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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P0501
|
Systematic
|
401k
|
USD
|
2025-04-08
| 1,550,500
| 124,459
| 1,426,041
| 1
| 63.6
| 21
| 6.5
| 8.9
|
GLD:20.9%;QQQ:21.8%;MUB:13.6%;IEF:21.8%;VNQ:21.8%
|
US:69.9;EU:5.8;APAC:12.6;EM:9.7;Other:2.0
|
Value:-0.5;Growth:-0.7;Quality:-0.3;Size:-0.2;Momentum:+0.2;LowVol:-0.4
| null | 8
| 30
| 4.7
|
trailing 8%
| 209
| 22.7
|
Bull
| 15.3
| 3.69
| 3.3
| 80
| 13
| 66
| 41
| false
|
Buy
|
Add to core equity +1%
| -10
| -39
|
BrokerD
|
MKT
| 85
| null | null |
Normal monitoring
| -33
| -54
| 70
| 5
| false
|
Within IPS guidelines
|
P0502
|
Hands-off
|
IRA
|
USD
|
2025-07-07
| 580,448
| 51,520
| 528,928
| 1
| 71.2
| 19.6
| 0
| 9.3
|
VOO:14.5%;XLF:23.4%;HYG:11.6%;VNQ:18.7%;TLT:19.2%;BND:12.5%
|
US:64.1;EU:10.9;APAC:13.6;EM:8.7;Other:2.8
|
Value:-0.3;Growth:+0.6;Quality:-0.9;Size:-0.1;Momentum:+0.8;LowVol:-1.0
|
ESGOnly;MaxPos7%;NoDerivatives
| 5
| 35
| 3.9
|
trailing 8%
| 129
| 19.1
|
Bull
| 12.8
| 3.59
| 3.4
| 104
| 68
| 83
| 49
| false
|
Buy
|
Add to core equity +1%
| 2
| -6
|
BrokerA
|
MKT
| 86
| null | null |
Normal monitoring
| -60
| 10
| -21
| 3
| false
|
Within IPS guidelines
|
P0503
|
Cautious
|
Taxable
|
USD
|
2025-03-07
| 272,599
| 23,516
| 249,083
| 1
| 45
| 38.9
| 0
| 16.2
|
MSFT:32.1%;AMZN:18.0%;HYG:32.1%;GLD:17.9%
|
US:69.7;EU:8.9;APAC:11.3;EM:7.9;Other:2.3
|
Value:+1.0;Growth:-0.3;Quality:+0.3;Size:-0.7;Momentum:+0.3;LowVol:+0.5
|
MaxPos6%;NoMargin
| 10
| 35
| 3.6
|
trailing 10%
| 153
| 15.7
|
Bull
| 17.6
| 3.57
| 2.8
| 76
| 110
| 100
| 47
| false
|
NoAction
|
Within bands; monitor
| -3
| -26
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| -24
| -55
| -32
| 4
| false
|
Monitor dispersion and breadth
|
P0504
|
Cautious
|
Trust
|
USD
|
2025-02-05
| 898,759
| 135,673
| 763,086
| 1
| 40.3
| 35.9
| 13.7
| 10.2
|
VTI:27.9%;BND:27.9%;VNQ:16.3%;BRK.B:27.9%
|
US:62.6;EU:16.2;APAC:8.4;EM:11.0;Other:1.8
|
Value:-0.3;Growth:-0.4;Quality:+0.3;Size:+0.3;Momentum:+0.2;LowVol:+0.9
|
NoDerivatives;NoMargin
| 6
| 25
| 3.7
|
trailing 10%
| 103
| 12.1
|
Bull
| 14.8
| 4.1
| 2.4
| 80
| 75
| 85
| 42
| false
|
NoAction
|
Within bands; monitor
| 13
| 0
|
BrokerD
|
VWAP
| 88
| null | null |
Normal monitoring
| 112
| 18
| 137
| 5
| false
|
Increase defensive factor exposure
|
P0505
|
Opportunistic
|
Taxable
|
USD
|
2025-10-24
| 1,110,645
| 42,433
| 1,068,212
| 1
| 71.7
| 20.8
| 2.6
| 4.8
|
VOO:33.3%;XLF:33.3%;HYG:33.3%
|
US:68.3;EU:17.4;APAC:6.7;EM:5.7;Other:1.9
|
Value:-1.0;Growth:+0.8;Quality:+0.2;Size:-0.4;Momentum:-0.2;LowVol:+0.1
|
MaxPos6%
| 10
| 35
| 4.8
|
trailing 7%
| 207
| 31.4
|
Volatile
| 29.2
| 3.97
| 3.6
| 147
| -35
| 21
| 77
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 32
| -35
|
BrokerD
|
LMT
| 88
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 27
| -23
| 46
| 2
| false
|
Increase defensive factor exposure
|
P0506
|
Active
|
Trust
|
USD
|
2024-12-15
| 2,460,703
| 230,458
| 2,230,245
| 1
| 55.4
| 18.3
| 20.4
| 5.9
|
QQQ:33.3%;MSFT:33.3%;TLT:33.3%
|
US:67.5;EU:12.5;APAC:7.6;EM:9.8;Other:2.6
|
Value:+0.6;Growth:+0.6;Quality:+0.2;Size:-0.8;Momentum:+0.2;LowVol:-0.1
|
MaxPos5%
| 6
| 25
| 4.8
|
hard 12%
| 127
| 19.2
|
Volatile
| 25.2
| 3.69
| 4.2
| 160
| 2
| 36
| 58
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 33
| 11
|
BrokerB
|
LMT
| 94
| null | null |
Normal monitoring
| -3
| -21
| -34
| 4
| false
|
Tighten stops on momentum names
|
P0507
|
Cautious
|
401k
|
USD
|
2024-07-09
| 265,775
| 24,282
| 241,493
| 1
| 52.6
| 36.7
| 0
| 10.7
|
TLT:18.7%;TSLA:14.2%;QQQ:8.1%;VOO:22.0%;AMZN:22.0%;VTI:15.1%
|
US:66.7;EU:14.9;APAC:13.9;EM:3.7;Other:0.8
|
Value:-1.0;Growth:+0.9;Quality:+0.9;Size:-0.5;Momentum:+0.1;LowVol:-0.1
|
ESGOnly;MaxPos6%;NoMargin
| 8
| 25
| 3.5
|
hard 10%
| 144
| 16.7
|
Sideways
| 19.8
| 4.99
| 2.5
| 112
| 39
| 65
| 46
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -4
| 2
|
BrokerD
|
MKT
| 89
| null | null |
Normal monitoring
| 110
| -15
| 104
| 3
| false
|
Tighten stops on momentum names
|
P0508
|
Opportunistic
|
Trust
|
USD
|
2025-06-23
| 1,482,133
| 83,743
| 1,398,390
| 1.17
| 70.6
| 21.2
| 0
| 8.2
|
VNQ:33.7%;TLT:32.6%;MSFT:33.7%
|
US:69.6;EU:8.5;APAC:17.2;EM:4.0;Other:0.7
|
Value:+0.8;Growth:+0.2;Quality:+0.7;Size:+0.5;Momentum:-0.6;LowVol:-0.1
|
MaxPos8%
| 6
| 35
| 5.3
|
trailing 7%
| 165
| 21.6
|
Sideways
| 16.5
| 4.78
| 3.2
| 115
| 30
| 66
| 51
| false
|
Sell
|
Trim extended winner -1%
| 10
| -5
|
BrokerB
|
VWAP
| 98
| null | null |
Normal monitoring
| 64
| 2
| 167
| 4
| false
|
Within IPS guidelines
|
P0509
|
Active
|
Trust
|
USD
|
2025-01-06
| 2,428,481
| 205,418
| 2,223,063
| 1
| 56.3
| 24
| 12.1
| 7.5
|
GLD:33.3%;BRK.B:33.3%;TLT:33.3%
|
US:60.9;EU:13.9;APAC:11.5;EM:9.3;Other:4.3
|
Value:-0.2;Growth:-0.6;Quality:-0.7;Size:-0.0;Momentum:+0.8;LowVol:-0.1
|
MaxPos8%
| 7
| 25
| 4.1
|
trailing 8%
| 172
| 20.7
|
Volatile
| 28.3
| 5.08
| 3.2
| 161
| 51
| 65
| 64
| false
|
Buy
|
Add to core equity +1%
| -5
| -31
|
BrokerA
|
LMT
| 95
| null | null |
Normal monitoring
| 56
| -29
| 155
| 3
| false
|
Increase defensive factor exposure
|
P0510
|
Hands-off
|
401k
|
USD
|
2025-12-01
| 733,340
| 57,036
| 676,304
| 1
| 61.3
| 15.7
| 13.9
| 9
|
XLF:28.7%;IEF:28.7%;TLT:28.7%;QQQ:13.9%
|
US:69.1;EU:15.4;APAC:6.5;EM:6.6;Other:2.5
|
Value:+0.9;Growth:-0.5;Quality:-0.6;Size:+1.0;Momentum:0.0;LowVol:+0.9
|
NoDerivatives
| 10
| 35
| 5.3
|
trailing 8%
| 130
| 16.8
|
Volatile
| 29.5
| 4.53
| 2.5
| 142
| -37
| 37
| 70
| false
|
NoAction
|
Within bands; monitor
| 21
| -28
|
BrokerC
|
VWAP
| 91
| null | null |
Normal monitoring
| 76
| -24
| 199
| 4
| false
|
Monitor dispersion and breadth
|
P0511
|
Systematic
|
401k
|
USD
|
2025-03-11
| 837,312
| 54,862
| 782,450
| 1
| 65.9
| 27.4
| 0.2
| 6.6
|
TSLA:8.2%;AAPL:20.6%;MUB:19.1%;AMZN:18.9%;VTI:18.4%;VNQ:14.8%
|
US:58.3;EU:14.8;APAC:12.8;EM:9.6;Other:4.6
|
Value:+0.8;Growth:-0.5;Quality:-0.1;Size:+0.8;Momentum:+0.6;LowVol:+0.8
| null | 6
| 30
| 5.3
|
hard 12%
| 221
| 26.3
|
Volatile
| 27.5
| 3.88
| 4.1
| 143
| -8
| 41
| 65
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 12
| -13
|
BrokerD
|
MKT
| 96
| null | null |
Normal monitoring
| 95
| 18
| 62
| 3
| false
|
Monitor dispersion and breadth
|
P0512
|
Systematic
|
401k
|
USD
|
2025-05-05
| 1,059,460
| 45,538
| 1,013,922
| 1
| 64.3
| 22.6
| 6.9
| 6.2
|
HYG:33.1%;VOO:33.4%;TSLA:33.4%
|
US:62.6;EU:19.2;APAC:8.0;EM:9.2;Other:0.9
|
Value:-0.5;Growth:+1.0;Quality:-0.2;Size:-0.9;Momentum:+0.1;LowVol:-0.9
| null | 10
| 35
| 4.2
|
hard 12%
| 162
| 23.9
|
Sideways
| 18
| 3.61
| 3
| 124
| 57
| 90
| 61
| false
|
Buy
|
Add to core equity +1%
| 27
| 10
|
BrokerA
|
MKT
| 88
| null | null |
Normal monitoring
| 7
| -43
| 55
| 5
| false
|
Increase defensive factor exposure
|
P0513
|
Cautious
|
Roth
|
USD
|
2024-09-25
| 295,504
| 36,587
| 258,917
| 1
| 45.2
| 38.3
| 1.4
| 15.1
|
TSLA:15.6%;HYG:17.3%;MSFT:18.2%;BND:19.4%;VOO:13.3%;AAPL:16.1%
|
US:66.3;EU:13.4;APAC:9.5;EM:10.5;Other:0.3
|
Value:-0.5;Growth:-0.7;Quality:+0.2;Size:+0.1;Momentum:+0.7;LowVol:+0.7
