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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P5301
|
Hands-off
|
IRA
|
USD
|
2024-12-06
| 867,835
| 50,039
| 817,796
| 1
| 69.6
| 19.3
| 3.5
| 7.6
|
XLF:27.8%;VOO:16.6%;QQQ:27.8%;MUB:27.8%
|
US:70.0;EU:15.2;APAC:9.4;EM:4.8;Other:0.6
|
Value:-0.3;Growth:+0.2;Quality:+0.4;Size:-0.8;Momentum:+0.1;LowVol:+0.4
|
MaxPos8%
| 7
| 25
| 3.3
|
trailing 10%
| 160
| 14.4
|
Volatile
| 29.2
| 4.37
| 4.1
| 121
| 26
| 54
| 88
| true
|
Hedge
|
Buy index puts 1% notional
| 11
| 5
|
BrokerD
|
MKT
| 87
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 19
| -60
| 40
| 2
| false
|
Increase defensive factor exposure
|
P5302
|
Hands-off
|
Roth
|
USD
|
2025-01-29
| 391,607
| 36,695
| 354,912
| 1
| 56.9
| 29.4
| 6.7
| 7
|
IEF:29.0%;MSFT:29.0%;BND:29.0%;AMZN:13.0%
|
US:71.9;EU:13.0;APAC:6.6;EM:4.0;Other:4.5
|
Value:+0.9;Growth:+0.2;Quality:+0.1;Size:-1.0;Momentum:+0.1;LowVol:-0.2
|
ESGOnly;MaxPos8%
| 7
| 35
| 4.4
|
hard 10%
| 97
| 18.9
|
Bear
| 26.5
| 4.11
| 2.9
| 167
| -106
| 5
| 76
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 21
| -26
|
BrokerB
|
LMT
| 94
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -52
| -38
| -20
| 4
| false
|
Tighten stops on momentum names
|
P5303
|
Cautious
|
Roth
|
USD
|
2024-09-04
| 491,386
| 60,990
| 430,396
| 1
| 46.1
| 35.3
| 6.3
| 12.3
|
IEF:21.8%;TSLA:26.7%;BND:26.7%;BRK.B:24.8%
|
US:67.9;EU:15.5;APAC:6.4;EM:5.8;Other:4.4
|
Value:-0.3;Growth:+0.2;Quality:+0.3;Size:-0.4;Momentum:-0.2;LowVol:0.0
|
ESGOnly;MaxPos5%;NoMargin
| 6
| 25
| 5.6
|
trailing 8%
| 97
| 16
|
Sideways
| 21.6
| 4.4
| 2.1
| 109
| -30
| 39
| 42
| false
|
NoAction
|
Within bands; monitor
| 8
| -9
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| 25
| 2
| 27
| 3
| false
|
Within IPS guidelines
|
P5304
|
Opportunistic
|
Taxable
|
USD
|
2025-03-07
| 1,022,442
| 51,270
| 971,172
| 1.25
| 75.1
| 16.8
| 0
| 8.1
|
AMZN:33.3%;VNQ:33.3%;VTI:33.3%
|
US:68.5;EU:15.8;APAC:10.0;EM:4.2;Other:1.4
|
Value:+0.4;Growth:+0.2;Quality:+0.3;Size:+0.8;Momentum:-0.3;LowVol:-0.8
| null | 8
| 35
| 4.9
|
trailing 7%
| 248
| 34.8
|
Sideways
| 14.9
| 4.72
| 2.5
| 103
| 5
| 56
| 62
| false
|
Buy
|
Add to core equity +1%
| 17
| 10
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| 9
| -18
| 113
| 3
| false
|
Monitor dispersion and breadth
|
P5305
|
Cautious
|
IRA
|
USD
|
2024-09-28
| 857,573
| 90,930
| 766,643
| 1
| 47.1
| 35.4
| 0
| 17.5
|
VOO:23.0%;VTI:23.0%;TSLA:18.6%;XLF:12.5%;VNQ:23.0%
|
US:67.1;EU:12.4;APAC:11.7;EM:7.9;Other:1.0
|
Value:+0.1;Growth:-0.8;Quality:+0.8;Size:+0.1;Momentum:+0.7;LowVol:-0.7
|
NoMargin
| 8
| 35
| 5.4
|
hard 10%
| 94
| 15.7
|
Bull
| 11.7
| 3.8
| 3
| 78
| 101
| 93
| 22
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 4
| -37
|
BrokerC
|
MKT
| 87
| null | null |
Normal monitoring
| 0
| -22
| -18
| 4
| false
|
Tax-aware sells next window
|
P5306
|
Opportunistic
|
Trust
|
USD
|
2025-06-20
| 568,391
| 28,211
| 540,180
| 1
| 70.9
| 20.5
| 0
| 8.6
|
MSFT:22.2%;XLF:22.2%;QQQ:17.8%;VNQ:22.2%;VTI:15.5%
|
US:68.0;EU:10.4;APAC:13.0;EM:5.8;Other:2.8
|
Value:+0.9;Growth:+0.5;Quality:+0.1;Size:-0.3;Momentum:+0.8;LowVol:-0.6
| null | 8
| 30
| 5.1
|
trailing 9%
| 231
| 27
|
Bull
| 15.2
| 3.72
| 2.8
| 85
| 106
| 100
| 54
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -2
| -21
|
BrokerC
|
VWAP
| 98
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 13
| -37
| 20
| 2
| false
|
Monitor dispersion and breadth
|
P5307
|
Cautious
|
401k
|
USD
|
2024-11-10
| 255,782
| 37,724
| 218,058
| 1
| 43.8
| 30.8
| 14.5
| 10.9
|
TLT:33.3%;HYG:33.3%;TSLA:33.3%
|
US:74.0;EU:11.8;APAC:7.7;EM:6.0;Other:0.5
|
Value:+0.7;Growth:+0.4;Quality:+0.9;Size:-0.1;Momentum:+0.2;LowVol:-0.2
|
MaxPos6%;NoMargin
| 8
| 30
| 4.4
|
trailing 8%
| 158
| 13.7
|
Bull
| 16.1
| 4.17
| 2.6
| 90
| 15
| 60
| 42
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -1
| -24
|
BrokerC
|
LMT
| 96
| null | null |
Normal monitoring
| 6
| -39
| 134
| 4
| false
|
Monitor dispersion and breadth
|
P5308
|
Active
|
401k
|
USD
|
2025-08-06
| 2,420,644
| 246,220
| 2,174,424
| 1.18
| 66.3
| 24.4
| 0
| 9.4
|
GLD:34.2%;XLF:34.2%;QQQ:31.6%
|
US:60.8;EU:11.2;APAC:13.5;EM:10.9;Other:3.6
|
Value:-0.2;Growth:-0.3;Quality:-0.3;Size:+0.4;Momentum:-0.8;LowVol:+0.9
|
MaxPos5%;NoDerivatives
| 5
| 30
| 4.7
|
trailing 9%
| 138
| 24.6
|
Volatile
| 23.3
| 5.49
| 2.3
| 136
| 25
| 51
| 64
| false
|
NoAction
|
Within bands; monitor
| 6
| -22
|
BrokerC
|
LMT
| 98
| null | null |
Normal monitoring
| 91
| -55
| 140
| 5
| false
|
Tighten stops on momentum names
|
P5309
|
Systematic
|
Trust
|
USD
|
2025-04-29
| 1,966,422
| 137,545
| 1,828,877
| 1
| 68.2
| 20.1
| 3.2
| 8.4
|
VTI:24.0%;VOO:24.0%;AMZN:24.0%;QQQ:18.6%;TLT:9.4%
|
US:67.3;EU:14.5;APAC:4.8;EM:9.2;Other:4.3
|
Value:-0.7;Growth:+0.5;Quality:+1.0;Size:-0.2;Momentum:+0.6;LowVol:+0.9
| null | 8
| 25
| 5
|
trailing 9%
| 209
| 25.3
|
Sideways
| 14.7
| 4.97
| 2.1
| 100
| -13
| 28
| 53
| false
|
NoAction
|
Within bands; monitor
| -14
| -3
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| 100
| -23
| 128
| 5
| false
|
Within IPS guidelines
|
P5310
|
Cautious
|
Roth
|
USD
|
2025-10-03
| 181,902
| 19,642
| 162,260
| 1
| 41.7
| 43.6
| 0
| 14.7
|
AAPL:30.9%;BRK.B:34.5%;XLF:34.5%
|
US:71.5;EU:12.3;APAC:7.4;EM:6.8;Other:2.0
|
Value:-0.7;Growth:-0.4;Quality:-0.8;Size:+0.4;Momentum:+0.1;LowVol:+0.4
|
MaxPos7%;NoDerivatives;NoMargin
| 7
| 25
| 3.1
|
hard 10%
| 159
| 17.2
|
Volatile
| 26.1
| 3.85
| 4
| 153
| -4
| 48
| 60
| false
|
NoAction
|
Within bands; monitor
| 16
| -23
|
BrokerA
|
VWAP
| 89
| null | null |
Normal monitoring
| 25
| -33
| 124
| 4
| false
|
Tighten stops on momentum names
|
P5311
|
Cautious
|
401k
|
USD
|
2025-01-22
| 578,186
| 76,092
| 502,094
| 1
| 53.1
| 32.1
| 0
| 14.8
|
MSFT:24.2%;BND:28.7%;AAPL:28.7%;TLT:18.5%
|
US:66.2;EU:10.1;APAC:15.3;EM:5.0;Other:3.4
|
Value:-0.6;Growth:-0.8;Quality:+0.6;Size:-0.2;Momentum:+0.9;LowVol:-0.7
|
NoMargin
| 6
| 35
| 4.5
|
trailing 10%
| 122
| 14
|
Sideways
| 21.5
| 4.51
| 2.1
| 111
| 32
| 58
| 60
| false
|
Sell
|
Trim extended winner -1%
| 13
| -35
|
BrokerD
|
LMT
| 93
| null | null |
Normal monitoring
| -52
| -57
| -29
| 5
| false
|
Increase defensive factor exposure
|
P5312
|
Active
|
Taxable
|
USD
|
2024-07-12
| 604,478
| 39,242
| 565,236
| 1.11
| 62.9
| 23.4
| 5.7
| 8
|
IEF:24.1%;XLF:17.9%;AAPL:24.1%;VOO:9.8%;VNQ:24.1%
|
US:68.6;EU:8.2;APAC:11.1;EM:7.9;Other:4.2
|
Value:-0.0;Growth:-0.5;Quality:-0.4;Size:-0.3;Momentum:-0.8;LowVol:-0.3
|
MaxPos8%
| 7
| 25
| 4.4
|
hard 12%
| 191
| 24.6
|
Bear
| 31.7
| 3.79
| 1.2
| 153
| -119
| 5
| 75
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -11
| 1
|
BrokerD
|
MKT
| 98
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 94
| -37
| 202
| 2
| false
|
Tighten stops on momentum names
|
P5313
|
Active
|
IRA
|
USD
|
2025-08-31
| 2,427,402
| 198,568
| 2,228,834
| 1
| 64.7
| 29.8
| 0
| 5.5
|
TSLA:25.0%;XLF:25.0%;MSFT:25.0%;QQQ:25.0%
|
US:62.8;EU:13.9;APAC:6.3;EM:13.7;Other:3.2
|
Value:+0.2;Growth:-0.5;Quality:+0.7;Size:+0.1;Momentum:0.0;LowVol:+0.9
