US:68.4;EU:15.7;APAC:5.4;EM:10.3;Other:0.2
|
Value:-0.5;Growth:+0.8;Quality:+0.8;Size:+0.9;Momentum:+0.6;LowVol:+0.3
| null | 8
| 35
| 4.3
|
trailing 7%
| 202
| 28.4
|
Volatile
| 28.3
| 5.21
| 2.8
| 137
| 78
| 97
| 89
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 31
| -26
|
BrokerC
|
LMT
| 100
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 98
| 1
| 58
| 3
| false
|
Increase defensive factor exposure
|
P3469
|
Systematic
|
IRA
|
USD
|
2025-04-05
| 875,800
| 59,718
| 816,082
| 1
| 60.7
| 31
| 0
| 8.3
|
VNQ:33.3%;HYG:33.3%;AAPL:33.3%
|
US:67.4;EU:10.2;APAC:10.8;EM:10.5;Other:1.1
|
Value:-0.9;Growth:+0.7;Quality:+0.7;Size:-0.1;Momentum:+0.2;LowVol:+0.4
|
MaxPos8%
| 8
| 25
| 4.8
|
hard 12%
| 221
| 26.4
|
Volatile
| 25
| 3.95
| 2.6
| 171
| 42
| 62
| 61
| false
|
Buy
|
Add to core equity +1%
| 9
| 7
|
BrokerC
|
MKT
| 94
| null | null |
Normal monitoring
| 48
| -7
| 134
| 4
| false
|
Tax-aware sells next window
|
P3470
|
Systematic
|
IRA
|
USD
|
2024-11-26
| 989,683
| 97,552
| 892,131
| 1
| 65
| 29.4
| 0
| 5.6
|
QQQ:26.8%;GLD:24.9%;VTI:26.8%;TLT:21.5%
|
US:62.7;EU:18.2;APAC:11.0;EM:7.5;Other:0.6
|
Value:-0.6;Growth:-0.7;Quality:-0.2;Size:-0.7;Momentum:-0.4;LowVol:+0.5
|
MaxPos8%
| 8
| 25
| 5.5
|
trailing 8%
| 183
| 20.1
|
Volatile
| 30.8
| 4.13
| 4.3
| 149
| 66
| 97
| 84
| true
|
Hedge
|
Buy index puts 1% notional
| 15
| -29
|
BrokerC
|
VWAP
| 97
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 107
| -25
| 241
| 5
| false
|
Tax-aware sells next window
|
P3471
|
Systematic
|
401k
|
USD
|
2024-07-09
| 1,689,690
| 157,464
| 1,532,226
| 1
| 65.1
| 22.6
| 5.8
| 6.5
|
GLD:21.9%;QQQ:16.2%;IEF:6.5%;TLT:12.9%;AAPL:20.7%;TSLA:21.9%
|
US:73.3;EU:6.0;APAC:9.4;EM:10.6;Other:0.7
|
Value:+0.4;Growth:+0.5;Quality:-0.4;Size:+0.3;Momentum:-0.3;LowVol:-0.7
|
NoDerivatives
| 10
| 35
| 5.4
|
trailing 9%
| 221
| 24
|
Bull
| 15.6
| 4.61
| 2.8
| 103
| 63
| 66
| 56
| false
|
Buy
|
Add to core equity +1%
| 27
| -40
|
BrokerA
|
LMT
| 94
| null | null |
Normal monitoring
| 36
| -36
| 166
| 5
| false
|
Tighten stops on momentum names
|
P3472
|
Cautious
|
Taxable
|
USD
|
2025-12-14
| 672,411
| 62,095
| 610,316
| 1
| 45.5
| 42.1
| 0
| 12.5
|
QQQ:16.3%;BRK.B:20.6%;MUB:24.9%;VNQ:24.9%;VOO:13.4%
|
US:65.5;EU:15.2;APAC:8.3;EM:6.8;Other:4.1
|
Value:+0.4;Growth:+0.9;Quality:-0.7;Size:+0.2;Momentum:+0.8;LowVol:-0.5