|
ESGOnly;MaxPos6%;NoMargin
| 10
| 30
| 5.5
|
trailing 10%
| 105
| 12.2
|
Bull
| 12.6
| 4.48
| 3.4
| 72
| 31
| 70
| 38
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 12
| -12
|
BrokerB
|
LMT
| 93
| null | null |
Normal monitoring
| -22
| 12
| 47
| 5
| false
|
Monitor dispersion and breadth
|
P0514
|
Active
|
Taxable
|
USD
|
2025-08-23
| 532,309
| 47,357
| 484,952
| 1.13
| 51.6
| 20.6
| 19.8
| 8.1
|
HYG:33.3%;TSLA:33.3%;VTI:33.3%
|
US:62.8;EU:12.2;APAC:11.3;EM:10.3;Other:3.4
|
Value:-0.8;Growth:-0.4;Quality:0.0;Size:+0.4;Momentum:-0.4;LowVol:-0.1
| null | 8
| 25
| 5.2
|
trailing 9%
| 181
| 22
|
Bull
| 17.9
| 4.79
| 3.2
| 100
| 105
| 96
| 47
| false
|
Buy
|
Add to core equity +1%
| -13
| -28
|
BrokerD
|
LMT
| 89
| null | null |
Normal monitoring
| -29
| 14
| -39
| 3
| false
|
Within IPS guidelines
|
P0515
|
Cautious
|
Roth
|
USD
|
2024-12-11
| 185,030
| 20,509
| 164,521
| 1
| 45.2
| 37.6
| 0
| 17.2
|
AAPL:21.0%;VTI:14.6%;GLD:21.0%;TSLA:17.3%;HYG:16.1%;VNQ:10.0%
|
US:65.1;EU:12.1;APAC:14.0;EM:8.5;Other:0.3
|
Value:-0.4;Growth:-0.8;Quality:+0.2;Size:-0.2;Momentum:+0.8;LowVol:-0.8
|
ESGOnly;NoMargin
| 8
| 30
| 3.3
|
hard 10%
| 165
| 14.1
|
Sideways
| 14.9
| 4.84
| 3.1
| 99
| 44
| 65
| 35
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -7
| -5
|
BrokerC
|
MKT
| 94
| null | null |
Normal monitoring
| 34
| -20
| 13
| 3
| false
|
Within IPS guidelines
|
P0516
|
Cautious
|
IRA
|
USD
|
2024-12-24
| 196,471
| 25,116
| 171,355
| 1
| 48
| 39.7
| 0.7
| 11.6
|
AMZN:17.2%;XLF:21.2%;HYG:18.0%;BND:12.3%;VNQ:10.1%;VOO:21.2%
|
US:60.4;EU:17.2;APAC:7.7;EM:12.4;Other:2.3
|
Value:+0.1;Growth:+1.0;Quality:-0.3;Size:+0.7;Momentum:-0.5;LowVol:+0.8
|
ESGOnly;MaxPos6%;NoDerivatives;NoMargin
| 6
| 25
| 5.6
|
hard 10%
| 158
| 15.1
|
Sideways
| 21.8
| 4.61
| 2.7
| 120
| 2
| 39
| 52
| false
|
Sell
|
Trim extended winner -1%
| 28
| -33
|
BrokerD
|
MKT
| 100
| null | null |
Normal monitoring
| 37
| 2
| 158
| 3
| false
|
Within IPS guidelines
|
P0517
|
Active
|
Taxable
|
USD
|
2025-02-04
| 2,056,876
| 210,517
| 1,846,359
| 1
| 56.7
| 26.2
| 9.8
| 7.3
|
TLT:23.0%;GLD:23.0%;TSLA:8.0%;IEF:23.0%;MUB:23.0%
|
US:71.8;EU:6.8;APAC:14.4;EM:3.3;Other:3.6
|
Value:-0.6;Growth:-0.7;Quality:0.0;Size:0.0;Momentum:-0.8;LowVol:+0.4
| null | 6
| 30
| 4.4
|
hard 12%
| 202
| 18.9
|
Volatile
| 29.5
| 4.48
| 2.9
| 135
| -51
| 9
| 67
| false
|
NoAction
|
Within bands; monitor
| 2
| 12
|
BrokerA
|
LMT
| 99
| null | null |
Normal monitoring
| 62
| 11
| 68
| 4
| false
|
Within IPS guidelines
|
P0518
|
Hands-off
|
401k
|
USD
|
2024-10-03
| 770,095
| 65,726
| 704,369
| 1
| 60.9
| 17.3
| 15.7
| 6
|
AAPL:29.1%;TLT:29.1%;MUB:29.1%;BRK.B:12.7%
|
US:68.9;EU:10.3;APAC:13.2;EM:4.1;Other:3.5
|
Value:-1.0;Growth:+0.2;Quality:-0.0;Size:+0.3;Momentum:-0.2;LowVol:+0.2
|
ESGOnly;NoDerivatives
| 8
| 30
| 3.4
|
hard 10%
| 129
| 19.7
|
Bull
| 14.5
| 4.82
| 3.5
| 97
| 20
| 50
| 40
| false
|
Sell
|
Trim extended winner -1%
| 3
| -32
|
BrokerC
|
MKT
| 94
| null | null |
Normal monitoring
| -49
| -9
| -84
| 3
| false
|
Monitor dispersion and breadth
|
P0519
|
Hands-off
|
Roth
|
USD
|
2025-11-20
| 745,277
| 65,113
| 680,164
| 1
| 71.6
| 20.5
| 0
| 7.9
|
MSFT:18.1%;QQQ:24.9%;HYG:24.9%;XLF:18.5%;VNQ:13.6%
|
US:65.5;EU:16.2;APAC:11.2;EM:5.8;Other:1.4
|
Value:-0.3;Growth:+0.6;Quality:0.0;Size:-0.2;Momentum:+0.9;LowVol:-0.4
|
MaxPos8%
| 10
| 25
| 3.8
|
trailing 8%
| 145
| 19.3
|
Bear
| 22.1
| 3.86
| 2
| 206
| -8
| 60
| 64
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| -37
|
BrokerB
|
LMT
| 100
| null | null |
Normal monitoring
| 75
| 18
| 123
| 3
| false
|
Within IPS guidelines
|
P0520
|
Opportunistic
|
401k
|
USD
|
2024-11-18
| 557,773
| 24,472
| 533,301
| 1.12
| 68.9
| 11.2
| 14.8
| 5.1
|
AMZN:25.2%;QQQ:25.2%;VNQ:25.2%;GLD:24.5%
|
US:65.0;EU:8.5;APAC:11.5;EM:12.0;Other:2.9
|
Value:-1.0;Growth:-0.6;Quality:-0.7;Size:-0.3;Momentum:+0.9;LowVol:+0.5
|
MaxPos6%
| 5
| 30
| 5.1
|
trailing 7%
| 201
| 28.3
|
Sideways
| 15.2
| 4.03
| 2.9
| 118
| 24
| 59
| 61
| true
|
Rebalance
|
Rebalance back to target bands
| -4
| -24
|
BrokerD
|
MKT
| 99
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -1
| 18
| 129
| 3
| true
|
Tax-aware sells next window
|
P0521
|
Active
|
401k
|
USD
|
2024-11-26
| 2,425,916
| 226,609
| 2,199,307
| 1
| 52
| 21.5
| 17.3
| 9.2
|
HYG:22.4%;TLT:22.4%;BND:13.6%;VOO:19.8%;GLD:21.7%
|
US:66.1;EU:14.6;APAC:9.6;EM:9.0;Other:0.7
|
Value:+1.0;Growth:-0.4;Quality:-0.5;Size:0.0;Momentum:-0.8;LowVol:+0.9
| null | 8
| 35
| 4.3
|
hard 12%
| 123
| 24.8
|
Volatile
| 26.8
| 4.14
| 3.6
| 159
| 57
| 78
| 69
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -14
| 9
|
BrokerA
|
MKT
| 92
| null | null |
Normal monitoring
| 90
| -50
| 142
| 4
| false
|
Monitor dispersion and breadth
|
P0522
|
Hands-off
|
Roth
|
USD
|
2024-11-19
| 758,481
| 70,715
| 687,766
| 1
| 56.5
| 17.5
| 18.7
| 7.3
|
BND:27.5%;VOO:27.5%;VTI:27.5%;AAPL:17.6%
|
US:59.7;EU:19.5;APAC:8.8;EM:10.6;Other:1.4
|
Value:+0.2;Growth:+0.1;Quality:+0.9;Size:-0.6;Momentum:-0.0;LowVol:-0.2
|
NoDerivatives
| 5
| 30
| 4.1
|
trailing 8%
| 99
| 16.6
|
Bull
| 18
| 4.33
| 2.2
| 85
| 49
| 75
| 56
| false
|
Sell
|
Trim extended winner -1%
| 35
| -37
|
BrokerC
|
MKT
| 97
| null | null |
Normal monitoring
| 89
| -22
| 92
| 4
| false
|
Within IPS guidelines
|
P0523
|
Systematic
|
401k
|
USD
|
2024-11-01
| 1,255,945
| 60,671
| 1,195,274
| 1
| 65.9
| 26.6
| 0.9
| 6.6
|
MSFT:12.0%;TLT:13.3%;VTI:20.9%;MUB:13.3%;QQQ:19.3%;BND:21.2%
|
US:66.1;EU:19.5;APAC:7.3;EM:6.3;Other:0.8
|
Value:-0.7;Growth:-0.1;Quality:+0.1;Size:-0.7;Momentum:+0.6;LowVol:-0.9
|
NoDerivatives
| 5
| 25
| 4.3
|
trailing 8%
| 195
| 26.3
|
Sideways
| 16.7
| 4.62
| 3.3
| 98
| 43
| 85
| 49
| false
|
Buy
|
Add to core equity +1%
| 19
| 7
|
BrokerA
|
VWAP
| 89
| null | null |
Normal monitoring
| -1
| 20
| 129
| 3
| false
|
Tax-aware sells next window
|
P0524
|
Systematic
|
IRA
|
USD
|
2025-05-24
| 1,233,474
| 66,321
| 1,167,153
| 1
| 56.3
| 30.5
| 3.6
| 9.5
|
IEF:24.8%;VOO:9.0%;VTI:20.4%;XLF:24.8%;TSLA:20.9%
|
US:70.8;EU:17.8;APAC:4.7;EM:3.4;Other:3.3
|
Value:+0.5;Growth:+0.6;Quality:+0.8;Size:-0.1;Momentum:-0.9;LowVol:0.0
| null | 8
| 30
| 5.2
|
trailing 9%
| 220
| 25.9
|
Volatile
| 26.1
| 4.43
| 4.5
| 123
| 2
| 58
| 72
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 33
| -31
|
BrokerC
|
MKT
| 93
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 109
| -50
| 126
| 3
| false
|
Increase defensive factor exposure
|
P0525
|
Cautious
|
Roth
|
USD
|
2025-03-14
| 841,543
| 82,868
| 758,675
| 1
| 47.7
| 30.8
| 9.1
| 12.4
|
TLT:31.6%;QQQ:34.2%;GLD:34.2%
|
US:73.4;EU:9.7;APAC:6.4;EM:7.6;Other:2.8
|
Value:+0.5;Growth:-0.6;Quality:-1.0;Size:+0.4;Momentum:-0.6;LowVol:+0.3
|
MaxPos7%;NoDerivatives;NoMargin
| 6
| 25
| 3.5
|
trailing 10%
| 102
| 17.1
|
Bull
| 17.6
| 3.86
| 2.6
| 84
| 73
| 97
| 40
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -5
| -27
|
BrokerD
|
VWAP
| 96
| null | null |
Normal monitoring
| 79
| -33
| 131
| 4
| false
|
Tax-aware sells next window
|
P0526
|
Hands-off
|
Roth
|
USD
|
2025-04-13
| 242,563
| 16,997