| null | 7
| 25
| 5.2
|
hard 12%
| 187
| 17.2
|
Sideways
| 17.5
| 4.81
| 3.1
| 127
| 39
| 83
| 59
| false
|
Sell
|
Trim extended winner -1%
| -3
| 9
|
BrokerC
|
VWAP
| 94
| null | null |
Normal monitoring
| -44
| 20
| 81
| 3
| false
|
Increase defensive factor exposure
|
P5314
|
Hands-off
|
401k
|
USD
|
2025-09-06
| 509,943
| 40,774
| 469,169
| 1
| 73
| 18.8
| 0
| 8.2
|
VOO:22.7%;GLD:9.1%;AAPL:22.7%;XLF:22.7%;IEF:22.7%
|
US:63.7;EU:11.7;APAC:14.2;EM:6.0;Other:4.3
|
Value:+0.6;Growth:+0.6;Quality:+0.7;Size:+0.1;Momentum:+0.9;LowVol:+0.3
|
ESGOnly;MaxPos5%
| 10
| 35
| 3.3
|
trailing 10%
| 164
| 14.3
|
Volatile
| 23
| 3.89
| 3
| 125
| 40
| 78
| 61
| false
|
NoAction
|
Within bands; monitor
| 2
| 8
|
BrokerA
|
LMT
| 96
| null | null |
Normal monitoring
| 21
| -42
| 4
| 5
| false
|
Tighten stops on momentum names
|
P5315
|
Active
|
Taxable
|
USD
|
2025-08-12
| 1,123,754
| 134,130
| 989,624
| 1
| 63.9
| 20.1
| 7.1
| 8.9
|
MUB:15.6%;IEF:15.0%;BRK.B:22.3%;TSLA:11.5%;QQQ:22.3%;AMZN:13.3%
|
US:62.0;EU:15.3;APAC:7.4;EM:13.0;Other:2.4
|
Value:+0.8;Growth:+0.9;Quality:+0.5;Size:+0.9;Momentum:+0.2;LowVol:-1.0
| null | 5
| 25
| 4
|
hard 12%
| 148
| 18.6
|
Bull
| 17.4
| 4.84
| 3.3
| 93
| 106
| 89
| 47
| false
|
Sell
|
Trim extended winner -1%
| 34
| 0
|
BrokerC
|
LMT
| 98
| null | null |
Normal monitoring
| 45
| -50
| 127
| 3
| false
|
Increase defensive factor exposure
|
P5316
|
Opportunistic
|
Taxable
|
USD
|
2024-11-05
| 1,017,027
| 36,938
| 980,089
| 1.23
| 69
| 17.9
| 4.6
| 8.6
|
AAPL:13.1%;VTI:12.2%;HYG:17.3%;BND:23.5%;BRK.B:23.5%;TLT:10.3%
|
US:73.3;EU:5.3;APAC:12.0;EM:7.1;Other:2.3
|
Value:-0.1;Growth:+0.6;Quality:+0.9;Size:+0.7;Momentum:-0.3;LowVol:+0.5
|
MaxPos5%
| 10
| 35
| 5.1
|
hard 12%
| 274
| 21.8
|
Bull
| 17.9
| 4.54
| 2.5
| 71
| 112
| 100
| 58
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 6
| -21
|
BrokerB
|
LMT
| 90
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -52
| -2
| -4
| 3
| false
|
Monitor dispersion and breadth
|
P5317
|
Active
|
Trust
|
USD
|
2025-05-05
| 2,242,156
| 254,827
| 1,987,329
| 1
| 55.1
| 29.5
| 7.3
| 8
|
TSLA:9.1%;GLD:24.2%;VTI:24.2%;MSFT:10.3%;VNQ:15.5%;QQQ:16.7%
|
US:71.2;EU:8.3;APAC:8.1;EM:11.2;Other:1.3
|
Value:-0.9;Growth:+0.7;Quality:-0.2;Size:-0.8;Momentum:-0.3;LowVol:-0.5
|
MaxPos7%
| 7
| 25
| 4
|
hard 12%
| 127
| 17.2
|
Bear
| 33.1
| 3.53
| 3
| 186
| -13
| 51
| 85
| true
|
Hedge
|
Buy index puts 1% notional
| 29
| -25
|
BrokerB
|
LMT
| 88
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 36
| -49
| 63
| 2
| true
|
Tax-aware sells next window
|
P5318
|
Systematic
|
Roth
|
USD
|
2025-03-10
| 965,812
| 80,586
| 885,226
| 1
| 60.6
| 27.3
| 3.9
| 8.2
|
AMZN:14.6%;XLF:17.6%;GLD:15.1%;TLT:20.8%;BND:20.8%;HYG:11.1%
|
US:66.3;EU:9.0;APAC:9.6;EM:11.5;Other:3.6
|
Value:+0.6;Growth:+0.2;Quality:0.0;Size:-0.1;Momentum:+0.7;LowVol:+1.0
|
MaxPos6%
| 7
| 35
| 5.5
|
hard 12%
| 159
| 28
|
Bull
| 16.1
| 4.81
| 2.2
| 97
| 96
| 89
| 46
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 12
| -8
|
BrokerB
|
MKT
| 85
| null | null |
Normal monitoring
| 13
| -3
| 28
| 5
| false
|
Increase defensive factor exposure
|
P5319
|
Cautious
|
Roth
|
USD
|
2025-09-29
| 269,081
| 37,188
| 231,893
| 1
| 49.4
| 38
| 0.4
| 12.2
|
GLD:22.1%;TLT:18.7%;VOO:8.2%;HYG:20.1%;IEF:18.2%;VTI:12.7%
|
US:73.0;EU:11.9;APAC:7.7;EM:4.5;Other:2.9
|
Value:+0.5;Growth:+0.7;Quality:-0.1;Size:+0.9;Momentum:+0.2;LowVol:-0.4
|
MaxPos6%;NoMargin
| 7
| 30
| 5.3
|
trailing 8%
| 111
| 19.3
|
Volatile
| 29.5
| 4.48
| 2.9
| 116
| 32
| 51
| 73
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -8
| -24
|
BrokerB
|
LMT
| 87
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -53
| 9
| 68
| 3
| false
|
Monitor dispersion and breadth
|
P5320
|
Opportunistic
|
Roth
|
USD
|
2025-08-05
| 1,025,048
| 51,688
| 973,360
| 1
| 63.8
| 14.3
| 17.8
| 4.1
|
MUB:22.8%;TSLA:22.8%;TLT:16.4%;VOO:18.9%;HYG:19.1%
|
US:59.3;EU:13.1;APAC:13.3;EM:11.1;Other:3.3
|
Value:+0.1;Growth:+0.4;Quality:+0.7;Size:+0.6;Momentum:+0.5;LowVol:+0.3
| null | 7
| 30
| 5.3
|
trailing 7%
| 171
| 33.5
|
Sideways
| 15.2
| 4.21
| 2.6
| 90
| 45
| 63
| 46
| true
|
Rebalance
|
Rebalance back to target bands
| -1
| 12
|
BrokerD
|
VWAP
| 95
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 62
| 20
| 123
| 4
| false
|
Within IPS guidelines
|
P5321
|
Hands-off
|
Trust
|
USD
|
2025-11-10
| 426,084
| 36,192
| 389,892
| 1
| 61.2
| 21.4
| 9.5
| 7.9
|
QQQ:33.3%;BRK.B:33.3%;VTI:33.3%
|
US:63.8;EU:15.7;APAC:9.9;EM:8.6;Other:2.0
|
Value:-0.9;Growth:-0.2;Quality:+0.1;Size:-0.4;Momentum:+0.7;LowVol:-0.3
|
MaxPos6%;NoDerivatives
| 6
| 30
| 5.7
|
trailing 10%
| 166
| 13
|
Volatile
| 29.8
| 5.47
| 4
| 110
| -58
| 33
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| -14
| -22
|
BrokerB
|
MKT
| 91
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| -49
| -21
| 10
| 4
| false
|
Monitor dispersion and breadth
|
P5322
|
Opportunistic
|
Roth
|
USD
|
2025-08-12
| 677,653
| 45,495
| 632,158
| 1
| 73.6
| 20
| 2
| 4.4
|
VNQ:15.1%;GLD:20.7%;TLT:18.6%;AAPL:9.9%;IEF:20.7%;VOO:15.0%
|
US:66.2;EU:14.0;APAC:7.3;EM:11.0;Other:1.4
|
Value:0.0;Growth:+0.7;Quality:-0.8;Size:-0.2;Momentum:-1.0;LowVol:+0.8
| null | 5
| 30
| 4.9
|
trailing 9%
| 246
| 23.8
|
Volatile
| 30.2
| 3.66
| 2.1
| 110
| -5
| 44
| 80
| true
|
Hedge
|
Buy index puts 1% notional
| 33
| -34
|
BrokerD
|
VWAP
| 85
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 39
| 7
| 157
| 5
| false
|
Within IPS guidelines
|
P5323
|
Opportunistic
|
401k
|
USD
|
2025-12-22
| 1,305,006
| 115,101
| 1,189,905
| 1
| 76.8
| 10.2
| 7
| 5.9
|
XLF:21.1%;TSLA:20.2%;VOO:17.5%;BND:21.1%;VTI:20.2%
|
US:66.5;EU:13.4;APAC:9.5;EM:7.9;Other:2.7
|
Value:-0.4;Growth:-0.7;Quality:+0.1;Size:-0.5;Momentum:-0.5;LowVol:-0.8
| null | 5
| 30
| 4.1
|
trailing 9%
| 215
| 20.2
|
Bull
| 11.8
| 4.07
| 3.4
| 86
| 26
| 76
| 47
| false
|
Sell
|
Trim extended winner -1%
| 15
| -12
|
BrokerC
|
VWAP
| 96
| null | null |
Normal monitoring
| 80
| -39
| 53
| 4
| false
|
Increase defensive factor exposure
|
P5324
|
Opportunistic
|
Taxable
|
USD
|
2025-09-29
| 1,694,435
| 150,479
| 1,543,956
| 1
| 65.3
| 17.7
| 11.4
| 5.6
|
AMZN:21.8%;BRK.B:12.4%;GLD:9.4%;MUB:12.7%;VNQ:21.8%;IEF:21.8%
|
US:63.6;EU:14.0;APAC:11.2;EM:10.8;Other:0.3
|
Value:+0.2;Growth:-0.0;Quality:+0.6;Size:-0.6;Momentum:-0.2;LowVol:-0.4
| null | 5
| 30
| 5
|
hard 12%
| 240
| 20.5
|
Sideways
| 20.3
| 4.91
| 2.5
| 95
| 9
| 47
| 62
| false
|
Buy
|
Add to core equity +1%
| 35
| -25
|
BrokerA
|
LMT
| 90
| null | null |
Normal monitoring
| 27
| -27
| 122
| 5
| false
|
Increase defensive factor exposure
|
P5325
|
Cautious
|
IRA
|
USD
|
2025-05-26
| 836,063
| 82,532
| 753,531
| 1
| 39
| 42.8
| 2.6
| 15.5
|
BND:23.5%;AMZN:16.6%;GLD:19.8%;VNQ:23.5%;XLF:16.7%
|
US:66.2;EU:11.8;APAC:8.9;EM:8.8;Other:4.3
|
Value:+0.8;Growth:+0.8;Quality:-0.0;Size:+0.9;Momentum:+0.2;LowVol:-0.9
|
MaxPos7%;NoMargin
| 10
| 35
| 5.2
|
hard 10%
| 143
| 13.7
|
Volatile
| 30.5
| 4.49
| 4.2
| 125
| -34
| 19
| 67
| false
|
Sell
|
Trim extended winner -1%
| 13
| -32
|
BrokerC
|
MKT
| 86
| null | null |