|
NoMargin
| 5
| 30
| 4.6
|
hard 10%
| 146
| 16
|
Volatile
| 29.8
| 5.5
| 2.6
| 118
| 70
| 82
| 69
| true
|
Hedge
|
Buy index puts 1% notional
| -15
| -22
|
BrokerC
|
MKT
| 100
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| -54
| -51
| -78
| 2
| false
|
Increase defensive factor exposure
|
P3473
|
Active
|
Roth
|
USD
|
2025-07-24
| 1,266,090
| 148,646
| 1,117,444
| 1.09
| 53.9
| 23.6
| 15.7
| 6.9
|
VOO:25.1%;AMZN:12.3%;MSFT:25.1%;VTI:25.1%;VNQ:12.3%
|
US:66.2;EU:12.8;APAC:6.8;EM:9.3;Other:5.0
|
Value:+0.7;Growth:+0.5;Quality:-0.2;Size:-0.6;Momentum:-0.5;LowVol:+0.4
| null | 6
| 35
| 5.6
|
trailing 8%
| 200
| 22.6
|
Volatile
| 26.2
| 3.86
| 2.9
| 134
| 62
| 92
| 64
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 24
| -23
|
BrokerA
|
MKT
| 96
| null | null |
Normal monitoring
| 58
| -28
| 96
| 4
| false
|
Increase defensive factor exposure
|
P3474
|
Systematic
|
Trust
|
USD
|
2024-09-29
| 564,670
| 48,323
| 516,347
| 1
| 66
| 24
| 3.3
| 6.7
|
XLF:36.7%;VTI:36.7%;TLT:26.5%
|
US:75.2;EU:7.0;APAC:8.6;EM:5.6;Other:3.7
|
Value:+0.5;Growth:-0.5;Quality:-0.3;Size:-0.5;Momentum:+0.1;LowVol:+0.2
| null | 6
| 30
| 4.9
|
trailing 8%
| 221
| 20.1
|
Sideways
| 20.1
| 3.76
| 3.3
| 98
| -21
| 42
| 55
| false
|
Buy
|
Add to core equity +1%
| 28
| -2
|
BrokerA
|
MKT
| 98
| null | null |
Normal monitoring
| 74
| -53
| 200
| 4
| false
|
Tighten stops on momentum names
|
P3475
|
Hands-off
|
Taxable
|
USD
|
2024-09-14
| 486,295
| 37,428
| 448,867
| 1
| 68.4
| 20.8
| 1.6
| 9.3
|
MUB:22.8%;TLT:10.5%;BND:25.3%;AMZN:16.1%;AAPL:25.3%
|
US:74.8;EU:7.9;APAC:5.9;EM:6.8;Other:4.6
|
Value:-0.2;Growth:-0.8;Quality:-0.0;Size:-0.5;Momentum:+0.9;LowVol:-0.6
|
MaxPos7%
| 8
| 30
| 4
|
hard 10%
| 125
| 14.2
|
Volatile
| 28.2
| 4.54
| 2.8
| 130
| -16
| 52
| 81
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 24
| -20
|
BrokerB
|
VWAP
| 97
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 21
| 10
| 127
| 4
| false
|
Tax-aware sells next window
|
P3476
|
Active
|
Taxable
|
USD
|
2025-01-01
| 1,213,592
| 113,867
| 1,099,725
| 1
| 59.5
| 19.9
| 15.1
| 5.5
|
BND:27.8%;XLF:27.8%;AMZN:27.8%;VNQ:16.5%
|
US:72.7;EU:13.1;APAC:5.9;EM:7.0;Other:1.4
|
Value:+0.9;Growth:-0.0;Quality:+0.2;Size:+0.3;Momentum:+1.0;LowVol:-0.6
| null | 8
| 35
| 4.7
|
hard 12%
