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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P7101
|
Hands-off
|
401k
|
USD
|
2025-05-04
| 394,992
| 27,673
| 367,319
| 1
| 69
| 23.1
| 0
| 7.8
|
TSLA:21.3%;AMZN:21.3%;BND:20.0%;TLT:16.1%;VOO:21.3%
|
US:64.6;EU:15.2;APAC:12.3;EM:5.9;Other:2.1
|
Value:-0.6;Growth:-0.6;Quality:-0.9;Size:+0.5;Momentum:+0.1;LowVol:-0.9
|
ESGOnly;NoDerivatives
| 6
| 25
| 5.1
|
trailing 10%
| 167
| 12.8
|
Bear
| 31
| 3.06
| 1.1
| 204
| -67
| 30
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| -15
| -38
|
BrokerD
|
LMT
| 87
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 43
| -31
| 163
| 3
| false
|
Tighten stops on momentum names
|
P7102
|
Active
|
Roth
|
USD
|
2025-03-23
| 1,367,872
| 145,392
| 1,222,480
| 1.05
| 61.8
| 29.4
| 0
| 8.8
|
QQQ:18.5%;AAPL:21.0%;BRK.B:18.6%;VOO:21.0%;MUB:21.0%
|
US:63.7;EU:10.2;APAC:12.7;EM:11.8;Other:1.6
|
Value:+0.5;Growth:0.0;Quality:+0.5;Size:-0.3;Momentum:-0.3;LowVol:+0.7
| null | 6
| 25
| 5.2
|
trailing 9%
| 152
| 23.4
|
Sideways
| 18.5
| 3.83
| 2.8
| 122
| 1
| 37
| 59
| false
|
Sell
|
Trim extended winner -1%
| 31
| -11
|
BrokerA
|
LMT
| 100
| null | null |
Normal monitoring
| -60
| 2
| -1
| 4
| false
|
Increase defensive factor exposure
|
P7103
|
Systematic
|
Roth
|
USD
|
2024-07-29
| 1,354,771
| 56,439
| 1,298,332
| 1
| 55.5
| 34.2
| 3
| 7.3
|
XLF:19.3%;TLT:16.4%;VTI:21.5%;GLD:21.5%;HYG:21.5%
|
US:69.2;EU:14.6;APAC:7.1;EM:6.2;Other:2.9
|
Value:+0.3;Growth:+0.3;Quality:+0.2;Size:+0.8;Momentum:-0.5;LowVol:-0.6
|
NoDerivatives
| 8
| 30
| 5.1
|
trailing 8%
| 217
| 19.9
|
Bull
| 11.1
| 3.66
| 2.4
| 85
| 11
| 65
| 41
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 31
| 12
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| 23
| -31
| 30
| 5
| false
|
Within IPS guidelines
|
P7104
|
Cautious
|
Trust
|
USD
|
2025-07-03
| 836,828
| 72,909
| 763,919
| 1
| 53.4
| 30.3
| 4.1
| 12.2
|
AAPL:11.7%;GLD:23.7%;XLF:23.7%;QQQ:23.7%;VOO:17.3%
|
US:63.1;EU:14.1;APAC:10.7;EM:8.4;Other:3.8
|
Value:+0.9;Growth:-0.9;Quality:+0.8;Size:+0.3;Momentum:+0.5;LowVol:-0.1
|
ESGOnly;NoDerivatives;NoMargin
| 6
| 30
| 3
|
trailing 8%
| 91
| 14.1
|
Volatile
| 24.2
| 3.53
| 2.5
| 160
| 31
| 61
| 65
| false
|
Buy
|
Add to core equity +1%
| 21
| -9
|
BrokerC
|
VWAP
| 91
| null | null |
Normal monitoring
| 10
| 18
| 59
| 5
| false
|
Increase defensive factor exposure
|
P7105
|
Opportunistic
|
Trust
|
USD
|
2024-12-01
| 1,209,130
| 78,237
| 1,130,893
| 1
| 74.1
| 18.3
| 0
| 7.5
|
AMZN:20.5%;VNQ:20.3%;VTI:19.8%;QQQ:18.8%;MSFT:20.5%
|
US:75.9;EU:6.0;APAC:6.0;EM:11.3;Other:0.7
|
Value:-0.6;Growth:-0.3;Quality:+0.8;Size:-0.6;Momentum:-0.2;LowVol:-0.8
|
MaxPos8%
| 5
| 35
| 7
|
trailing 9%
| 193
| 28.3
|
Bull
| 16.6
| 3.72
| 3.2
| 105
| 57
| 76
| 62
| false
|
Buy
|
Add to core equity +1%
| -6
| -18
|
BrokerB
|
MKT
| 98
| null | null |
Normal monitoring
| -50
| -60
| 5
| 5
| false
|
Tighten stops on momentum names
|
P7106
|
Hands-off
|
Roth
|
USD
|
2024-11-15
| 278,707
| 25,764
| 252,943
| 1
| 70.2
| 24.4
| 0
| 5.3
|
XLF:33.3%;BRK.B:33.3%;MUB:33.3%
|
US:72.3;EU:12.7;APAC:9.6;EM:4.4;Other:1.0
|
Value:-0.9;Growth:-0.7;Quality:+0.8;Size:+0.7;Momentum:-0.7;LowVol:-0.5
|
ESGOnly;NoDerivatives
| 8
| 35
| 3.9
|
trailing 10%
| 101
| 17.4
|
Volatile
| 20.3
| 5.03
| 3.8
| 114
| -33
| 23
| 53
| false
|
Sell
|
Trim extended winner -1%
| -6
| -32
|
BrokerA
|
MKT
| 85
| null | null |
Normal monitoring
| 82
| 6
| 45
| 4
| false
|
Monitor dispersion and breadth
|
P7107
|
Cautious
|
IRA
|
USD
|
2024-10-17
| 654,125
| 58,498
| 595,627
| 1
| 51.6
| 30.1
| 6.1
| 12.2
|
MSFT:24.9%;VOO:14.0%;TSLA:24.9%;XLF:18.9%;BRK.B:17.4%
|
US:70.9;EU:8.4;APAC:14.1;EM:3.8;Other:2.9
|
Value:-0.9;Growth:-0.5;Quality:+0.6;Size:-0.9;Momentum:+0.1;LowVol:+0.6
|
ESGOnly;MaxPos8%;NoDerivatives;NoMargin
| 8
| 25
| 4.7
|
trailing 8%
| 142
| 13.6
|
Bear
| 33.9
| 3.29
| 2.4
| 209
| -51
| 36
| 84
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 12
| -21
|
BrokerB
|
MKT
| 86
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -50
| -43
| 17
| 2
| false
|
Tax-aware sells next window
|
P7108
|
Hands-off
|
401k
|
USD
|
2025-12-03
| 598,658
| 26,380
| 572,278
| 1
| 65.6
| 19.2
| 5.7
| 9.5
|
IEF:18.9%;XLF:13.6%;VOO:13.2%;GLD:12.9%;VTI:21.6%;AMZN:19.8%
|
US:68.2;EU:8.7;APAC:15.0;EM:5.0;Other:3.0
|
Value:-0.6;Growth:+0.1;Quality:-0.5;Size:-0.8;Momentum:+0.4;LowVol:+0.9
|
ESGOnly;MaxPos8%
| 7
| 25
| 4.9
|
trailing 10%
| 104
| 15.1
|
Volatile
| 31.3
| 4.49
| 3.8
| 115
| 13
| 53
| 72
| true
|
Hedge
|
Buy index puts 1% notional
| -5
| -31
|
BrokerA
|
MKT
| 95
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 18
| -36
| 117
| 2
| false
|
Monitor dispersion and breadth
|
P7109
|
Hands-off
|
Taxable
|
USD
|
2024-07-30
| 259,734
| 21,663
| 238,071
| 1
| 58.7
| 16.8
| 17.6
| 6.9
|
VTI:25.6%;VNQ:25.6%;HYG:23.2%;BND:25.6%
|
US:69.6;EU:10.8;APAC:11.2;EM:6.0;Other:2.3
|
Value:-0.6;Growth:+0.1;Quality:-0.5;Size:+0.3;Momentum:+0.3;LowVol:0.0
|
ESGOnly;MaxPos6%
| 6
| 30
| 3.5
|
trailing 10%
| 129
| 16.8
|
Volatile
| 30.3
| 5.23
| 2
| 166
| 23
| 52
| 65
| false
|
Sell
|
Trim extended winner -1%
| 2
| -15
|
BrokerD
|
LMT
| 85
| null | null |
Normal monitoring
| 59
| -24
| 103
| 5
| false
|
Monitor dispersion and breadth
|
P7110
|
Active
|
Taxable
|
USD
|
2025-09-14
| 1,039,225
| 102,057
| 937,168
| 1
| 69.7
| 20.7
| 2.6
| 7
|
TLT:19.7%;BRK.B:7.0%;TSLA:16.9%;GLD:20.0%;MSFT:18.0%;VOO:18.3%
|
US:67.7;EU:9.7;APAC:11.9;EM:8.8;Other:2.0
|
Value:+0.7;Growth:-0.7;Quality:-0.3;Size:0.0;Momentum:0.0;LowVol:-0.2
| null | 10
| 25
| 4.5
|
trailing 8%
| 132
| 20.4
|
Sideways
| 19.7
| 4.48
| 3.4
| 120
| 60
| 82
| 52
| false
|
Sell
|
Trim extended winner -1%
| 8
| -25
|
BrokerC
|
VWAP
| 85
| null | null |
Normal monitoring
| -11
| -51
| 107
| 3
| false
|
Tax-aware sells next window
|
P7111
|
Opportunistic
|
401k
|
USD
|
2025-07-06
| 833,297
| 56,940
| 776,357
| 1
| 67.2
| 20.1
| 3.7
| 9
|
VTI:12.9%;QQQ:21.2%;TSLA:9.9%;IEF:21.2%;TLT:21.2%;VNQ:13.5%
|
US:77.1;EU:8.8;APAC:7.6;EM:5.9;Other:0.6
|
Value:+0.8;Growth:-0.9;Quality:+0.8;Size:+0.3;Momentum:+0.6;LowVol:+0.8
|
MaxPos8%;NoDerivatives
| 10
| 25
| 6.7
|
trailing 7%
| 245
| 32.9
|
Bear
| 33.7
| 3.96
| 1.6
| 160
| 20
| 54
| 95
| true
|
Rebalance
|
Rebalance back to target bands
| -2
| -2
|
BrokerA
|
MKT
| 95
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 2
| -48
| 63
| 3
| false
|
Within IPS guidelines
|
P7112
|
Cautious
|
Roth
|
USD
|
2025-11-26
| 714,802
| 84,838
| 629,964
| 1
| 47.8
| 36
| 0
| 16.2
|
MUB:26.3%;VNQ:21.1%;QQQ:26.3%;IEF:26.3%
|
US:63.6;EU:16.1;APAC:6.3;EM:9.1;Other:4.9
|
Value:+0.2;Growth:-0.9;Quality:-0.3;Size:-1.0;Momentum:+0.3;LowVol:-0.9
|
ESGOnly;MaxPos8%;NoDerivatives;NoMargin
| 7
| 25
| 3.5
|
trailing 10%
| 134
| 16.8
|
Bull
| 13.6
| 4.75
| 2.8
| 78
| 27
| 56
| 34
| false
|
Buy
|
Add to core equity +1%
| 11
| -2
|
BrokerC
|
LMT
| 99
| null | null |
Normal monitoring
| -30
| -17
| 95
| 3
| false
|
Monitor dispersion and breadth
|
P7113
|
Cautious
|
Taxable
|
USD
|
2025-02-01
| 374,035
| 33,183
| 340,852
| 1
| 40.2