Normal monitoring
| 103
| -59
| 101
| 5
| false
|
Tax-aware sells next window
|
P5326
|
Hands-off
|
Taxable
|
USD
|
2024-12-09
| 348,701
| 30,959
| 317,742
| 1
| 61.5
| 19.9
| 11.1
| 7.5
|
QQQ:33.3%;VTI:33.3%;GLD:33.3%
|
US:68.1;EU:10.2;APAC:10.9;EM:6.7;Other:4.0
|
Value:+0.6;Growth:+0.1;Quality:+0.2;Size:-0.1;Momentum:+0.6;LowVol:-1.0
| null | 7
| 30
| 4.3
|
trailing 8%
| 106
| 12.9
|
Bear
| 27.6
| 4.06
| 1.2
| 206
| -26
| 31
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| 6
| -15
|
BrokerD
|
LMT
| 99
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 62
| -9
| 202
| 2
| false
|
Within IPS guidelines
|
P5327
|
Cautious
|
Trust
|
USD
|
2024-11-23
| 817,493
| 76,910
| 740,583
| 1
| 49.8
| 37.7
| 0
| 12.4
|
XLF:14.8%;MSFT:17.0%;QQQ:22.7%;BND:22.7%;VOO:22.7%
|
US:62.6;EU:12.0;APAC:10.7;EM:14.1;Other:0.6
|
Value:+0.2;Growth:-0.6;Quality:+0.4;Size:-0.8;Momentum:-0.6;LowVol:-0.2
|
NoMargin
| 7
| 25
| 4.5
|
hard 10%
| 146
| 19.6
|
Bear
| 29.9
| 3.85
| 2.6
| 169
| -20
| 44
| 62
| false
|
Buy
|
Add to core equity +1%
| 4
| 4
|
BrokerA
|
MKT
| 99
| null | null |
Normal monitoring
| -28
| -34
| -38
| 5
| false
|
Monitor dispersion and breadth
|
P5328
|
Cautious
|
Trust
|
USD
|
2024-10-14
| 610,566
| 64,318
| 546,248
| 1
| 35
| 37.5
| 16.2
| 11.3
|
MSFT:21.2%;TLT:14.2%;MUB:11.6%;AMZN:22.1%;QQQ:22.1%;VTI:8.7%
|
US:74.2;EU:9.1;APAC:8.4;EM:7.9;Other:0.2
|
Value:-0.1;Growth:+1.0;Quality:-0.0;Size:-0.1;Momentum:-0.4;LowVol:+0.1
|
MaxPos8%;NoMargin
| 7
| 30
| 5
|
trailing 8%
| 148
| 12.8
|
Volatile
| 25
| 4.92
| 4.4
| 174
| -25
| 36
| 43
| true
|
Hedge
|
Buy index puts 1% notional
| -5
| 6
|
BrokerC
|
MKT
| 96
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 102
| -7
| 236
| 2
| false
|
Monitor dispersion and breadth
|
P5329
|
Hands-off
|
401k
|
USD
|
2025-06-20
| 475,074
| 31,804
| 443,270
| 1
| 70.6
| 21.5
| 0
| 8
|
HYG:28.2%;MSFT:16.3%;IEF:27.4%;XLF:28.2%
|
US:61.6;EU:9.5;APAC:13.6;EM:10.3;Other:5.0
|
Value:-1.0;Growth:-0.5;Quality:+0.2;Size:-0.1;Momentum:+0.3;LowVol:0.0
|
MaxPos8%
| 8
| 30
| 3.9
|
trailing 10%
| 165
| 12.8
|
Bear
| 29.7
| 3.71
| 1.3
| 178
| -66
| 12
| 76
| true
|
Rebalance
|
Rebalance back to target bands
| -7
| -20
|
BrokerD
|
LMT
| 96
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 17
| 0
| 99
| 2
| false
|
Tighten stops on momentum names
|
P5330
|
Opportunistic
|
IRA
|
USD
|
2025-10-08
| 564,414
| 29,030
| 535,384
| 1
| 67.8
| 17.1
| 7.7
| 7.3
|
BRK.B:17.7%;BND:15.9%;TSLA:12.9%;IEF:20.7%;AAPL:14.4%;XLF:18.6%
|
US:71.4;EU:5.5;APAC:12.8;EM:7.1;Other:3.3
|
Value:-1.0;Growth:-0.1;Quality:+0.9;Size:-0.5;Momentum:-0.8;LowVol:-0.0
| null | 6
| 25
| 5.2
|
hard 12%
| 174
| 21.2
|
Bull
| 12.3
| 4.42
| 3.5
| 114
| 66
| 81
| 41
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 23
| 15
|
BrokerD
|
MKT
| 96
| null | null |
Normal monitoring
| 52
| -13
| 129
| 5
| false
|
Tax-aware sells next window
|
P5331
|
Active
|
Roth
|
USD
|
2024-12-06
| 1,107,367
| 109,185
| 998,182
| 1
| 60.8
| 25.8
| 6.7
| 6.7
|
AMZN:22.9%;BRK.B:22.9%;XLF:21.3%;IEF:22.0%;BND:10.9%
|
US:60.0;EU:11.5;APAC:15.5;EM:12.9;Other:0.1
|
Value:+0.6;Growth:0.0;Quality:0.0;Size:-0.2;Momentum:+0.8;LowVol:+0.9
| null | 10
| 35
| 4.5
|
trailing 9%
| 210
| 23.3
|
Bull
| 11.5
| 4.41
| 3.4
| 120
| 24
| 67
| 40
| false
|
Buy
|
Add to core equity +1%
| -5
| -6
|
BrokerC
|
VWAP
| 85
| null | null |
Normal monitoring
| 32
| -6
| 132
| 4
| false
|
Increase defensive factor exposure
|
P5332
|
Active
|
IRA
|
USD
|
2025-04-04
| 2,029,625
| 176,807
| 1,852,818
| 1
| 57.8
| 26.3
| 7.6
| 8.3
|
AMZN:33.3%;BND:36.1%;VOO:30.5%
|
US:78.8;EU:5.4;APAC:6.9;EM:6.3;Other:2.6
|
Value:-0.3;Growth:-0.9;Quality:+0.9;Size:+0.3;Momentum:-0.1;LowVol:+0.5
| null | 8
| 35
| 5.8
|
trailing 8%
| 126
| 17
|
Volatile
| 23.7
| 5.4
| 4.2
| 136
| 47
| 81
| 64
| false
|
Buy
|
Add to core equity +1%
| -2
| -28
|
BrokerA
|
VWAP
| 96
| null | null |
Normal monitoring
| 117
| -55
| 117
| 4
| false
|
Within IPS guidelines
|
P5333
|
Hands-off
|
Trust
|
USD
|
2025-09-03
| 701,728
| 33,953
| 667,775
| 1
| 73.2
| 17.4
| 2.6
| 6.9
|
XLF:22.7%;AMZN:11.5%;VTI:22.7%;IEF:7.1%;BND:22.7%;TSLA:13.4%
|
US:69.7;EU:16.8;APAC:6.6;EM:4.6;Other:2.2
|
Value:+0.1;Growth:+0.6;Quality:-0.5;Size:-0.6;Momentum:-0.8;LowVol:-0.5
|
ESGOnly;MaxPos5%
| 10
| 30
| 4.7
|
trailing 8%
| 93
| 19.3
|
Sideways
| 20.7
| 4.84
| 3
| 127
| -6
| 47
| 61
| false
|
Sell
|
Trim extended winner -1%
| 31
| -4
|
BrokerD
|
VWAP
| 87
| null | null |
Normal monitoring
| 0
| -40
| 70
| 5
| false
|
Tighten stops on momentum names
|
P5334
|
Systematic
|
Taxable
|
USD
|
2025-07-23
| 1,643,590
| 163,965
| 1,479,625
| 1
| 67.9
| 24
| 0
| 8.1
|
AMZN:22.8%;IEF:15.0%;BND:16.6%;VTI:22.8%;MSFT:22.8%
|
US:68.8;EU:17.1;APAC:6.4;EM:6.6;Other:1.2
|
Value:-0.1;Growth:-0.5;Quality:-0.4;Size:-0.9;Momentum:-0.8;LowVol:-0.2
|
NoDerivatives
| 10
| 35
| 5.4
|
trailing 9%
| 128
| 19.8
|
Sideways
| 16.7
| 4.77
| 3.2
| 134
| 40
| 74
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 22
| -6
|
BrokerC
|
LMT
| 97
| null | null |
Normal monitoring
| 41
| -14
| 74
| 5
| false
|
Within IPS guidelines
|
P5335
|
Active
|
IRA
|
USD
|
2024-10-07
| 2,308,110
| 274,058
| 2,034,052
| 1
| 55.4
| 29.6
| 7.8
| 7.2
|
TLT:23.1%;VTI:28.9%;HYG:28.9%;QQQ:19.0%
|
US:58.8;EU:16.5;APAC:14.2;EM:7.1;Other:3.5
|
Value:+0.9;Growth:+0.6;Quality:-0.1;Size:-0.8;Momentum:-0.3;LowVol:+0.7
|
MaxPos6%
| 7
| 35
| 4.5
|
trailing 8%
| 191
| 20.7
|
Bull
| 16.4
| 3.64
| 3.4
| 97
| 41
| 68
| 39
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 20
| -28
|
BrokerA
|
MKT
| 87
| null | null |
Normal monitoring
| 67
| 5
| 57
| 4
| false
|
Increase defensive factor exposure
|
P5336
|
Active
|
401k
|
USD
|
2024-12-30
| 2,358,753
| 282,191
| 2,076,562
| 1.13
| 62.9
| 29.1
| 0
| 8
|
HYG:22.3%;VNQ:20.4%;TSLA:22.3%;AMZN:12.8%;GLD:22.3%
|
US:59.4;EU:18.0;APAC:13.7;EM:4.4;Other:4.5
|
Value:-0.4;Growth:-0.6;Quality:-0.6;Size:+0.5;Momentum:-0.3;LowVol:-0.7
|
NoDerivatives
| 5
| 25
| 6
|
trailing 8%
| 156
| 19.1
|
Bull
| 14.6
| 4.89
| 2.7
| 106
| 99
| 100
| 43
| false
|
NoAction
|
Within bands; monitor
| 34
| -7
|
BrokerC
|
LMT
| 91
| null | null |
Normal monitoring
| 4
| -25
| 116
| 5
| false
|
Tax-aware sells next window
|
P5337
|
Cautious
|
Taxable
|
USD
|
2025-01-12
| 339,612
| 47,435
| 292,177
| 1
| 35.7
| 32.5
| 15.3
| 16.5
|
GLD:15.9%;QQQ:23.3%;VNQ:18.7%;MUB:23.3%;IEF:18.7%
|
US:58.2;EU:20.6;APAC:9.9;EM:6.2;Other:5.2
|
Value:+0.1;Growth:+0.6;Quality:+1.0;Size:+0.6;Momentum:-0.9;LowVol:+0.6
|
ESGOnly;NoMargin
| 6
| 30
| 5.1
|
hard 10%
| 101
| 19.2
|
Bear
| 29.2
| 3.02
| 1.6
| 186
| -100
| 10
| 62
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 19
| -38
|
BrokerA
|
MKT
| 85
| null | null |
Normal monitoring
| 114
| -45
| 100
| 5
| false
|
Monitor dispersion and breadth
|
P5338
|
Cautious
|
Trust
|
USD
|
2025-10-15
| 708,195
| 72,495
| 635,700
| 1
| 50.7
| 31
| 7.9
| 10.4
|
AAPL:16.6%;GLD:16.2%;QQQ:18.5%;BND:15.3%;IEF:20.0%;VOO:13.4%
|
US:62.6;EU:12.1;APAC:13.0;EM:10.4;Other:1.9
|
Value:+0.3;Growth:+0.2;Quality:+0.2;Size:-0.9;Momentum:+0.7;LowVol:-0.3