| 184
| 21.8
|
Volatile
| 31.5
| 5.47
| 3.9
| 137
| 51
| 64
| 75
| true
|
Hedge
|
Buy index puts 1% notional
| -9
| -15
|
BrokerC
|
MKT
| 90
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| -31
| -51
| -28
| 2
| false
|
Monitor dispersion and breadth
|
P3477
|
Hands-off
|
Taxable
|
USD
|
2025-01-21
| 222,116
| 9,947
| 212,169
| 1
| 60.8
| 18.8
| 11
| 9.4
|
BND:23.3%;QQQ:17.2%;MSFT:13.0%;AAPL:23.2%;GLD:23.3%
|
US:66.8;EU:16.4;APAC:11.3;EM:4.2;Other:1.3
|
Value:-0.7;Growth:+0.7;Quality:-0.2;Size:0.0;Momentum:+0.1;LowVol:+0.6
|
ESGOnly;NoDerivatives
| 10
| 35
| 4.8
|
trailing 10%
| 150
| 12.8
|
Bear
| 29
| 4.44
| 1.5
| 137
| 13
| 65
| 84
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 7
| 7
|
BrokerD
|
LMT
| 90
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -9
| -20
| 96
| 2
| false
|
Monitor dispersion and breadth
|
P3478
|
Cautious
|
Roth
|
USD
|
2025-07-12
| 222,100
| 22,988
| 199,112
| 1
| 45.8
| 38.9
| 0
| 15.3
|
TLT:36.2%;VNQ:36.2%;GLD:27.5%
|
US:69.5;EU:11.9;APAC:12.8;EM:4.7;Other:1.1
|
Value:+0.5;Growth:-0.6;Quality:+0.1;Size:+0.3;Momentum:0.0;LowVol:-0.0
|
NoMargin
| 10
| 30
| 6
|
trailing 10%
| 125
| 16.8
|
Sideways
| 14.1
| 4.05
| 2.1
| 124
| 24
| 54
| 40
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 18
| 0
|
BrokerD
|
MKT
| 98
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 69
| 18
| 89
| 2
| true
|
Tax-aware sells next window
|
P3479
|
Systematic
|
Trust
|
USD
|
2025-12-06
| 713,084
| 39,434
| 673,650
| 1
| 61.5
| 21
| 8.9
| 8.5
|
AMZN:16.2%;BRK.B:13.6%;VNQ:21.4%;IEF:21.4%;XLF:13.0%;MUB:14.4%
|
US:63.3;EU:15.6;APAC:9.0;EM:8.2;Other:4.0
|
Value:+0.6;Growth:-0.6;Quality:-0.8;Size:-0.0;Momentum:+0.3;LowVol:+0.1
| null | 8
| 35
| 5.2
|
trailing 8%
| 181
| 22.5
|
Volatile
| 23.9
| 5.1
| 3.3
| 160
| -17
| 51
| 69
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 28
| 6
|
BrokerD
|
MKT
| 88
| null | null |
Normal monitoring
| -59
| 11
| -57
| 5
| false
|
Tighten stops on momentum names
|
P3480
|
Active
|
401k
|
USD
|
2024-08-18
| 875,191
| 68,426
| 806,765
| 1
| 61.4
| 21.4
| 10.9
| 6.3
|
QQQ:21.2%;AMZN:16.7%;VNQ:15.9%;BND:14.9%;VTI:20.3%;TSLA:11.0%
|
US:70.9;EU:9.6;APAC:10.3;EM:5.3;Other:3.8
|
Value:+0.4;Growth:-0.9;Quality:-0.9;Size:+0.1;Momentum:-0.6;LowVol:-0.9
|
MaxPos7%
| 6
| 30
| 5.6
|
trailing 8%
| 187
