Positions
Positions
What's held, right now. Desk-managed paper books are separated from externally reported holdings: 13Fs are quarterly disclosures, not our trades. Exit triggers and advisor votes remain below. What the desk SAID it would do is on Calls; decisions you log get graded in the Decision Log.
Persona Performance
Desk-run paper books only. Parsed from dated strategy snapshots; this is calibration evidence, not brokerage state.
Y-axis: return since each curve's first tracked date.
yolo+9.3%claude-trader+9.3%dip-buyer0.0%momentum-trader-0.3%bench-signals+5.6% SPY+11.3%QQQ+16.3%VOO+11.3%
5 of 22 desk personas have a tracked return curve — the rest do not yet have a usable curve. Dashed lines: ETF benchmarks over the same window, buy-and-hold.
Desk-managed paper books
Simulated positions run by this desk. Autotrade is labeled explicitly; every other row is a paper strategy.
Average book return -0.4% across the 19 desk strategies with a tracked return — best yolo (+10.3%), lowest core70-slice3-ex30-v1 (-11.9%). External disclosures are excluded.
13F disclosures
Externally reported quarter-end holdings. “Reported through” is the portfolio date; “loaded” is when our canonical filing package was received. These are not live positions or desk trades.
13Fs disclose shares and reported value, so the desk can calculate each holding’s allocation. Percentages below are the largest weights in the disclosed equity book, not weights in our simulated mirror. The desk checks for new filings around mid-February, mid-May, mid-August, and mid-November.
Other external mirrors
Congressional disclosures, fund mirrors, public trackers, and other externally sourced ledgers. Kept separate from desk-managed paper books.
Exit advisories
0 sell · 17 trim · 6 watch · 85 hold · as of
85 visible positions are plain HOLD — counted in the header, not listed.
AMZN bench signals in trend perspective-fading +1.3%
All originating theses fading — Risk-On Tech Rotation — Concentrated Mega-Cap + AI Supercycle (closed); SpaceX IPO Liquidity Event — $40-80B Drained from Markets, June 12 2026 (closed); AI Mega-IPO Liquidity Regime — Index Plumbing, Lockups, and the Issuance Bell (closed). Review whether to hold. (Original P&L verdict: No exit rules triggered. P&L: +1.3%, RSI 45.1, weak-down.) · current $250.38 · entry $247.23 · RSI 45.1 · 98d held
AMZN bench signals trail in trend perspective-fading +1.3%
All originating theses fading — Risk-On Tech Rotation — Concentrated Mega-Cap + AI Supercycle (closed); SpaceX IPO Liquidity Event — $40-80B Drained from Markets, June 12 2026 (closed); AI Mega-IPO Liquidity Regime — Index Plumbing, Lockups, and the Issuance Bell (closed). Review whether to hold. (Original P&L verdict: No exit rules triggered. P&L: +1.3%, RSI 45.1, weak-down.) · current $250.38 · entry $247.23 · RSI 45.1 · 98d held
AMZN claude trader in trend perspective-fading +7.6%
All originating theses fading — Risk-On Tech Rotation — Concentrated Mega-Cap + AI Supercycle (closed); SpaceX IPO Liquidity Event — $40-80B Drained from Markets, June 12 2026 (closed); AI Mega-IPO Liquidity Regime — Index Plumbing, Lockups, and the Issuance Bell (closed). Review whether to hold. (Original P&L verdict: No exit rules triggered. P&L: +7.6%, RSI 45.1, weak-down.) · current $250.38 · entry $232.69 · RSI 45.1 · 118d held
APD bench signals coming into play perspective-fading +10.6%
All originating theses fading — Gulf Infrastructure Strike Scenario (closed). Review whether to hold. (Original P&L verdict: No exit rules triggered. P&L: +10.6%, RSI 71.8, strong-up.) · current $308.22 · entry $278.62 · RSI 71.8 · 146d held
GLD bench signals coming into play perspective-fading -11.5%
All originating theses fading — The Gold Anomaly — Broken Safe Haven (closed). Review whether to hold. (Original P&L verdict: No exit rules triggered. P&L: -11.5%, RSI 35.7, strong-down.) · current $369.00 · entry $417.12 · RSI 35.7 · 146d held
GLD conviction coming into play perspective-fading -11.0%
All originating theses fading — The Gold Anomaly — Broken Safe Haven (closed). Review whether to hold. (Original P&L verdict: No exit rules triggered. P&L: -11.0%, RSI 35.7, strong-down.) · current $369.00 · entry $414.70 · RSI 35.7 · 64d held
INDA bench signals coming into play perspective-fading +1.6%
All originating theses fading — Gulf Infrastructure Strike Scenario (closed). Review whether to hold. (Original P&L verdict: No exit rules triggered. P&L: +1.6%, RSI 49.4, strong-down.) · current $47.36 · entry $46.60 · RSI 49.4 · 213d held
NVDA bench signals in trend perspective-fading +0.5%
All originating theses fading — Risk-On Tech Rotation — Concentrated Mega-Cap + AI Supercycle (closed); SpaceX IPO Liquidity Event — $40-80B Drained from Markets, June 12 2026 (closed); Physical AI / Robotics — Arms-Dealers Over Moonshots (the Embodied-AI Rotation) (closed); AI Mega-IPO Liquidity Regime — Index Plumbing, Lockups, and the Issuance Bell (closed). Review whether to hold. (Original P&L verdict: No exit rules triggered. P&L: +0.5%, RSI 39.1, weak-down.) · current $212.21 · entry $211.14 · RSI 39.1 · 146d held
