Live as of Aug 23, 2026. Entry prices, corrective actions, and diversification notes below appear once Momentum, Risk, and Scout have run again with the updated instructions.
Diversificationreal · Aug 23
Herfindahl-based concentration read.
Profitreal — Aug 23, 2026
+$14,328.94
+2.98% on $480,000 core capital
Realized $8,184
Unrealized $1,463
Interest (est.) $4,681
Interest is estimated from cash-balance behavior; IBKR exposes no direct interest ledger via the connector. Unrealized gains are open, not yet secured.
Today's moversno data yet
Top gainers and losers by dollar change, from today's Risk run.
Concentration & cash trendaccumulating history
Concentration score and cash % over time — expect a single dot until a few runs accumulate.
NAV trendaccumulating history
Account net liquidation value over time, from each day's Risk run.
Priority diversification actionssample · correlation-based
1
Add duration exposure — e.g. AGG or TLT
Zero bond exposure currently. Bonds carry low or negative correlation to equities in risk-off scenarios.
2
Consolidate SPY5 + SPYL into one line
Correlation between these two is effectively 1.0 — freeing that redundant weight lowers variance without changing market exposure.
3
Add ex-US or EM equity exposure
Zero non-US developed or emerging-market exposure right now.
Hedge candidates testedno data yet
Every hedge candidate Risk actually computed a correlation for, not just the one recommended. More negative correlation = better hedge.
Momentum funnelno data yet
How many of the screened universe survived each stage, from the most recent Momentum run.
Momentum screenerreal · Aug 21 close
LLYPASS
All 6 gates cleared — trend, liquidity, not overextended.
KOPASS
All 6 gates cleared, within 10% of 52wk high.
JNJPASS
All 6 gates cleared, positive 6mo return.
DELLWATCH
Fails only the 52wk-high gate, 14.0% off high.
Risk flagsreal · Aug 23
HIGHSPY5 / SPYL
68.7% of NAV is a single S&P 500 bet across two share classes.
MEDMega-cap / AI
Stacked exposure via S&P top-10 plus direct NVDA/GOOG/MU holdings.
MEDMU / SNDK / NVDA
Correlated memory-cycle cluster, 4.6% of NAV.
Scout themesreal · Aug 23
SKHYlead
Only HBM-leader leg not held — 56.4% HBM share, new Nasdaq listing.
SNDKwatch
NAND (existing leg) may flip to oversupply H2 2027.