| 20.6
|
Sideways
| 17
| 4.89
| 3.3
| 113
| 51
| 85
| 55
| false
|
Buy
|
Add to core equity +1%
| 34
| -10
|
BrokerC
|
LMT
| 90
| null | null |
Normal monitoring
| 29
| 2
| 2
| 4
| false
|
Within IPS guidelines
|
P3481
|
Hands-off
|
401k
|
USD
|
2025-06-18
| 311,702
| 19,534
| 292,168
| 1
| 60.2
| 18.6
| 14.2
| 7.1
|
BRK.B:33.3%;VNQ:33.3%;IEF:33.3%
|
US:66.7;EU:8.1;APAC:10.7;EM:12.1;Other:2.4
|
Value:-0.6;Growth:+0.7;Quality:-0.9;Size:+0.9;Momentum:+0.7;LowVol:-0.9
|
ESGOnly;NoDerivatives
| 7
| 35
| 5.7
|
hard 10%
| 96
| 19.5
|
Volatile
| 22.4
| 3.62
| 2.1
| 180
| -29
| 45
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -7
| 3
|
BrokerD
|
LMT
| 86
| null | null |
Normal monitoring
| 118
| -4
| 242
| 3
| false
|
Within IPS guidelines
|
P3482
|
Hands-off
|
Trust
|
USD
|
2025-02-17
| 810,650
| 43,537
| 767,113
| 1
| 63.1
| 27.5
| 0.3
| 9.2
|
VNQ:32.5%;QQQ:33.8%;TSLA:33.8%
|
US:54.6;EU:19.6;APAC:13.1;EM:9.2;Other:3.5
|
Value:+0.5;Growth:-0.0;Quality:+0.7;Size:-0.4;Momentum:+0.5;LowVol:-0.9
|
ESGOnly;NoDerivatives
| 8
| 35
| 3.5
|
hard 10%
| 151
| 14.5
|
Sideways
| 19.2
| 4.84
| 3.4
| 90
| -2
| 60
| 57
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -2
| 11
|
BrokerD
|
VWAP
| 85
| null | null |
Normal monitoring
| 51
| -18
| 109
| 5
| false
|
Within IPS guidelines
|
P3483
|
Active
|
Roth
|
USD
|
2025-10-15
| 1,943,497
| 203,688
| 1,739,809
| 1.15
| 67.3
| 26.6
| 0
| 6.1
|
IEF:23.3%;VTI:23.7%;TLT:13.6%;GLD:15.7%;MSFT:23.7%
|
US:65.0;EU:9.6;APAC:14.0;EM:9.4;Other:2.0
|
Value:+0.6;Growth:+0.5;Quality:-0.4;Size:-0.7;Momentum:-0.8;LowVol:+0.1
| null | 10
| 25
| 4.3
|
trailing 8%
| 156
| 19.4
|
Bull
| 16.4
| 4.9
| 2.7
| 119
| 76
| 81
| 52
| false
|
Sell
|
Trim extended winner -1%
| 15
| -26
|
BrokerD
|
VWAP
| 96
| null | null |
Normal monitoring
| -10
| -37
| 50
| 3
| false
|
Monitor dispersion and breadth
|
P3484
|
Hands-off
|
Roth
|
USD
|
2025-02-27
| 252,081
| 10,210
| 241,871
| 1
| 55.3
| 17.6
| 18
| 9.1
|
TLT:20.8%;VTI:19.3%;MSFT:13.4%;IEF:10.2%;VNQ:19.5%;AMZN:16.9%
|
US:71.9;EU:9.1;APAC:7.6;EM:8.4;Other:3.0
|
Value:+0.1;Growth:-0.3;Quality:+0.4;Size:+0.5;Momentum:+1.0;LowVol:-0.5
|
ESGOnly;NoDerivatives
| 8
| 35
| 4.5
|
trailing 8%
| 120
| 14.7
|
Bear
| 26
| 3.85
| 1.8
| 146
| 18
| 55
| 73
| true
|
Rebalance
|
Rebalance back to target bands
| -6
| 9
|