| 37
| 12.8
| 10
|
IEF:36.6%;TSLA:26.8%;MSFT:36.6%
|
US:74.0;EU:13.3;APAC:5.6;EM:3.1;Other:3.9
|
Value:+0.3;Growth:-0.7;Quality:-0.7;Size:-0.3;Momentum:-0.5;LowVol:+0.2
|
NoMargin
| 5
| 35
| 4
|
trailing 10%
| 105
| 14.4
|
Sideways
| 21.3
| 3.84
| 3
| 116
| 1
| 65
| 41
| false
|
Sell
|
Trim extended winner -1%
| 4
| -17
|
BrokerB
|
MKT
| 96
| null | null |
Normal monitoring
| 47
| -38
| 88
| 3
| false
|
Within IPS guidelines
|
P7114
|
Opportunistic
|
Taxable
|
USD
|
2025-08-13
| 773,782
| 53,587
| 720,195
| 1.21
| 75.1
| 10.4
| 6.8
| 7.7
|
XLF:23.3%;MSFT:10.4%;AAPL:19.8%;TLT:23.3%;IEF:23.3%
|
US:74.9;EU:6.6;APAC:14.7;EM:3.7;Other:0.1
|
Value:+0.8;Growth:+0.2;Quality:-0.5;Size:-0.0;Momentum:-0.5;LowVol:+0.1
|
NoDerivatives
| 7
| 30
| 5.3
|
trailing 9%
| 181
| 20
|
Sideways
| 19.7
| 4.86
| 2.6
| 130
| 15
| 66
| 54
| false
|
Buy
|
Add to core equity +1%
| -8
| -10
|
BrokerA
|
LMT
| 95
| null | null |
Normal monitoring
| 6
| -13
| 78
| 3
| false
|
Increase defensive factor exposure
|
P7115
|
Hands-off
|
Roth
|
USD
|
2025-06-14
| 429,108
| 18,516
| 410,592
| 1
| 65.7
| 18.6
| 8
| 7.7
|
VNQ:15.2%;BRK.B:22.1%;AAPL:21.7%;BND:20.4%;XLF:20.5%
|
US:69.1;EU:10.2;APAC:10.5;EM:10.0;Other:0.2
|
Value:-0.4;Growth:+0.4;Quality:-0.2;Size:+0.7;Momentum:-0.1;LowVol:+0.4
|
ESGOnly;MaxPos8%;NoDerivatives
| 7
| 30
| 5
|
trailing 8%
| 107
| 16.7
|
Volatile
| 28.2
| 5.21
| 2.1
| 118
| 44
| 85
| 74
| true
|
Rebalance
|
Rebalance back to target bands
| 22
| -31
|
BrokerD
|
MKT
| 99
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 37
| -17
| 171
| 5
| false
|
Monitor dispersion and breadth
|
P7116
|
Hands-off
|
Trust
|
USD
|
2025-09-06
| 590,842
| 55,059
| 535,783
| 1
| 63.3
| 27.6
| 0
| 9.2
|
HYG:23.1%;VOO:16.5%;VTI:14.1%;BRK.B:23.1%;VNQ:23.1%
|
US:58.6;EU:11.4;APAC:15.8;EM:11.2;Other:2.9
|
Value:-0.5;Growth:-0.5;Quality:-0.1;Size:-0.1;Momentum:-0.2;LowVol:+0.7
|
ESGOnly
| 7
| 30
| 3
|
trailing 10%
| 133
| 14.8
|
Bull
| 16
| 4.85
| 3.1
| 104
| 120
| 100
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 15
| -28
|
BrokerD
|
LMT
| 87
| null | null |
Normal monitoring
| 113
| -27
| 102
| 5
| false
|
Increase defensive factor exposure
|
P7117
|
Active
|
Roth
|
USD
|
2025-05-09
| 1,849,396
| 122,760
| 1,726,636
| 1
| 50.7
| 26.7
| 17.1
| 5.5
|
IEF:25.0%;MUB:25.0%;HYG:25.0%;AMZN:25.0%
|
US:75.4;EU:10.8;APAC:5.8;EM:4.1;Other:3.9
|
Value:-0.1;Growth:+0.8;Quality:-0.9;Size:+0.1;Momentum:+0.2;LowVol:+0.5
|
MaxPos6%
| 5
| 35
| 4.8
|
trailing 8%
| 223
| 25.6
|
Bull
| 17.4
| 4.66
| 2.6
| 89
| 38
| 63
| 36
| false
|
Sell
|
Trim extended winner -1%
| 35
| -29
|
BrokerB
|
LMT
| 99
| null | null |
Normal monitoring
| -1
| -45
| -35
| 5
| false
|
Tax-aware sells next window
|
P7118
|
Cautious
|
Roth
|
USD
|
2025-11-23
| 173,551
| 14,660
| 158,891
| 1
| 36.3
| 33.3
| 14.2
| 16.2
|
HYG:17.5%;XLF:22.8%;TLT:11.4%;MUB:8.7%;AAPL:22.8%;IEF:16.8%
|
US:76.3;EU:5.5;APAC:9.0;EM:7.7;Other:1.5
|
Value:-0.3;Growth:-0.0;Quality:+0.1;Size:+0.2;Momentum:-0.7;LowVol:-0.4
|
ESGOnly;MaxPos8%;NoDerivatives;NoMargin
| 7
| 25
| 5.1
|
trailing 8%
| 106
| 19.5
|
Bull
| 12.6
| 4.48
| 2.1
| 77
| 33
| 62
| 35
| false
|
Buy
|
Add to core equity +1%
| -9
| -3
|
BrokerB
|
LMT
| 98
| null | null |
Normal monitoring
| -21
| -6
| 73
| 5
| false
|
Tax-aware sells next window
|
P7119
|
Hands-off
|
Taxable
|
USD
|
2025-04-01
| 420,801
| 27,844
| 392,957
| 1
| 66.6
| 15.9
| 10.7
| 6.8
|
AMZN:33.3%;MUB:33.3%;BRK.B:33.3%
|
US:68.7;EU:15.3;APAC:9.1;EM:3.7;Other:3.2
|
Value:+0.4;Growth:-0.6;Quality:+0.8;Size:+0.4;Momentum:+0.6;LowVol:-0.4
|
MaxPos7%
| 6
| 35
| 3.6
|
hard 10%
| 137
| 18.9
|
Bear
| 30.2
| 4.02
| 2.1
| 138
| -50
| 23
| 86
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 14
| -15
|
BrokerC
|
MKT
| 86
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 36
| -40
| 50
| 3
| false
|
Within IPS guidelines
|
P7120
|
Active
|
Roth
|
USD
|
2025-11-04
| 2,403,505
| 254,394
| 2,149,111
| 1
| 62.4
| 18.2
| 9.4
| 10
|
MSFT:22.5%;VTI:17.6%;GLD:22.5%;AAPL:22.5%;VNQ:15.0%
|
US:69.9;EU:12.2;APAC:12.9;EM:4.1;Other:0.8
|
Value:+0.9;Growth:-0.7;Quality:-0.8;Size:-0.7;Momentum:-0.7;LowVol:-0.8
| null | 6
| 25
| 5.7
|
trailing 8%
| 146
| 17.8
|
Sideways
| 19
| 3.97
| 3.4
| 104
| 13
| 59
| 55
| false
|
Sell
|
Trim extended winner -1%
| 14
| -27
|
BrokerB
|
VWAP
| 99
| null | null |
Normal monitoring
| -58
| 4
| 56
| 5
| false
|
Tighten stops on momentum names
|
P7121
|
Hands-off
|
Taxable
|
USD
|
2025-09-25
| 514,876
| 37,723
| 477,153
| 1
| 56
| 21.2
| 13.1
| 9.7
|
IEF:13.9%;BND:13.2%;AAPL:20.3%;TSLA:17.8%;GLD:14.2%;QQQ:20.6%
|
US:63.2;EU:9.1;APAC:13.3;EM:12.0;Other:2.4
|
Value:+0.1;Growth:-0.2;Quality:0.0;Size:0.0;Momentum:-1.0;LowVol:-0.5
|
ESGOnly
| 10
| 25
| 4.8
|
trailing 10%
| 128
| 19.6
|
Bull
| 13.5
| 4.74
| 2.5
| 120
| 83
| 76
| 31
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 26
| 11
|
BrokerA
|
MKT
| 91
| null | null |
Normal monitoring
| 4
| 17
| 79
| 3
| false
|
Within IPS guidelines
|
P7122
|
Hands-off
|
Trust
|
USD
|
2024-08-06
| 203,709
| 9,036
| 194,673
| 1
| 56.7
| 22.8
| 10.8
| 9.7
|
QQQ:16.6%;IEF:21.3%;BND:13.6%;VTI:21.3%;MSFT:5.8%;TLT:21.3%
|
US:60.3;EU:12.6;APAC:9.4;EM:12.7;Other:5.0
|
Value:+0.1;Growth:-0.4;Quality:-0.6;Size:+0.6;Momentum:-0.6;LowVol:-0.6
|
MaxPos7%
| 7
| 35
| 4
|
trailing 8%
| 146
| 14.5
|
Bull
| 11.8
| 4.48
| 2.7
| 109
| 99
| 100
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -10
| 7
|
BrokerD
|
LMT
| 87
| null | null |
Normal monitoring
| 51
| -21
| 96
| 3
| false
|
Within IPS guidelines
|
P7123
|
Cautious
|
Roth
|
USD
|
2025-09-02
| 725,316
| 99,172
| 626,144
| 1
| 44.7
| 40
| 0
| 15.3
|
XLF:21.2%;MSFT:18.8%;TLT:23.0%;MUB:14.0%;GLD:23.0%
|
US:66.8;EU:16.2;APAC:7.4;EM:8.8;Other:0.9
|
Value:+0.9;Growth:-0.8;Quality:+0.7;Size:-0.6;Momentum:+0.5;LowVol:+0.2
|
MaxPos5%;NoMargin
| 10
| 30
| 4.6
|
trailing 8%
| 93
| 12.9
|
Volatile
| 27.9
| 4.19
| 2.7
| 153
| 59
| 91
| 61
| false
|
Sell
|
Trim extended winner -1%
| 18
| -18
|
BrokerC
|
LMT
| 87
| null | null |
Normal monitoring
| -43
| 14
| -7
| 4
| false
|
Increase defensive factor exposure
|
P7124
|
Active
|
IRA
|
USD
|
2025-11-23
| 2,083,850
| 159,487
| 1,924,363
| 1.12
| 54.8
| 28.4
| 7.8
| 9.1
|
VNQ:14.8%;QQQ:21.3%;GLD:20.3%;TSLA:21.3%;IEF:14.0%;MSFT:8.2%
|
US:66.4;EU:18.2;APAC:11.0;EM:3.7;Other:0.6
|
Value:-0.2;Growth:-0.3;Quality:+0.2;Size:-0.2;Momentum:+0.5;LowVol:+0.5
|
MaxPos7%
| 8
| 25
| 4.6
|
trailing 8%
| 121
| 23.4
|
Bull
| 15.8
| 4.88
| 2.4
| 118
| 102
| 93
| 35
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 7
| -24
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| 30
| -8
| 2
| 3
| false
|
Tighten stops on momentum names
|
P7125
|
Opportunistic
|
Taxable
|
USD
|
2025-04-17
| 540,989
| 37,198
| 503,791
| 1
| 62.5
| 21.4
| 11.2
| 4.9
|
VOO:18.4%;VTI:21.3%;TLT:17.4%;IEF:13.4%;AAPL:16.8%;HYG:12.6%
|
US:68.7;EU:10.5;APAC:11.0;EM:8.4;Other:1.4
|
Value:-0.9;Growth:-0.3;Quality:-0.5;Size:-0.2;Momentum:-0.2;LowVol:+0.9
|
MaxPos5%
| 10
| 25
| 5.4
|
trailing 9%
| 246
| 21.1
|
Bull
| 12.8
| 4.37
| 2.4
| 118
| 19
| 65
| 38
| false