| 225,566
| 1
| 69.1
| 22.9
| 0
| 8
|
HYG:20.8%;AAPL:20.8%;TLT:18.9%;MUB:19.3%;VNQ:14.7%;VOO:5.6%
|
US:65.8;EU:11.3;APAC:11.4;EM:10.2;Other:1.3
|
Value:+0.4;Growth:+0.1;Quality:+0.9;Size:+0.8;Momentum:-0.3;LowVol:-0.6
|
ESGOnly;NoDerivatives
| 6
| 30
| 5.9
|
trailing 8%
| 149
| 19.5
|
Volatile
| 25.9
| 4.72
| 2.2
| 127
| 8
| 39
| 69
| true
|
Hedge
|
Buy index puts 1% notional
| 20
| 13
|
BrokerA
|
MKT
| 97
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| -19
| -50
| 86
| 3
| false
|
Within IPS guidelines
|
P0527
|
Systematic
|
Trust
|
USD
|
2024-09-30
| 1,092,506
| 68,012
| 1,024,494
| 1
| 64
| 27.9
| 0
| 8
|
XLF:19.6%;VTI:13.0%;TLT:11.1%;QQQ:21.5%;HYG:20.3%;BND:14.6%
|
US:65.1;EU:15.0;APAC:10.8;EM:6.8;Other:2.3
|
Value:-1.0;Growth:+0.4;Quality:+0.7;Size:+0.6;Momentum:+0.3;LowVol:-0.5
|
MaxPos8%;NoDerivatives
| 10
| 30
| 4.7
|
trailing 9%
| 212
| 18.6
|
Bull
| 16.8
| 3.6
| 2.7
| 91
| 3
| 56
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -13
| 7
|
BrokerB
|
MKT
| 85
| null | null |
Normal monitoring
| 100
| 9
| 152
| 4
| false
|
Increase defensive factor exposure
|
P0528
|
Cautious
|
401k
|
USD
|
2025-02-05
| 611,877
| 83,264
| 528,613
| 1
| 40.7
| 43.4
| 2.1
| 13.8
|
AAPL:9.5%;GLD:22.7%;VTI:16.3%;TLT:22.7%;TSLA:15.8%;AMZN:13.0%
|
US:74.1;EU:7.9;APAC:9.1;EM:7.0;Other:1.9
|
Value:+0.3;Growth:-0.2;Quality:+1.0;Size:0.0;Momentum:+0.2;LowVol:+0.4
|
ESGOnly;NoMargin
| 8
| 30
| 5
|
trailing 10%
| 143
| 19.5
|
Bull
| 12.1
| 4.69
| 2.2
| 82
| 36
| 77
| 19
| false
|
Sell
|
Trim extended winner -1%
| -2
| 3
|
BrokerC
|
LMT
| 97
| null | null |
Normal monitoring
| 43
| 3
| 76
| 3
| false
|
Increase defensive factor exposure
|
P0529
|
Active
|
Roth
|
USD
|
2024-09-20
| 2,367,954
| 281,063
| 2,086,891
| 1
| 54.2
| 27.4
| 13.2
| 5.3
|
XLF:21.0%;VNQ:17.8%;QQQ:19.2%;GLD:21.0%;HYG:21.0%
|
US:67.3;EU:13.7;APAC:10.1;EM:4.9;Other:4.0
|
Value:-0.8;Growth:-1.0;Quality:-0.1;Size:-0.1;Momentum:-0.8;LowVol:-0.1
| null | 6
| 30
| 4.9
|
trailing 9%
| 157
| 26.7
|
Bull
| 11.6
| 3.99
| 3
| 106
| 18
| 51
| 37
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -13
| -3
|
BrokerC
|
LMT
| 86
| null | null |
Normal monitoring
| 24
| -4
| 158
| 4
| false
|
Monitor dispersion and breadth
|
P0530
|
Hands-off
|
Taxable
|
USD
|
2025-09-01
| 698,384
| 33,034
| 665,350
| 1
| 63.8
| 20
| 10.5
| 5.7
|
AMZN:25.2%;TLT:25.2%;IEF:25.2%;VTI:24.4%
|
US:65.9;EU:18.2;APAC:9.2;EM:6.6;Other:0.2
|
Value:-0.2;Growth:+0.7;Quality:-0.9;Size:+0.8;Momentum:+0.2;LowVol:+0.5
|
ESGOnly
| 5
| 35
| 5.3
|
hard 10%
| 102
| 13.8
|
Bull
| 12.2
| 4.87
| 2.5
| 76
| 83
| 98
| 48
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 11
| -22
|
BrokerA
|
LMT
| 93
|
VAR>budget
|
Pause
|
Risk above budget threshold
| -12
| -31
| -31
| 2
| false
|
Monitor dispersion and breadth
|
P0531
|
Cautious
|
Trust
|
USD
|
2025-05-02
| 515,219
| 78,262
| 436,957
| 1
| 48.9
| 30.5
| 7.3
| 13.3
|
QQQ:33.3%;XLF:33.3%;TSLA:33.3%
|
US:61.8;EU:15.0;APAC:12.5;EM:6.2;Other:4.6
|
Value:-0.1;Growth:-0.3;Quality:+0.2;Size:-0.1;Momentum:+0.7;LowVol:-0.6
|
ESGOnly;NoMargin
| 7
| 25
| 5
|
trailing 8%
| 160
| 17.8
|
Sideways
| 18.8
| 4.51
| 2.6
| 140
| -18
| 48
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 13
| -27
|
BrokerD
|
MKT
| 86
| null | null |
Normal monitoring
| 81
| -45
| 123
| 3
| false
|
Tax-aware sells next window
|
P0532
|
Active
|
Trust
|
USD
|
2024-07-16
| 660,487
| 73,386
| 587,101
| 1.07
| 60.4
| 18.3
| 11.7
| 9.7
|
QQQ:25.0%;GLD:25.0%;VTI:25.0%;VNQ:25.0%
|
US:69.8;EU:17.1;APAC:8.0;EM:5.0;Other:0.0
|
Value:-0.9;Growth:+0.2;Quality:-0.4;Size:+1.0;Momentum:-0.7;LowVol:+0.5
|
NoDerivatives
| 10
| 25
| 5.1
|
trailing 9%
| 136
| 18.9
|
Bear
| 31.5
| 4.26
| 1.8
| 216
| 39
| 77
| 69
| true
|
Hedge
|
Buy index puts 1% notional
| 26
| -22
|
BrokerD
|
MKT
| 90
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 29
| -10
| 28
| 5
| false
|
Monitor dispersion and breadth
|
P0533
|
Opportunistic
|
IRA
|
USD
|
2025-08-24
| 588,114
| 48,429
| 539,685
| 1
| 71.1
| 17.9
| 3.2
| 7.7
|
AMZN:14.1%;BRK.B:13.4%;BND:22.2%;GLD:19.8%;XLF:16.6%;MUB:13.9%
|
US:67.5;EU:16.4;APAC:6.2;EM:7.8;Other:2.1
|
Value:-0.8;Growth:+0.8;Quality:+0.6;Size:-0.4;Momentum:+0.7;LowVol:-0.9
| null | 10
| 25
| 4.4
|
trailing 7%
| 240
| 25.7
|
Volatile
| 20.7
| 4.96
| 3.1
| 111
| 38
| 76
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 31
| 6
|
BrokerA
|
LMT
| 97
| null | null |
Normal monitoring
| 88
| 0
| 70
| 4
| false
|
Monitor dispersion and breadth
|
P0534
|
Active
|
Roth
|
USD
|
2024-12-02
| 1,496,409
| 177,140
| 1,319,269
| 1
| 58.4
| 28.2
| 8
| 5.3
|
QQQ:25.0%;AAPL:25.0%;VTI:25.0%;TLT:25.0%
|
US:65.9;EU:17.5;APAC:7.2;EM:7.2;Other:2.2
|
Value:-0.9;Growth:-0.4;Quality:+0.7;Size:-0.0;Momentum:+0.6;LowVol:-0.9
|
NoDerivatives
| 5
| 25
| 4.4
|
trailing 8%
| 191
| 23.6
|
Bull
| 15.7
| 4.04
| 3.1
| 112
| 9
| 39
| 36
| false
|
Sell
|
Trim extended winner -1%
| 32
| -7
|
BrokerC
|
LMT
| 91
| null | null |
Normal monitoring
| 104
| -31
| 214
| 4
| false
|
Increase defensive factor exposure
|
P0535
|
Hands-off
|
Roth
|
USD
|
2025-12-23
| 158,863
| 6,837
| 152,026
| 1
| 64.8
| 19.4
| 7.3
| 8.5
|
MUB:39.6%;TSLA:20.7%;AMZN:39.6%
|
US:78.3;EU:6.7;APAC:6.5;EM:8.3;Other:0.2
|
Value:0.0;Growth:+0.8;Quality:+0.2;Size:+0.4;Momentum:+0.4;LowVol:+0.2
|
ESGOnly;NoDerivatives
| 5
| 25
| 4.9
|
trailing 8%
| 125
| 14.7
|
Sideways
| 17.1
| 3.8
| 2.6
| 96
| 41
| 57
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 25
| -8
|
BrokerD
|
LMT
| 93
| null | null |
Normal monitoring
| 117
| 14
| 192
| 5
| false
|
Tax-aware sells next window
|
P0536
|
Active
|
Trust
|
USD
|
2025-01-09
| 704,694
| 60,171
| 644,523
| 1.11
| 52.4
| 22.6
| 16.1
| 8.8
|
VOO:35.4%;IEF:35.4%;QQQ:29.2%
|
US:64.8;EU:22.8;APAC:7.6;EM:4.6;Other:0.1
|
Value:+0.7;Growth:+0.4;Quality:+0.3;Size:+0.4;Momentum:+0.1;LowVol:+0.3
|
MaxPos8%
| 7
| 25
| 5
|
trailing 8%
| 182
| 23.4
|
Volatile
| 31.9
| 4.44
| 3.1
| 146
| 80
| 86
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| -2
| -6
|
BrokerD
|
LMT
| 92
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 60
| 7
| 146
| 5
| false
|
Increase defensive factor exposure
|
P0537
|
Hands-off
|
Taxable
|
USD
|
2025-05-20
| 420,772
| 29,679
| 391,093
| 1
| 61.6
| 22.2
| 7.2
| 8.9
|
XLF:33.3%;IEF:33.3%;TLT:33.3%
|
US:72.7;EU:9.8;APAC:7.1;EM:6.9;Other:3.5
|
Value:+0.7;Growth:-1.0;Quality:-0.5;Size:-0.6;Momentum:+0.9;LowVol:+0.3
|
ESGOnly;NoDerivatives
| 8
| 35
| 4.7
|
trailing 8%
| 133
| 17.3
|
Volatile
| 29.6
| 5.42
| 2.3
| 161
| 58
| 90
| 73
| true
|
Rebalance
|
Rebalance back to target bands
| 23
| 7
|
BrokerC
|
MKT
| 85
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -4
| -43
| -24
| 2
| false
|
Increase defensive factor exposure
|
P0538
|
Opportunistic
|
Roth
|
USD
|
2025-08-29
| 599,575
| 47,133
| 552,442
| 1
| 68.4
| 10.8
| 12.2
| 8.6
|
HYG:26.7%;BRK.B:19.8%;QQQ:26.7%;VTI:26.7%
|
US:69.6;EU:11.5;APAC:12.7;EM:4.9;Other:1.3
|
Value:-0.0;Growth:+0.4;Quality:+0.9;Size:+1.0;Momentum:+0.9;LowVol:+0.4
|
NoDerivatives
| 5
| 25
| 5.3
|
trailing 9%
| 259
| 27.9
|
Bull