BrokerD
|
MKT
| 99
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -19
| 7
| 36
| 4
| true
|
Tighten stops on momentum names
|
P3485
|
Active
|
401k
|
USD
|
2024-08-26
| 2,209,191
| 247,579
| 1,961,612
| 1.05
| 50.5
| 18.9
| 23.2
| 7.4
|
AMZN:37.5%;XLF:37.5%;GLD:25.1%
|
US:71.7;EU:11.4;APAC:10.3;EM:4.0;Other:2.5
|
Value:+0.8;Growth:+0.6;Quality:-0.3;Size:+0.2;Momentum:+0.7;LowVol:+0.7
| null | 10
| 35
| 5.9
|
hard 12%
| 205
| 23.2
|
Volatile
| 20.9
| 3.77
| 4.4
| 127
| -25
| 48
| 58
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -4
| 15
|
BrokerB
|
MKT
| 87
| null | null |
Normal monitoring
| -30
| -44
| 50
| 5
| false
|
Monitor dispersion and breadth
|
P3486
|
Cautious
|
Roth
|
USD
|
2025-12-17
| 362,336
| 57,952
| 304,384
| 1
| 46.1
| 38.5
| 0
| 15.5
|
VTI:20.1%;GLD:17.6%;BRK.B:20.1%;BND:16.1%;TLT:15.6%;HYG:10.5%
|
US:56.9;EU:18.6;APAC:12.1;EM:7.3;Other:5.1
|
Value:+0.4;Growth:-0.7;Quality:0.0;Size:-0.9;Momentum:+0.7;LowVol:+0.5
|
ESGOnly;MaxPos7%;NoDerivatives;NoMargin
| 8
| 30
| 4.4
|
trailing 8%
| 113
| 12.8
|
Bull
| 11.4
| 4.43
| 3.3
| 71
| 117
| 98
| 29
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 15
| -38
|
BrokerA
|
LMT
| 90
| null | null |
Normal monitoring
| 93
| -43
| 200
| 5
| false
|
Within IPS guidelines
|
P3487
|
Hands-off
|
IRA
|
USD
|
2024-09-04
| 805,837
| 42,290
| 763,547
| 1
| 59.4
| 22.9
| 8.7
| 8.9
|
TLT:22.6%;BRK.B:12.1%;VNQ:8.3%;AAPL:19.4%;MSFT:15.0%;HYG:22.6%
|
US:74.6;EU:7.5;APAC:6.0;EM:10.4;Other:1.5
|
Value:+0.2;Growth:-0.4;Quality:+0.1;Size:-0.6;Momentum:+0.4;LowVol:-0.8
|
ESGOnly;MaxPos5%;NoDerivatives
| 5
| 30
| 5.5
|
trailing 8%
| 116
| 13.4
|
Volatile
| 30.4
| 4.75
| 2.9
| 142
| 44
| 65
| 83
| true
|
Hedge
|
Buy index puts 1% notional
| -2
| -34
|
BrokerB
|
MKT
| 95
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 18
| -54
| 4
| 4
| false
|
Tax-aware sells next window
|
P3488
|
Opportunistic
|
Trust
|
USD
|
2025-03-19
| 305,713
| 19,212
| 286,501
| 1
| 62.8
| 20.2
| 11.1
| 5.9
|
IEF:21.7%;TLT:19.3%;GLD:22.9%;VOO:22.7%;HYG:13.4%
|
US:72.2;EU:7.2;APAC:15.2;EM:3.9;Other:1.5
|
Value:+0.9;Growth:+0.1;Quality:+0.6;Size:+0.4;Momentum:-1.0;LowVol:-0.8
|
MaxPos6%
| 6
| 25
| 6.1
|
trailing 7%
| 248
| 29.9
|
Bull
| 13.6
| 3.82
| 2.6
| 75
| 11
| 70
| 38
| true
|
Rebalance
|
Rebalance back to target bands
| 28
