$ experiment status — CLOSED(January 20, 2026 → May 22, 2026)
Portfolio frozen at market close on May 22, 2026. No further trades or updates will be recorded.
Equity CurveLOADING
MetricsLOADING
Holdings
Trade Log
Decisions
SIMULATED PERFORMANCE · EDUCATIONAL PURPOSES ONLY · NOT FINANCIAL ADVICE
Equity CurveCHART
MetricsFINAL
Total Return
+6.92%
Portfolio Value (May 22)
$106,920.90
P&L
+$6,920.90
Allocation
GOOGL21.4%
AMZN21.4%
TTE14.3%
SHEL14.3%
TRV14.3%
TSM14.3%
Final Holdings6 · AS OF MAY 22
Ticker
Weight
GOOGL
21.4%
AMZN
21.4%
TTE
14.3%
SHEL
14.3%
TRV
14.3%
TSM
14.3%
Trade Log134 · JAN 20 – MAY 22
05/18 12:44BUYGOOGLx27.43151881@$400.90
05/18 12:44BUYTSMx15.496510063@$393.99
05/18 12:44BUYTTEx108.900533049@$93.80
05/18 12:44BUYSHELx115.174991543@$88.69
05/18 12:44BUYTRVx33.543066364@$304.53
05/18 12:44BUYAMZNx42.276742867@$264.65
05/18 12:44SELLMSFTx10.332412342@$419.26
05/18 12:44SELLNEMx35.190856857@$109.26
Decisions18
▶WEEK 18May 18$107,186.50
SELL B x90.274513992 — RISK_OVERRIDE: Risk score 94, extreme IV, activist campaign, and commodity dependency make uninvestable. Not in target portfolio.
SELL FSM x392.727695167 — SECTOR_ROTATION: Materials sector avoided in late-cycle regime. Composite score capped at 64, conviction NONE.
SELL GEN x190.349099099 — LOW_SCORE: Final composite score 63.3 (C). Insufficient conviction for capital allocation; rotates cash into higher-scoring opportunities.
SELL HMY x234.633536923 — SECTOR_ROTATION: Materials sector avoided. Composite score capped at 64, conviction NONE. High South Africa concentration risk.
SELL KGC x133.346481539 — SECTOR_ROTATION: Materials sector avoided. Despite strong fundamentals, capped composite 64 prevents new buying; exit into cash.
SELL MSFT x10.332412342 — LOW_SCORE: Final composite score 62.95 (C). Technical downtrend and low FCF yield outweigh dominant fundamentals in current regime.
SELL NEM x35.190856857 — SECTOR_ROTATION: Materials sector avoided. Composite score capped at 64, conviction NONE. Profit cycle at peak; lock in gains.
Version History1
Apr 27, 2026
DeepSeek V3.2→Deepseek V4 Pro
05/18 12:44
SELL
B
x90.274513992
@$40.45
05/18 12:44SELLKGCx133.346481539@$28.54
05/18 12:44SELLFSMx392.727695167@$9.56
05/18 12:44SELLPAASx69.003102547@$55.17
05/18 12:44SELLGENx190.349099099@$23.94
05/18 12:44SELLHMYx234.633536923@$16.36
05/11 13:19BUYKGCx133.346481539@$31.69
05/11 13:19BUYAMZNx15.578912442@$271.25
05/11 13:19BUYNEMx35.190856857@$120.08
05/11 13:19BUYBx90.274513992@$46.81
05/11 13:19BUYFSMx392.727695167@$10.76
05/11 13:19BUYPAASx69.003102547@$61.24
05/11 13:19BUYHMYx234.633536923@$18.01
05/11 13:19BUYMSFTx10.332412342@$408.98
05/11 13:19BUYGENx190.349099099@$22.20
05/11 13:19BUYGOOGLx10.766516344@$392.49
05/11 13:19BUYTSMx10.444524086@$404.59
05/11 13:19SELLNVDAx14.652266914@$219.90
05/11 13:19SELLNEEx33.167157894@$95.58
05/11 13:19SELLAVGOx7.556792018@$428.83
05/11 13:19SELLJPMx10.1389452@$300.34
05/11 13:19SELLMSx12.650179666@$191.84
05/04 14:14SELLTSMx8.273568473@$399.97
05/04 14:14SELLMSx4@$188.75
04/27 13:52BUYMSx16.650179666@$189.24
04/27 13:52BUYAVGOx7.556792018@$416.96
04/27 13:52BUYNVDAx14.652266914@$215.04
04/27 13:52BUYNEEx33.167157894@$95.00
04/27 13:52BUYJPMx10.1389452@$310.77
04/27 13:52SELLZMx214.798143851@$90.88
04/27 13:52SELLTSMx27@$403.43
04/20 14:34BUYZMx214.798143851@$90.51
04/20 14:34SELLLRCXx42.144097353@$263.20
04/20 14:34BUYTSMx35.273568473@$367.44
04/20 14:34SELLKGCx332.214192282@$34.70
04/20 14:34SELLUSBx198.691152815@$57.20