NVDA yolo in trend perspective-fading +0.5%
All originating theses fading — Risk-On Tech Rotation — Concentrated Mega-Cap + AI Supercycle (closed); SpaceX IPO Liquidity Event — $40-80B Drained from Markets, June 12 2026 (closed); Physical AI / Robotics — Arms-Dealers Over Moonshots (the Embodied-AI Rotation) (closed); AI Mega-IPO Liquidity Regime — Index Plumbing, Lockups, and the Issuance Bell (closed). Review whether to hold. (Original P&L verdict: No exit rules triggered. P&L: +0.5%, RSI 39.1, weak-down.) · current $212.21 · entry $211.14 · RSI 39.1 · 146d held
NVDA claude trader in trend perspective-fading +1.4%
All originating theses fading — Risk-On Tech Rotation — Concentrated Mega-Cap + AI Supercycle (closed); SpaceX IPO Liquidity Event — $40-80B Drained from Markets, June 12 2026 (closed); Physical AI / Robotics — Arms-Dealers Over Moonshots (the Embodied-AI Rotation) (closed); AI Mega-IPO Liquidity Regime — Index Plumbing, Lockups, and the Issuance Bell (closed). Review whether to hold. (Original P&L verdict: No exit rules triggered. P&L: +1.4%, RSI 39.1, weak-down.) · current $212.21 · entry $209.26 · RSI 39.1 · 146d held
NVDA conviction in trend perspective-fading +1.8%
All originating theses fading — Risk-On Tech Rotation — Concentrated Mega-Cap + AI Supercycle (closed); SpaceX IPO Liquidity Event — $40-80B Drained from Markets, June 12 2026 (closed); Physical AI / Robotics — Arms-Dealers Over Moonshots (the Embodied-AI Rotation) (closed); AI Mega-IPO Liquidity Regime — Index Plumbing, Lockups, and the Issuance Bell (closed). Review whether to hold. (Original P&L verdict: No exit rules triggered. P&L: +1.8%, RSI 39.1, weak-down.) · current $212.21 · entry $208.42 · RSI 39.1 · 92d held
QQQ dca larry in trend perspective-fading +3.5%
All originating theses fading — AI Mega-IPO Liquidity Regime — Index Plumbing, Lockups, and the Issuance Bell (closed); The Midterm Window — Q4 Turn Watch (closed). Review whether to hold. (Original P&L verdict: No exit rules triggered. P&L: +3.5%, RSI 36.5, weak-down.) · current $704.47 · entry $680.53 · RSI 36.5 · 235d held
SPY dca larry coming into play perspective-fading +4.8%
All originating theses fading — AI Mega-IPO Liquidity Regime — Index Plumbing, Lockups, and the Issuance Bell (closed); The Midterm Window — Q4 Turn Watch (closed). Review whether to hold. (Original P&L verdict: No exit rules triggered. P&L: +4.8%, RSI 45.2, weak-down.) · current $763.96 · entry $729.24 · RSI 45.2 · 235d held
TLT conviction retreating perspective-fading -0.7%
All originating theses fading — SpaceX IPO Liquidity Event — $40-80B Drained from Markets, June 12 2026 (closed). Review whether to hold. (Original P&L verdict: No exit rules triggered. P&L: -0.7%, RSI 66.5, weak-up.) · current $81.74 · entry $82.31 · RSI 66.5 · 64d held
XLU bench signals coming into play perspective-fading -5.1%
All originating theses fading — The Midterm Window — Q4 Turn Watch (closed). Review whether to hold. (Original P&L verdict: No exit rules triggered. P&L: -5.1%, RSI 63.6, weak-up.) · current $42.87 · entry $45.17 · RSI 63.6 · 98d held
XLU bench signals trail coming into play perspective-fading -5.1%
All originating theses fading — The Midterm Window — Q4 Turn Watch (closed). Review whether to hold. (Original P&L verdict: No exit rules triggered. P&L: -5.1%, RSI 63.6, weak-up.) · current $42.87 · entry $45.17 · RSI 63.6 · 98d held
XOP yolo in trend partial-profit +15.7%
+15.7% — consider partial at +15% (CRSP lesson: was +16.2%, reversed to -4.8%). · current $196.87 · entry $170.18 · RSI 57.5 · 98d held
AVGO bench signals coming into play near-stop -14.2%
Signal AVGO: -14.2% — approaching -15% stop. · current $323.24 · entry $376.71 · RSI 34.8 · 129d held
BG bench signals coming into play near-stop -13.4%
Signal BG: -13.4% — approaching -15% stop. · current $103.15 · entry $119.15 · RSI 38.7 · 98d held
BG bench signals trail coming into play near-stop -13.4%
Signal BG: -13.4% — approaching -15% stop. · current $103.15 · entry $119.15 · RSI 38.7 · 98d held
COST claude trader coming into play rsi-overbought-watch +6.9%
RSI 78.7 approaching overbought. Watch for exhaustion. · current $1,018 · entry $952.54 · RSI 78.7 · 118d held
UNH claude trader trail in trend rsi-overbought-watch +13.3%
RSI 72.2 approaching overbought. Watch for exhaustion. · current $424.98 · entry $374.97 · RSI 72.2 · 25d held
UNH claude trader in trend rsi-overbought-watch +13.3%
RSI 72.2 approaching overbought. Watch for exhaustion. · current $424.98 · entry $374.97 · RSI 72.2 · 25d held
Holdings advisors
Simulated exit-rule advisors voting on the live books (RH live) — decision support for real positions, not paper trades. As of .