| -21
|
BrokerB
|
MKT
| 96
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 18
| -43
| 128
| 5
| false
|
Within IPS guidelines
|
P3489
|
Opportunistic
|
IRA
|
USD
|
2024-12-26
| 1,353,846
| 48,503
| 1,305,343
| 1
| 63.9
| 15.8
| 11.6
| 8.7
|
TSLA:19.5%;VTI:14.4%;QQQ:15.6%;BRK.B:18.0%;VNQ:11.6%;VOO:20.8%
|
US:66.6;EU:8.7;APAC:13.2;EM:10.5;Other:1.0
|
Value:-0.7;Growth:+0.7;Quality:-0.1;Size:+0.1;Momentum:-0.4;LowVol:-0.2
|
NoDerivatives
| 5
| 35
| 4.4
|
trailing 9%
| 205
| 32.2
|
Bull
| 11.1
| 4.13
| 2.7
| 76
| 66
| 91
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 26
| -20
|
BrokerB
|
LMT
| 90
| null | null |
Normal monitoring
| 91
| -15
| 107
| 5
| false
|
Tax-aware sells next window
|
P3490
|
Active
|
Taxable
|
USD
|
2024-08-17
| 1,283,114
| 122,442
| 1,160,672
| 1
| 61.6
| 28.2
| 1.9
| 8.3
|
TSLA:18.8%;XLF:23.3%;VOO:18.6%;AAPL:16.0%;BRK.B:23.3%
|
US:66.5;EU:8.9;APAC:14.1;EM:6.2;Other:4.3
|
Value:+0.3;Growth:-0.7;Quality:+0.7;Size:-0.8;Momentum:-0.9;LowVol:+1.0
|
MaxPos8%
| 10
| 25
| 4.1
|
trailing 8%
| 190
| 17.5
|
Volatile
| 25.4
| 3.8
| 3.5
| 139
| 59
| 82
| 64
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 15
| -22
|
BrokerD
|
MKT
| 90
| null | null |
Normal monitoring
| 115
| -21
| 126
| 4
| false
|
Within IPS guidelines
|
P3491
|
Systematic
|
Taxable
|
USD
|
2025-03-28
| 1,014,599
| 75,071
| 939,528
| 1
| 57.1
| 25.2
| 11
| 6.6
|
TLT:33.3%;TSLA:33.3%;AAPL:33.3%
|
US:65.0;EU:12.8;APAC:11.3;EM:8.5;Other:2.3
|
Value:+0.4;Growth:+0.4;Quality:-0.0;Size:+0.4;Momentum:-0.2;LowVol:+1.0
|
MaxPos5%
| 6
| 30
| 4.7
|
hard 12%
| 220
| 28
|
Volatile
| 25.5
| 3.61
| 2.5
| 165
| 13
| 48
| 70
| false
|
NoAction
|
Within bands; monitor
| 18
| 14
|
BrokerD
|
VWAP
| 96
| null | null |
Normal monitoring
| 118
| -18
| 252
| 5
| false
|
Tax-aware sells next window
|
P3492
|
Hands-off
|
Taxable
|
USD
|
2025-12-11
| 195,732
| 17,854
| 177,878
| 1
| 69.5
| 18.5
| 4.7
| 7.3
|
MUB:22.2%;BRK.B:11.8%;GLD:21.8%;XLF:22.2%;QQQ:22.2%
|
US:66.0;EU:12.2;APAC:12.1;EM:8.6;Other:1.2
|
Value:-0.3;Growth:+0.6;Quality:+1.0;Size:+0.5;Momentum:+0.2;LowVol:+0.9
|
ESGOnly;MaxPos5%;NoDerivatives
| 10
| 35
| 3.6
|
trailing 8%
| 145
| 15.3
|
Bull
| 16.8
| 4.53
| 3.2
| 74
| 99
| 100
| 59
| false
|
Buy
|
Add to core equity +1%
| 21
| -10
|
BrokerA
|
LMT
| 95
| null | null |