|
NoAction
|
Within bands; monitor
| 21
| -25
|
BrokerA
|
LMT
| 88
| null | null |
Normal monitoring
| 5
| -33
| 14
| 4
| false
|
Tighten stops on momentum names
|
P7126
|
Active
|
401k
|
USD
|
2025-07-14
| 1,610,968
| 98,860
| 1,512,108
| 1.25
| 58.1
| 24.1
| 8.6
| 9.2
|
VOO:15.8%;MUB:28.1%;GLD:28.1%;QQQ:28.1%
|
US:67.1;EU:9.1;APAC:10.8;EM:10.1;Other:2.9
|
Value:-0.7;Growth:-0.1;Quality:+0.8;Size:-0.1;Momentum:+1.0;LowVol:-0.5
|
MaxPos7%
| 8
| 25
| 4.7
|
hard 12%
| 146
| 25.6
|
Volatile
| 29.6
| 4.06
| 3.7
| 141
| 4
| 58
| 84
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -12
| -38
|
BrokerD
|
VWAP
| 92
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -44
| -8
| 5
| 4
| false
|
Within IPS guidelines
|
P7127
|
Hands-off
|
Taxable
|
USD
|
2025-03-07
| 813,883
| 41,908
| 771,975
| 1
| 59.3
| 22
| 12.8
| 5.9
|
IEF:9.2%;MSFT:22.6%;VOO:22.6%;HYG:8.5%;AMZN:14.4%;VNQ:22.6%
|
US:71.1;EU:13.4;APAC:6.3;EM:7.0;Other:2.3
|
Value:+0.5;Growth:+0.1;Quality:+0.7;Size:+0.6;Momentum:+0.9;LowVol:-0.8
|
MaxPos8%
| 7
| 25
| 3.3
|
trailing 10%
| 97
| 13.1
|
Volatile
| 20.2
| 4.04
| 2.5
| 173
| 18
| 44
| 63
| false
|
NoAction
|
Within bands; monitor
| 30
| -9
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| 5
| -50
| -1
| 3
| false
|
Tighten stops on momentum names
|
P7128
|
Hands-off
|
401k
|
USD
|
2025-03-24
| 804,133
| 76,197
| 727,936
| 1
| 64.4
| 26.7
| 0
| 8.9
|
AAPL:33.3%;BND:33.3%;VNQ:33.3%
|
US:72.5;EU:7.4;APAC:10.9;EM:5.7;Other:3.5
|
Value:-0.8;Growth:-0.5;Quality:+0.9;Size:-0.5;Momentum:+0.2;LowVol:-0.4
|
ESGOnly;MaxPos5%
| 7
| 30
| 5.5
|
trailing 8%
| 105
| 14
|
Volatile
| 21.9
| 4.91
| 4.5
| 138
| -20
| 28
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -3
| -33
|
BrokerB
|
LMT
| 85
| null | null |
Normal monitoring
| -41
| -30
| 7
| 4
| false
|
Tax-aware sells next window
|
P7129
|
Systematic
|
401k
|
USD
|
2025-09-16
| 1,161,373
| 80,619
| 1,080,754
| 1
| 60.3
| 23.7
| 7.8
| 8.2
|
VOO:21.9%;MUB:10.3%;BND:9.2%;TLT:12.8%;QQQ:22.9%;VTI:22.9%
|
US:54.5;EU:17.9;APAC:13.7;EM:10.5;Other:3.5
|
Value:-0.9;Growth:-0.6;Quality:-0.3;Size:+0.1;Momentum:+0.1;LowVol:-0.9
|
MaxPos8%
| 5
| 25
| 5.1
|
trailing 9%
| 121
| 20.1
|
Bull
| 15
| 3.84
| 2.7
| 115
| 55
| 84
| 50
| true
|
Rebalance
|
Rebalance back to target bands
| -1
| -9
|
BrokerD
|
MKT
| 85
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 53
| -28
| 114
| 5
| false
|
Within IPS guidelines
|
P7130
|
Active
|
Taxable
|
USD
|
2025-12-04
| 775,239
| 48,471
| 726,768
| 1.24
| 55.7
| 24.5
| 13.1
| 6.7
|
XLF:16.7%;VNQ:8.1%;TSLA:18.8%;GLD:15.8%;AAPL:20.2%;BRK.B:20.2%
|
US:69.0;EU:11.8;APAC:9.4;EM:8.0;Other:1.9
|
Value:+0.4;Growth:+0.7;Quality:-0.5;Size:+0.1;Momentum:+0.1;LowVol:+0.1
| null | 8
| 30
| 4
|
trailing 9%
| 156
| 21.8
|
Volatile
| 31.4
| 4.51
| 3
| 162
| 7
| 66
| 68
| true
|
Hedge
|
Buy index puts 1% notional
| 13
| -18
|
BrokerD
|
VWAP
| 91
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 2
| -3
| 134
| 5
| true
|
Within IPS guidelines
|
P7131
|
Hands-off
|
Trust
|
USD
|
2024-11-17
| 873,705
| 54,911
| 818,794
| 1
| 57.8
| 18.9
| 17.6
| 5.8
|
MSFT:13.5%;VTI:16.2%;BRK.B:24.3%;HYG:10.8%;IEF:10.8%;QQQ:24.3%
|
US:65.1;EU:11.2;APAC:9.8;EM:10.8;Other:3.2
|
Value:+0.5;Growth:+0.1;Quality:+0.7;Size:+0.7;Momentum:-0.1;LowVol:+0.7
| null | 5
| 35
| 5.5
|
trailing 8%
| 112
| 15.4
|
Volatile
| 25.1
| 5.32
| 2.1
| 137
| -34
| 42
| 74
| true
|
Hedge
|
Buy index puts 1% notional
| 14
| -36
|
BrokerC
|
MKT
| 93
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -11
| -28
| -24
| 5
| false
|
Tighten stops on momentum names
|
P7132
|
Opportunistic
|
Roth
|
USD
|
2025-08-24
| 1,062,626
| 33,206
| 1,029,420
| 1
| 68.4
| 12
| 14.8
| 4.9
|
VTI:14.2%;MUB:20.9%;HYG:7.0%;XLF:20.9%;AMZN:20.9%;AAPL:16.0%
|
US:63.2;EU:13.4;APAC:10.7;EM:10.0;Other:2.7
|
Value:+0.7;Growth:+0.2;Quality:-0.6;Size:-0.8;Momentum:-0.4;LowVol:-0.2
| null | 6
| 25
| 6.7
|
trailing 7%
| 175
| 31.9
|
Sideways
| 22
| 4.45
| 3.1
| 123
| -23
| 34
| 64
| false
|
Sell
|
Trim extended winner -1%
| 4
| 1
|
BrokerA
|
LMT
| 86
| null | null |
Normal monitoring
| -57
| -1
| 8
| 5
| false
|
Within IPS guidelines
|
P7133
|
Cautious
|
IRA
|
USD
|
2025-05-12
| 788,591
| 82,135
| 706,456
| 1
| 49.2
| 40.5
| 0
| 10.3
|
VNQ:19.8%;MUB:10.7%;XLF:11.5%;HYG:22.8%;MSFT:12.5%;TSLA:22.8%
|
US:61.3;EU:17.3;APAC:7.5;EM:11.4;Other:2.5
|
Value:+0.6;Growth:+1.0;Quality:-0.5;Size:-0.6;Momentum:-0.9;LowVol:+0.1
|
NoMargin
| 6
| 30
| 3
|
trailing 8%
| 120
| 14
|
Bear
| 28.4
| 4.28
| 1.2
| 170
| -88
| 11
| 66
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -4
| -35
|
BrokerB
|
LMT
| 87
| null | null |
Normal monitoring
| -59
| -47
| -4
| 3
| false
|
Tax-aware sells next window
|
P7134
|
Cautious
|
Roth
|
USD
|
2025-02-27
| 782,633
| 79,958
| 702,675
| 1
| 47.9
| 37.5
| 0
| 14.6
|
GLD:33.3%;TSLA:33.3%;MSFT:33.3%
|
US:69.5;EU:5.5;APAC:15.4;EM:7.4;Other:2.2
|
Value:+0.5;Growth:-0.1;Quality:-0.3;Size:+0.2;Momentum:+1.0;LowVol:-0.3
|
NoDerivatives;NoMargin
| 7
| 35
| 5
|
hard 10%
| 140
| 14.1
|
Bull
| 12.1
| 3.77
| 2.6
| 117
| 110
| 100
| 36
| false
|
Buy
|
Add to core equity +1%
| 11
| -22
|
BrokerC
|
MKT
| 91
| null | null |
Normal monitoring
| 49
| 19
| 37
| 5
| false
|
Tax-aware sells next window
|
P7135
|
Cautious
|
401k
|
USD
|
2024-10-12
| 473,428
| 68,034
| 405,394
| 1
| 42.8
| 41.9
| 2.5
| 12.8
|
HYG:33.3%;GLD:33.3%;IEF:33.3%
|
US:71.4;EU:9.4;APAC:10.3;EM:7.1;Other:1.8
|
Value:0.0;Growth:+0.9;Quality:-0.4;Size:+0.9;Momentum:-0.8;LowVol:+0.7
|
NoMargin
| 10
| 25
| 3.8
|
hard 10%
| 136
| 18.9
|
Volatile
| 22.7
| 3.82
| 4.2
| 117
| 9
| 64
| 51
| false
|
Buy
|
Add to core equity +1%
| -5
| -10
|
BrokerB
|
MKT
| 93
| null | null |
Normal monitoring
| -45
| -53
| 55
| 5
| false
|
Increase defensive factor exposure
|
P7136
|
Cautious
|
Taxable
|
USD
|
2025-03-08
| 416,302
| 50,749
| 365,553
| 1
| 53.6
| 31
| 1.4
| 14
|
VTI:11.3%;VNQ:24.5%;AMZN:15.1%;VOO:24.5%;IEF:24.5%
|
US:74.8;EU:9.1;APAC:6.1;EM:6.4;Other:3.7
|
Value:+0.3;Growth:+0.3;Quality:-0.7;Size:+0.4;Momentum:-0.6;LowVol:+0.9
|
MaxPos6%;NoMargin
| 10
| 25
| 4.7
|
hard 10%
| 105
| 13.4
|
Bear
| 26.2
| 3.57
| 2.2
| 170
| -6
| 62
| 73
| true
|
Rebalance
|
Rebalance back to target bands
| 2
| -26
|
BrokerD
|
MKT
| 89
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 34
| -24
| 11
| 2
| false
|
Increase defensive factor exposure
|
P7137
|
Active
|
Trust
|
USD
|
2025-07-30
| 2,091,125
| 221,274
| 1,869,851
| 1
| 59.1
| 26.3
| 8.6
| 6
|
IEF:22.0%;GLD:22.0%;VTI:14.6%;HYG:7.7%;MSFT:11.7%;AMZN:22.0%
|
US:64.9;EU:8.5;APAC:6.8;EM:14.0;Other:5.8
|
Value:+0.3;Growth:-1.0;Quality:+0.1;Size:+0.9;Momentum:+0.5;LowVol:0.0
| null | 8
| 35
| 5.9
|
trailing 9%
| 226
| 16
|
Bull
| 12.8
| 4.84
| 3
| 110
| 111
| 100
| 32
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 34
| -14
|
BrokerA
|
LMT
| 91
| null | null |
Normal monitoring
| 81
| 14
| 199
| 5
| false
|
Increase defensive factor exposure
|
P7138
|
Opportunistic
|
IRA
|
USD
|
2025-04-14
| 1,411,701
| 52,664
| 1,359,037
| 1.08
| 60.3
| 19.9
| 13.2
| 6.6
|