0 actionable advisor votes (sell/trim/watch) across 1 held positions.
Show advisor votes Hide advisor votes
Each advisor is a named exit-rule persona; the chorus is all of them voting on one position. Showing 1 of 1 positions, sell/trim/watch first.
Chorus digest — all advisors on one ticker. Showing 1 of 1; action verdicts and dissents first.
AAPL HOLD 67% bull 1 @zephyr_z9 TRIM @zephyr_z9 is bear on AAPL (conv 0.30): "Apple iPhone 18 Pro orders cut 15% due to weak demand". You're +16.6%. Cut to half.
Recent Paper Actions
Executed paper trades, newest first. Price and rationale come from the recorded action event.
PFEbench signals $30.42
Signal PFE: +21.4% — +20% profit target hit. · 39.9202 shares
METAbench signals trail $648.85
Signal META: peaked at +41.8%, now +18.0%, and 16.8% off its peak ($779.82). Trailing stop on the winner — bank it. · 1.8185 shares
TLNbench signals trail $331.42
Signal TLN: peaked at +24.2%, now +5.4%, and 15.1% off its peak ($390.54). Trailing stop on the winner — bank it. · 3.1801 shares
BWXTbench signals trail $127.30
Signal BWXT: -18.8% — -15% stop triggered. · 6.3784 shares
BWXTbench signals $127.30
Signal BWXT: -18.8% — -15% stop triggered. · 6.3784 shares
CRSbench signals trail $292.26
Signal CRS: -27.3% — -15% stop triggered. · 2.4883 shares
CRSbench signals $292.26
Signal CRS: -27.3% — -15% stop triggered. · 2.4883 shares
CVXyolo $224.99
+20.1% — hit +20% target. TAKE THE MONEY. · 37.3572 shares
SKYYswing kid $158.51
-8.1% — initial 5% stop hit. Move on. · 17.2022 shares
AVGOclaude trader $328.75
-12.7% loss with accelerating momentum (7D: -9.1%). Exit at -12% per playbook. · 7.96 shares
GILDyolo $157.37
+20.7% — hit +20% target. TAKE THE MONEY. · 26.84 shares
AMATcore70 slice3 ex30 v1 $430.01
-16.9% loss — default -15% stop. · 19.336 shares
SPXLdegen $287.63
Trend weak-down, 7D -3.1% — the strength I chased is gone. No strength, no position. · 66.6131 shares
TQQQdegen $74.12
Trend weak-down, 7D -11.4% — the strength I chased is gone. No strength, no position. · 252.1033 shares
SPXLdegen $295.69
The S&P 500 fund sits just under its record, above its 20-day and well above its 200-day with momentum in the continuation band, so the book takes its standard 20% three-times leg with a 15% stop. · 66.6131 shares
TQQQdegen $78.13
The Nasdaq-100 fund holds a strong uptrend above its 20-day with momentum in the continuation band and volatility calm, so the book takes its standard 20% three-times leg with a 15% stop. · 252.1033 shares
XLEbench signals $67.20
Signal XLE: +20.4% — +20% profit target hit. · 17.92 shares
NTRclaude trader $67.76
Nutrien has closed below its 200-day three sessions running and finished under the line our research wrote in advance, so we take the small gain and step aside rather than wait for a repair the tape is not offering. · 67.5773 shares
SKYYswing kid $172.47
Cloud-computing fund closed above the top of a nine-week range on more than three times normal volume and finished at the day's high — a clean breakout at standard size, stop 5% under the fill. · 17.2022 shares
BGclaude trader $102.73
-13.8% loss, death cross active — within 3% of stop with negative signal. Exit early. · 20.982 shares
BGclaude trader trail $102.73
-13.8% loss, death cross active — within 3% of stop with negative signal. Exit early. · 20.982 shares
LAZRswing kid $44.50
-7.5% — initial 5% stop hit. Move on. · 61.7827 shares
TLNbench signals $378.32
Signal TLN: +20.3% — +20% profit target hit. · 3.1801 shares
TTMIyolo $133.14
+20.4% — hit +20% target. TAKE THE MONEY. · 45.2325 shares