Normal monitoring
| -3
| -45
| 57
| 3
| false
|
Tighten stops on momentum names
|
P3493
|
Hands-off
|
IRA
|
USD
|
2025-02-24
| 590,787
| 39,197
| 551,590
| 1
| 57.6
| 26.9
| 8.4
| 7.1
|
VOO:20.7%;AAPL:17.3%;IEF:20.7%;TSLA:11.7%;GLD:18.6%;VTI:11.1%
|
US:64.3;EU:17.0;APAC:11.4;EM:4.2;Other:3.0
|
Value:+0.4;Growth:+0.5;Quality:+0.7;Size:0.0;Momentum:-1.0;LowVol:+0.1
|
ESGOnly
| 10
| 25
| 4.5
|
trailing 8%
| 169
| 15.4
|
Bull
| 17.7
| 4.04
| 3.1
| 97
| 33
| 65
| 51
| false
|
NoAction
|
Within bands; monitor
| 12
| 3
|
BrokerA
|
LMT
| 93
| null | null |
Normal monitoring
| 0
| -10
| 124
| 3
| false
|
Increase defensive factor exposure
|
P3494
|
Active
|
IRA
|
USD
|
2025-05-14
| 1,697,587
| 150,369
| 1,547,218
| 1
| 62.8
| 23.8
| 6.3
| 7.1
|
VNQ:23.9%;MUB:24.9%;HYG:12.8%;GLD:13.6%;TLT:24.9%
|
US:73.5;EU:13.1;APAC:6.7;EM:6.4;Other:0.3
|
Value:-1.0;Growth:-0.8;Quality:+1.0;Size:+0.4;Momentum:-0.8;LowVol:+0.8
| null | 6
| 25
| 4.1
|
trailing 8%
| 165
| 17.9
|
Bull
| 14.2
| 3.86
| 2.3
| 83
| 97
| 100
| 36
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 5
| -21
|
BrokerD
|
LMT
| 98
| null | null |
Normal monitoring
| 70
| 0
| 145
| 3
| false
|
Monitor dispersion and breadth
|
P3495
|
Opportunistic
|
401k
|
USD
|
2024-09-13
| 1,219,103
| 100,801
| 1,118,302
| 1
| 68.7
| 15.1
| 10.1
| 6.1
|
GLD:16.8%;MSFT:12.9%;XLF:21.1%;QQQ:7.3%;MUB:20.7%;AAPL:21.1%
|
US:56.3;EU:18.3;APAC:12.7;EM:8.7;Other:4.0
|
Value:-0.4;Growth:+0.7;Quality:-0.9;Size:-0.9;Momentum:+0.7;LowVol:-0.4
| null | 7
| 35
| 5.2
|
trailing 9%
| 169
| 28.1
|
Volatile
| 30.7
| 4.38
| 3
| 154
| 15
| 42
| 84
| true
|
Hedge
|
Buy index puts 1% notional
| 18
| -25
|
BrokerB
|
MKT
| 93
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 111
| -26
| 152
| 3
| false
|
Within IPS guidelines
|
P3496
|
Hands-off
|
Roth
|
USD
|
2024-10-09
| 733,701
| 60,919
| 672,782
| 1
| 56
| 16.6
| 19.8
| 7.6
|
IEF:33.3%;MSFT:33.3%;XLF:33.3%
|
US:67.2;EU:6.9;APAC:13.9;EM:9.4;Other:2.6
|
Value:+0.5;Growth:+0.9;Quality:+0.8;Size:-0.3;Momentum:+0.2;LowVol:+0.6
|
MaxPos5%
| 6
| 35
| 3.5
|
trailing 10%
| 152
| 16.8
|
Sideways
| 20
| 4.28
| 2.9
| 123
| -16
| 47
| 46
| false
|
Sell
|
Trim extended winner -1%
| 21
| -33
|
BrokerB
|
MKT
| 88
| null | null |
Normal monitoring
| 72
| -24
| 173
| 5
| false
|
Tighten stops on momentum names
|