| 16.6
| 3.85
| 3.4
| 108
| 87
| 100
| 46
| false
|
Sell
|
Trim extended winner -1%
| 22
| -19
|
BrokerC
|
MKT
| 95
| null | null |
Normal monitoring
| 25
| 2
| 136
| 4
| false
|
Tax-aware sells next window
|
P0539
|
Active
|
401k
|
USD
|
2025-07-09
| 2,197,296
| 258,557
| 1,938,739
| 1.05
| 60.5
| 24.5
| 5.6
| 9.4
|
IEF:25.0%;HYG:28.2%;VTI:28.2%;BRK.B:18.6%
|
US:64.7;EU:9.7;APAC:14.8;EM:9.3;Other:1.5
|
Value:+0.9;Growth:-0.7;Quality:-0.3;Size:+0.8;Momentum:+0.5;LowVol:-0.3
| null | 5
| 30
| 5.8
|
trailing 8%
| 160
| 27
|
Bull
| 14.3
| 4.45
| 3
| 89
| 34
| 58
| 50
| false
|
Sell
|
Trim extended winner -1%
| 22
| -21
|
BrokerA
|
MKT
| 89
| null | null |
Normal monitoring
| 83
| -28
| 212
| 5
| false
|
Monitor dispersion and breadth
|
P0540
|
Active
|
Trust
|
USD
|
2025-06-10
| 1,956,667
| 117,628
| 1,839,039
| 1
| 57.4
| 30.3
| 5
| 7.3
|
GLD:16.5%;BND:21.9%;MUB:21.9%;HYG:17.8%;AMZN:21.9%
|
US:69.2;EU:8.6;APAC:11.7;EM:6.9;Other:3.6
|
Value:-0.1;Growth:+0.4;Quality:+0.9;Size:-0.4;Momentum:+0.4;LowVol:+0.1
| null | 5
| 35
| 4.2
|
trailing 9%
| 144
| 24.3
|
Bull
| 11.2
| 4.89
| 3.3
| 87
| 63
| 88
| 31
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -5
| -3
|
BrokerB
|
LMT
| 86
| null | null |
Normal monitoring
| 94
| -45
| 95
| 3
| false
|
Increase defensive factor exposure
|
P0541
|
Active
|
Trust
|
USD
|
2025-03-13
| 1,164,257
| 111,643
| 1,052,614
| 1
| 69.7
| 20.4
| 2.7
| 7.3
|
MUB:11.0%;HYG:21.7%;BRK.B:10.5%;MSFT:21.7%;IEF:21.1%;TSLA:14.1%
|
US:61.1;EU:19.1;APAC:8.8;EM:9.9;Other:1.1
|
Value:+1.0;Growth:+0.6;Quality:+0.5;Size:-0.1;Momentum:-0.7;LowVol:-0.3
|
MaxPos5%;NoDerivatives
| 7
| 30
| 4.2
|
hard 12%
| 152
| 26
|
Volatile
| 31
| 3.78
| 2.1
| 151
| -18
| 42
| 78
| true
|
Rebalance
|
Rebalance back to target bands
| -4
| 11
|
BrokerB
|
LMT
| 87
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 10
| 5
| 29
| 3
| false
|
Monitor dispersion and breadth
|
P0542
|
Active
|
Roth
|
USD
|
2024-12-26
| 1,631,456
| 100,693
| 1,530,763
| 1
| 66.7
| 22.2
| 1.7
| 9.4
|
TLT:36.3%;QQQ:27.4%;VNQ:36.3%
|
US:66.6;EU:15.4;APAC:8.3;EM:9.2;Other:0.5
|
Value:+0.8;Growth:+0.8;Quality:+0.2;Size:+0.7;Momentum:0.0;LowVol:+0.6
| null | 7
| 30
| 5
|
trailing 9%
| 218
| 16.6
|
Volatile
| 28
| 3.6
| 3.9
| 143
| -41
| 30
| 71
| true
|
Hedge
|
Buy index puts 1% notional
| -4
| 0
|
BrokerB
|
MKT
| 85
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 47
| -4
| 80
| 3
| false
|
Increase defensive factor exposure
|
P0543
|
Opportunistic
|
IRA
|
USD
|
2025-10-31
| 1,372,689
| 114,062
| 1,258,627
| 1
| 70.3
| 11.1
| 12
| 6.5
|
VOO:22.6%;MSFT:22.6%;BND:22.4%;AMZN:22.6%;HYG:9.7%
|
US:61.2;EU:17.7;APAC:10.3;EM:8.4;Other:2.4
|
Value:+0.3;Growth:-0.4;Quality:+0.7;Size:+0.1;Momentum:-0.5;LowVol:-0.3
| null | 5
| 25
| 5
|
hard 12%
| 279
| 22.4
|
Bull
| 11.8
| 3.67
| 2
| 87
| 48
| 83
| 42
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 34
| -19
|
BrokerC
|
LMT
| 98
| null | null |
Normal monitoring
| 41
| 9
| 144
| 3
| false
|
Tax-aware sells next window
|
P0544
|
Opportunistic
|
IRA
|
USD
|
2024-09-03
| 378,795
| 17,107
| 361,688
| 1
| 72
| 14
| 7
| 7
|
QQQ:22.1%;VNQ:17.5%;MUB:17.4%;GLD:20.8%;MSFT:22.1%
|
US:68.9;EU:8.6;APAC:10.1;EM:7.3;Other:5.2
|
Value:+0.1;Growth:-0.7;Quality:-0.0;Size:-0.6;Momentum:-0.3;LowVol:+1.0
| null | 5
| 30
| 6.7
|
hard 12%
| 224
| 28.5
|
Bear
| 29.3
| 4.09
| 2.4
| 136
| 16
| 58
| 87
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 17
| -9
|
BrokerD
|
LMT
| 90
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 81
| -53
| 104
| 2
| false
|
Increase defensive factor exposure
|
P0545
|
Opportunistic
|
401k
|
USD
|
2025-07-25
| 685,736
| 56,767
| 628,969
| 1
| 71.1
| 21.2
| 0
| 7.7
|
VOO:33.3%;MSFT:33.3%;QQQ:33.3%
|
US:70.1;EU:10.5;APAC:11.6;EM:6.9;Other:0.9
|
Value:+0.8;Growth:+0.7;Quality:-0.5;Size:-0.8;Momentum:-0.6;LowVol:+0.6
|
MaxPos6%
| 5
| 25
| 6.9
|
trailing 7%
| 204
| 27.1
|
Bear
| 24.9
| 3.67
| 1.8
| 140
| -77
| 5
| 68
| false
|
Sell
|
Trim extended winner -1%
| 12
| 11
|
BrokerC
|
VWAP
| 89
| null | null |
Normal monitoring
| -22
| -13
| 45
| 4
| false
|
Tax-aware sells next window
|
P0546
|
Hands-off
|
Roth
|
USD
|
2025-11-27
| 583,650
| 53,296
| 530,354
| 1
| 66.5
| 27
| 0
| 6.5
|
QQQ:20.5%;MUB:12.2%;HYG:10.0%;VNQ:20.9%;BND:20.9%;BRK.B:15.6%
|
US:66.0;EU:15.2;APAC:11.9;EM:5.8;Other:1.0
|
Value:+0.7;Growth:-0.7;Quality:+0.6;Size:-0.5;Momentum:-0.2;LowVol:-0.1
|
NoDerivatives
| 6
| 25
| 3.2
|
trailing 8%
| 100
| 12.9
|
Bear
| 27.1
| 3.58
| 1.2
| 195
| 18
| 49
| 80
| true
|
Hedge
|
Buy index puts 1% notional
| 10
| -16
|
BrokerB
|
LMT
| 88
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -46
| 19
| 58
| 2
| false
|
Within IPS guidelines
|
P0547
|
Cautious
|
IRA
|
USD
|
2025-06-25
| 519,688
| 59,846
| 459,842
| 1
| 46.9
| 36.4
| 1.5
| 15.2
|
AMZN:22.4%;VOO:22.4%;BND:10.8%;IEF:22.4%;HYG:14.8%;MUB:7.4%
|
US:71.3;EU:13.5;APAC:6.1;EM:4.7;Other:4.4
|
Value:+0.3;Growth:-0.5;Quality:-0.7;Size:-0.1;Momentum:+0.9;LowVol:+0.9
|
ESGOnly;NoMargin
| 10
| 25
| 4.8
|
trailing 8%
| 118
| 19.6
|
Sideways
| 21
| 3.6
| 2.5
| 107
| 19
| 45
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -5
| 5
|
BrokerC
|
MKT
| 89
| null | null |
Normal monitoring
| 100
| 20
| 62
| 5
| false
|
Monitor dispersion and breadth
|
P0548
|
Opportunistic
|
Taxable
|
USD
|
2025-04-29
| 562,259
| 32,254
| 530,005
| 1
| 75.7
| 16.4
| 1.1
| 6.8
|
GLD:20.7%;MSFT:9.6%;VNQ:21.4%;AAPL:14.6%;XLF:12.3%;QQQ:21.4%
|
US:63.0;EU:11.6;APAC:12.3;EM:10.4;Other:2.7
|
Value:+0.1;Growth:+0.1;Quality:-0.9;Size:-0.2;Momentum:+0.9;LowVol:-0.7
| null | 5
| 25
| 5.8
|
hard 12%
| 280
| 25
|
Bull
| 11.3
| 3.67
| 2.5
| 86
| 66
| 84
| 57
| false
|
Sell
|
Trim extended winner -1%
| 13
| -9
|
BrokerC
|
MKT
| 100
| null | null |
Normal monitoring
| 80
| -45
| 80
| 5
| false
|
Increase defensive factor exposure
|
P0549
|
Opportunistic
|
Roth
|
USD
|
2025-05-06
| 1,301,246
| 68,426
| 1,232,820
| 1.19
| 68.5
| 11.2
| 14.2
| 6.1
|
TLT:13.5%;XLF:12.1%;BRK.B:22.3%;MUB:16.9%;AMZN:22.3%;TSLA:13.0%
|
US:64.2;EU:13.8;APAC:10.3;EM:8.1;Other:3.7
|
Value:-0.7;Growth:+0.6;Quality:+1.0;Size:+0.4;Momentum:-0.6;LowVol:+0.8
|
MaxPos6%
| 5
| 25
| 5.5
|
trailing 7%
| 270
| 34.6
|
Sideways
| 15.7
| 4.77
| 2.8
| 120
| 1
| 36
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 4
| 1
|
BrokerC
|
MKT
| 89
| null | null |
Normal monitoring
| -21
| 17
| 104
| 3
| false
|
Monitor dispersion and breadth
|
P0550
|
Opportunistic
|
Taxable
|
USD
|
2025-06-20
| 771,297
| 35,791
| 735,506
| 1
| 61.3
| 14.6
| 18.2
| 5.9
|
BRK.B:19.9%;TLT:14.9%;HYG:10.8%;IEF:21.2%;AAPL:11.9%;QQQ:21.2%
|
US:68.9;EU:11.0;APAC:10.3;EM:6.7;Other:3.1
|
Value:+0.9;Growth:-0.9;Quality:-0.1;Size:-0.0;Momentum:+0.5;LowVol:-0.3
|
MaxPos7%
| 5
| 35
| 6.8
|
hard 12%
| 230
| 34.3
|
Bull
| 14.4
| 3.74
| 2.4
| 116
| 87
| 100
| 39
| false
|
Sell
|
Trim extended winner -1%
| 2
| 14
|
BrokerC
|
MKT
| 87
| null | null |
Normal monitoring
| 66
| -33
| 83
| 4
| false
|
Tighten stops on momentum names
|
P0551
|
Opportunistic
|
Taxable
|
USD
|
2025-01-04
| 1,408,484
| 87,656
| 1,320,828