04/20 14:34SELLMUx26.595779803@$447.26
04/20 14:34SELLNVDAx59.065189671@$200.65
04/20 14:34SELLRTXx55.373430962@$195.83
04/20 14:34SELLDx178.171699325@$62.46
04/20 14:34SELLORCLx72.250308742@$176.30
04/13 14:44BUYLRCXx42.144097353@$263.78
04/13 14:44BUYORCLx72.250308742@$153.86
04/13 14:44BUYRTXx55.373430962@$200.76
04/13 14:44BUYUSBx198.691152815@$55.95
04/13 14:44BUYMUx26.595779803@$417.99
04/13 14:44BUYNVDAx59.065189671@$188.21
04/13 14:44SELLSUx201.604063205@$65.01
04/13 14:44SELLSHELx143.910087012@$92.54
04/13 14:44SELLNEEx145.078947368@$91.98
04/13 14:44SELLDx37@$62.70
04/13 14:44SELLKGCx137@$33.55
04/13 14:44SELLAAx210.80393391@$73.26
03/30 13:39BUYAAx210.80393391@$63.55
03/30 13:39BUYNEEx145.078947368@$92.34
03/30 13:39BUYSUx201.604063205@$66.45
03/30 13:39BUYSHELx143.910087012@$93.09
03/30 13:39BUYDx215.171699325@$62.26
03/30 13:39SELLSLBx162.514389947@$52.27
03/30 13:39SELLCNQx164.572132156@$49.96
03/30 13:39SELLPFEx299.531565184@$27.53
03/30 13:39SELLUSBx155.065944691@$50.75
03/30 13:39SELLNEMx81.546425302@$103.05
03/30 13:39SELLKGCx216@$28.59
03/30 13:39SELLTx279.974162011@$29.07
03/30 13:39SELLCSCOx152.742628368@$77.44
03/23 13:28BUYCNQx164.572132156@$48.72
03/23 13:28BUYSLBx162.514389947@$49.34
03/23 13:28BUYTx279.974162011@$28.64
03/23 13:28BUYNEMx81.546425302@$98.33
03/23 13:28BUYCSCOx152.742628368@$78.68
03/23 13:28BUYUSBx155.065944691@$51.71
03/23 13:28BUYPFEx299.531565184@$26.77
03/23 13:28SELLKGCx685@$27.83
03/23 13:28SELLPGx276.804191243@$144.09
03/16 13:01BUYPGx252.309420002@$151.38
03/16 13:01BUYKGCx1370.214192282@$30.58
03/16 13:01SELLGILDx40.297307568@$144.45
03/09 14:21SELLPGx8@$154.49
03/09 14:21SELLMRKx43.001069078@$116.03
03/09 14:21SELLGILDx13@$145.26
03/09 14:21SELLBMYx130.06566416@$60.13
03/02 13:21SELLSUx187.609873462@$57.41
03/02 13:21SELLCOPx95.715493726@$116.25
03/02 13:21SELLDXCMx141.794433455@$72.64
03/02 13:21SELLGILDx52@$149.51
03/02 13:21SELLBMYx129@$62.06
03/02 13:21SELLMRKx43@$121.53
03/02 13:21SELLPGx32@$164.30
02/23 11:40BUYCOPx95.715493726@$109.98
02/23 11:40BUYSUx187.609873462@$56.11
02/23 11:40BUYGILDx4.068574478@$149.91
02/23 11:40SELLDXCMx78@$74.19
02/23 11:40SELLMRKx42@$123.35
02/23 11:40SELLPGx34@$164.14
02/23 11:40SELLBMYx1@$61.10
02/17 11:36BUYDXCMx219.794433455@$70.82
02/17 11:36BUYGILDx101.22873309@$153.76
02/17 11:36BUYMRKx128.001069078@$121.60
02/17 11:36BUYBMYx260.06566416@$59.85
02/17 11:36SELLBACx424.119440014@$53.23
02/17 11:36SELLKGCx713.780495079@$33.34
02/17 11:36SELLPGx131@$159.25
02/09 12:27BUYBACx424.119440014@$56.43
02/09 12:27BUYKGCx713.780495079@$33.53
02/09 12:27SELLKOx545.180364992@$77.76
02/09 12:27SELLPGx38@$156.81
02/02 13:31BUYPGx267.494771241@$153.00
02/02 13:31BUYKOx545.180364992@$75.07
02/02 13:31SELLMRKx247.647756355@$112.40
02/02 13:31SELLPFEx687.67246713@$26.43
02/02 13:31SELLJNJx80.456137175@$229.26
02/02 13:31SELLZTSx143.842271293@$123.96
01/26 13:21BUYZTSx143.842271293@$123.63
01/26 13:21BUYPFEx687.67246713@$25.86
01/26 13:21BUYMRKx132.610116009@$107.75
01/26 13:21BUYJNJx80.456137175@$221.03
01/26 13:21SELLEXCx278.334224003@$44.31
01/26 13:21SELLMDLZx217.051397812@$58.26
01/26 13:21SELLUSBx228.519012797@$55.82
01/26 13:21SELLPEPx85.551912942@$144.91
01/20 11:33BUYEXCx278.334224003@$44.91
01/20 11:33BUYPEPx85.551912942@$146.11
01/20 11:33BUYUSBx228.519012797@$54.70
01/20 11:33BUYMDLZx217.051397812@$57.59
01/20 11:33BUYMRKx115.037640346@$108.66
SELL
PAAS
x69.003102547
— RISK_OVERRIDE: Risk score 100, extreme IV, and Latin America concentration make uninvestable.
