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+12.0%claude-trader+10.2%bench-signals+2.1% SPY+13.2%QQQ+20.8%VOO+13.3%
3 of 18 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 +1.6% across the 16 desk strategies with a tracked return — best yolo (+12.2%), lowest conviction (-0.9%). 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 · 0 trim · 4 watch · 116 hold · as of
116 visible positions are plain HOLD — counted in the header, not listed.
AMGN claude trader trail in trend rsi-overbought-watch +15.4%
RSI 71.9 approaching overbought. Watch for exhaustion. · current $419.38 · entry $363.39 · RSI 71.9 · 38d held
AMGN claude trader in trend rsi-overbought-watch +15.4%
RSI 71.9 approaching overbought. Watch for exhaustion. · current $419.38 · entry $363.39 · RSI 71.9 · 38d held
LHX bench signals coming into play near-stop -12.3%
Signal LHX: -12.3% — approaching -15% stop. · current $278.38 · entry $317.51 · RSI 42.0 · 113d held
NKE claude trader retreating near-stop -11.5%
-11.5% — approaching -15% stop. Monitor closely. · current $39.09 · entry $44.19 · RSI 36.0 · 136d held
Holdings advisors
Simulated exit-rule advisors voting on the live books (RH live) — decision support for real positions, not paper trades. As of .
1 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.
AAPL coming into play Old Hank WATCH +11.5% 65.4 rsi-overheating-watch Up 11.5% with RSI 65.4. Getting toppy. Stay close.
Chorus digest — all advisors on one ticker. Showing 2 of 2; action verdicts and dissents first.
AAPL HIGH-CONFIDENCE HOLD 100% bull 0 Pelosi household HOLD Pelosi household neutral on AAPL (conv 0.30): "Closed prior position (P&L $0, 0.0%) — thesis may have changed". No strong directional view from this voice.
SKYY HIGH-CONFIDENCE HOLD 100% bull 0 r/wallstreetbets aggregate HOLD WSB hasn't found SKYY. Either too quiet or too small for the crowd. That's fine — most of the alpha is below the meme radar. Hold.
Recent Paper Actions
Executed paper trades, newest first. Price and rationale come from the recorded action event.
EPDswing kid $38.90
20-day reclaim +2.31% on 1.53x volume, strong-up, golden cross, stacked over 20/50/200, RSI 62.6, 30d +5.22% vs SPY +2.85%; stop 5% under, trail to breakeven at +3% · 89.9743 shares
TQQQdegen $74.60
QQQ's back to strong-up at RSI 57 above its 20-day and TQQQ itself just ripped +2.11% reclaiming strong-up — the slot that died on a trend flip refills now that the trend flipped back, not before. · 268.0965 shares
SOXLyolo $140.25
Rule 10 (adopted 2026-08-08, user call): 200-day reclaim + RSI recross above 40 from below — SOXL $140.25, RSI 47.0, +39.1% vs 200-day, golden cross intact, +22.25% week. -20% stop per book rules. · 49.9109 shares
ATENbench signals $26.84
Oversold entry signal: RSI 27.8, a pullback inside a one-year uptrend, taken at the standard signal size. · 37.2578 shares
NGKIFbench signals $34.02
Oversold entry signal: RSI 29.3, the lowest reading in the optical supply-chain book — a thinly traded listing, taken at the standard signal size. · 29.3945 shares
TTDbench signals $13.80
Oversold entry signal: RSI 28.2 after a 27.6% one-month decline, taken at the standard signal size. · 72.4638 shares
TNAdegen $73.50
Small caps are holding their uptrend above the 20-day, so I'm taking triple exposure to the Russell alongside the other two legs. · 272.1088 shares
TQQQdegen $72.84
Nasdaq strength holds above its 20-day even on a cooling day, so I'm loading triple exposure into the trend. · 274.5744 shares
SPXLdegen $292.85
The S&P is grinding higher above its 20-day, so I'm buying triple the exposure to the trend, not waiting for a dip. · 68.2943 shares
NETyolo $301.33
NET printed +27% past the target and got cashed out anyway — the rule doesn't care how good the chart still looks, +20% means TAKE THE MONEY. · 16.8611 shares
DDOGyolo $288.15
DDOG rang the +20% bell right on schedule — SaaS re-accumulate thesis played out clean, no drama, just the mechanical exit doing its job. · 29.1946 shares
COSTclaude momentum $947.85
Death cross plus a small loss is a broken trend, not a dip to defend. Out at -0.9%, capital freed for the next setup. · 4.18 shares
DDOGbench signals $288.15
Signal DDOG closed at +20.2% — the +20% profit-target rule fired. · 4.1707 shares
DECKclaude momentum $103.92
2026-07-28 EOD full-scan buy · 38.4911 shares
CROXbench signals $135.94
2026-07-28 EOD full-scan buy · 7.3562 shares
AAPLbench signals $340.08
2026-07-28 EOD full-scan buy · 2.9405 shares
DDOGclaude trader $250.88
2026-07-28 EOD full-scan buy · 9.9649 shares
SLBswing kid $52.42
Breakout above 20d high on 2.34x RelVol, RSI 65.5, +11.4% above SMA20, golden cross + strong-up trend. 30D RS +12.47% vs SPY +0.78% (strong outperform). No earnings flag in corpus. First trade since SBUX stop 07-07. Tier-A daily persona pass 2026-07-26 on 07-24 close. · 85.8451 shares
AEHRbench signals trail $76.32
Trailing stop on a winner: peaked +24.9%, gave back to -5.8% — trail-the-winner rule banked it. · 12.3381 shares
NTRclaude trader $68.10
Written add-condition fired: cleared the $67.40 desk level and the SMA50; RSI repair 28.8→57.5 across four scans. · 29.3686 shares
CFclaude trader $125.07
Regime upgraded pullback→uptrend with thesis intact; strong-up + golden cross on the nitrogen leg beside NTR/BG/DE. · 19.9888 shares
LYBbench signals $60.32
Confirmed price-alert trigger: RSI held above 50 a second scan, 30D swung positive — mechanical $1K tranche. · 16.5782 shares
DPZbench signals $332.97
Quality-accumulate signal: RSI 61.0, +15.8% 30D, the one consumer name strengthening — mechanical $1K tranche. · 3.0033 shares
ABBVbench signals $259.36
Quality-accumulate signal: RSI 67.4 strong-up GC, +11.2% 30D — fresh signal after the prior +20% target exit. · 3.8556 shares