XLF:20.7%;VNQ:29.9%;AAPL:19.6%;MUB:29.9%
|
US:70.7;EU:7.6;APAC:11.9;EM:5.6;Other:4.2
|
Value:-0.2;Growth:+0.2;Quality:-0.2;Size:+0.4;Momentum:-0.9;LowVol:+0.8
|
MaxPos7%
| 10
| 30
| 5.1
|
trailing 7%
| 183
| 22.4
|
Sideways
| 17.8
| 3.68
| 3.1
| 128
| 15
| 56
| 60
| true
|
Hedge
|
Buy index puts 1% notional
| 23
| -1
|
BrokerB
|
LMT
| 97
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -37
| -54
| 102
| 3
| true
|
Monitor dispersion and breadth
|
P7139
|
Cautious
|
401k
|
USD
|
2025-03-21
| 672,669
| 65,853
| 606,816
| 1
| 48.7
| 41.7
| 0
| 9.6
|
BRK.B:33.3%;BND:33.3%;AMZN:33.3%
|
US:62.9;EU:7.5;APAC:14.5;EM:14.1;Other:1.0
|
Value:-0.6;Growth:+0.7;Quality:+0.6;Size:-0.0;Momentum:+0.8;LowVol:+1.0
|
ESGOnly;NoMargin
| 7
| 35
| 3.7
|
trailing 8%
| 115
| 17
|
Bull
| 12.7
| 4
| 2.3
| 81
| 68
| 92
| 26
| false
|
Buy
|
Add to core equity +1%
| 18
| -9
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| 114
| -27
| 179
| 5
| false
|
Within IPS guidelines
|
P7140
|
Cautious
|
401k
|
USD
|
2024-08-26
| 768,227
| 69,532
| 698,695
| 1
| 41.7
| 43.4
| 0
| 15
|
HYG:20.0%;IEF:21.3%;AMZN:10.1%;XLF:21.3%;AAPL:6.7%;TLT:20.6%
|
US:63.7;EU:17.9;APAC:7.1;EM:10.1;Other:1.2
|
Value:+0.3;Growth:+0.2;Quality:-0.6;Size:-0.6;Momentum:+0.1;LowVol:+0.8
|
NoDerivatives;NoMargin
| 5
| 35
| 3.7
|
hard 10%
| 150
| 18.2
|
Volatile
| 21.9
| 5.46
| 3.2
| 157
| 54
| 74
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 19
| -1
|
BrokerD
|
LMT
| 91
| null | null |
Normal monitoring
| 55
| -52
| 57
| 5
| false
|
Tax-aware sells next window
|
P7141
|
Systematic
|
IRA
|
USD
|
2025-09-21
| 1,141,656
| 107,072
| 1,034,584
| 1
| 59.5
| 21.5
| 13.7
| 5.3
|
AMZN:15.0%;XLF:19.8%;AAPL:21.7%;GLD:21.7%;VNQ:21.7%
|
US:65.1;EU:15.2;APAC:8.3;EM:9.2;Other:2.1
|
Value:+0.2;Growth:+1.0;Quality:+0.1;Size:-0.2;Momentum:+0.7;LowVol:+0.7
| null | 8
| 25
| 5.4
|
trailing 8%
| 159
| 24.8
|
Sideways
| 15.3
| 4.45
| 2.9
| 128
| 27
| 77
| 45
| false
|
Buy
|
Add to core equity +1%
| 4
| -37
|
BrokerB
|
MKT
| 96
| null | null |
Normal monitoring
| -49
| -10
| 1
| 4
| false
|
Tax-aware sells next window
|
P7142
|
Cautious
|
Trust
|
USD
|
2025-06-19
| 823,580
| 105,019
| 718,561
| 1
| 50.3
| 32.2
| 0
| 17.5
|
VTI:28.3%;TLT:28.3%;VNQ:27.1%;HYG:16.4%
|
US:62.2;EU:20.5;APAC:11.3;EM:5.6;Other:0.5
|
Value:-0.4;Growth:-0.7;Quality:-0.2;Size:+0.2;Momentum:-0.4;LowVol:-0.1
|
ESGOnly;NoMargin
| 10
| 30
| 4.3
|
trailing 8%
| 115
| 14.4
|
Bear
| 23.6
| 3.88
| 1.2
| 188
| 5
| 55
| 54
| false
|
Sell
|
Trim extended winner -1%
| 5
| -32
|
BrokerA
|
MKT
| 90
| null | null |
Normal monitoring
| -30
| -53
| 90
| 5
| false
|
Tighten stops on momentum names
|
P7143
|
Hands-off
|
Trust
|
USD
|
2024-12-19
| 648,634
| 44,350
| 604,284
| 1
| 65.6
| 27.8
| 0
| 6.6
|
BRK.B:20.0%;MUB:18.2%;GLD:20.2%;AAPL:8.1%;XLF:13.5%;VTI:20.0%
|
US:63.1;EU:17.1;APAC:6.9;EM:8.6;Other:4.2
|
Value:+0.6;Growth:-0.2;Quality:-0.4;Size:0.0;Momentum:+0.7;LowVol:+0.7
| null | 8
| 30
| 3.3
|
hard 10%
| 118
| 18.7
|
Bear
| 34.3
| 3.17
| 2.4
| 149
| -37
| 25
| 84
| true
|
Hedge
|
Buy index puts 1% notional
| 28
| -25
|
BrokerA
|
LMT
| 90
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -42
| -17
| 91
| 5
| false
|
Increase defensive factor exposure
|
P7144
|
Active
|
Roth
|
USD
|
2025-01-19
| 2,440,870
| 248,533
| 2,192,337
| 1
| 56.4
| 25.3
| 11.5
| 6.9
|
VNQ:33.3%;BND:33.3%;IEF:33.3%
|
US:63.8;EU:12.5;APAC:14.9;EM:4.3;Other:4.5
|
Value:+0.5;Growth:+0.7;Quality:-0.3;Size:-0.5;Momentum:-0.6;LowVol:+0.5
|
NoDerivatives
| 10
| 30
| 4.5
|
trailing 9%
| 210
| 19.2
|
Volatile
| 30.9
| 3.81
| 2.3
| 160
| -57
| 13
| 69
| false
|
Sell
|
Trim extended winner -1%
| 5
| -25
|
BrokerC
|
VWAP
| 86
| null | null |
Normal monitoring
| 114
| 10
| 244
| 5
| false
|
Tax-aware sells next window
|
P7145
|
Cautious
|
401k
|
USD
|
2025-04-25
| 895,042
| 73,791
| 821,251
| 1
| 36.4
| 36
| 12.4
| 15.2
|
TLT:33.3%;IEF:33.3%;VTI:33.3%
|
US:64.8;EU:7.2;APAC:17.0;EM:5.3;Other:5.7
|
Value:+0.9;Growth:+0.2;Quality:+0.4;Size:-0.0;Momentum:-0.8;LowVol:-0.1
|
ESGOnly;NoMargin
| 5
| 25
| 3
|
hard 10%
| 112
| 16.6
|
Bull
| 12.3
| 4.04
| 3.2
| 117
| 87
| 83
| 23
| true
|
Hedge
|
Buy index puts 1% notional
| 10
| -10
|
BrokerB
|
LMT
| 90
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 34
| 14
| 84
| 5
| false
|
Within IPS guidelines
|
P7146
|
Cautious
|
Taxable
|
USD
|
2025-06-30
| 538,856
| 74,845
| 464,011
| 1
| 42.8
| 40.7
| 0
| 16.5
|
AMZN:35.1%;VNQ:29.8%;VOO:35.1%
|
US:70.9;EU:9.8;APAC:12.6;EM:6.2;Other:0.5
|
Value:-0.0;Growth:+0.1;Quality:-0.4;Size:+1.0;Momentum:0.0;LowVol:-0.1
|
NoDerivatives;NoMargin
| 6
| 25
| 5.9
|
trailing 10%
| 122
| 12.9
|
Bear
| 22.5
| 3.8
| 1.5
| 191
| -114
| 5
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 29
| -17
|
BrokerB
|
VWAP
| 97
| null | null |
Normal monitoring
| 69
| -2
| 156
| 4
| false
|
Tighten stops on momentum names
|
P7147
|
Systematic
|
Trust
|
USD
|
2025-12-11
| 738,572
| 70,970
| 667,602
| 1
| 59
| 26.3
| 6
| 8.7
|
QQQ:18.5%;BND:18.7%;VNQ:13.0%;VTI:18.9%;XLF:9.9%;AAPL:21.0%
|
US:74.4;EU:6.1;APAC:13.7;EM:4.8;Other:1.1
|
Value:+0.2;Growth:-0.1;Quality:+0.9;Size:-0.6;Momentum:+0.9;LowVol:+0.7
|
MaxPos8%
| 8
| 30
| 5
|
trailing 8%
| 181
| 20.9
|
Bear
| 31.5
| 4.28
| 2.9
| 198
| -80
| 15
| 88
| true
|
Rebalance
|
Rebalance back to target bands
| 26
| 7
|
BrokerC
|
MKT
| 87
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -1
| -2
| 32
| 5
| false
|
Tighten stops on momentum names
|
P7148
|
Active
|
Roth
|
USD
|
2024-09-11
| 2,485,614
| 261,449
| 2,224,165
| 1.23
| 59.4
| 26.2
| 6.6
| 7.8
|
TLT:11.9%;GLD:19.3%;BND:10.5%;AMZN:22.9%;AAPL:22.9%;VTI:12.5%
|
US:62.3;EU:11.3;APAC:9.6;EM:12.0;Other:4.8
|
Value:-0.1;Growth:-0.3;Quality:+0.6;Size:-0.2;Momentum:+0.9;LowVol:0.0
|
NoDerivatives
| 5
| 25
| 4.7
|
trailing 9%
| 190
| 23.8
|
Sideways
| 18.3
| 4.98
| 2.6
| 99
| 59
| 87
| 54
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 6
| -17
|
BrokerA
|
LMT
| 94
| null | null |
Normal monitoring
| 60
| 0
| 120
| 3
| false
|
Increase defensive factor exposure
|
P7149
|
Cautious
|
401k
|
USD
|
2025-02-20
| 639,914
| 100,742
| 539,172
| 1
| 48.5
| 34.5
| 1.8
| 15.3
|
BND:23.1%;AAPL:12.8%;MUB:17.8%;TLT:23.1%;VNQ:23.1%
|
US:78.8;EU:5.2;APAC:8.1;EM:6.6;Other:1.2
|
Value:-0.2;Growth:+0.4;Quality:+0.9;Size:-0.8;Momentum:+0.3;LowVol:+0.7
|
ESGOnly;MaxPos7%;NoDerivatives;NoMargin
| 10
| 30
| 3.1
|
trailing 10%
| 163
| 16.6
|
Bull
| 14.9
| 3.69
| 3.4
| 100
| 109
| 100
| 47
| false
|
NoAction
|
Within bands; monitor
| 20
| 13
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| -8
| -30
| 12
| 5
| false
|
Tax-aware sells next window
|
P7150
|
Cautious
|
401k
|
USD
|
2024-10-13
| 679,692
| 107,285
| 572,407
| 1
| 48.9
| 39.6
| 0
| 11.5
|
TLT:11.3%;IEF:20.6%;BND:22.7%;BRK.B:22.7%;QQQ:22.7%
|
US:65.3;EU:17.8;APAC:6.4;EM:6.8;Other:3.8
|
Value:+0.8;Growth:-0.6;Quality:-0.7;Size:-0.3;Momentum:+0.8;LowVol:-0.6
|
ESGOnly;NoDerivatives;NoMargin
| 6
| 30
| 3.1
|
trailing 8%
| 135
| 17.6
|
Sideways
| 18.1
| 3.61
| 2.2
| 96
| 14
| 66
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| -30