|
ESGOnly;NoMargin
| 7
| 30
| 5
|
trailing 10%
| 105
| 12.3
|
Bull
| 14.8
| 3.51
| 2.3
| 78
| 39
| 71
| 37
| true
|
Hedge
|
Buy index puts 1% notional
| -9
| -7
|
BrokerC
|
MKT
| 90
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -49
| -22
| -4
| 2
| false
|
Monitor dispersion and breadth
|
P5339
|
Hands-off
|
IRA
|
USD
|
2025-10-17
| 756,241
| 43,894
| 712,347
| 1
| 58.6
| 29.7
| 3.1
| 8.6
|
BRK.B:21.6%;HYG:17.9%;BND:21.6%;VOO:17.8%;GLD:21.1%
|
US:67.4;EU:7.5;APAC:6.9;EM:12.8;Other:5.4
|
Value:+0.6;Growth:+0.1;Quality:-0.5;Size:-0.9;Momentum:+0.8;LowVol:-0.5
|
MaxPos7%
| 10
| 25
| 5.1
|
trailing 8%
| 101
| 16.2
|
Sideways
| 16.2
| 4.09
| 2.4
| 111
| -24
| 42
| 57
| false
|
Sell
|
Trim extended winner -1%
| 15
| -38
|
BrokerC
|
MKT
| 94
| null | null |
Normal monitoring
| 111
| -55
| 91
| 4
| false
|
Monitor dispersion and breadth
|
P5340
|
Opportunistic
|
401k
|
USD
|
2025-03-13
| 1,490,841
| 114,906
| 1,375,935
| 1
| 73.6
| 14.3
| 6.5
| 5.6
|
GLD:25.0%;IEF:25.0%;QQQ:25.0%;AAPL:25.0%
|
US:62.7;EU:14.5;APAC:10.3;EM:8.9;Other:3.6
|
Value:-0.9;Growth:+0.5;Quality:-0.7;Size:+0.5;Momentum:-0.2;LowVol:+0.1
|
MaxPos6%;NoDerivatives
| 6
| 30
| 4.1
|
hard 12%
| 167
| 27.4
|
Volatile
| 24.9
| 4.14
| 4.1
| 135
| -5
| 32
| 77
| true
|
Hedge
|
Buy index puts 1% notional
| 0
| 8
|
BrokerA
|
VWAP
| 100
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 86
| -41
| 95
| 2
| true
|
Monitor dispersion and breadth
|
P5341
|
Systematic
|
Taxable
|
USD
|
2025-11-19
| 867,919
| 52,384
| 815,535
| 1
| 66.9
| 22.3
| 3.1
| 7.7
|
MUB:15.6%;TLT:28.1%;VOO:28.1%;HYG:28.1%
|
US:71.6;EU:10.4;APAC:13.6;EM:3.6;Other:0.8
|
Value:-0.4;Growth:-0.6;Quality:-0.7;Size:0.0;Momentum:-0.4;LowVol:-0.9
| null | 5
| 25
| 4.3
|
trailing 9%
| 148
| 26.3
|
Sideways
| 15.1
| 5
| 2.5
| 125
| 18
| 61
| 59
| false
|
Buy
|
Add to core equity +1%
| -11
| 6
|
BrokerC
|
VWAP
| 89
| null | null |
Normal monitoring
| 112
| 10
| 115
| 5
| false
|
Tighten stops on momentum names
|
P5342
|
Hands-off
|
401k
|
USD
|
2025-07-28
| 460,577
| 40,479
| 420,098
| 1
| 59.8
| 28.8
| 6.1
| 5.3
|
VTI:23.3%;HYG:15.9%;VNQ:23.3%;QQQ:14.3%;IEF:23.3%
|
US:64.6;EU:13.6;APAC:8.6;EM:8.8;Other:4.4
|
Value:+0.9;Growth:+0.8;Quality:+0.4;Size:+0.7;Momentum:+0.4;LowVol:+0.6
|
ESGOnly;MaxPos8%
| 8
| 25
| 5.8
|
hard 10%
| 126
| 17.8
|
Bear
| 25.6
| 3.23
| 1.4
| 213
| -84
| 11
| 62
| false
|
Buy
|
Add to core equity +1%
| 1
| -15
|
BrokerD
|
MKT
| 87
| null | null |
Normal monitoring
| 63
| 20
| 51
| 3
| false
|
Increase defensive factor exposure
|
P5343
|
Hands-off
|
Taxable
|
USD
|
2025-11-06
| 335,963
| 22,469
| 313,494
| 1
| 68.4
| 26.1
| 0
| 5.5
|
BND:16.6%;HYG:17.5%;AMZN:21.5%;AAPL:21.5%;XLF:14.2%;IEF:8.8%
|
US:72.4;EU:5.7;APAC:8.0;EM:10.1;Other:3.8
|
Value:-0.8;Growth:+0.3;Quality:-0.8;Size:-0.0;Momentum:-0.9;LowVol:+0.2
|
MaxPos6%
| 8
| 25
| 6
|
trailing 8%
| 161
| 17.1
|
Bull
| 11.8
| 4.03
| 2.9
| 95
| 113
| 100
| 49
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 10
| 6
|
BrokerD
|
MKT
| 94
| null | null |
Normal monitoring
| 42
| -56
| 16
| 4
| false
|
Tighten stops on momentum names
|
P5344
|
Systematic
|
Roth
|
USD
|
2025-01-14
| 570,150
| 45,455
| 524,695
| 1
| 59.7
| 31.1
| 0
| 9.2
|
HYG:26.0%;TSLA:26.0%;AMZN:13.6%;BRK.B:26.0%;AAPL:8.5%
|
US:69.6;EU:5.8;APAC:11.7;EM:8.5;Other:4.5
|
Value:-0.1;Growth:-0.1;Quality:-0.6;Size:+0.4;Momentum:-0.9;LowVol:+1.0
|
MaxPos6%
| 5
| 35
| 4.3
|
trailing 9%
| 142
| 16.5
|
Sideways
| 21
| 3.99
| 2.9
| 120
| 4
| 38
| 60
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 34
| -15
|
BrokerA
|
LMT
| 89
| null | null |
Normal monitoring
| -15
| -44
| 35
| 4
| false
|
Monitor dispersion and breadth
|
P5345
|
Active
|
Trust
|
USD
|
2025-11-05
| 2,333,506
| 236,452
| 2,097,054
| 1.14
| 58.7
| 30.5
| 2.6
| 8.2
|
BRK.B:12.1%;IEF:20.8%;TSLA:15.4%;VTI:15.4%;AMZN:15.4%;VOO:20.8%
|
US:63.8;EU:15.0;APAC:9.5;EM:9.9;Other:1.8
|
Value:-0.4;Growth:-0.3;Quality:+0.8;Size:+0.5;Momentum:-0.3;LowVol:+0.2
| null | 10
| 30
| 5.8
|
trailing 9%
| 136
| 19.6
|
Bull
| 16.4
| 3.93
| 2.3
| 98
| 91
| 88
| 57
| false
|
Sell
|
Trim extended winner -1%
| 14
| -31
|
BrokerB
|
LMT
| 98
| null | null |
Normal monitoring
| 65
| -39
| 167
| 5
| false
|
Tax-aware sells next window
|
P5346
|
Active
|
Roth
|
USD
|
2025-04-14
| 607,644
| 66,622
| 541,022
| 1
| 54
| 31
| 7
| 7.9
|
MSFT:13.2%;XLF:13.3%;AMZN:20.1%;TSLA:21.2%;VOO:21.2%;TLT:10.9%
|
US:67.4;EU:11.5;APAC:10.0;EM:7.0;Other:4.0
|
Value:+0.3;Growth:+0.9;Quality:+0.3;Size:+0.9;Momentum:-0.8;LowVol:+0.4
| null | 7
| 25
| 5.7
|
trailing 9%
| 147
| 18.1
|
Sideways
| 14.6
| 3.85
| 3.5
| 111
| 40
| 70
| 41
| false
|
Buy
|
Add to core equity +1%
| 21
| -25
|
BrokerA
|
LMT
| 90
| null | null |
Normal monitoring
| 51
| 8
| 190
| 3
| false
|
Within IPS guidelines
|
P5347
|
Systematic
|
Roth
|
USD
|
2025-09-06
| 1,472,981
| 117,915
| 1,355,066
| 1
| 55.2
| 23.2
| 11.8
| 9.8
|
TSLA:14.1%;VOO:22.2%;QQQ:22.2%;VTI:20.5%;AAPL:21.0%
|
US:62.6;EU:20.4;APAC:8.0;EM:3.7;Other:5.2
|
Value:-0.4;Growth:+0.5;Quality:-0.7;Size:-0.9;Momentum:-0.9;LowVol:+0.2
|
MaxPos5%;NoDerivatives
| 8
| 35
| 4.7
|
trailing 8%
| 121
| 27.2
|
Volatile
| 24.6
| 3.76
| 2
| 163
| 27
| 61
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 1
| 0
|
BrokerB
|
LMT
| 98
| null | null |
Normal monitoring
| 23
| -10
| 17
| 5
| false
|
Tighten stops on momentum names
|
P5348
|
Hands-off
|
401k
|
USD
|
2025-08-13
| 792,500
| 71,178
| 721,322
| 1
| 63.4
| 17
| 14.5
| 5
|
XLF:8.4%;HYG:17.0%;AMZN:22.1%;MSFT:15.1%;VTI:20.2%;VNQ:17.3%
|
US:66.9;EU:16.0;APAC:9.9;EM:6.0;Other:1.1
|
Value:-0.8;Growth:-0.3;Quality:-0.7;Size:-0.5;Momentum:-0.5;LowVol:-0.3
| null | 5
| 25
| 4.7
|
trailing 8%
| 152
| 18.3
|
Bull
| 13.1
| 3.96
| 2
| 92
| 115
| 100
| 41
| true
|
Hedge
|
Buy index puts 1% notional
| 18
| 6
|
BrokerD
|
MKT
| 88
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 117
| -46
| 112
| 2
| true
|
Within IPS guidelines
|
P5349
|
Systematic
|
IRA
|
USD
|
2025-05-18
| 493,940
| 43,000
| 450,940
| 1
| 60.9
| 32
| 0
| 7.1
|
TLT:23.7%;GLD:23.7%;XLF:10.7%;TSLA:19.3%;AAPL:22.7%
|
US:70.2;EU:6.0;APAC:7.7;EM:11.9;Other:4.2
|
Value:+1.0;Growth:+0.8;Quality:+0.2;Size:-0.9;Momentum:+0.4;LowVol:+0.5
|
NoDerivatives
| 7
| 35
| 4.6
|
trailing 8%
| 129
| 19.8
|
Bull
| 15.3
| 3.65
| 2.9
| 82
| 84
| 96
| 43
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 21
| -9
|
BrokerB
|
MKT
| 93
| null | null |
Normal monitoring
| 44
| -33
| 133
| 4
| false
|
Monitor dispersion and breadth
|
P5350
|
Opportunistic
|
Taxable
|
USD
|
2024-09-14
| 1,779,390
| 93,801
| 1,685,589
| 1
| 60.6
| 19.2
| 12.3
| 7.9
|
GLD:23.5%;VNQ:23.5%;AMZN:15.5%;TSLA:23.5%;TLT:13.9%
|
US:64.4;EU:15.0;APAC:9.7;EM:9.0;Other:1.9
|
Value:-0.2;Growth:+0.7;Quality:-0.3;Size:-0.1;Momentum:-0.8;LowVol:+0.2
|
MaxPos8%;NoDerivatives
| 8
| 25
| 6.5
|
trailing 7%
| 246
| 32.6
|
Bull
| 12.7
| 4.36
| 2.4
| 94
| 10
| 43
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| 14
|
BrokerD
|
LMT
| 86
| null | null |
Normal monitoring
| 40
| -14
| 165
| 5
| false
|