| 1.15
| 70.4
| 11.6
| 13.8
| 4.2
|
GLD:14.4%;IEF:9.5%;VNQ:17.3%;TLT:22.0%;MUB:14.7%;XLF:22.0%
|
US:67.2;EU:6.1;APAC:14.1;EM:11.8;Other:0.7
|
Value:-0.1;Growth:-0.2;Quality:-0.8;Size:+0.5;Momentum:+0.4;LowVol:+0.9
| null | 10
| 35
| 4.4
|
hard 12%
| 208
| 21.9
|
Bull
| 16.2
| 3.65
| 3.3
| 105
| 94
| 100
| 64
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -2
| -13
|
BrokerD
|
LMT
| 95
| null | null |
Normal monitoring
| 25
| 15
| 103
| 5
| false
|
Tighten stops on momentum names
|
P0552
|
Active
|
Roth
|
USD
|
2024-12-24
| 867,984
| 89,144
| 778,840
| 1
| 68.5
| 21.4
| 4.9
| 5.2
|
XLF:21.0%;AMZN:21.1%;VNQ:21.1%;BND:16.3%;AAPL:20.6%
|
US:70.0;EU:10.6;APAC:6.8;EM:9.7;Other:2.9
|
Value:-0.3;Growth:-0.0;Quality:-0.7;Size:+0.8;Momentum:-0.4;LowVol:+0.5
|
MaxPos5%
| 8
| 25
| 4.9
|
trailing 9%
| 193
| 21.6
|
Sideways
| 19
| 3.57
| 3.3
| 123
| 15
| 54
| 64
| false
|
Sell
|
Trim extended winner -1%
| 21
| -28
|
BrokerD
|
LMT
| 88
| null | null |
Normal monitoring
| 13
| 10
| 31
| 5
| false
|
Tighten stops on momentum names
|
P0553
|
Hands-off
|
IRA
|
USD
|
2024-08-11
| 564,084
| 51,844
| 512,240
| 1
| 56.6
| 26.8
| 8.8
| 7.9
|
TLT:22.7%;QQQ:22.7%;VNQ:22.7%;VOO:8.7%;MUB:8.8%;BRK.B:14.3%
|
US:70.4;EU:9.2;APAC:8.8;EM:7.1;Other:4.6
|
Value:+0.6;Growth:-0.4;Quality:+0.2;Size:-0.5;Momentum:+0.2;LowVol:+0.4
|
ESGOnly;NoDerivatives
| 7
| 35
| 5.6
|
trailing 10%
| 104
| 18.4
|
Bull
| 11.9
| 3.89
| 2.3
| 105
| 85
| 100
| 47
| false
|
Buy
|
Add to core equity +1%
| 25
| 10
|
BrokerC
|
MKT
| 95
| null | null |
Normal monitoring
| -52
| -13
| -80
| 3
| false
|
Within IPS guidelines
|
P0554
|
Hands-off
|
Taxable
|
USD
|
2025-07-15
| 770,099
| 63,075
| 707,024
| 1
| 55.5
| 22
| 17.4
| 5.1
|
HYG:35.9%;TSLA:35.9%;QQQ:28.1%
|
US:71.5;EU:9.2;APAC:6.8;EM:9.6;Other:2.9
|
Value:+0.5;Growth:+1.0;Quality:-0.2;Size:+0.4;Momentum:-1.0;LowVol:0.0
|
MaxPos7%
| 8
| 35
| 5.7
|
trailing 8%
| 167
| 14.7
|
Volatile
| 22.3
| 4.01
| 2.6
| 132
| 35
| 62
| 60
| false
|
NoAction
|
Within bands; monitor
| 28
| -35
|
BrokerD
|
LMT
| 97
| null | null |
Normal monitoring
| 83
| 13
| 153
| 4
| false
|
Increase defensive factor exposure
|
P0555
|
Active
|
401k
|
USD
|
2025-11-16
| 2,347,805
| 224,542
| 2,123,263
| 1
| 64.8
| 28.3
| 0
| 6.9
|
BRK.B:33.3%;MSFT:33.3%;HYG:33.3%
|
US:64.9;EU:14.3;APAC:12.1;EM:4.6;Other:4.1
|
Value:-0.5;Growth:+0.6;Quality:+0.4;Size:-0.1;Momentum:+0.8;LowVol:-0.5
| null | 10
| 30
| 5.2
|
trailing 8%
| 212
| 22.7
|
Volatile
| 27.2
| 4.08
| 3.3
| 147
| -10
| 47
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| 1
| -7
|
BrokerC
|
MKT
| 88
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| -54
| -7
| -45
| 3
| false
|
Within IPS guidelines
|
P0556
|
Opportunistic
|
IRA
|
USD
|
2025-11-13
| 532,356
| 37,844
| 494,512
| 1.21
| 68.1
| 21.7
| 5.9
| 4.4
|
QQQ:13.8%;AAPL:10.1%;HYG:16.0%;XLF:21.3%;VOO:17.4%;MUB:21.3%
|
US:66.0;EU:9.3;APAC:11.8;EM:10.5;Other:2.5
|
Value:+0.4;Growth:+0.9;Quality:-0.9;Size:-0.3;Momentum:+0.5;LowVol:-0.0
|
MaxPos6%;NoDerivatives
| 8
| 25
| 5.4
|
trailing 9%
| 228
| 34.8
|
Sideways
| 15
| 3.93
| 3.4
| 96
| -2
| 64
| 47
| false
|
Buy
|
Add to core equity +1%
| 32
| -12
|
BrokerA
|
LMT
| 86
| null | null |
Normal monitoring
| 60
| -47
| 85
| 5
| false
|
Within IPS guidelines
|
P0557
|
Opportunistic
|
Roth
|
USD
|
2025-12-21
| 1,774,840
| 118,311
| 1,656,529
| 1.19
| 70.4
| 15.5
| 5.2
| 8.9
|
VOO:11.9%;AMZN:22.3%;IEF:15.2%;XLF:22.3%;MSFT:10.1%;AAPL:18.2%
|
US:54.5;EU:18.8;APAC:15.5;EM:10.5;Other:0.7
|
Value:-0.9;Growth:-0.7;Quality:+0.8;Size:-0.8;Momentum:+0.1;LowVol:-0.5
| null | 6
| 35
| 5.3
|
trailing 7%
| 238
| 27.9
|
Bear
| 23.2
| 3.26
| 1.1
| 177
| -35
| 18
| 62
| false
|
Buy
|
Add to core equity +1%
| 25
| -20
|
BrokerA
|
MKT
| 96
| null | null |
Normal monitoring
| 77
| -4
| 123
| 4
| false
|
Monitor dispersion and breadth
|
P0558
|
Active
|
Roth
|
USD
|
2025-06-18
| 2,342,162
| 184,188
| 2,157,974
| 1
| 63.3
| 28.2
| 3
| 5.5
|
MSFT:35.7%;HYG:28.6%;VOO:35.7%
|
US:60.9;EU:15.3;APAC:7.6;EM:11.8;Other:4.4
|
Value:+0.6;Growth:-0.4;Quality:-0.8;Size:-0.1;Momentum:-0.3;LowVol:-0.6
| null | 6
| 35
| 5.8
|
hard 12%
| 155
| 24.6
|
Bear
| 28.3
| 3.21
| 1.4
| 145
| 19
| 53
| 79
| true
|
Hedge
|
Buy index puts 1% notional
| 22
| -15
|
BrokerD
|
LMT
| 89
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 69
| -27
| 200
| 3
| false
|
Increase defensive factor exposure
|
P0559
|
Cautious
|
Taxable
|
USD
|
2025-03-21
| 570,326
| 62,379
| 507,947
| 1
| 48
| 35.1
| 4.6
| 12.4
|
IEF:28.9%;AAPL:35.6%;BRK.B:35.6%
|
US:59.2;EU:19.2;APAC:13.7;EM:3.3;Other:4.7
|
Value:+0.3;Growth:-0.5;Quality:-0.1;Size:-0.1;Momentum:-0.9;LowVol:-0.7
|
MaxPos7%;NoDerivatives;NoMargin
| 10
| 30
| 5.8
|
trailing 8%
| 150
| 19
|
Bull
| 14.6
| 4.18
| 3.4
| 71
| 14
| 44
| 35
| true
|
Hedge
|
Buy index puts 1% notional
| 17
| -1
|
BrokerD
|
MKT
| 98
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 83
| -18
| 123
| 2
| false
|
Tax-aware sells next window
|
P0560
|
Hands-off
|
Taxable
|
USD
|
2025-07-08
| 713,312
| 42,595
| 670,717
| 1
| 60.8
| 15.4
| 18.6
| 5.2
|
BRK.B:35.5%;BND:35.5%;IEF:28.9%
|
US:70.2;EU:11.3;APAC:7.8;EM:7.1;Other:3.6
|
Value:+0.7;Growth:-0.2;Quality:-0.7;Size:0.0;Momentum:+0.4;LowVol:+0.4
|
MaxPos6%;NoDerivatives
| 8
| 35
| 5.8
|
trailing 10%
| 137
| 14
|
Volatile
| 24
| 3.88
| 4.2
| 113
| -27
| 51
| 72
| true
|
Rebalance
|
Rebalance back to target bands
| 19
| 9
|
BrokerD
|
LMT
| 96
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| -40
| -2
| 58
| 5
| false
|
Increase defensive factor exposure
|
P0561
|
Opportunistic
|
401k
|
USD
|
2024-08-26
| 765,083
| 51,869
| 713,214
| 1.13
| 65.4
| 16
| 13.5
| 5.1
|
XLF:19.4%;AAPL:22.2%;VTI:22.2%;AMZN:12.7%;VNQ:12.1%;GLD:11.4%
|
US:70.2;EU:8.5;APAC:9.6;EM:11.3;Other:0.3
|
Value:-0.5;Growth:-0.4;Quality:-0.1;Size:+0.2;Momentum:+0.7;LowVol:-0.6
|
MaxPos7%
| 7
| 25
| 6.4
|
trailing 7%
| 247
| 25.4
|
Bear
| 26.7
| 4.13
| 2.6
| 145
| -1
| 47
| 75
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -10
| -18
|
BrokerD
|
MKT
| 88
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 118
| -11
| 132
| 3
| true
|
Within IPS guidelines
|
P0562
|
Opportunistic
|
Roth
|
USD
|
2024-09-25
| 1,185,297
| 43,707
| 1,141,590
| 1
| 65.1
| 12.6
| 14.8
| 7.5
|
VOO:18.5%;MUB:9.7%;AAPL:16.0%;BRK.B:14.3%;IEF:20.8%;TLT:20.8%
|
US:76.9;EU:8.4;APAC:10.3;EM:3.4;Other:1.0
|
Value:-0.5;Growth:-1.0;Quality:+0.9;Size:0.0;Momentum:+0.9;LowVol:+0.5
|
MaxPos5%
| 7
| 35
| 6.8
|
hard 12%
| 234
| 28.7
|
Volatile
| 23.1
| 4.7
| 4.4
| 172
| -9
| 40
| 72
| true
|
Rebalance
|
Rebalance back to target bands
| 9
| 9
|
BrokerC
|
LMT
| 86
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 8
| 10
| 144
| 2
| true
|
Within IPS guidelines
|
P0563
|
Opportunistic
|
Taxable
|
USD
|
2025-10-12
| 1,030,468
| 51,979
| 978,489
| 1
| 68.6
| 16.5
| 6.6
| 8.3
|
GLD:10.7%;VOO:23.2%;IEF:15.4%;MSFT:23.2%;QQQ:17.4%;BRK.B:10.2%
|
US:71.4;EU:12.8;APAC:5.8;EM:8.5;Other:1.5
|
Value:-0.3;Growth:-0.2;Quality:-0.6;Size:-0.6;Momentum:+0.5;LowVol:-0.5
|
MaxPos5%
| 7
| 25
| 6.8
|
trailing 9%