P3497
|
Cautious
|
Trust
|
USD
|
2025-02-10
| 358,622
| 45,087
| 313,535
| 1
| 40.7
| 43.9
| 1.5
| 14
|
IEF:20.5%;GLD:20.9%;VNQ:7.3%;TSLA:9.5%;MUB:20.9%;VOO:20.9%
|
US:73.9;EU:6.4;APAC:8.4;EM:9.0;Other:2.3
|
Value:-0.7;Growth:-0.1;Quality:-0.0;Size:+0.8;Momentum:-0.3;LowVol:0.0
|
ESGOnly;NoDerivatives;NoMargin
| 5
| 25
| 5.3
|
hard 10%
| 168
| 18.4
|
Volatile
| 28.1
| 3.65
| 2.7
| 157
| 78
| 95
| 53
| false
|
Buy
|
Add to core equity +1%
| -5
| 10
|
BrokerC
|
LMT
| 100
| null | null |
Normal monitoring
| 9
| -58
| 1
| 5
| false
|
Increase defensive factor exposure
|
P3498
|
Hands-off
|
Trust
|
USD
|
2025-09-23
| 770,650
| 44,472
| 726,178
| 1
| 71.3
| 15.5
| 7.2
| 5.9
|
HYG:10.9%;VOO:25.9%;AMZN:25.9%;MUB:11.3%;TSLA:25.9%
|
US:70.0;EU:13.0;APAC:5.3;EM:7.4;Other:4.3
|
Value:+0.8;Growth:+0.6;Quality:+0.7;Size:-0.1;Momentum:-0.2;LowVol:+0.4
|
ESGOnly;MaxPos7%
| 10
| 30
| 4.2
|
hard 10%
| 152
| 18.8
|
Sideways
| 14.5
| 3.97
| 2.3
| 125
| 49
| 69
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 0
| -35
|
BrokerC
|
LMT
| 100
| null | null |
Normal monitoring
| 52
| -36
| 118
| 5
| false
|
Tax-aware sells next window
|
P3499
|
Opportunistic
|
Trust
|
USD
|
2024-08-02
| 582,853
| 29,031
| 553,822
| 1
| 69.4
| 14.5
| 10.2
| 5.9
|
QQQ:23.1%;VNQ:10.3%;MSFT:23.9%;BND:23.9%;HYG:18.9%
|
US:73.5;EU:8.7;APAC:10.4;EM:7.2;Other:0.1
|
Value:-0.0;Growth:+0.6;Quality:-0.6;Size:+0.4;Momentum:+0.6;LowVol:+0.7
|
NoDerivatives
| 7
| 35
| 4.5
|
trailing 7%
| 245
| 30.5
|
Bull
| 11.2
| 4.77
| 3.2
| 84
| 69
| 96
| 47
| false
|
NoAction
|
Within bands; monitor
| -12
| 9
|
BrokerA
|
LMT
| 89
| null | null |
Normal monitoring
| -36
| -43
| -59
| 3
| false
|
Monitor dispersion and breadth
|
P3500
|
Hands-off
|
Trust
|
USD
|
2024-08-08
| 462,333
| 45,426
| 416,907
| 1
| 65.9
| 16.5
| 9
| 8.6
|
VOO:10.3%;AAPL:22.4%;IEF:22.4%;HYG:22.4%;GLD:22.4%
|
US:65.8;EU:9.5;APAC:14.4;EM:5.7;Other:4.6
|
Value:+0.5;Growth:-0.5;Quality:-0.1;Size:-0.6;Momentum:+0.3;LowVol:-1.0
|
MaxPos8%
| 7
| 30
| 5.9
|
hard 10%
| 128
| 12.8
|
Bull
| 14.5
| 3.61
| 3.5
| 108
| 99
| 91
| 54
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 29
| 2
|
BrokerD
|
LMT
| 86
| null | null |
Normal monitoring
| 81
| -36
| 166
| 4
| false
|
Tighten stops on momentum names
|
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.