Within IPS guidelines
|
P5351
|
Cautious
|
Roth
|
USD
|
2024-11-30
| 460,757
| 70,717
| 390,040
| 1
| 36.2
| 34.4
| 19
| 10.5
|
GLD:21.4%;MUB:14.3%;TSLA:12.2%;VOO:14.3%;IEF:21.4%;BRK.B:16.5%
|
US:74.9;EU:5.9;APAC:9.9;EM:4.5;Other:4.8
|
Value:+0.1;Growth:0.0;Quality:-0.6;Size:+0.8;Momentum:+0.1;LowVol:+0.3
|
ESGOnly;MaxPos7%;NoDerivatives;NoMargin
| 6
| 35
| 3.5
|
trailing 8%
| 157
| 16.9
|
Sideways
| 16.2
| 4.51
| 3
| 111
| 3
| 36
| 44
| false
|
Sell
|
Trim extended winner -1%
| -4
| -19
|
BrokerB
|
MKT
| 97
| null | null |
Normal monitoring
| -59
| -5
| -50
| 3
| false
|
Monitor dispersion and breadth
|
P5352
|
Systematic
|
401k
|
USD
|
2025-10-06
| 1,045,149
| 47,408
| 997,741
| 1
| 58
| 31
| 3.9
| 7.1
|
IEF:33.3%;HYG:33.3%;XLF:33.3%
|
US:62.8;EU:16.8;APAC:9.6;EM:9.4;Other:1.3
|
Value:-0.7;Growth:+0.3;Quality:+0.8;Size:+0.3;Momentum:+0.5;LowVol:+0.4
| null | 8
| 30
| 4.9
|
hard 12%
| 180
| 24.8
|
Bear
| 34.1
| 3.94
| 1.5
| 196
| -55
| 14
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| -13
| -8
|
BrokerD
|
LMT
| 86
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 7
| -60
| 99
| 3
| false
|
Tighten stops on momentum names
|
P5353
|
Opportunistic
|
Trust
|
USD
|
2025-04-25
| 568,532
| 34,994
| 533,538
| 1.19
| 69.4
| 20.6
| 4.4
| 5.6
|
GLD:21.6%;MUB:20.2%;TSLA:18.5%;IEF:18.1%;AAPL:21.6%
|
US:68.0;EU:12.2;APAC:10.6;EM:5.8;Other:3.4
|
Value:0.0;Growth:-0.3;Quality:-0.6;Size:+0.8;Momentum:+1.0;LowVol:+1.0
| null | 7
| 35
| 4.2
|
hard 12%
| 222
| 33.4
|
Sideways
| 18.3
| 4.92
| 2.9
| 138
| 24
| 49
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 12
| 1
|
BrokerB
|
LMT
| 86
| null | null |
Normal monitoring
| 75
| -37
| 97
| 4
| false
|
Tighten stops on momentum names
|
P5354
|
Hands-off
|
Trust
|
USD
|
2025-03-20
| 288,266
| 17,041
| 271,225
| 1
| 70.3
| 15.8
| 4.2
| 9.7
|
QQQ:33.3%;AMZN:33.3%;VOO:33.3%
|
US:65.6;EU:17.0;APAC:12.6;EM:4.8;Other:0.0
|
Value:+0.4;Growth:-0.7;Quality:+0.4;Size:+0.1;Momentum:-0.8;LowVol:-0.7
|
MaxPos6%
| 8
| 30
| 5.5
|
trailing 8%
| 96
| 19.5
|
Volatile
| 29.6
| 4.16
| 4.3
| 135
| -51
| 21
| 85
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 17
| -2
|
BrokerA
|
LMT
| 92
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 56
| 12
| 89
| 2
| false
|
Within IPS guidelines
|
P5355
|
Active
|
IRA
|
USD
|
2025-10-02
| 1,096,662
| 96,256
| 1,000,406
| 1
| 66.6
| 26.5
| 0
| 6.9
|
GLD:17.1%;QQQ:29.9%;IEF:23.0%;AAPL:29.9%
|
US:54.6;EU:21.3;APAC:14.6;EM:4.4;Other:5.2
|
Value:-0.8;Growth:+0.1;Quality:+0.9;Size:-0.0;Momentum:-0.9;LowVol:-0.6
|
MaxPos6%;NoDerivatives
| 8
| 35
| 5.3
|
hard 12%
| 195
| 24.7
|
Volatile
| 24.9
| 3.62
| 4.1
| 171
| -32
| 36
| 74
| true
|
Hedge
|
Buy index puts 1% notional
| 3
| -36
|
BrokerB
|
MKT
| 94
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 119
| -28
| 150
| 2
| false
|
Monitor dispersion and breadth
|
P5356
|
Opportunistic
|
Trust
|
USD
|
2024-11-05
| 1,198,070
| 76,648
| 1,121,422
| 1
| 75
| 19.6
| 0.9
| 4.5
|
AAPL:22.4%;IEF:22.4%;MUB:22.3%;TLT:22.4%;BRK.B:10.4%
|
US:70.2;EU:9.8;APAC:11.4;EM:5.1;Other:3.4
|
Value:-0.6;Growth:-0.7;Quality:-0.9;Size:-0.4;Momentum:+0.8;LowVol:-0.5
|
MaxPos7%;NoDerivatives
| 6
| 35
| 5.9
|
trailing 9%
| 198
| 22.7
|
Bull
| 13.6
| 3.84
| 3
| 75
| 79
| 75
| 49
| false
|
Sell
|
Trim extended winner -1%
| -15
| -19
|
BrokerA
|
MKT
| 100
| null | null |
Normal monitoring
| 93
| 8
| 211
| 5
| false
|
Monitor dispersion and breadth
|
P5357
|
Hands-off
|
IRA
|
USD
|
2025-10-14
| 399,032
| 29,518
| 369,514
| 1
| 67.6
| 26.4
| 0
| 6
|
GLD:9.0%;TLT:21.7%;AMZN:14.6%;VOO:21.7%;AAPL:18.8%;BRK.B:14.2%
|
US:78.1;EU:5.8;APAC:6.2;EM:4.8;Other:5.1
|
Value:-0.6;Growth:-0.6;Quality:-0.2;Size:-0.7;Momentum:-1.0;LowVol:+0.7
|
ESGOnly;NoDerivatives
| 6
| 25
| 4
|
hard 10%
| 145
| 13.4
|
Sideways
| 17.8
| 3.62
| 2.5
| 93
| 5
| 44
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -9
| -36
|
BrokerC
|
VWAP
| 98
| null | null |
Normal monitoring
| -60
| -27
| -42
| 5
| false
|
Within IPS guidelines
|
P5358
|
Active
|
Taxable
|
USD
|
2024-11-30
| 2,277,633
| 137,458
| 2,140,175
| 1.09
| 57
| 23.3
| 13.8
| 5.9
|
IEF:21.1%;AMZN:23.8%;VTI:12.1%;TLT:19.2%;BRK.B:23.8%
|
US:65.0;EU:11.3;APAC:11.0;EM:8.4;Other:4.4
|
Value:+0.2;Growth:+0.6;Quality:+0.5;Size:+0.2;Momentum:-0.9;LowVol:-0.5
|
NoDerivatives
| 5
| 25
| 5
|
trailing 9%
| 164
| 22.7
|
Bull
| 13
| 4.3
| 2.7
| 76
| 9
| 41
| 46
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 4
| -27
|
BrokerB
|
LMT
| 87
| null | null |
Normal monitoring
| 84
| -16
| 183
| 5
| false
|
Tax-aware sells next window
|
P5359
|
Systematic
|
Roth
|
USD
|
2024-12-11
| 711,588
| 48,981
| 662,607
| 1
| 63
| 20.4
| 10.2
| 6.4
|
TLT:14.0%;VTI:10.2%;AMZN:14.9%;VNQ:20.2%;BRK.B:20.5%;XLF:20.3%
|
US:63.9;EU:11.8;APAC:7.0;EM:12.1;Other:5.2
|
Value:-0.0;Growth:+0.3;Quality:+0.3;Size:-1.0;Momentum:-0.1;LowVol:0.0
|
MaxPos7%
| 5
| 35
| 5.2
|
trailing 8%
| 218
| 25.7
|
Bear
| 33.9
| 3.64
| 2.9
| 160
| -59
| 25
| 92
| true
|
Rebalance
|
Rebalance back to target bands
| 20
| -27
|
BrokerD
|
VWAP
| 100
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 84
| -49
| 103
| 5
| false
|
Tax-aware sells next window
|
P5360
|
Systematic
|
Roth
|
USD
|
2025-12-20
| 1,138,201
| 87,973
| 1,050,228
| 1
| 69
| 23.1
| 0
| 7.8
|
HYG:16.8%;QQQ:27.7%;IEF:27.7%;TSLA:27.7%
|
US:73.1;EU:11.5;APAC:6.2;EM:7.9;Other:1.3
|
Value:-0.7;Growth:0.0;Quality:-0.7;Size:+0.3;Momentum:-0.3;LowVol:+0.3
|
NoDerivatives
| 6
| 25
| 5.5
|
trailing 8%
| 120
| 23.4
|
Sideways
| 19.7
| 3.94
| 2.5
| 130
| 58
| 83
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -5
| 14
|
BrokerA
|
VWAP
| 85
| null | null |
Normal monitoring
| 100
| 16
| 64
| 4
| false
|
Tighten stops on momentum names
|
P5361
|
Active
|
401k
|
USD
|
2024-11-28
| 2,015,778
| 217,627
| 1,798,151
| 1.16
| 53.3
| 26.3
| 10.9
| 9.5
|
GLD:16.5%;AAPL:25.1%;MUB:18.2%;VTI:15.1%;TSLA:25.1%
|
US:66.9;EU:7.7;APAC:14.6;EM:9.8;Other:0.9
|
Value:-0.9;Growth:-0.2;Quality:-0.9;Size:+0.1;Momentum:-0.7;LowVol:-0.2
|
MaxPos5%
| 8
| 35
| 4.3
|
hard 12%
| 158
| 27.5
|
Bull
| 11.8
| 4.23
| 2.3
| 82
| 71
| 77
| 35
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 2
| -37
|
BrokerB
|
LMT
| 89
| null | null |
Normal monitoring
| -38
| 9
| -50
| 3
| false
|
Monitor dispersion and breadth
|
P5362
|
Opportunistic
|
Trust
|
USD
|
2024-08-23
| 1,239,984
| 44,389
| 1,195,595
| 1.1
| 74.1
| 18.2
| 0
| 7.7
|
GLD:16.0%;VOO:16.2%;TSLA:15.0%;BND:20.3%;VNQ:12.0%;AAPL:20.3%
|
US:64.6;EU:11.9;APAC:13.9;EM:5.4;Other:4.1
|
Value:-0.8;Growth:-0.8;Quality:+0.9;Size:-0.2;Momentum:-0.5;LowVol:-0.5
| null | 10
| 25
| 5.9
|
trailing 7%
| 166
| 34.2
|
Bull
| 12.1
| 3.69
| 2.1
| 102
| 29
| 67
| 51
| true
|
Hedge
|
Buy index puts 1% notional
| 15
| 5
|
BrokerB
|
MKT
| 98
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 90
| -51
| 111
| 5
| false
|
Increase defensive factor exposure
|
P5363
|
Opportunistic
|
Taxable
|
USD
|
2024-07-24
| 1,231,194
| 39,575
| 1,191,619
| 1
| 77.6
| 14.9
| 1.1
| 6.4
|
BRK.B:28.5%;MSFT:35.8%;VNQ:35.8%
|
US:70.1;EU:13.7;APAC:5.5;EM:9.4;Other:1.3
|