| 274
| 20.6
|
Volatile
| 21.6
| 5.41
| 2
| 137
| 11
| 54
| 59
| false
|
Buy
|
Add to core equity +1%
| 34
| 12
|
BrokerC
|
MKT
| 87
| null | null |
Normal monitoring
| -21
| 18
| -24
| 4
| false
|
Increase defensive factor exposure
|
P0564
|
Active
|
401k
|
USD
|
2025-01-17
| 1,753,794
| 193,964
| 1,559,830
| 1
| 56.9
| 27.9
| 8.1
| 7.1
|
BRK.B:33.9%;XLF:32.2%;TSLA:33.9%
|
US:68.0;EU:17.5;APAC:7.0;EM:6.9;Other:0.6
|
Value:+0.3;Growth:+0.3;Quality:+1.0;Size:-0.7;Momentum:+0.3;LowVol:-0.6
|
NoDerivatives
| 5
| 25
| 5.7
|
trailing 9%
| 132
| 24.2
|
Bear
| 25.2
| 3.72
| 1.3
| 167
| -102
| 5
| 57
| false
|
Buy
|
Add to core equity +1%
| 34
| -39
|
BrokerD
|
LMT
| 92
| null | null |
Normal monitoring
| -6
| -12
| 35
| 3
| false
|
Increase defensive factor exposure
|
P0565
|
Systematic
|
Roth
|
USD
|
2024-11-04
| 757,717
| 74,644
| 683,073
| 1
| 55.5
| 30.1
| 7.7
| 6.8
|
HYG:33.3%;QQQ:33.3%;AMZN:33.3%
|
US:71.2;EU:9.9;APAC:14.2;EM:3.7;Other:1.2
|
Value:-0.5;Growth:+0.8;Quality:+0.9;Size:+0.5;Momentum:-0.9;LowVol:+0.4
|
MaxPos6%
| 8
| 35
| 4.6
|
trailing 8%
| 183
| 16.8
|
Bull
| 16.5
| 3.77
| 2.7
| 81
| 87
| 100
| 45
| false
|
Buy
|
Add to core equity +1%
| 35
| 6
|
BrokerB
|
LMT
| 86
| null | null |
Normal monitoring
| 63
| -10
| 96
| 4
| false
|
Within IPS guidelines
|
P0566
|
Active
|
IRA
|
USD
|
2024-07-24
| 2,057,156
| 194,828
| 1,862,328
| 1
| 62.8
| 27.5
| 0
| 9.7
|
BRK.B:33.3%;TLT:33.3%;VTI:33.3%
|
US:65.0;EU:16.0;APAC:7.0;EM:10.9;Other:1.1
|
Value:+0.3;Growth:-0.4;Quality:+0.2;Size:-0.3;Momentum:0.0;LowVol:-0.3
|
MaxPos8%;NoDerivatives
| 7
| 30
| 5.8
|
trailing 8%
| 229
| 18.4
|
Bull
| 15.6
| 3.93
| 2.2
| 78
| 88
| 100
| 40
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 0
| -22
|
BrokerB
|
MKT
| 86
| null | null |
Normal monitoring
| 63
| -22
| 103
| 3
| false
|
Tax-aware sells next window
|
P0567
|
Opportunistic
|
Trust
|
USD
|
2025-02-14
| 1,533,567
| 47,320
| 1,486,247
| 1
| 60.3
| 18.2
| 13.8
| 7.7
|
BRK.B:17.7%;AAPL:20.9%;IEF:20.9%;HYG:11.4%;VTI:14.8%;GLD:14.2%
|
US:67.6;EU:15.2;APAC:8.2;EM:7.0;Other:2.1
|
Value:-0.3;Growth:-0.9;Quality:+0.4;Size:+0.2;Momentum:-0.2;LowVol:-0.9
|
MaxPos6%;NoDerivatives
| 6
| 30
| 5.8
|
trailing 7%
| 186
| 30
|
Volatile
| 20.1
| 5.16
| 3.5
| 118
| 37
| 81
| 65
| false
|
Buy
|
Add to core equity +1%
| 12
| 3
|
BrokerA
|
LMT
| 92
| null | null |
Normal monitoring
| -48
| -44
| 29
| 4
| false
|
Monitor dispersion and breadth
|
P0568
|
Hands-off
|
Taxable
|
USD
|
2025-02-10
| 535,531
| 34,301
| 501,230
| 1
| 66.6
| 24.5
| 0
| 8.8
|
IEF:19.4%;VTI:10.2%;AMZN:23.5%;VNQ:23.5%;MUB:23.5%
|
US:61.6;EU:18.1;APAC:8.0;EM:10.1;Other:2.2
|
Value:-0.9;Growth:+0.3;Quality:-0.1;Size:-0.2;Momentum:+0.5;LowVol:-0.5
|
NoDerivatives
| 6
| 25
| 4.3
|
trailing 8%
| 105
| 14.8
|
Sideways
| 20.1
| 4.16
| 3.2
| 138
| -6
| 58
| 62
| false
|
Sell
|
Trim extended winner -1%
| -5
| -1
|
BrokerA
|
LMT
| 94
| null | null |
Normal monitoring
| 4
| -10
| 79
| 5
| false
|
Increase defensive factor exposure
|
P0569
|
Systematic
|
IRA
|
USD
|
2025-07-24
| 1,320,854
| 69,790
| 1,251,064
| 1
| 62.1
| 27.3
| 2.3
| 8.3
|
HYG:30.1%;AAPL:34.9%;MSFT:34.9%
|
US:65.5;EU:16.3;APAC:12.4;EM:3.7;Other:2.1
|
Value:+0.2;Growth:-0.4;Quality:-0.7;Size:-0.7;Momentum:+0.2;LowVol:0.0
| null | 7
| 35
| 5.5
|
trailing 8%
| 212
| 25.5
|
Sideways
| 20.4
| 3.99
| 3.4
| 129
| -29
| 49
| 62
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -5
| -13
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| -51
| -49
| 25
| 4
| false
|
Increase defensive factor exposure
|
P0570
|
Active
|
Trust
|
USD
|
2024-08-07
| 2,307,159
| 255,272
| 2,051,887
| 1
| 65.1
| 22.2
| 3.2
| 9.5
|
VNQ:33.3%;XLF:33.3%;VTI:33.3%
|
US:67.1;EU:7.9;APAC:8.7;EM:14.4;Other:1.9
|
Value:+0.8;Growth:+0.7;Quality:-0.2;Size:-0.8;Momentum:+0.8;LowVol:-1.0
|
MaxPos8%
| 6
| 25
| 4.9
|
hard 12%
| 181
| 23.8
|
Volatile
| 31.7
| 5.44
| 3.7
| 158
| 78
| 95
| 82
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 16
| -33
|
BrokerB
|
LMT
| 97
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 112
| -42
| 82
| 5
| false
|
Within IPS guidelines
|
P0571
|
Cautious
|
IRA
|
USD
|
2024-11-11
| 315,146
| 29,587
| 285,559
| 1
| 49.3
| 35.2
| 4.3
| 11.2
|
AMZN:33.3%;VTI:33.3%;GLD:33.3%
|
US:77.4;EU:6.8;APAC:8.3;EM:4.1;Other:3.4
|
Value:+0.4;Growth:-0.9;Quality:+0.4;Size:+0.2;Momentum:+0.3;LowVol:+0.6
|
NoMargin
| 6
| 30
| 4.2
|
trailing 10%
| 139
| 17.1
|
Volatile
| 21.9
| 5.03
| 2.5
| 121
| -40
| 31
| 45
| false
|
NoAction
|
Within bands; monitor
| 20
| -39
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| -58
| 11
| -77
| 3
| false
|
Tighten stops on momentum names
|
P0572
|
Cautious
|
401k
|
USD
|
2025-01-02
| 243,084
| 24,555
| 218,529
| 1
| 52.4
| 35
| 0
| 12.6
|
IEF:21.5%;VTI:14.3%;GLD:21.5%;TSLA:20.2%;TLT:9.0%;MSFT:13.4%
|
US:70.9;EU:5.9;APAC:14.4;EM:6.1;Other:2.7
|
Value:+0.6;Growth:+0.2;Quality:-0.2;Size:-0.6;Momentum:+0.6;LowVol:-0.3
|
NoDerivatives;NoMargin
| 10
| 35
| 5.4
|
hard 10%
| 162
| 14.6
|
Bull
| 17.5
| 4.19
| 2.1
| 87
| 87
| 80
| 40
| true
|
Hedge
|
Buy index puts 1% notional
| -9
| -16
|
BrokerC
|
MKT
| 90
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 97
| -27
| 127
| 3
| false
|
Within IPS guidelines
|
P0573
|
Cautious
|
IRA
|
USD
|
2025-04-30
| 381,195
| 56,395
| 324,800
| 1
| 36.8
| 39.6
| 7.9
| 15.7
|
VNQ:33.3%;AMZN:33.3%;GLD:33.3%
|
US:62.5;EU:12.0;APAC:13.0;EM:8.9;Other:3.6
|
Value:+1.0;Growth:-0.9;Quality:-0.1;Size:-0.7;Momentum:+0.5;LowVol:-0.2
|
ESGOnly;NoMargin
| 8
| 35
| 4.7
|
trailing 8%
| 103
| 17.8
|
Bull
| 14.2
| 3.62
| 3
| 102
| 3
| 64
| 34
| false
|
Buy
|
Add to core equity +1%
| -14
| -19
|
BrokerC
|
LMT
| 96
| null | null |
Normal monitoring
| 86
| -57
| 108
| 5
| false
|
Tighten stops on momentum names
|
P0574
|
Cautious
|
Trust
|
USD
|
2024-08-10
| 519,000
| 68,238
| 450,762
| 1
| 45.9
| 38.1
| 0
| 16.1
|
BND:18.9%;QQQ:22.3%;GLD:14.1%;MSFT:14.2%;AMZN:8.2%;BRK.B:22.3%
|
US:62.4;EU:14.3;APAC:11.5;EM:8.1;Other:3.7
|
Value:+0.1;Growth:-0.1;Quality:+0.9;Size:+0.6;Momentum:-0.7;LowVol:+0.4
|
NoMargin
| 7
| 25
| 4.9
|
trailing 8%
| 99
| 12.1
|
Volatile
| 21.6
| 4.54
| 4.3
| 116
| -48
| 33
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 11
| -40
|
BrokerD
|
MKT
| 95
| null | null |
Normal monitoring
| 99
| -39
| 212
| 4
| false
|
Tax-aware sells next window
|
P0575
|
Systematic
|
Taxable
|
USD
|
2025-10-24
| 439,472
| 20,787
| 418,685
| 1
| 57.3
| 23.1
| 13.3
| 6.3
|
QQQ:17.7%;HYG:24.2%;IEF:24.2%;AAPL:9.7%;GLD:24.2%
|
US:68.7;EU:7.8;APAC:12.1;EM:8.8;Other:2.6
|
Value:+0.4;Growth:+0.8;Quality:-0.8;Size:+0.7;Momentum:+0.5;LowVol:-0.6
| null | 10
| 30
| 5.3
|
trailing 8%
| 164
| 18.6
|
Bull
| 12.4
| 4.24
| 3
| 112
| 55
| 80
| 32
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 20
| -38
|
BrokerB
|
MKT
| 93
| null | null |
Normal monitoring
| -17
| 19
| 42
| 5
| false
|
Increase defensive factor exposure
|
P0576
|
Cautious
|
Taxable
|
USD
|
2025-09-27
| 293,598
| 28,394
| 265,204
| 1
| 46
| 38.6
| 0
| 15.3
|
TLT:29.7%;MUB:15.0%;AAPL:25.6%;BND:29.7%
|