|
BrokerD
|
VWAP
| 91
| null | null |
Normal monitoring
| 42
| 15
| 89
| 4
| false
|
Within IPS guidelines
|
P7151
|
Active
|
Taxable
|
USD
|
2025-03-26
| 1,226,179
| 146,420
| 1,079,759
| 1.18
| 63.7
| 26.7
| 0
| 9.5
|
IEF:15.4%;HYG:25.5%;VOO:25.5%;AMZN:21.3%;TSLA:12.3%
|
US:58.1;EU:21.3;APAC:11.4;EM:6.3;Other:2.8
|
Value:+0.5;Growth:+0.1;Quality:+0.4;Size:-0.8;Momentum:+0.3;LowVol:-0.7
|
NoDerivatives
| 7
| 35
| 4.8
|
hard 12%
| 196
| 23.2
|
Bear
| 28.4
| 3.46
| 1.8
| 134
| 21
| 70
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| 32
| -34
|
BrokerC
|
MKT
| 86
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 118
| -53
| 149
| 4
| false
|
Monitor dispersion and breadth
|
P7152
|
Hands-off
|
IRA
|
USD
|
2025-02-14
| 306,878
| 27,529
| 279,349
| 1
| 72.8
| 21.7
| 0
| 5.5
|
XLF:17.8%;HYG:21.8%;AMZN:10.7%;VTI:21.8%;TLT:19.3%;MUB:8.7%
|
US:71.0;EU:12.6;APAC:9.6;EM:5.7;Other:1.1
|
Value:+0.5;Growth:-0.3;Quality:+0.7;Size:-0.0;Momentum:-0.5;LowVol:+0.9
|
ESGOnly;NoDerivatives
| 5
| 35
| 3.9
|
trailing 8%
| 109
| 17.1
|
Bear
| 31.7
| 3.87
| 1.9
| 155
| 40
| 63
| 92
| true
|
Hedge
|
Buy index puts 1% notional
| 19
| -31
|
BrokerC
|
MKT
| 89
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 51
| 6
| 21
| 4
| false
|
Monitor dispersion and breadth
|
P7153
|
Opportunistic
|
Trust
|
USD
|
2024-12-12
| 972,766
| 64,610
| 908,156
| 1.14
| 74.3
| 13.2
| 5.8
| 6.8
|
BND:33.3%;GLD:33.3%;BRK.B:33.3%
|
US:60.2;EU:17.7;APAC:9.4;EM:10.5;Other:2.2
|
Value:+0.1;Growth:-1.0;Quality:+0.2;Size:-0.5;Momentum:+0.1;LowVol:+0.1
|
MaxPos8%
| 6
| 35
| 5.4
|
trailing 7%
| 209
| 20.2
|
Bear
| 24.5
| 4.05
| 1.2
| 171
| -73
| 5
| 64
| false
|
Buy
|
Add to core equity +1%
| -12
| -23
|
BrokerB
|
LMT
| 93
| null | null |
Normal monitoring
| -43
| 6
| 91
| 4
| false
|
Tighten stops on momentum names
|
P7154
|
Hands-off
|
IRA
|
USD
|
2025-10-08
| 669,910
| 62,717
| 607,193
| 1
| 68
| 15.6
| 9.9
| 6.5
|
VOO:20.7%;AAPL:20.7%;TLT:14.7%;VNQ:8.9%;XLF:14.2%;HYG:20.7%
|
US:63.7;EU:17.3;APAC:5.6;EM:9.2;Other:4.2
|
Value:0.0;Growth:-0.4;Quality:+0.8;Size:+0.9;Momentum:+0.6;LowVol:+0.2
|
NoDerivatives
| 6
| 25
| 3.3
|
hard 10%
| 141
| 15.4
|
Bull
| 14.4
| 4.15
| 3.1
| 96
| 43
| 76
| 40
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -4
| -26
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| 80
| -59
| 147
| 4
| false
|
Monitor dispersion and breadth
|
P7155
|
Cautious
|
Trust
|
USD
|
2025-10-17
| 827,075
| 121,461
| 705,614
| 1
| 47
| 31.1
| 8.8
| 13.1
|
IEF:33.3%;TSLA:33.3%;BRK.B:33.3%
|
US:73.6;EU:12.2;APAC:7.6;EM:3.2;Other:3.5
|
Value:-0.4;Growth:-0.7;Quality:+0.7;Size:+0.6;Momentum:-0.7;LowVol:+0.3
|
ESGOnly;NoDerivatives;NoMargin
| 7
| 30
| 4
|
hard 10%
| 109
| 19.4
|
Volatile
| 20.4
| 4.08
| 3.6
| 139
| 53
| 85
| 39
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 21
| -37
|
BrokerB
|
LMT
| 85
| null | null |
Normal monitoring
| 37
| -28
| 133
| 5
| false
|
Increase defensive factor exposure
|
P7156
|
Opportunistic
|
Trust
|
USD
|
2025-03-09
| 1,761,468
| 127,384
| 1,634,084
| 1
| 75
| 13
| 7.3
| 4.7
|
QQQ:33.3%;VTI:33.3%;BND:33.3%
|
US:64.7;EU:14.9;APAC:10.5;EM:8.5;Other:1.4
|
Value:+0.7;Growth:-0.3;Quality:+0.1;Size:-0.1;Momentum:0.0;LowVol:-0.8
|
MaxPos6%
| 5
| 25
| 4.2
|
trailing 7%
| 220
| 28.5
|
Sideways
| 19.7
| 4.23
| 2.1
| 122
| 44
| 82
| 61
| false
|
Buy
|
Add to core equity +1%
| 19
| 10
|
BrokerA
|
MKT
| 98
| null | null |
Normal monitoring
| 58
| 8
| 140
| 5
| false
|
Increase defensive factor exposure
|
P7157
|
Systematic
|
IRA
|
USD
|
2025-11-21
| 1,995,642
| 123,944
| 1,871,698
| 1
| 66.3
| 24.2
| 3.6
| 5.9
|
BRK.B:22.0%;XLF:19.6%;QQQ:20.8%;MSFT:15.5%;VOO:22.0%
|
US:77.4;EU:5.5;APAC:8.5;EM:7.1;Other:1.5
|
Value:+0.2;Growth:-0.6;Quality:-0.4;Size:-0.6;Momentum:+0.5;LowVol:-0.2
|
NoDerivatives
| 10
| 30
| 4.7
|
hard 12%
| 143
| 20.6
|
Bear
| 34.2
| 3.47
| 1.7
| 149
| 1
| 61
| 90
| true
|
Rebalance
|
Rebalance back to target bands
| 34
| -11
|
BrokerC
|
VWAP
| 100
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -39
| -25
| -25
| 3
| false
|
Tighten stops on momentum names
|
P7158
|
Active
|
Trust
|
USD
|
2025-12-18
| 1,328,899
| 113,451
| 1,215,448
| 1
| 53.7
| 21
| 16.5
| 8.8
|
GLD:33.3%;AMZN:33.3%;VNQ:33.3%
|
US:67.7;EU:14.7;APAC:9.8;EM:6.8;Other:1.0
|
Value:+0.6;Growth:-0.3;Quality:-0.7;Size:+0.4;Momentum:+0.5;LowVol:+0.1
|
MaxPos5%
| 8
| 35
| 5.3
|
trailing 9%
| 214
| 23.6
|
Bull
| 15.6
| 4.24
| 2.4
| 113
| 69
| 98
| 33
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 33
| 4
|
BrokerD
|
MKT
| 93
| null | null |
Normal monitoring
| -58
| -30
| -90
| 5
| false
|
Tighten stops on momentum names
|
P7159
|
Active
|
Roth
|
USD
|
2025-05-11
| 1,110,639
| 113,038
| 997,601
| 1.12
| 60.7
| 28
| 4.2
| 7.1
|
IEF:26.9%;BRK.B:25.1%;GLD:26.9%;MUB:21.1%
|
US:67.4;EU:10.9;APAC:13.1;EM:7.2;Other:1.4
|
Value:+0.8;Growth:+0.2;Quality:+0.8;Size:+0.1;Momentum:-0.7;LowVol:+0.7
| null | 7
| 25
| 5
|
trailing 8%
| 130
| 27.2
|
Volatile
| 27.5
| 3.95
| 2
| 173
| 78
| 84
| 63
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| 4
|
BrokerD
|
MKT
| 98
| null | null |
Normal monitoring
| 74
| -14
| 134
| 4
| false
|
Tighten stops on momentum names
|
P7160
|
Hands-off
|
Roth
|
USD
|
2025-02-13
| 758,300
| 48,044
| 710,256
| 1
| 69.4
| 21.9
| 3.4
| 5.4
|
VNQ:10.7%;MSFT:24.1%;IEF:17.1%;GLD:24.1%;TLT:24.1%
|
US:74.7;EU:6.9;APAC:10.1;EM:7.3;Other:1.0
|
Value:+0.4;Growth:+0.8;Quality:+0.2;Size:+0.8;Momentum:-0.8;LowVol:-0.1
|
NoDerivatives
| 10
| 35
| 5.6
|
hard 10%
| 151
| 13.5
|
Volatile
| 28.7
| 4.45
| 3.3
| 144
| 37
| 56
| 84
| true
|
Rebalance
|
Rebalance back to target bands
| 17
| -40
|
BrokerC
|
MKT
| 99
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 56
| 0
| 62
| 4
| false
|
Increase defensive factor exposure
|
P7161
|
Active
|
Roth
|
USD
|
2025-09-08
| 2,356,236
| 252,299
| 2,103,937
| 1
| 54.7
| 18.4
| 18.3
| 8.6
|
TSLA:22.3%;BND:22.3%;VTI:22.3%;MUB:15.6%;AAPL:6.9%;VNQ:10.7%
|
US:73.4;EU:8.1;APAC:6.7;EM:8.4;Other:3.4
|
Value:+0.9;Growth:+0.9;Quality:-0.3;Size:+1.0;Momentum:-0.2;LowVol:-0.5
|
MaxPos6%
| 8
| 25
| 4.9
|
hard 12%
| 219
| 16.7
|
Sideways
| 21.8
| 3.7
| 3.1
| 109
| 35
| 63
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 32
| -13
|
BrokerB
|
MKT
| 98
| null | null |
Normal monitoring
| -11
| -40
| 75
| 3
| false
|
Tax-aware sells next window
|
P7162
|
Hands-off
|
Taxable
|
USD
|
2025-09-06
| 632,862
| 62,709
| 570,153
| 1
| 58
| 19.3
| 15.1
| 7.6
|
XLF:23.0%;TSLA:13.6%;BRK.B:23.0%;VTI:23.0%;VOO:17.3%
|
US:64.7;EU:8.0;APAC:13.9;EM:11.6;Other:1.8
|
Value:+0.1;Growth:-0.4;Quality:+0.5;Size:-0.8;Momentum:+0.5;LowVol:-0.5
|
MaxPos5%
| 8
| 25
| 5.4
|
hard 10%
| 122
| 13.1
|
Bull
| 15.6
| 4.11
| 3.5
| 73
| 33
| 52
| 47
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 20
| 9
|
BrokerD
|
VWAP
| 94
| null | null |
Normal monitoring
| 116
| -9
| 190
| 5
| false
|
Tax-aware sells next window
|
P7163
|
Cautious
|
Trust
|
USD
|
2025-03-28
| 238,250
| 27,252
| 210,998
| 1
| 35.8
| 43.4
| 6.7
| 14.1
|
MSFT:20.3%;VOO:12.4%;VNQ:18.0%;QQQ:15.9%;IEF:18.4%;AAPL:15.0%