Value:-0.4;Growth:-0.6;Quality:-0.3;Size:+0.8;Momentum:+0.1;LowVol:-0.6
|
NoDerivatives
| 7
| 35
| 4.2
|
trailing 7%
| 209
| 26.2
|
Bear
| 28.8
| 4.47
| 1
| 173
| 17
| 59
| 77
| true
|
Hedge
|
Buy index puts 1% notional
| -7
| -18
|
BrokerA
|
LMT
| 97
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 95
| -27
| 95
| 3
| false
|
Monitor dispersion and breadth
|
P5364
|
Hands-off
|
Trust
|
USD
|
2024-11-25
| 222,293
| 22,011
| 200,282
| 1
| 63.8
| 17.9
| 9.6
| 8.7
|
TLT:34.8%;QQQ:30.4%;BND:34.8%
|
US:61.6;EU:18.7;APAC:12.9;EM:5.1;Other:1.7
|
Value:-0.1;Growth:-0.7;Quality:-0.1;Size:+0.9;Momentum:+0.2;LowVol:-0.8
| null | 5
| 25
| 4.2
|
trailing 8%
| 132
| 19.3
|
Volatile
| 30.6
| 4.88
| 2.3
| 110
| 57
| 86
| 78
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 28
| 4
|
BrokerC
|
LMT
| 97
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 54
| -40
| 41
| 5
| false
|
Tax-aware sells next window
|
P5365
|
Hands-off
|
401k
|
USD
|
2025-03-05
| 267,216
| 20,703
| 246,513
| 1
| 57
| 22.8
| 12.3
| 8
|
QQQ:33.3%;XLF:33.3%;TLT:33.3%
|
US:68.3;EU:10.9;APAC:9.9;EM:7.9;Other:3.0
|
Value:+0.9;Growth:+0.1;Quality:-0.6;Size:+0.9;Momentum:0.0;LowVol:-0.4
|
ESGOnly
| 10
| 35
| 4.5
|
hard 10%
| 151
| 16.4
|
Bear
| 27.5
| 3.51
| 2.7
| 192
| 1
| 39
| 66
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 9
| 6
|
BrokerD
|
VWAP
| 97
| null | null |
Normal monitoring
| 35
| -28
| 156
| 5
| false
|
Increase defensive factor exposure
|
P5366
|
Active
|
Taxable
|
USD
|
2025-06-15
| 1,483,237
| 130,291
| 1,352,946
| 1
| 63.9
| 28.5
| 1
| 6.5
|
XLF:8.7%;BND:22.5%;BRK.B:22.9%;VNQ:22.9%;TLT:22.9%
|
US:68.4;EU:11.9;APAC:9.4;EM:10.2;Other:0.1
|
Value:+0.5;Growth:-0.8;Quality:+0.1;Size:+0.8;Momentum:+0.9;LowVol:+0.5
|
MaxPos5%
| 6
| 25
| 5.8
|
trailing 8%
| 133
| 26
|
Bull
| 14.1
| 3.56
| 3.2
| 88
| 109
| 100
| 48
| false
|
NoAction
|
Within bands; monitor
| 10
| -28
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 1
| 15
| 107
| 3
| false
|
Within IPS guidelines
|
P5367
|
Cautious
|
Taxable
|
USD
|
2025-10-24
| 397,094
| 51,992
| 345,102
| 1
| 38
| 35.8
| 11.6
| 14.5
|
VOO:14.6%;XLF:21.4%;HYG:18.0%;VTI:13.2%;MUB:11.4%;QQQ:21.4%
|
US:61.7;EU:15.7;APAC:12.6;EM:7.1;Other:2.9
|
Value:+0.2;Growth:+0.2;Quality:-0.8;Size:-0.4;Momentum:+0.1;LowVol:+0.1
|
MaxPos5%;NoDerivatives;NoMargin
| 8
| 30
| 3.4
|
trailing 8%
| 118
| 16.6
|
Bear
| 27.4
| 4.31
| 1.4
| 135
| -89
| 5
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -12
| -8
|
BrokerB
|
VWAP
| 93
| null | null |
Normal monitoring
| 53
| 18
| 162
| 3
| false
|
Monitor dispersion and breadth
|
P5368
|
Cautious
|
401k
|
USD
|
2025-12-03
| 798,145
| 84,785
| 713,360
| 1
| 38.2
| 42
| 3.6
| 16.2
|
TLT:33.3%;AAPL:33.3%;TSLA:33.3%
|
US:66.8;EU:16.9;APAC:6.9;EM:5.5;Other:4.0
|
Value:-0.3;Growth:-0.2;Quality:+0.5;Size:-0.6;Momentum:+0.3;LowVol:+0.6
|
MaxPos5%;NoMargin
| 10
| 35
| 4
|
trailing 10%
| 126
| 12.1
|
Volatile
| 29.5
| 5.47
| 4.4
| 163
| 16
| 51
| 65
| false
|
NoAction
|
Within bands; monitor
| -12
| -10
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 7
| -18
| 15
| 4
| false
|
Within IPS guidelines
|
P5369
|
Cautious
|
IRA
|
USD
|
2025-02-01
| 811,255
| 78,944
| 732,311
| 1
| 49.1
| 40
| 0
| 11
|
IEF:22.7%;AAPL:14.8%;BRK.B:22.7%;VOO:11.5%;GLD:19.8%;VNQ:8.5%
|
US:60.4;EU:14.7;APAC:12.7;EM:10.6;Other:1.6
|
Value:+0.5;Growth:-0.2;Quality:-0.6;Size:+0.9;Momentum:-0.5;LowVol:-0.7
|
NoMargin
| 5
| 30
| 4.2
|
trailing 10%
| 122
| 15.4
|
Bear
| 31.2
| 4.06
| 1.1
| 153
| -41
| 19
| 67
| false
|
Buy
|
Add to core equity +1%
| -6
| 1
|
BrokerB
|
MKT
| 92
| null | null |
Normal monitoring
| 34
| -9
| 120
| 4
| false
|
Tax-aware sells next window
|
P5370
|
Cautious
|
IRA
|
USD
|
2024-12-20
| 311,757
| 41,771
| 269,986
| 1
| 45
| 34.3
| 10.3
| 10.4
|
VTI:22.1%;VNQ:22.1%;MSFT:22.1%;AMZN:18.0%;BRK.B:15.5%
|
US:68.3;EU:13.4;APAC:5.7;EM:9.1;Other:3.5
|
Value:-0.3;Growth:-0.2;Quality:-0.5;Size:+0.4;Momentum:-0.6;LowVol:+0.1
|
ESGOnly;MaxPos7%;NoMargin
| 7
| 30
| 3.3
|
trailing 8%
| 170
| 17.1
|
Bull
| 11.6
| 4.03
| 3.2
| 75
| 81
| 75
| 33
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 29
| -37
|
BrokerB
|
LMT
| 85
| null | null |
Normal monitoring
| 0
| -35
| -31
| 3
| false
|
Tax-aware sells next window
|
P5371
|
Cautious
|
401k
|
USD
|
2025-07-09
| 234,012
| 22,285
| 211,727
| 1
| 37
| 30.9
| 17.4
| 14.6
|
VTI:23.1%;TSLA:10.1%;BND:21.5%;VNQ:23.1%;AAPL:12.0%;QQQ:10.2%
|
US:60.1;EU:17.3;APAC:10.5;EM:7.9;Other:4.3
|
Value:+0.1;Growth:-0.4;Quality:-0.0;Size:-0.3;Momentum:+0.7;LowVol:-0.8
|
ESGOnly;NoMargin
| 10
| 35
| 5
|
trailing 8%
| 143
| 14.9
|
Volatile
| 23.1
| 5.22
| 3.6
| 111
| 36
| 57
| 41
| false
|
Sell
|
Trim extended winner -1%
| 25
| 10
|
BrokerA
|
LMT
| 87
| null | null |
Normal monitoring
| -14
| -26
| -6
| 5
| false
|
Tighten stops on momentum names
|
P5372
|
Active
|
Roth
|
USD
|
2025-06-28
| 1,310,494
| 106,560
| 1,203,934
| 1
| 65.6
| 20.6
| 6.6
| 7.3
|
HYG:33.3%;AMZN:33.3%;MUB:33.3%
|
US:57.4;EU:15.6;APAC:14.5;EM:9.9;Other:2.5
|
Value:-0.5;Growth:-0.3;Quality:-0.8;Size:+1.0;Momentum:+0.2;LowVol:+0.4
| null | 5
| 25
| 4.8
|
trailing 8%
| 222
| 25.1
|
Volatile
| 22.4
| 4.74
| 2.5
| 165
| -21
| 31
| 67
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 3
| -7
|
BrokerC
|
LMT
| 86
| null | null |
Normal monitoring
| 80
| -52
| 145
| 4
| false
|
Tighten stops on momentum names
|
P5373
|
Opportunistic
|
Trust
|
USD
|
2025-11-07
| 1,048,385
| 89,991
| 958,394
| 1.19
| 64.4
| 13.8
| 13
| 8.8
|
BND:33.3%;VOO:33.3%;VNQ:33.3%
|
US:67.4;EU:8.3;APAC:12.5;EM:8.3;Other:3.5
|
Value:+0.9;Growth:+0.9;Quality:-0.7;Size:+0.1;Momentum:+0.1;LowVol:+1.0
|
MaxPos6%;NoDerivatives
| 8
| 35
| 6
|
hard 12%
| 254
| 24.8
|
Bull
| 11.5
| 4.3
| 2.8
| 84
| 83
| 100
| 32
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 14
| -24
|
BrokerD
|
MKT
| 86
| null | null |
Normal monitoring
| 69
| -1
| 207
| 3
| false
|
Tax-aware sells next window
|
P5374
|
Cautious
|
IRA
|
USD
|
2025-02-13
| 837,996
| 116,288
| 721,708
| 1
| 35.1
| 43
| 10.2
| 11.7
|
MUB:27.9%;XLF:16.6%;MSFT:27.9%;QQQ:27.6%
|
US:74.4;EU:10.4;APAC:5.0;EM:7.8;Other:2.4
|
Value:+0.6;Growth:+0.9;Quality:-1.0;Size:-0.6;Momentum:-0.1;LowVol:+0.3
|
MaxPos8%;NoMargin
| 5
| 35
| 4.4
|
trailing 10%
| 160
| 18.1
|
Sideways
| 15.9
| 3.78
| 3.3
| 92
| 12
| 68
| 37
| false
|
Sell
|
Trim extended winner -1%
| 25
| -13
|
BrokerD
|
MKT
| 100
| null | null |
Normal monitoring
| 27
| -11
| 31
| 4
| false
|
Increase defensive factor exposure
|
P5375
|
Opportunistic
|
Trust
|
USD
|
2024-10-28
| 404,656
| 31,038
| 373,618
| 1
| 67.1
| 10.8
| 13.3
| 8.7
|
AAPL:16.8%;MUB:9.6%;HYG:21.8%;QQQ:21.8%;VTI:16.1%;GLD:14.0%
|
US:64.3;EU:18.0;APAC:7.1;EM:6.4;Other:4.2
|
Value:+0.9;Growth:-0.2;Quality:+0.3;Size:-0.3;Momentum:0.0;LowVol:-0.3
|
MaxPos6%
| 6
| 30
| 5.9
|
trailing 9%
| 255
| 32.2
|
Bear
| 29.7
| 3.47
| 2.7
| 186
| 25
| 49
| 85
| true
|
Hedge
|
Buy index puts 1% notional
| 14
| -9
|
BrokerC
|
LMT
| 96
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 45
| -18
| 70
| 3
| false
|
Monitor dispersion and breadth