US:70.3;EU:11.2;APAC:10.0;EM:4.3;Other:4.1
|
Value:-0.8;Growth:+0.4;Quality:-0.9;Size:-0.5;Momentum:+0.2;LowVol:+0.2
|
MaxPos8%;NoDerivatives;NoMargin
| 7
| 30
| 3.7
|
trailing 8%
| 150
| 17.5
|
Volatile
| 26.9
| 4.78
| 3.3
| 173
| 71
| 97
| 71
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 14
| -17
|
BrokerA
|
LMT
| 85
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| -7
| -20
| -4
| 2
| false
|
Increase defensive factor exposure
|
P0577
|
Opportunistic
|
Taxable
|
USD
|
2024-08-28
| 1,797,526
| 133,459
| 1,664,067
| 1
| 68
| 17.5
| 6.5
| 8
|
TSLA:22.6%;VTI:22.7%;TLT:18.8%;VOO:13.3%;QQQ:22.7%
|
US:77.5;EU:9.0;APAC:5.2;EM:3.6;Other:4.6
|
Value:-0.8;Growth:+0.7;Quality:-0.8;Size:+0.2;Momentum:+0.4;LowVol:0.0
|
NoDerivatives
| 5
| 25
| 4.6
|
trailing 9%
| 166
| 29.4
|
Volatile
| 27.3
| 4.3
| 2.7
| 178
| -6
| 56
| 76
| true
|
Rebalance
|
Rebalance back to target bands
| 32
| -16
|
BrokerB
|
LMT
| 91
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -21
| -1
| -10
| 3
| true
|
Increase defensive factor exposure
|
P0578
|
Opportunistic
|
Roth
|
USD
|
2025-05-01
| 1,777,607
| 136,789
| 1,640,818
| 1
| 66.5
| 10
| 17.4
| 6
|
GLD:8.3%;VNQ:7.3%;HYG:22.2%;AMZN:19.2%;MUB:22.2%;IEF:20.7%
|
US:72.3;EU:10.3;APAC:5.4;EM:11.4;Other:0.7
|
Value:+0.6;Growth:+0.8;Quality:+1.0;Size:-0.8;Momentum:-0.1;LowVol:-0.6
|
MaxPos7%
| 7
| 30
| 5.7
|
trailing 7%
| 212
| 28.6
|
Volatile
| 24.4
| 5.11
| 4
| 174
| -28
| 44
| 61
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 6
| -22
|
BrokerB
|
LMT
| 96
| null | null |
Normal monitoring
| -34
| 14
| -34
| 3
| false
|
Monitor dispersion and breadth
|
P0579
|
Hands-off
|
IRA
|
USD
|
2025-04-16
| 554,876
| 44,557
| 510,319
| 1
| 63
| 27.8
| 0
| 9.3
|
BRK.B:14.8%;TLT:23.1%;IEF:23.1%;VNQ:23.1%;MSFT:15.8%
|
US:68.9;EU:11.0;APAC:9.6;EM:9.1;Other:1.4
|
Value:-0.7;Growth:-0.1;Quality:+1.0;Size:-0.1;Momentum:+0.4;LowVol:+0.4
|
ESGOnly;NoDerivatives
| 7
| 25
| 4.3
|
trailing 8%
| 111
| 12.7
|
Bull
| 17.4
| 3.79
| 3
| 92
| 107
| 100
| 45
| false
|
Sell
|
Trim extended winner -1%
| -13
| -38
|
BrokerC
|
LMT
| 98
| null | null |
Normal monitoring
| 30
| -34
| 152
| 5
| false
|
Increase defensive factor exposure
|
P0580
|
Systematic
|
Roth
|
USD
|
2025-06-29
| 1,646,281
| 68,570
| 1,577,711
| 1
| 61.2
| 21.7
| 11.2
| 5.9
|
VNQ:22.6%;BRK.B:38.7%;IEF:38.7%
|
US:63.3;EU:12.4;APAC:10.9;EM:9.2;Other:4.1
|
Value:-0.4;Growth:+0.4;Quality:-0.6;Size:-0.6;Momentum:-0.6;LowVol:-0.2
|
NoDerivatives
| 7
| 35
| 4
|
trailing 9%
| 127
| 24.7
|
Volatile
| 26.6
| 3.91
| 2.5
| 160
| -45
| 19
| 61
| true
|
Rebalance
|
Rebalance back to target bands
| -15
| -7
|
BrokerB
|
MKT
| 95
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 73
| -7
| 133
| 3
| false
|
Increase defensive factor exposure
|
P0581
|
Hands-off
|
Trust
|
USD
|
2025-12-26
| 390,765
| 27,412
| 363,353
| 1
| 64.1
| 16.8
| 10.6
| 8.5
|
GLD:33.6%;AAPL:32.9%;VTI:33.6%
|
US:71.6;EU:10.7;APAC:11.8;EM:4.8;Other:1.2
|
Value:-0.6;Growth:+0.5;Quality:+0.4;Size:-0.5;Momentum:+0.8;LowVol:-0.4
|
ESGOnly;NoDerivatives
| 5
| 30
| 5.4
|
trailing 8%
| 170
| 12.9
|
Sideways
| 14.9
| 4.53
| 2.9
| 133
| -4
| 44
| 38
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 32
| -23
|
BrokerB
|
MKT
| 87
| null | null |
Normal monitoring
| 33
| 16
| 33
| 5
| false
|
Tax-aware sells next window
|
P0582
|
Hands-off
|
Roth
|
USD
|
2024-11-16
| 665,252
| 35,839
| 629,413
| 1
| 60.1
| 23.3
| 9.8
| 6.8
|
BRK.B:8.3%;MSFT:21.0%;VNQ:16.2%;TLT:21.0%;AMZN:19.0%;BND:14.4%
|
US:64.5;EU:20.6;APAC:8.4;EM:3.9;Other:2.7
|
Value:-0.0;Growth:-0.4;Quality:+0.3;Size:+0.9;Momentum:-0.5;LowVol:-0.3
|
ESGOnly
| 6
| 30
| 5.1
|
trailing 8%
| 149
| 15.2
|
Volatile
| 29.4
| 3.87
| 3.9
| 154
| -30
| 28
| 65
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 24
| -19
|
BrokerD
|
LMT
| 86
| null | null |
Normal monitoring
| -51
| -57
| 48
| 5
| false
|
Tax-aware sells next window
|
P0583
|
Opportunistic
|
IRA
|
USD
|
2025-07-07
| 1,697,528
| 83,481
| 1,614,047
| 1.09
| 68.6
| 14.8
| 11.8
| 4.9
|
HYG:28.6%;BRK.B:20.4%;GLD:22.3%;MSFT:28.6%
|
US:62.8;EU:17.0;APAC:9.8;EM:8.9;Other:1.5
|
Value:+0.7;Growth:-0.5;Quality:0.0;Size:-0.0;Momentum:-0.0;LowVol:+1.0
|
MaxPos8%
| 8
| 30
| 5.6
|
hard 12%
| 253
| 34.1
|
Volatile
| 25.4
| 4.76
| 3.3
| 131
| -56
| 14
| 80
| true
|
Hedge
|
Buy index puts 1% notional
| 1
| -37
|
BrokerC
|
LMT
| 88
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 40
| -11
| 122
| 2
| false
|
Tighten stops on momentum names
|
P0584
|
Systematic
|
Trust
|
USD
|
2024-08-03
| 519,293
| 43,200
| 476,093
| 1
| 65.6
| 22.6
| 4.8
| 6.9
|
IEF:9.8%;QQQ:21.8%;VOO:21.8%;HYG:17.4%;VNQ:10.3%;MUB:18.9%
|
US:71.2;EU:13.0;APAC:5.0;EM:7.1;Other:3.8
|
Value:-0.2;Growth:-0.4;Quality:-0.8;Size:-0.6;Momentum:+0.2;LowVol:-0.1
| null | 7
| 30
| 5.5
|
hard 12%
| 174
| 26.6
|
Bear
| 28
| 3.04
| 1.2
| 155
| -100
| 11
| 67
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 32
| 9
|
BrokerC
|
MKT
| 90
| null | null |
Normal monitoring
| 89
| 6
| 210
| 4
| false
|
Within IPS guidelines
|
P0585
|
Hands-off
|
401k
|
USD
|
2025-02-21
| 549,483
| 30,471
| 519,012
| 1
| 55.9
| 27.2
| 7.1
| 9.9
|
MSFT:22.0%;GLD:22.0%;AAPL:17.5%;BND:9.9%;TLT:13.3%;VNQ:15.4%
|
US:71.1;EU:14.4;APAC:7.9;EM:3.7;Other:2.9
|
Value:-0.6;Growth:-0.8;Quality:-0.7;Size:-0.2;Momentum:-0.6;LowVol:-0.1
| null | 10
| 35
| 4.9
|
trailing 8%
| 144
| 19.3
|
Bear
| 34.2
| 4.27
| 1.5
| 185
| 16
| 67
| 77
| true
|
Hedge
|
Buy index puts 1% notional
| 20
| 5
|
BrokerC
|
LMT
| 97
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -12
| -37
| -50
| 3
| false
|
Tighten stops on momentum names
|
P0586
|
Opportunistic
|
Roth
|
USD
|
2024-07-14
| 1,416,493
| 53,707
| 1,362,786
| 1
| 60.9
| 16.8
| 16.1
| 6.2
|
MUB:25.9%;XLF:25.9%;MSFT:22.3%;TLT:25.9%
|
US:60.0;EU:17.2;APAC:12.3;EM:8.2;Other:2.3
|
Value:+0.6;Growth:-0.8;Quality:+0.1;Size:-0.5;Momentum:-0.2;LowVol:-0.8
|
NoDerivatives
| 6
| 30
| 4.5
|
trailing 7%
| 176
| 30.7
|
Volatile
| 29
| 3.58
| 2.2
| 147
| 46
| 66
| 77
| true
|
Hedge
|
Buy index puts 1% notional
| 20
| -15
|
BrokerD
|
LMT
| 88
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 66
| -58
| 182
| 4
| false
|
Monitor dispersion and breadth
|
P0587
|
Active
|
IRA
|
USD
|
2025-06-19
| 1,618,364
| 160,839
| 1,457,525
| 1
| 66.4
| 28.2
| 0
| 5.4
|
TLT:9.6%;AAPL:25.7%;AMZN:25.7%;BND:25.7%;VNQ:13.2%
|
US:66.7;EU:18.9;APAC:5.5;EM:8.5;Other:0.5
|
Value:+0.5;Growth:+0.4;Quality:-0.9;Size:+0.1;Momentum:-0.1;LowVol:+0.7
|
MaxPos5%;NoDerivatives
| 7
| 30
| 5.8
|
hard 12%
| 218
| 27.3
|
Volatile
| 20.5
| 4.42
| 3.9
| 164
| 9
| 54
| 67
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 2
| 8
|
BrokerB
|
LMT
| 88
| null | null |
Normal monitoring
| 38
| 11
| 66
| 4
| false
|
Tighten stops on momentum names
|
P0588
|
Active
|
Roth
|
USD
|
2025-03-02
| 2,132,318
| 186,058
| 1,946,260
| 1.17
| 63.4
| 28.8
| 0
| 7.8
|
GLD:31.4%;BRK.B:19.1%;VOO:31.4%;VTI:18.2%
|
US:60.7;EU:12.9;APAC:14.7;EM:8.4;Other:3.3
|
Value:+0.1;Growth:+0.3;Quality:-0.4;Size:-0.0;Momentum:-0.2;LowVol:-0.2
| null | 7
| 35
| 5.7
|
trailing 9%