|
US:70.3;EU:16.6;APAC:4.7;EM:6.1;Other:2.3
|
Value:-0.4;Growth:-0.1;Quality:-0.9;Size:-1.0;Momentum:-0.2;LowVol:-0.7
|
ESGOnly;MaxPos6%;NoMargin
| 8
| 35
| 4.9
|
hard 10%
| 126
| 16.7
|
Bull
| 14.3
| 3.89
| 3.1
| 90
| 76
| 84
| 29
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -7
| -11
|
BrokerC
|
LMT
| 89
| null | null |
Normal monitoring
| -38
| -7
| -53
| 4
| false
|
Within IPS guidelines
|
P7164
|
Opportunistic
|
IRA
|
USD
|
2025-09-09
| 901,999
| 28,803
| 873,196
| 1.21
| 73.4
| 11
| 7
| 8.5
|
QQQ:33.3%;GLD:33.3%;AMZN:33.3%
|
US:62.8;EU:17.8;APAC:7.4;EM:8.3;Other:3.6
|
Value:-0.7;Growth:-0.5;Quality:-0.7;Size:-0.9;Momentum:-0.1;LowVol:+0.9
|
MaxPos6%
| 5
| 35
| 6.6
|
trailing 7%
| 183
| 32
|
Sideways
| 14.2
| 4.83
| 2.6
| 126
| -11
| 42
| 43
| true
|
Hedge
|
Buy index puts 1% notional
| -11
| -37
|
BrokerD
|
LMT
| 91
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 4
| -4
| 53
| 4
| false
|
Within IPS guidelines
|
P7165
|
Hands-off
|
Taxable
|
USD
|
2025-02-19
| 796,871
| 52,179
| 744,692
| 1
| 67.3
| 15.9
| 9.3
| 7.5
|
AAPL:28.4%;XLF:28.4%;IEF:14.9%;TLT:28.4%
|
US:63.7;EU:7.9;APAC:17.9;EM:5.2;Other:5.3
|
Value:-0.3;Growth:-0.8;Quality:-0.9;Size:+0.5;Momentum:+0.1;LowVol:+0.2
|
ESGOnly;MaxPos7%;NoDerivatives
| 5
| 30
| 5
|
trailing 8%
| 96
| 14.6
|
Bull
| 17.8
| 4.83
| 2.9
| 114
| 59
| 77
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -9
| -15
|
BrokerA
|
MKT
| 86
| null | null |
Normal monitoring
| 12
| -46
| 40
| 3
| false
|
Tighten stops on momentum names
|
P7166
|
Opportunistic
|
Roth
|
USD
|
2024-09-07
| 745,565
| 28,972
| 716,593
| 1.12
| 73
| 13.6
| 8.2
| 5.2
|
GLD:34.1%;MUB:34.1%;QQQ:31.9%
|
US:64.9;EU:15.6;APAC:6.8;EM:8.1;Other:4.5
|
Value:+0.2;Growth:+0.3;Quality:+0.4;Size:+0.3;Momentum:+0.8;LowVol:+0.3
|
MaxPos7%
| 8
| 25
| 5.1
|
hard 12%
| 210
| 24.9
|
Bull
| 11.2
| 3.84
| 3.1
| 104
| 83
| 100
| 36
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -7
| -14
|
BrokerB
|
VWAP
| 86
| null | null |
Normal monitoring
| 109
| -52
| 161
| 3
| false
|
Tighten stops on momentum names
|
P7167
|
Cautious
|
Trust
|
USD
|
2024-08-18
| 865,565
| 93,692
| 771,873
| 1
| 52.1
| 33.4
| 0
| 14.5
|
VNQ:27.5%;IEF:27.5%;GLD:23.5%;TSLA:21.6%
|
US:63.4;EU:17.8;APAC:10.6;EM:7.9;Other:0.3
|
Value:-0.7;Growth:-0.5;Quality:+0.6;Size:+0.2;Momentum:+0.2;LowVol:-0.2
|
NoMargin
| 5
| 30
| 5.4
|
hard 10%
| 139
| 12.2
|
Bear
| 34.7
| 4.05
| 2.8
| 137
| 6
| 44
| 82
| true
|
Hedge
|
Buy index puts 1% notional
| 9
| -40
|
BrokerA
|
LMT
| 96
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 73
| -31
| 190
| 5
| false
|
Increase defensive factor exposure
|
P7168
|
Cautious
|
Roth
|
USD
|
2024-07-07
| 530,754
| 47,566
| 483,188
| 1
| 48.8
| 41.2
| 0
| 10
|
GLD:22.1%;VTI:26.0%;IEF:26.0%;BND:26.0%
|
US:70.3;EU:15.2;APAC:7.4;EM:5.0;Other:2.1
|
Value:-0.4;Growth:+0.2;Quality:+0.4;Size:+0.4;Momentum:-1.0;LowVol:-0.8
|
MaxPos5%;NoMargin
| 6
| 30
| 5.4
|
trailing 8%
| 125
| 14.6
|
Bull
| 16.1
| 3.5
| 3.5
| 107
| 98
| 100
| 47
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 34
| -4
|
BrokerC
|
LMT
| 94
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 21
| 9
| 101
| 3
| true
|
Tighten stops on momentum names
|
P7169
|
Systematic
|
IRA
|
USD
|
2025-10-03
| 567,822
| 41,363
| 526,459
| 1
| 61.2
| 27.6
| 3.5
| 7.7
|
XLF:33.4%;VNQ:33.1%;BND:33.4%
|
US:78.2;EU:6.2;APAC:7.4;EM:3.4;Other:4.7
|
Value:+0.5;Growth:-0.5;Quality:+0.4;Size:+0.6;Momentum:-0.4;LowVol:-0.2
|
NoDerivatives
| 10
| 35
| 4.3
|
hard 12%
| 155
| 21.2
|
Bull
| 13.6
| 4.21
| 3
| 97
| 28
| 78
| 36
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 7
| -11
|
BrokerA
|
LMT
| 90
| null | null |
Normal monitoring
| -36
| -59
| -28
| 4
| false
|
Tax-aware sells next window
|
P7170
|
Cautious
|
401k
|
USD
|
2025-09-26
| 750,383
| 70,482
| 679,901
| 1
| 41.5
| 35.2
| 5.6
| 17.8
|
QQQ:27.7%;VNQ:22.4%;TLT:22.1%;BRK.B:27.7%
|
US:73.0;EU:7.9;APAC:13.1;EM:4.5;Other:1.5
|
Value:-0.4;Growth:-0.4;Quality:-0.2;Size:-1.0;Momentum:+1.0;LowVol:+0.4
|
NoMargin
| 8
| 30
| 3.2
|
trailing 10%
| 130
| 12.5
|
Volatile
| 29
| 4.62
| 4
| 147
| -52
| 15
| 69
| false
|
Sell
|
Trim extended winner -1%
| 20
| -33
|
BrokerD
|
LMT
| 99
| null | null |
Normal monitoring
| -19
| -49
| 110
| 4
| false
|
Within IPS guidelines
|
P7171
|
Opportunistic
|
401k
|
USD
|
2024-11-06
| 1,397,017
| 74,934
| 1,322,083
| 1
| 77.8
| 10.8
| 4.1
| 7.3
|
VNQ:16.4%;AMZN:24.7%;BND:9.4%;IEF:24.7%;MSFT:24.7%
|
US:61.5;EU:18.2;APAC:11.8;EM:7.2;Other:1.3
|
Value:-0.1;Growth:+1.0;Quality:+0.9;Size:-0.7;Momentum:+0.5;LowVol:-0.2
|
MaxPos8%
| 10
| 30
| 6.7
|
trailing 7%
| 172
| 28.7
|
Sideways
| 18.2
| 3.69
| 3.3
| 113
| -24
| 29
| 63
| false
|
Buy
|
Add to core equity +1%
| 23
| -19
|
BrokerB
|
LMT
| 93
| null | null |
Normal monitoring
| 66
| -30
| 174
| 4
| false
|
Increase defensive factor exposure
|
P7172
|
Cautious
|
401k
|
USD
|
2025-01-08
| 649,387
| 87,111
| 562,276
| 1
| 39.3
| 30.5
| 18.9
| 11.3
|
TSLA:26.7%;VNQ:26.7%;HYG:26.7%;VTI:19.8%
|
US:73.9;EU:7.0;APAC:10.3;EM:3.9;Other:5.0
|
Value:-0.6;Growth:+0.7;Quality:-0.6;Size:-0.1;Momentum:+0.7;LowVol:+0.1
|
NoMargin
| 10
| 35
| 5
|
trailing 8%
| 144
| 12.5
|
Bull
| 11.5
| 4.55
| 3.2
| 88
| 51
| 68
| 32
| false
|
NoAction
|
Within bands; monitor
| -3
| -7
|
BrokerA
|
LMT
| 88
| null | null |
Normal monitoring
| -14
| 17
| 22
| 3
| false
|
Increase defensive factor exposure
|
P7173
|
Active
|
Roth
|
USD
|
2025-02-06
| 2,225,539
| 143,271
| 2,082,268
| 1
| 51.6
| 18.1
| 24.8
| 5.4
|
QQQ:23.4%;TLT:23.4%;MSFT:23.4%;VTI:9.1%;IEF:20.7%
|
US:71.1;EU:7.3;APAC:11.2;EM:5.9;Other:4.6
|
Value:-0.3;Growth:-0.2;Quality:-0.4;Size:+0.2;Momentum:+0.7;LowVol:+0.2
|
MaxPos8%;NoDerivatives
| 10
| 25
| 4.4
|
trailing 9%
| 178
| 20.8
|
Bull
| 14.1
| 4.36
| 2.3
| 119
| 38
| 80
| 39
| false
|
Sell
|
Trim extended winner -1%
| 35
| -30
|
BrokerC
|
MKT
| 85
| null | null |
Normal monitoring
| 106
| -15
| 154
| 5
| false
|
Within IPS guidelines
|
P7174
|
Cautious
|
Trust
|
USD
|
2024-09-10
| 365,121
| 44,547
| 320,574
| 1
| 46.9
| 39.4
| 2.6
| 11
|
XLF:12.3%;QQQ:19.9%;TSLA:20.8%;BND:20.8%;GLD:8.0%;MSFT:18.2%
|
US:74.9;EU:10.0;APAC:8.8;EM:4.8;Other:1.5
|
Value:+0.6;Growth:-0.6;Quality:+0.2;Size:-0.0;Momentum:+0.4;LowVol:+0.8
|
ESGOnly;NoDerivatives;NoMargin
| 6
| 25
| 5.9
|
trailing 8%
| 119
| 14.5
|
Bull
| 12.6
| 4.38
| 3
| 85
| 75
| 76
| 39
| false
|
Sell
|
Trim extended winner -1%
| 6
| -33
|
BrokerD
|
MKT
| 99
| null | null |
Normal monitoring
| -13
| -17
| 39
| 3
| false
|
Tax-aware sells next window
|
P7175
|
Cautious
|
401k
|
USD
|
2025-02-09
| 525,193
| 54,940
| 470,253
| 1
| 49.2
| 38.8
| 0
| 12
|
VNQ:20.8%;XLF:18.2%;AAPL:18.6%;VTI:10.6%;BRK.B:15.1%;TLT:16.6%
|
US:62.7;EU:15.2;APAC:10.8;EM:7.2;Other:4.1
|
Value:-0.8;Growth:+0.3;Quality:-0.0;Size:-0.7;Momentum:-0.2;LowVol:-0.2
|
ESGOnly;MaxPos6%;NoMargin
| 5
| 25
| 5.8
|
trailing 10%
| 134
| 15.8
|
Sideways
| 21.6
| 3.99
| 2.8
| 130
| 39
| 64
| 56
| false
|
Buy
|
Add to core equity +1%
| -1
| -31
|
BrokerC
|
LMT
| 96
| null | null |
Normal monitoring
| 64
| 4
| 76
| 3