|
P5376
|
Active
|
IRA
|
USD
|
2025-07-20
| 1,999,899
| 126,505
| 1,873,394
| 1
| 57.9
| 22.8
| 13.2
| 6
|
HYG:24.7%;VTI:11.0%;XLF:24.7%;BRK.B:14.9%;VNQ:24.7%
|
US:63.3;EU:11.9;APAC:8.4;EM:10.7;Other:5.6
|
Value:+0.1;Growth:-0.0;Quality:-0.0;Size:-0.5;Momentum:+0.1;LowVol:+0.7
|
MaxPos5%
| 7
| 25
| 4.9
|
trailing 9%
| 224
| 16.7
|
Volatile
| 25.6
| 5.47
| 4
| 178
| 22
| 69
| 63
| false
|
Sell
|
Trim extended winner -1%
| 23
| -15
|
BrokerA
|
MKT
| 100
| null | null |
Normal monitoring
| -37
| 15
| 64
| 5
| false
|
Within IPS guidelines
|
P5377
|
Active
|
Roth
|
USD
|
2024-08-26
| 698,061
| 81,753
| 616,308
| 1
| 69.6
| 20.9
| 3.2
| 6.3
|
AAPL:25.2%;BND:24.5%;TLT:25.2%;GLD:25.2%
|
US:69.2;EU:11.5;APAC:8.6;EM:7.6;Other:3.1
|
Value:-0.6;Growth:+1.0;Quality:+1.0;Size:-0.8;Momentum:-0.2;LowVol:-0.1
| null | 5
| 30
| 4
|
trailing 9%
| 126
| 18.3
|
Bull
| 12.1
| 3.61
| 3
| 83
| 4
| 53
| 55
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 30
| -30
|
BrokerD
|
MKT
| 100
| null | null |
Normal monitoring
| -7
| -56
| 35
| 4
| false
|
Increase defensive factor exposure
|
P5378
|
Hands-off
|
401k
|
USD
|
2024-11-20
| 508,118
| 21,887
| 486,231
| 1
| 63.9
| 29.1
| 0.9
| 6.1
|
AMZN:23.9%;QQQ:25.4%;VTI:25.4%;VOO:25.4%
|
US:69.0;EU:6.9;APAC:12.4;EM:8.3;Other:3.5
|
Value:-0.3;Growth:+0.7;Quality:+0.7;Size:+0.1;Momentum:-0.9;LowVol:+0.9
|
NoDerivatives
| 5
| 35
| 4.9
|
trailing 8%
| 139
| 15.8
|
Sideways
| 17.7
| 4.59
| 3
| 112
| -22
| 25
| 63
| false
|
Buy
|
Add to core equity +1%
| -6
| -13
|
BrokerC
|
MKT
| 100
| null | null |
Normal monitoring
| -2
| -31
| 47
| 5
| false
|
Tighten stops on momentum names
|
P5379
|
Systematic
|
Roth
|
USD
|
2025-01-31
| 1,083,388
| 97,877
| 985,511
| 1
| 60.4
| 30.9
| 0
| 8.7
|
MUB:17.4%;BND:22.4%;QQQ:22.6%;HYG:22.6%;MSFT:15.1%
|
US:64.4;EU:15.1;APAC:10.7;EM:9.6;Other:0.4
|
Value:-0.5;Growth:-0.0;Quality:-0.0;Size:+0.8;Momentum:+1.0;LowVol:+0.3
|
NoDerivatives
| 6
| 35
| 5.1
|
trailing 8%
| 211
| 24
|
Bull
| 17.4
| 4.98
| 2.6
| 114
| 66
| 75
| 42
| false
|
Sell
|
Trim extended winner -1%
| 12
| 0
|
BrokerD
|
MKT
| 88
| null | null |
Normal monitoring
| 55
| -48
| 180
| 5
| false
|
Tighten stops on momentum names
|
P5380
|
Systematic
|
Trust
|
USD
|
2024-08-29
| 424,765
| 37,240
| 387,525
| 1
| 58.6
| 23.1
| 11.1
| 7.2
|
MSFT:33.3%;BRK.B:33.3%;VNQ:33.3%
|
US:64.6;EU:16.7;APAC:5.5;EM:9.5;Other:3.8
|
Value:+0.7;Growth:+0.9;Quality:+0.6;Size:+0.2;Momentum:0.0;LowVol:-0.4
|
NoDerivatives
| 8
| 30
| 5.7
|
hard 12%
| 134
| 19.4
|
Bear
| 23.2
| 3.19
| 1.4
| 208
| -101
| 5
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 2
| -4
|
BrokerC
|
LMT
| 96
| null | null |
Normal monitoring
| -60
| 2
| -99
| 3
| false
|
Tax-aware sells next window
|
P5381
|
Active
|
Roth
|
USD
|
2024-09-23
| 775,052
| 57,390
| 717,662
| 1
| 58.1
| 21.8
| 13.1
| 7
|
XLF:11.2%;AMZN:19.4%;VNQ:21.2%;GLD:17.5%;TLT:21.2%;MSFT:9.6%
|
US:70.3;EU:13.5;APAC:5.9;EM:5.8;Other:4.5
|
Value:-0.8;Growth:-0.5;Quality:+0.5;Size:+0.5;Momentum:-0.6;LowVol:-0.6
|
MaxPos7%;NoDerivatives
| 6
| 25
| 4.4
|
trailing 8%
| 220
| 21.3
|
Volatile
| 24.8
| 4.61
| 2
| 132
| 78
| 97
| 70
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 14
| 7
|
BrokerC
|
LMT
| 92
| null | null |
Normal monitoring
| -34
| -43
| 4
| 3
| false
|
Increase defensive factor exposure
|
P5382
|
Cautious
|
401k
|
USD
|
2024-11-30
| 262,415
| 25,785
| 236,630
| 1
| 47.2
| 33.6
| 3.2
| 16.1
|
HYG:27.2%;VNQ:27.2%;BRK.B:24.6%;VOO:21.1%
|
US:61.8;EU:18.0;APAC:7.6;EM:9.7;Other:2.9
|
Value:-0.2;Growth:-0.2;Quality:+0.3;Size:-0.7;Momentum:+0.7;LowVol:-0.4
|
ESGOnly;MaxPos5%;NoDerivatives;NoMargin
| 5
| 25
| 5.6
|
trailing 8%
| 100
| 15.3
|
Sideways
| 19.7
| 4.66
| 2.7
| 115
| 13
| 61
| 49
| false
|
NoAction
|
Within bands; monitor
| -2
| -35
|
BrokerC
|
LMT
| 87
| null | null |
Normal monitoring
| 103
| -25
| 131
| 4
| false
|
Monitor dispersion and breadth
|
P5383
|
Systematic
|
Taxable
|
USD
|
2025-08-09
| 1,835,140
| 97,737
| 1,737,403
| 1
| 57.7
| 31.4
| 2.5
| 8.4
|
GLD:17.7%;TLT:27.4%;VTI:27.4%;BRK.B:27.4%
|
US:76.0;EU:6.7;APAC:5.4;EM:11.0;Other:0.8
|
Value:-0.1;Growth:-0.0;Quality:-0.1;Size:-0.2;Momentum:-0.6;LowVol:-0.2
| null | 6
| 25
| 5.1
|
trailing 8%
| 191
| 26.1
|
Bull
| 12.8
| 3.67
| 3.3
| 112
| 34
| 72
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 12
| 8
|
BrokerB
|
VWAP
| 99
| null | null |
Normal monitoring
| 86
| 6
| 73
| 3
| false
|
Increase defensive factor exposure
|
P5384
|
Systematic
|
Trust
|
USD
|
2025-07-03
| 1,061,566
| 102,578
| 958,988
| 1
| 63.3
| 32
| 0
| 4.7
|
AAPL:33.3%;MSFT:33.3%;BND:33.3%
|
US:66.2;EU:14.0;APAC:9.2;EM:4.4;Other:6.2
|
Value:-0.2;Growth:+0.9;Quality:+0.9;Size:-0.2;Momentum:-0.0;LowVol:-0.5
|
MaxPos5%;NoDerivatives
| 8
| 25
| 4.1
|
trailing 9%
| 164
| 25.9
|
Volatile
| 24.1
| 4.86
| 3.2
| 136
| 19
| 64
| 66
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -1
| -12
|
BrokerB
|
MKT
| 93
| null | null |
Normal monitoring
| 90
| 16
| 180
| 5
| false
|
Monitor dispersion and breadth
|
P5385
|
Opportunistic
|
IRA
|
USD
|
2025-06-03
| 1,645,928
| 104,971
| 1,540,957
| 1
| 64.4
| 14.3
| 14
| 7.3
|
GLD:19.5%;HYG:17.8%;TLT:6.8%;BND:17.6%;MUB:19.6%;XLF:18.6%
|
US:64.0;EU:15.3;APAC:10.5;EM:9.0;Other:1.2
|
Value:-0.1;Growth:-0.3;Quality:-0.6;Size:+0.7;Momentum:+0.8;LowVol:-0.3
| null | 5
| 30
| 4.4
|
trailing 7%
| 162
| 21.6
|
Volatile
| 31.6
| 4.21
| 2.7
| 129
| -40
| 37
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| 8
| -9
|
BrokerB
|
VWAP
| 92
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 65
| -19
| 201
| 2
| false
|
Within IPS guidelines
|
P5386
|
Hands-off
|
IRA
|
USD
|
2024-12-13
| 813,767
| 64,214
| 749,553
| 1
| 69.8
| 15.8
| 9.1
| 5.4
|
GLD:17.4%;VTI:19.2%;HYG:31.7%;BRK.B:31.7%
|
US:65.8;EU:12.1;APAC:14.1;EM:6.1;Other:1.9
|
Value:-0.2;Growth:0.0;Quality:-0.7;Size:-0.2;Momentum:+0.8;LowVol:+0.9
|
ESGOnly;MaxPos7%
| 5
| 30
| 5.4
|
trailing 10%
| 94
| 18
|
Bear
| 24.7
| 3.96
| 2.9
| 178
| -75
| 18
| 69
| false
|
Sell
|
Trim extended winner -1%
| 28
| 4
|
BrokerD
|
MKT
| 98
| null | null |
Normal monitoring
| -37
| -30
| -64
| 4
| false
|
Increase defensive factor exposure
|
P5387
|
Cautious
|
Roth
|
USD
|
2024-09-22
| 438,153
| 55,430
| 382,723
| 1
| 48.7
| 35.4
| 0
| 15.9
|
IEF:15.2%;TLT:28.3%;VTI:28.3%;BND:28.3%
|
US:69.4;EU:7.6;APAC:10.6;EM:10.6;Other:1.8
|
Value:+0.8;Growth:-0.4;Quality:+0.5;Size:+0.5;Momentum:0.0;LowVol:-0.5
|
NoMargin
| 8
| 25
| 4
|
trailing 10%
| 137
| 19.2
|
Volatile
| 30.2
| 3.92
| 3.5
| 151
| 25
| 58
| 63
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| -34
|
BrokerC
|
VWAP
| 86
| null | null |
Normal monitoring
| 30
| 2
| 115
| 3
| false
|
Within IPS guidelines
|
P5388
|
Opportunistic
|
Trust
|
USD
|
2025-02-04
| 1,265,421
| 105,710
| 1,159,711
| 1
| 62.6
| 11.9
| 18.5
| 7
|
AAPL:17.7%;AMZN:20.1%;QQQ:17.4%;BND:20.1%;GLD:13.9%;BRK.B:10.8%
|
US:65.6;EU:11.2;APAC:13.5;EM:9.0;Other:0.7
|
Value:+0.4;Growth:-0.8;Quality:+0.7;Size:-0.7;Momentum:-0.7;LowVol:-0.3
| null | 8
| 35
| 6.2
|
trailing 9%
| 241
| 23.5
|
Bull
| 16.4