| 194
| 26
|
Bull
| 15.2
| 3.78
| 2.5
| 76
| 86
| 83
| 55
| true
|
Hedge
|
Buy index puts 1% notional
| 15
| -22
|
BrokerC
|
LMT
| 96
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -60
| -59
| 45
| 2
| false
|
Within IPS guidelines
|
P0589
|
Systematic
|
IRA
|
USD
|
2024-10-18
| 618,098
| 41,477
| 576,621
| 1
| 63.6
| 27.2
| 1.5
| 7.7
|
BND:19.8%;HYG:16.2%;VTI:6.9%;VNQ:15.0%;AMZN:21.0%;MSFT:21.0%
|
US:71.8;EU:7.0;APAC:13.1;EM:6.6;Other:1.4
|
Value:+0.7;Growth:-0.4;Quality:+0.2;Size:+0.9;Momentum:+0.9;LowVol:-0.7
|
MaxPos7%
| 7
| 30
| 4.2
|
hard 12%
| 149
| 19.5
|
Volatile
| 29.1
| 3.78
| 4.3
| 143
| -37
| 28
| 71
| true
|
Hedge
|
Buy index puts 1% notional
| 22
| -26
|
BrokerD
|
MKT
| 91
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -31
| -45
| 1
| 5
| false
|
Within IPS guidelines
|
P0590
|
Opportunistic
|
IRA
|
USD
|
2024-09-22
| 539,509
| 25,906
| 513,603
| 1
| 64.5
| 19.6
| 7.2
| 8.7
|
MUB:9.5%;MSFT:22.5%;VNQ:12.3%;VOO:22.5%;GLD:10.7%;BRK.B:22.5%
|
US:65.4;EU:14.1;APAC:10.9;EM:6.0;Other:3.6
|
Value:0.0;Growth:-0.7;Quality:-0.2;Size:+0.5;Momentum:+0.8;LowVol:-0.5
| null | 6
| 35
| 6.7
|
hard 12%
| 233
| 29.2
|
Volatile
| 30.3
| 5.48
| 3.1
| 140
| 13
| 67
| 86
| true
|
Hedge
|
Buy index puts 1% notional
| 5
| 3
|
BrokerA
|
LMT
| 96
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 65
| -24
| 58
| 4
| false
|
Increase defensive factor exposure
|
P0591
|
Hands-off
|
Taxable
|
USD
|
2025-08-16
| 538,768
| 35,881
| 502,887
| 1
| 60.2
| 25.7
| 7.2
| 6.9
|
AAPL:21.1%;MSFT:21.1%;BND:21.1%;QQQ:8.5%;TSLA:12.0%;BRK.B:16.3%
|
US:59.9;EU:22.9;APAC:8.2;EM:7.9;Other:1.2
|
Value:-0.2;Growth:+1.0;Quality:+0.8;Size:+0.2;Momentum:+0.4;LowVol:-0.9
|
ESGOnly;NoDerivatives
| 6
| 35
| 4
|
trailing 10%
| 134
| 13.9
|
Bull
| 13.2
| 5
| 3.2
| 96
| 74
| 100
| 32
| false
|
Sell
|
Trim extended winner -1%
| 0
| -17
|
BrokerD
|
MKT
| 90
| null | null |
Normal monitoring
| 22
| -44
| -6
| 4
| false
|
Tax-aware sells next window
|
P0592
|
Active
|
Trust
|
USD
|
2025-01-15
| 2,488,706
| 267,672
| 2,221,034
| 1.21
| 51.2
| 18.5
| 20.5
| 9.7
|
VTI:28.8%;TSLA:35.6%;IEF:35.6%
|
US:67.4;EU:13.6;APAC:8.6;EM:10.2;Other:0.2
|
Value:-0.3;Growth:-0.8;Quality:0.0;Size:+0.1;Momentum:+0.7;LowVol:+0.9
| null | 10
| 25
| 5.3
|
trailing 9%
| 208
| 25.8
|
Bull
| 12.9
| 4.02
| 2.2
| 83
| 49
| 66
| 41
| false
|
Sell
|
Trim extended winner -1%
| 18
| -9
|
BrokerB
|
VWAP
| 96
| null | null |
Normal monitoring
| 10
| -28
| 88
| 5
| false
|
Increase defensive factor exposure
|
P0593
|
Active
|
Trust
|
USD
|
2025-03-16
| 1,481,931
| 104,399
| 1,377,532
| 1
| 59.5
| 20.4
| 13.4
| 6.7
|
AAPL:8.4%;VTI:15.8%;VOO:20.5%;BND:20.5%;TSLA:17.4%;XLF:17.3%
|
US:69.5;EU:14.7;APAC:10.1;EM:2.9;Other:2.8
|
Value:-0.4;Growth:+0.9;Quality:-0.7;Size:-0.9;Momentum:+1.0;LowVol:-0.1
| null | 8
| 25
| 4.3
|
trailing 8%
| 166
| 17.3
|
Bear
| 30.1
| 3.73
| 1.8
| 143
| -18
| 51
| 81
| true
|
Hedge
|
Buy index puts 1% notional
| -6
| 4
|
BrokerA
|
MKT
| 91
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 89
| -12
| 139
| 3
| false
|
Tax-aware sells next window
|
P0594
|
Opportunistic
|
Trust
|
USD
|
2025-05-15
| 486,490
| 21,686
| 464,804
| 1
| 68
| 20.7
| 4.6
| 6.7
|
IEF:25.7%;BRK.B:25.9%;VOO:22.5%;MUB:25.9%
|
US:72.4;EU:8.4;APAC:11.2;EM:5.3;Other:2.7
|
Value:-0.4;Growth:-0.7;Quality:+0.2;Size:+0.6;Momentum:+0.5;LowVol:+0.5
|
MaxPos6%
| 10
| 25
| 6.6
|
hard 12%
| 271
| 33.1
|
Bull
| 13
| 3.9
| 2.6
| 92
| 64
| 77
| 56
| false
|
Sell
|
Trim extended winner -1%
| -9
| -17
|
BrokerB
|
LMT
| 97
| null | null |
Normal monitoring
| 65
| -17
| 172
| 4
| false
|
Within IPS guidelines
|
P0595
|
Opportunistic
|
Roth
|
USD
|
2025-09-04
| 389,969
| 33,744
| 356,225
| 1
| 73.9
| 20.2
| 0
| 5.8
|
IEF:33.3%;AMZN:33.3%;MUB:33.3%
|
US:56.7;EU:18.7;APAC:9.4;EM:11.3;Other:3.8
|
Value:+0.6;Growth:+0.3;Quality:-0.2;Size:-0.9;Momentum:-0.9;LowVol:+0.7
|
MaxPos8%;NoDerivatives
| 5
| 30
| 5
|
trailing 7%
| 222
| 21
|
Bull
| 15.8
| 3.63
| 2.7
| 116
| 24
| 65
| 54
| false
|
NoAction
|
Within bands; monitor
| 23
| -21
|
BrokerD
|
VWAP
| 97
| null | null |
Normal monitoring
| 26
| 17
| 8
| 4
| false
|
Within IPS guidelines
|
P0596
|
Opportunistic
|
401k
|
USD
|
2024-09-19
| 1,576,295
| 55,835
| 1,520,460
| 1
| 76.7
| 19
| 0
| 4.3
|
GLD:33.3%;BND:33.3%;TSLA:33.3%
|
US:72.8;EU:6.8;APAC:10.5;EM:7.0;Other:2.9
|
Value:-0.2;Growth:-0.5;Quality:+0.9;Size:+0.3;Momentum:-0.7;LowVol:-0.2
| null | 8
| 35
| 5.3
|
hard 12%
| 227
| 27.4
|
Volatile
| 29.2
| 4.1
| 4.1
| 166
| 43
| 70
| 79
| true
|
Hedge
|
Buy index puts 1% notional
| 5
| 15
|
BrokerA
|
LMT
| 94
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 100
| -31
| 86
| 4
| false
|
Tighten stops on momentum names
|
P0597
|
Cautious
|
IRA
|
USD
|
2025-12-11
| 858,947
| 82,245
| 776,702
| 1
| 44.4
| 34
| 7.4
| 14.2
|
HYG:34.3%;TLT:31.4%;BND:34.3%
|
US:59.3;EU:22.0;APAC:6.0;EM:10.6;Other:2.1
|
Value:+0.6;Growth:-0.7;Quality:-0.7;Size:-0.6;Momentum:+0.7;LowVol:+0.9
|
ESGOnly;MaxPos7%;NoMargin
| 10
| 30
| 4.9
|
trailing 10%
| 147
| 16.2
|
Bull
| 12.3
| 4.3
| 2.3
| 110
| 82
| 99
| 31
| false
|
Sell
|
Trim extended winner -1%
| -12
| 12
|
BrokerC
|
VWAP
| 93
| null | null |
Normal monitoring
| -33
| -12
| 83
| 3
| false
|
Within IPS guidelines
|
P0598
|
Cautious
|
Taxable
|
USD
|
2025-03-02
| 793,895
| 92,827
| 701,068
| 1
| 44.7
| 34.4
| 5.1
| 15.8
|
BRK.B:22.0%;AAPL:8.2%;IEF:22.5%;MUB:9.3%;TSLA:16.3%;BND:21.7%
|
US:64.1;EU:13.9;APAC:11.5;EM:10.0;Other:0.5
|
Value:-0.3;Growth:-0.4;Quality:-0.2;Size:+0.1;Momentum:-0.2;LowVol:+0.9
|
MaxPos8%;NoDerivatives;NoMargin
| 7
| 30
| 5.8
|
hard 10%
| 129
| 18.4
|
Sideways
| 17.7
| 4.28
| 2.3
| 91
| 3
| 45
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 20
| 7
|
BrokerA
|
MKT
| 87
| null | null |
Normal monitoring
| 116
| -46
| 114
| 5
| false
|
Tax-aware sells next window
|
P0599
|
Active
|
Taxable
|
USD
|
2025-04-06
| 907,535
| 94,377
| 813,158
| 1
| 65.6
| 24.3
| 3.2
| 6.9
|
VOO:9.3%;TLT:20.6%;GLD:20.6%;XLF:15.6%;AAPL:13.2%;MUB:20.6%
|
US:65.7;EU:22.2;APAC:6.5;EM:4.6;Other:1.0
|
Value:+0.2;Growth:-0.1;Quality:-0.6;Size:+0.5;Momentum:+0.9;LowVol:-1.0
| null | 7
| 35
| 5.6
|
trailing 8%
| 224
| 16
|
Volatile
| 31.6
| 4.1
| 2.3
| 165
| 74
| 100
| 74
| true
|
Rebalance
|
Rebalance back to target bands
| 7
| -25
|
BrokerA
|
LMT
| 91
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 16
| 13
| 3
| 5
| false
|
Tax-aware sells next window
|
P0600
|
Hands-off
|
401k
|
USD
|
2025-04-08
| 210,236
| 19,276
| 190,960
| 1
| 58.8
| 25.1
| 6.7
| 9.4
|
TSLA:17.0%;HYG:17.6%;AAPL:20.1%;VOO:12.8%;BRK.B:16.5%;IEF:16.1%
|
US:74.7;EU:11.8;APAC:5.3;EM:3.4;Other:4.9
|
Value:+0.9;Growth:-0.4;Quality:-0.4;Size:-0.5;Momentum:-0.5;LowVol:-0.6
|
ESGOnly
| 6
| 30
| 3.6
|
trailing 8%
| 162
| 18.6
|
Bear
| 30.8
| 4.01
| 2
| 160
| -116
| 5
| 78
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -1
| 6
|
BrokerD
|
LMT
| 88
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 107
| -21
| 95
| 5
| false
|
Tighten stops on momentum names
|
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