| false
|
Increase defensive factor exposure
|
P7176
|
Cautious
|
Taxable
|
USD
|
2025-07-17
| 835,950
| 84,586
| 751,364
| 1
| 46.2
| 32.8
| 9.4
| 11.6
|
VTI:25.8%;TSLA:22.6%;GLD:25.8%;VNQ:25.8%
|
US:67.5;EU:10.9;APAC:8.6;EM:10.7;Other:2.3
|
Value:-0.7;Growth:+0.5;Quality:-0.9;Size:+0.2;Momentum:-0.9;LowVol:-0.5
|
ESGOnly;NoMargin
| 6
| 30
| 5.9
|
trailing 10%
| 163
| 19.6
|
Bear
| 32.8
| 4.23
| 1.8
| 197
| -47
| 22
| 77
| true
|
Hedge
|
Buy index puts 1% notional
| 27
| 0
|
BrokerD
|
LMT
| 96
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 96
| -26
| 76
| 5
| false
|
Tax-aware sells next window
|
P7177
|
Active
|
Roth
|
USD
|
2025-10-17
| 1,704,714
| 116,129
| 1,588,585
| 1.1
| 53.1
| 25.3
| 16
| 5.6
|
TSLA:15.4%;AMZN:12.2%;VTI:21.1%;AAPL:21.1%;MSFT:9.2%;BRK.B:21.1%
|
US:64.5;EU:16.9;APAC:10.8;EM:6.6;Other:1.1
|
Value:-0.9;Growth:+0.6;Quality:+1.0;Size:+0.5;Momentum:+0.2;LowVol:-0.9
|
MaxPos5%;NoDerivatives
| 7
| 30
| 6
|
trailing 9%
| 229
| 25.8
|
Volatile
| 31.7
| 3.93
| 2.8
| 166
| -25
| 33
| 85
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 29
| -7
|
BrokerB
|
MKT
| 92
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 115
| -46
| 87
| 2
| false
|
Increase defensive factor exposure
|
P7178
|
Active
|
Trust
|
USD
|
2024-07-25
| 1,240,931
| 94,297
| 1,146,634
| 1
| 62.2
| 28.4
| 0
| 9.4
|
VOO:20.9%;TLT:10.8%;HYG:19.0%;GLD:17.5%;IEF:20.9%;MUB:10.9%
|
US:59.6;EU:16.1;APAC:11.4;EM:10.9;Other:2.0
|
Value:-0.6;Growth:-0.7;Quality:+1.0;Size:-0.5;Momentum:-0.5;LowVol:-0.4
|
MaxPos5%
| 10
| 35
| 5.8
|
trailing 9%
| 228
| 16.8
|
Volatile
| 27.2
| 5.46
| 2.2
| 149
| 2
| 36
| 63
| false
|
Buy
|
Add to core equity +1%
| 20
| -7
|
BrokerC
|
MKT
| 90
| null | null |
Normal monitoring
| 88
| -28
| 215
| 3
| false
|
Monitor dispersion and breadth
|
P7179
|
Opportunistic
|
IRA
|
USD
|
2025-01-16
| 1,527,030
| 114,681
| 1,412,349
| 1
| 64.8
| 21.6
| 8.8
| 4.9
|
QQQ:10.4%;AMZN:23.3%;TSLA:23.3%;XLF:23.3%;VNQ:19.6%
|
US:75.8;EU:8.0;APAC:10.6;EM:5.0;Other:0.7
|
Value:+0.3;Growth:+0.5;Quality:+1.0;Size:+0.6;Momentum:-0.6;LowVol:-0.3
|
MaxPos7%
| 8
| 25
| 5.4
|
trailing 9%
| 184
| 22.6
|
Volatile
| 30.2
| 4.97
| 2.5
| 168
| 38
| 82
| 77
| true
|
Hedge
|
Buy index puts 1% notional
| 33
| -27
|
BrokerD
|
VWAP
| 92
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 104
| 3
| 156
| 5
| false
|
Monitor dispersion and breadth
|
P7180
|
Systematic
|
IRA
|
USD
|
2024-11-29
| 1,979,780
| 89,008
| 1,890,772
| 1
| 61.5
| 25.8
| 3.1
| 9.5
|
XLF:33.3%;BND:33.3%;MUB:33.3%
|
US:63.3;EU:15.7;APAC:13.5;EM:5.0;Other:2.4
|
Value:+0.7;Growth:-0.3;Quality:+0.1;Size:-0.5;Momentum:-0.9;LowVol:+0.6
| null | 6
| 30
| 4.6
|
trailing 9%
| 175
| 17.7
|
Sideways
| 15.8
| 4.23
| 2.7
| 132
| -5
| 33
| 44
| false
|
Buy
|
Add to core equity +1%
| -3
| 8
|
BrokerB
|
MKT
| 86
| null | null |
Normal monitoring
| 88
| -11
| 121
| 5
| false
|
Tax-aware sells next window
|
P7181
|
Opportunistic
|
Roth
|
USD
|
2025-06-09
| 1,101,896
| 86,260
| 1,015,636
| 1
| 73.7
| 18.6
| 0
| 7.7
|
VOO:27.7%;MUB:22.8%;TSLA:21.8%;IEF:27.7%
|
US:70.8;EU:11.5;APAC:6.7;EM:9.3;Other:1.7
|
Value:-0.5;Growth:-0.2;Quality:+0.7;Size:-0.4;Momentum:-0.9;LowVol:-0.4
| null | 10
| 30
| 6.1
|
trailing 9%
| 229
| 24.2
|
Bull
| 16.9
| 3.97
| 3.3
| 94
| 47
| 80
| 59
| false
|
Buy
|
Add to core equity +1%
| -5
| -35
|
BrokerD
|
MKT
| 86
| null | null |
Normal monitoring
| 95
| -10
| 83
| 3
| false
|
Tax-aware sells next window
|
P7182
|
Opportunistic
|
Trust
|
USD
|
2025-08-01
| 1,511,939
| 87,341
| 1,424,598
| 1
| 70.7
| 20.6
| 1.6
| 7.2
|
GLD:27.2%;BRK.B:26.6%;VNQ:20.8%;MUB:25.4%
|
US:74.2;EU:8.9;APAC:12.2;EM:4.3;Other:0.5
|
Value:-0.9;Growth:-0.8;Quality:-0.5;Size:-0.6;Momentum:+0.4;LowVol:+0.5
| null | 10
| 30
| 4.9
|
hard 12%
| 231
| 29.9
|
Bull
| 11.2
| 4.35
| 2.7
| 100
| 56
| 84
| 37
| false
|
Buy
|
Add to core equity +1%
| -14
| 14
|
BrokerA
|
VWAP
| 86
| null | null |
Normal monitoring
| 88
| -44
| 225
| 4
| false
|
Within IPS guidelines
|
P7183
|
Systematic
|
Roth
|
USD
|
2025-04-19
| 1,631,410
| 92,636
| 1,538,774
| 1
| 60.7
| 21.7
| 9.1
| 8.5
|
BRK.B:26.5%;BND:21.0%;HYG:26.5%;MUB:26.1%
|
US:66.2;EU:6.5;APAC:14.2;EM:8.2;Other:4.8
|
Value:+0.6;Growth:-0.3;Quality:-0.1;Size:+0.9;Momentum:-0.8;LowVol:-0.7
|
NoDerivatives
| 6
| 35
| 4
|
trailing 8%
| 160
| 20.5
|
Volatile
| 24.1
| 3.9
| 3.6
| 129
| 13
| 50
| 68
| false
|
Buy
|
Add to core equity +1%
| -13
| 5
|
BrokerA
|
MKT
| 90
| null | null |
Normal monitoring
| -35
| -24
| -11
| 3
| false
|
Monitor dispersion and breadth
|
P7184
|
Cautious
|
Taxable
|
USD
|
2025-12-05
| 872,804
| 132,419
| 740,385
| 1
| 35.5
| 31.7
| 21.4
| 11.3
|
VNQ:20.9%;HYG:20.2%;IEF:22.8%;GLD:13.3%;VOO:22.8%
|
US:68.5;EU:11.7;APAC:6.1;EM:11.5;Other:2.2
|
Value:-0.9;Growth:-0.0;Quality:+0.8;Size:+0.5;Momentum:+0.9;LowVol:-0.2
|
NoMargin
| 8
| 25
| 5.7
|
trailing 8%
| 142
| 12
|
Volatile
| 20.7
| 4.3
| 3.5
| 123
| 62
| 77
| 45
| false
|
NoAction
|
Within bands; monitor
| -3
| -9
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| 15
| -2
| 74
| 4
| false
|
Increase defensive factor exposure
|
P7185
|
Cautious
|
Taxable
|
USD
|
2025-09-09
| 209,693
| 23,950
| 185,743
| 1
| 46.9
| 33.8
| 4.6
| 14.7
|
MUB:20.6%;AMZN:8.2%;AAPL:16.1%;HYG:20.6%;BRK.B:18.2%;IEF:16.4%
|
US:74.2;EU:6.6;APAC:9.7;EM:8.5;Other:1.0
|
Value:-0.5;Growth:-0.7;Quality:-0.2;Size:+0.2;Momentum:-0.4;LowVol:-0.5
|
MaxPos8%;NoMargin
| 5
| 35
| 4.2
|
trailing 8%
| 162
| 13.4
|
Volatile
| 24.6
| 5.03
| 2.2
| 155
| -22
| 53
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -4
| -7
|
BrokerD
|
MKT
| 100
| null | null |
Normal monitoring
| -43
| 3
| 39
| 3
| false
|
Tighten stops on momentum names
|
P7186
|
Cautious
|
IRA
|
USD
|
2025-09-16
| 761,846
| 67,037
| 694,809
| 1
| 47.2
| 34.6
| 6.1
| 12.2
|
VTI:23.2%;XLF:22.6%;TSLA:16.2%;MSFT:20.8%;VNQ:17.2%
|
US:64.3;EU:10.5;APAC:14.0;EM:7.3;Other:4.0
|
Value:-0.0;Growth:0.0;Quality:-0.2;Size:-0.4;Momentum:-0.9;LowVol:-0.2
|
ESGOnly;MaxPos8%;NoDerivatives;NoMargin
| 10
| 30
| 4.1
|
trailing 8%
| 168
| 12.4
|
Bear
| 25.9
| 3.57
| 2.3
| 166
| -52
| 15
| 65
| false
|
NoAction
|
Within bands; monitor
| -6
| -30
|
BrokerC
|
LMT
| 85
| null | null |
Normal monitoring
| 105
| -52
| 143
| 4
| false
|
Tighten stops on momentum names
|
P7187
|
Opportunistic
|
IRA
|
USD
|
2025-04-04
| 1,552,471
| 137,992
| 1,414,479
| 1
| 75.6
| 17.2
| 0
| 7.3
|
BRK.B:11.3%;IEF:22.2%;MSFT:22.1%;HYG:22.2%;AMZN:22.2%
|
US:55.2;EU:19.2;APAC:10.7;EM:11.7;Other:3.1
|
Value:-0.8;Growth:-0.8;Quality:-0.4;Size:+0.2;Momentum:0.0;LowVol:-0.8
| null | 5
| 25
| 6.4
|
hard 12%
| 246
| 30.3
|
Sideways
| 19.6
| 4.43
| 2.4
| 110
| 16
| 61
| 59
| false
|
Sell
|
Trim extended winner -1%
| 15
| 3
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| 110
| -48
| 96
| 5
| false
|
Increase defensive factor exposure
|
P7188
|
Cautious
|
IRA
|
USD
|
2024-12-22
| 170,583
| 26,757
| 143,826
| 1
| 40.7
| 41.6
| 3.5
| 14.2
|
TSLA:35.4%;TLT:35.4%;VNQ:29.2%
|
US:73.4;EU:6.2;APAC:9.6;EM:9.4;Other:1.4
|
Value:+0.6;Growth:+0.2;Quality:-0.4;Size:+0.4;Momentum:0.0;LowVol:+0.3