| 4.79
| 3.3
| 71
| 102
| 94
| 55
| false
|
Sell
|
Trim extended winner -1%
| -3
| 8
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| 7
| -31
| 24
| 5
| false
|
Tighten stops on momentum names
|
P5389
|
Opportunistic
|
Taxable
|
USD
|
2025-04-16
| 592,382
| 42,331
| 550,051
| 1.13
| 77.7
| 15.8
| 0
| 6.5
|
MSFT:29.5%;IEF:29.5%;QQQ:29.5%;HYG:11.5%
|
US:63.0;EU:11.9;APAC:11.3;EM:12.2;Other:1.7
|
Value:+0.3;Growth:-0.2;Quality:+0.9;Size:-0.6;Momentum:-0.6;LowVol:-0.9
|
MaxPos8%;NoDerivatives
| 8
| 25
| 4.4
|
trailing 9%
| 276
| 27.7
|
Bull
| 15.3
| 4.56
| 3.1
| 74
| 35
| 75
| 54
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 29
| -27
|
BrokerC
|
MKT
| 85
| null | null |
Normal monitoring
| -40
| 3
| -76
| 4
| false
|
Within IPS guidelines
|
P5390
|
Cautious
|
401k
|
USD
|
2025-06-22
| 571,166
| 58,209
| 512,957
| 1
| 43.4
| 37
| 5.5
| 14.1
|
MSFT:18.4%;BND:20.9%;AAPL:20.9%;BRK.B:6.5%;AMZN:20.5%;HYG:12.7%
|
US:70.0;EU:11.6;APAC:5.6;EM:8.7;Other:4.1
|
Value:-0.2;Growth:-0.5;Quality:-0.6;Size:-0.7;Momentum:+0.3;LowVol:+0.9
|
ESGOnly;MaxPos8%;NoMargin
| 5
| 35
| 4.8
|
trailing 10%
| 109
| 17.8
|
Bear
| 31.2
| 3.47
| 2.7
| 160
| 36
| 63
| 66
| false
|
Buy
|
Add to core equity +1%
| -12
| -15
|
BrokerC
|
LMT
| 89
| null | null |
Normal monitoring
| 47
| 5
| 46
| 5
| false
|
Tax-aware sells next window
|
P5391
|
Opportunistic
|
IRA
|
USD
|
2024-11-10
| 1,012,526
| 44,594
| 967,932
| 1
| 73.5
| 12
| 7.4
| 7.1
|
IEF:17.0%;GLD:16.1%;XLF:17.0%;MSFT:25.5%;MUB:24.4%
|
US:67.9;EU:13.1;APAC:12.9;EM:5.5;Other:0.6
|
Value:+0.8;Growth:-0.9;Quality:0.0;Size:-0.8;Momentum:+0.6;LowVol:+0.6
| null | 8
| 30
| 6.2
|
trailing 7%
| 173
| 32.1
|
Bull
| 15.8
| 4.48
| 2.5
| 113
| 78
| 79
| 59
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -11
| -4
|
BrokerC
|
MKT
| 98
| null | null |
Normal monitoring
| 15
| 5
| 48
| 3
| false
|
Tax-aware sells next window
|
P5392
|
Opportunistic
|
Roth
|
USD
|
2025-11-09
| 937,741
| 71,539
| 866,202
| 1
| 67.6
| 15.1
| 10.5
| 6.8
|
QQQ:22.8%;XLF:27.2%;BRK.B:22.8%;TSLA:27.2%
|
US:69.0;EU:17.1;APAC:9.0;EM:3.5;Other:1.4
|
Value:-0.5;Growth:+0.6;Quality:-0.3;Size:-0.5;Momentum:+0.3;LowVol:-0.2
|
MaxPos8%;NoDerivatives
| 5
| 35
| 6.8
|
hard 12%
| 166
| 24
|
Volatile
| 29.2
| 4.69
| 3.4
| 153
| -24
| 44
| 84
| true
|
Rebalance
|
Rebalance back to target bands
| 23
| 6
|
BrokerB
|
MKT
| 98
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 8
| 7
| 57
| 5
| false
|
Tighten stops on momentum names
|
P5393
|
Systematic
|
Roth
|
USD
|
2025-11-08
| 1,610,820
| 80,171
| 1,530,649
| 1
| 59
| 31.2
| 0
| 9.9
|
AAPL:11.4%;QQQ:17.6%;BRK.B:12.2%;TLT:23.3%;MSFT:23.9%;HYG:11.6%
|
US:59.0;EU:19.1;APAC:10.3;EM:10.2;Other:1.4
|
Value:-0.4;Growth:-0.1;Quality:-0.5;Size:-0.9;Momentum:-0.5;LowVol:+0.8
|
NoDerivatives
| 6
| 30
| 5
|
hard 12%
| 199
| 18.5
|
Bear
| 29.9
| 4.1
| 2.1
| 212
| 22
| 71
| 77
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 9
| -22
|
BrokerC
|
VWAP
| 94
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 53
| -17
| 16
| 4
| false
|
Increase defensive factor exposure
|
P5394
|
Cautious
|
Trust
|
USD
|
2024-11-27
| 478,246
| 44,797
| 433,449
| 1
| 46.3
| 30.3
| 8
| 15.4
|
AMZN:26.8%;XLF:26.8%;GLD:26.8%;VNQ:19.5%
|
US:74.7;EU:8.5;APAC:9.4;EM:6.4;Other:1.0
|
Value:+0.5;Growth:-0.5;Quality:-0.3;Size:-1.0;Momentum:-0.1;LowVol:-1.0
|
MaxPos7%;NoMargin
| 8
| 30
| 3.7
|
trailing 8%
| 123
| 19.8
|
Sideways
| 21.7
| 3.7
| 2.8
| 107
| 6
| 51
| 58
| false
|
NoAction
|
Within bands; monitor
| 25
| 12
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| 99
| 16
| 184
| 3
| false
|
Increase defensive factor exposure
|
P5395
|
Cautious
|
401k
|
USD
|
2024-12-27
| 462,361
| 67,056
| 395,305
| 1
| 35
| 31.3
| 20.2
| 13.4
|
VOO:25.0%;XLF:25.0%;VTI:25.0%;QQQ:25.0%
|
US:62.8;EU:13.3;APAC:12.9;EM:5.6;Other:5.3
|
Value:0.0;Growth:-0.2;Quality:-0.5;Size:-0.7;Momentum:-0.4;LowVol:+0.8
|
ESGOnly;NoMargin
| 7
| 30
| 5.6
|
hard 10%
| 147
| 15.8
|
Volatile
| 31.8
| 3.8
| 2.5
| 149
| 44
| 66
| 74
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 26
| -7
|
BrokerC
|
LMT
| 96
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 68
| 2
| 32
| 5
| false
|
Increase defensive factor exposure
|
P5396
|
Hands-off
|
IRA
|
USD
|
2025-10-02
| 394,487
| 16,446
| 378,041
| 1
| 62.8
| 25.2
| 3.3
| 8.7
|
TSLA:21.9%;VOO:17.3%;TLT:21.9%;IEF:16.9%;AMZN:21.9%
|
US:64.7;EU:14.9;APAC:7.4;EM:7.6;Other:5.4
|
Value:-0.4;Growth:+0.4;Quality:-0.3;Size:+0.9;Momentum:-0.7;LowVol:-0.8
|
ESGOnly
| 5
| 25
| 5.8
|
trailing 8%
| 147
| 17.4
|
Volatile
| 21.6
| 4.71
| 2.5
| 151
| 38
| 80
| 66
| false
|
Buy
|
Add to core equity +1%
| -9
| -31
|
BrokerA
|
MKT
| 96
| null | null |
Normal monitoring
| 24
| -16
| -3
| 5
| false
|
Tax-aware sells next window
|
P5397
|
Systematic
|
Trust
|
USD
|
2024-12-24
| 1,842,181
| 82,162
| 1,760,019
| 1
| 66.7
| 22.7
| 4.6
| 6
|
VOO:27.4%;TLT:27.4%;IEF:27.4%;MUB:17.7%
|
US:72.8;EU:10.1;APAC:7.0;EM:9.3;Other:0.9
|
Value:0.0;Growth:-0.7;Quality:-0.8;Size:+0.6;Momentum:-0.2;LowVol:-0.2
|
NoDerivatives
| 7
| 30
| 4.9
|
trailing 9%
| 132
| 17.7
|
Bull
| 17.7
| 4.01
| 2.9
| 105
| 65
| 76
| 46
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -4
| -18
|
BrokerD
|
LMT
| 88
| null | null |
Normal monitoring
| 22
| -56
| 15
| 3
| false
|
Increase defensive factor exposure
|
P5398
|
Cautious
|
IRA
|
USD
|
2025-09-01
| 369,925
| 56,723
| 313,202
| 1
| 41.7
| 43.8
| 0.9
| 13.6
|
VOO:22.2%;AMZN:16.3%;TLT:22.2%;XLF:18.5%;VTI:20.8%
|
US:63.0;EU:12.6;APAC:15.8;EM:4.7;Other:3.8
|
Value:-0.1;Growth:+0.6;Quality:+0.2;Size:+0.8;Momentum:-0.8;LowVol:+0.1
|
NoDerivatives;NoMargin
| 5
| 25
| 3.7
|
hard 10%
| 140
| 17.6
|
Bull
| 15.9
| 3.81
| 2.7
| 70
| 69
| 87
| 29
| false
|
Sell
|
Trim extended winner -1%
| 24
| -31
|
BrokerA
|
LMT
| 87
| null | null |
Normal monitoring
| -26
| -2
| 41
| 4
| false
|
Tax-aware sells next window
|
P5399
|
Active
|
Taxable
|
USD
|
2025-02-06
| 1,569,359
| 105,739
| 1,463,620
| 1.23
| 50.1
| 23.1
| 21.3
| 5.4
|
AAPL:23.0%;HYG:23.0%;VOO:10.3%;GLD:23.0%;BND:20.7%
|
US:64.3;EU:13.3;APAC:10.6;EM:9.9;Other:2.0
|
Value:+0.5;Growth:-0.4;Quality:-0.2;Size:-0.5;Momentum:+1.0;LowVol:+0.5
|
NoDerivatives
| 8
| 25
| 5.6
|
hard 12%
| 184
| 26.9
|
Volatile
| 21
| 5.23
| 3.8
| 175
| 64
| 67
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 30
| -21
|
BrokerA
|
LMT
| 95
| null | null |
Normal monitoring
| 23
| -16
| 51
| 4
| false
|
Tighten stops on momentum names
|
P5400
|
Systematic
|
Trust
|
USD
|
2025-06-15
| 1,556,351
| 150,013
| 1,406,338
| 1
| 66
| 23.3
| 3.2
| 7.5
|
VNQ:20.2%;AMZN:21.7%;BND:20.6%;IEF:16.3%;BRK.B:21.2%
|
US:63.3;EU:11.5;APAC:11.1;EM:9.7;Other:4.3
|
Value:-0.4;Growth:+0.8;Quality:-0.8;Size:-1.0;Momentum:+0.3;LowVol:+0.9
| null | 7
| 30
| 4.8
|
trailing 8%
| 128
| 16.2
|
Sideways
| 21
| 4.86
| 3.3
| 130
| 9
| 65
| 57
| false
|
Buy
|
Add to core equity +1%
| 25
| -26
|
BrokerA
|
LMT
| 87
| null | null |
Normal monitoring
| -60
| -18
| -22
| 5
| false
|
Increase defensive factor exposure
|
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