Trade log

Rules

• Start $100,000 bought at the 2026-10-05 close (day 0 = buys only). Whole shares, no commissions or slippage.
• Universe: Set 1 + Set 2 + watch groups from that day's close snapshot (2y cycle buy/sell levels, action, Score, cycles/yr).
• Entry: action BUY NOW or price ≤ buy level +2%; upside to sell level ≥ 5%; Score ≥ 70 (when available); never SELL NOW / PREPARE TO SELL.
• Rank: Score × upside (capped at the +8% take-profit) × cycles/yr bonus (+4% per cycle, max 10); ×0.75 if >10% under the buy floor.
• Sizing: max 10 names; target = 10% of CURRENT equity, Score/rank-tilted within 7–13%. Sizes grow as the portfolio grows.
• SELL at close if: (a) price ≥ sell level or action turns SELL NOW / PREPARE TO SELL; (b) take-profit +8% from avg cost; (c) stop-loss -8%; (d) time stop: held > 1.5× the name's avg buy→sell days with return < +2%.
• BUY / ADD: after sells, redeploy all cash into top-ranked names not held (skip names sold in the last 3 sessions); then top up holdings still entry-qualified and under target (top-ups under 0.5% of equity skipped); leftover rounding cash buys extra whole shares of names traded that day (≤ 13% cap).
• Rules v3 (from the 2026-10-15 close; earlier days/trades unchanged, existing positions kept): (1) up-day confirmation: only open or add a name that closed up on the day; (2) BUY NOW only: no 'within 2% of buy level' entries and no top-ups of non-BUY NOW names; (3) theme cap: max 2 names and ~25% of equity per theme (semis/AI hardware, AI infra/data center, energy, software/internet, financials, consumer, industrials, real estate/utilities, healthcare, other); (4) keep 15% of equity in cash and open at most 2 new names per day.
• HOLD everything else (reason logged per position per day).
• Prices: yfinance official close for the session, else the close-snapshot price, else raw yfinance CSV — never invented. Simulation only, not advice.

Previous run (archived)

• Run 1 · Analysis heuristic (2026-09-14 → 2026-10-05) — end $105,646.76 (+5.65%), 16 days