|
MaxPos5%;NoMargin
| 5
| 25
| 5
|
hard 10%
| 114
| 14.4
|
Volatile
| 30.1
| 4.05
| 2.3
| 157
| -60
| 17
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 26
| 11
|
BrokerC
|
LMT
| 93
| null | null |
Normal monitoring
| -8
| -30
| 90
| 4
| false
|
Monitor dispersion and breadth
|
P7189
|
Hands-off
|
Trust
|
USD
|
2024-09-07
| 787,925
| 76,216
| 711,709
| 1
| 62.1
| 29.7
| 1.7
| 6.5
|
VTI:12.9%;BND:19.7%;XLF:22.5%;TSLA:22.5%;MSFT:22.5%
|
US:70.4;EU:6.0;APAC:9.6;EM:11.1;Other:3.0
|
Value:0.0;Growth:-0.6;Quality:+0.8;Size:+0.1;Momentum:+1.0;LowVol:+0.7
| null | 8
| 25
| 4.4
|
trailing 8%
| 147
| 18.3
|
Volatile
| 22.5
| 4.8
| 2.5
| 132
| 53
| 63
| 67
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 28
| -29
|
BrokerC
|
MKT
| 99
| null | null |
Normal monitoring
| 110
| 6
| 174
| 5
| false
|
Tighten stops on momentum names
|
P7190
|
Opportunistic
|
Trust
|
USD
|
2025-04-20
| 356,517
| 20,941
| 335,576
| 1
| 62.7
| 16.3
| 16.7
| 4.2
|
GLD:21.6%;MSFT:16.7%;IEF:19.9%;VOO:10.3%;TLT:9.9%;HYG:21.6%
|
US:60.7;EU:19.2;APAC:12.9;EM:6.5;Other:0.7
|
Value:+0.3;Growth:+0.9;Quality:+0.5;Size:-0.2;Momentum:-0.1;LowVol:-0.3
| null | 8
| 35
| 6.8
|
trailing 7%
| 168
| 21.3
|
Bull
| 13.5
| 3.77
| 2.6
| 74
| 63
| 72
| 37
| false
|
Sell
|
Trim extended winner -1%
| 18
| -16
|
BrokerA
|
MKT
| 90
| null | null |
Normal monitoring
| 111
| -4
| 223
| 4
| false
|
Tax-aware sells next window
|
P7191
|
Systematic
|
401k
|
USD
|
2025-05-21
| 561,467
| 51,577
| 509,890
| 1
| 64.6
| 28.5
| 0
| 6.9
|
TSLA:11.1%;VTI:25.1%;TLT:25.1%;XLF:11.3%;MSFT:17.4%;BRK.B:10.1%
|
US:55.8;EU:18.6;APAC:11.3;EM:11.3;Other:3.0
|
Value:-0.5;Growth:-0.2;Quality:-0.2;Size:-0.8;Momentum:-0.2;LowVol:-0.3
| null | 6
| 30
| 4.3
|
trailing 8%
| 176
| 27.5
|
Volatile
| 20.2
| 4.63
| 2.5
| 158
| -8
| 34
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| 5
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| 38
| -7
| 70
| 3
| false
|
Monitor dispersion and breadth
|
P7192
|
Cautious
|
IRA
|
USD
|
2025-06-12
| 397,091
| 32,218
| 364,873
| 1
| 38.3
| 31.9
| 13.9
| 15.9
|
MSFT:29.0%;VNQ:13.0%;BND:29.0%;TLT:29.0%
|
US:74.1;EU:6.7;APAC:7.9;EM:10.9;Other:0.3
|
Value:-0.5;Growth:+0.2;Quality:-0.3;Size:-0.9;Momentum:-0.9;LowVol:+0.5
|
ESGOnly;MaxPos8%;NoDerivatives;NoMargin
| 7
| 25
| 4.6
|
hard 10%
| 143
| 13.1
|
Bull
| 14.3
| 4.35
| 2.2
| 97
| 69
| 91
| 30
| false
|
Sell
|
Trim extended winner -1%
| 33
| 5
|
BrokerC
|
MKT
| 88
| null | null |
Normal monitoring
| 51
| 3
| 104
| 4
| false
|
Monitor dispersion and breadth
|
P7193
|
Hands-off
|
Trust
|
USD
|
2024-09-25
| 828,312
| 38,298
| 790,014
| 1
| 64.8
| 20.1
| 7.4
| 7.7
|
AAPL:33.9%;TLT:33.9%;XLF:32.1%
|
US:62.9;EU:17.2;APAC:12.9;EM:5.9;Other:1.1
|
Value:+0.3;Growth:+0.7;Quality:+0.3;Size:-0.2;Momentum:-0.4;LowVol:+0.4
|
ESGOnly
| 7
| 30
| 5.5
|
trailing 8%
| 161
| 12.5
|
Sideways
| 20.5
| 4.63
| 3.2
| 93
| -14
| 30
| 59
| false
|
Buy
|
Add to core equity +1%
| -5
| -23
|
BrokerD
|
MKT
| 98
| null | null |
Normal monitoring
| 24
| -43
| 82
| 3
| false
|
Tax-aware sells next window
|
P7194
|
Systematic
|
Trust
|
USD
|
2025-05-24
| 1,991,329
| 121,905
| 1,869,424
| 1
| 63.7
| 21.6
| 6.2
| 8.5
|
XLF:25.0%;BRK.B:25.0%;QQQ:25.0%;MUB:25.0%
|
US:70.1;EU:13.3;APAC:6.7;EM:9.7;Other:0.2
|
Value:-0.1;Growth:+0.3;Quality:-1.0;Size:-0.5;Momentum:-0.2;LowVol:-0.7
|
MaxPos8%
| 8
| 35
| 4.8
|
trailing 8%
| 157
| 21.6
|
Bull
| 17.8
| 4.96
| 2.8
| 74
| 118
| 100
| 45
| false
|
Buy
|
Add to core equity +1%
| 9
| 14
|
BrokerC
|
LMT
| 85
| null | null |
Normal monitoring
| -48
| -39
| 71
| 3
| false
|
Increase defensive factor exposure
|
P7195
|
Hands-off
|
Taxable
|
USD
|
2025-03-21
| 528,206
| 24,868
| 503,338
| 1
| 72.8
| 18.9
| 1.8
| 6.4
|
HYG:20.7%;BND:20.7%;AAPL:20.7%;VTI:6.2%;GLD:10.8%;VNQ:20.7%
|
US:61.5;EU:17.1;APAC:13.6;EM:6.8;Other:1.0
|
Value:+0.5;Growth:-0.3;Quality:-0.3;Size:+0.1;Momentum:-0.6;LowVol:+0.5
|
ESGOnly
| 7
| 25
| 5.3
|
trailing 8%
| 132
| 17.7
|
Sideways
| 20.3
| 3.76
| 2.4
| 94
| 38
| 64
| 68
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 1
| 6
|
BrokerC
|
LMT
| 100
| null | null |
Normal monitoring
| 96
| -53
| 223
| 3
| false
|
Tighten stops on momentum names
|
P7196
|
Hands-off
|
Roth
|
USD
|
2025-09-22
| 586,291
| 34,487
| 551,804
| 1
| 60.7
| 21.4
| 10.8
| 7.1
|
IEF:11.3%;TLT:18.8%;QQQ:16.0%;HYG:20.3%;AAPL:14.1%;VNQ:19.5%
|
US:68.4;EU:13.8;APAC:8.8;EM:6.5;Other:2.4
|
Value:+0.7;Growth:+0.9;Quality:+0.6;Size:+0.4;Momentum:-0.7;LowVol:0.0
|
ESGOnly
| 7
| 35
| 5.1
|
hard 10%
| 113
| 19
|
Bull
| 12.5
| 4.37
| 2.2
| 79
| 113
| 100
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 33
| -4
|
BrokerA
|
MKT
| 88
| null | null |
Normal monitoring
| 0
| 12
| 95
| 4
| false
|
Increase defensive factor exposure
|
P7197
|
Hands-off
|
IRA
|
USD
|
2025-09-09
| 777,329
| 66,591
| 710,738
| 1
| 64.8
| 16.1
| 12.1
| 7
|
XLF:17.4%;AAPL:22.3%;QQQ:11.0%;BRK.B:24.6%;MUB:24.6%
|
US:65.0;EU:18.8;APAC:7.7;EM:7.8;Other:0.7
|
Value:-0.4;Growth:+0.4;Quality:-0.6;Size:+0.9;Momentum:-0.4;LowVol:+0.4
|
ESGOnly
| 5
| 30
| 5.1
|
trailing 8%
| 101
| 13.1
|
Bear
| 28.5
| 4
| 1.6
| 134
| -31
| 42
| 67
| false
|
Buy
|
Add to core equity +1%
| 3
| -31
|
BrokerB
|
LMT
| 93
| null | null |
Normal monitoring
| 100
| -52
| 89
| 4
| false
|
Monitor dispersion and breadth
|
P7198
|
Cautious
|
Trust
|
USD
|
2025-04-25
| 295,722
| 32,558
| 263,164
| 1
| 40.4
| 41.6
| 3.7
| 14.3
|
VOO:27.1%;BRK.B:27.1%;AMZN:18.6%;QQQ:27.1%
|
US:67.0;EU:6.2;APAC:13.9;EM:9.5;Other:3.5
|
Value:+0.7;Growth:-0.6;Quality:+0.7;Size:-0.6;Momentum:-0.3;LowVol:-0.9
|
ESGOnly;MaxPos7%;NoMargin
| 10
| 30
| 4.6
|
hard 10%
| 115
| 12.6
|
Sideways
| 16.3
| 3.99
| 3.2
| 127
| -21
| 47
| 35
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -3
| -27
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| 53
| -37
| 95
| 3
| false
|
Within IPS guidelines
|
P7199
|
Hands-off
|
Roth
|
USD
|
2025-07-31
| 782,838
| 31,329
| 751,509
| 1
| 56.8
| 19.9
| 15
| 8.3
|
AMZN:20.5%;IEF:16.6%;MSFT:13.5%;TLT:12.3%;GLD:16.7%;XLF:20.5%
|
US:75.2;EU:6.6;APAC:6.5;EM:9.6;Other:2.2
|
Value:-0.9;Growth:-0.3;Quality:+0.2;Size:+1.0;Momentum:+0.4;LowVol:+0.7
|
ESGOnly;MaxPos7%
| 5
| 35
| 5.5
|
trailing 8%
| 163
| 15.5
|
Bull
| 11
| 4.3
| 3.1
| 116
| 76
| 99
| 41
| false
|
NoAction
|
Within bands; monitor
| 12
| 7
|
BrokerB
|
LMT
| 93
| null | null |
Normal monitoring
| 81
| -18
| 200
| 5
| false
|
Tax-aware sells next window
|
P7200
|
Opportunistic
|
401k
|
USD
|
2025-04-17
| 1,701,913
| 118,007
| 1,583,906
| 1.15
| 71.9
| 19.8
| 0
| 8.3
|
BRK.B:33.3%;IEF:33.3%;MUB:33.3%
|
US:66.3;EU:16.9;APAC:8.7;EM:7.5;Other:0.7
|
Value:-0.8;Growth:-0.5;Quality:+1.0;Size:-0.5;Momentum:+0.7;LowVol:+0.2
| null | 10
| 25
| 5
|
hard 12%
| 171
| 26.6
|
Bear
| 30.9
| 4.49
| 2.5
| 178
| -77
| 8
| 76
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -11
| -24
|
BrokerB
|
LMT
| 96
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 78
| 16
| 134
| 2
| false
|
Tighten stops on momentum names
|
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