BUY GOOGL — Increasing position from 4.03% to 14.29% target. Strong B-rated (74.95) with dominant moat, fortress balance sheet, and upcoming I/O catalyst.
BUY AMZN — Increasing position from 3.85% to 14.29% target. B-rated (65.8) with technical uptrend and strong AI catalyst still active.
BUY TTE — New position at 9.53%. Strong integrated energy major with improving margins, diversified LNG/upstream portfolio, low P/E 13.8x, 57% YoY earnings growth.
BUY SHEL — New position at 9.53%. Attractively valued integrated energy with strong FCF yield (4.9%), HSBC upgrade to Buy, LNG leadership benefits from geopolitical supply disruptions.
BUY TRV — New position at 9.53%. Quality P&C insurer with strong underwriting culture, exceptional FCF ($13.3B), 9.1x P/E, 20% FCF yield signals deep value.
BUY TSM — Increasing position from 3.83% to 9.53% target. B-rated (65.1) despite elevated geopolitical risk. Technical uptrend and AI secular demand support.
▶WEEK 17May 11$109,475.30
SELL AVGO x7.556792018 — C-rated position, not in target portfolio. Full exit per sector rotation / low conviction rule.
SELL JPM x10.1389452 — Financial sector avoided per macro guidance. Full exit.
SELL MS x12.650179666 — Financial sector avoided per macro guidance. Full exit.
SELL NEE x33.167157894 — Utilities sector avoided per macro guidance. Full exit.
SELL NVDA x14.652266914 — C-rated, elevated catalyst risk with earnings in 9 days. Full exit, capital redeployed.
BUY GEN — New position at 3.86% target weight. Cybersecurity subscription model with strong fundamentals and catalyst.
BUY TSM — New position at 3.86% target weight. AI semiconductor leader with exceptional fundamentals.
BUY GOOGL — New position at 3.86% target weight. Search/AI dominance with strong catalyst profile.
BUY KGC — New position at 3.86% target weight. Gold producer with strong margins and technical momentum.
BUY NEM — New position at 3.86% target weight. World's largest gold miner with buyback catalyst.
BUY AMZN — New position at 3.86% target weight. Diversified AI ecosystem with AWS and advertising.
BUY FSM — New position at 3.86% target weight. Gold/silver miner with buyback momentum and improving profile.
BUY MSFT — New position at 3.86% target weight. Widest enterprise moat with perfect fundamental score despite broken technicals.
BUY HMY — New position at 3.86% target weight. South African gold miner with post-earnings catalyst window.
BUY B — New position at 3.86% target weight. Barrick Mining with massive Q1 beat and $3B buyback.
BUY PAAS — New position at 3.86% target weight. Silver/gold producer with $1B capital return plan and strong technicals.
▶WEEK 16May 4$109,078.03
SELL MS x4 — TRIM_25 per orchestrator: reducing MS position by ~25% (4 of 16.65 shares) to comply with Financials sector avoidance, raise cash, and reduce sector concentration. Risk score 67 triggers stop-loss discipline on remainder.
SELL TSM x8.273568473 — STOP_LOSS full liquidation: Risk score 86 (VERY HIGH) triggers mandatory exit. Existential Taiwan Strait geopolitical risk, inverted IV term structure, and extreme volatility override fundamental strength. Full position liquidated to protect capital.
▶WEEK 15Apr 27$109,405.70
SELL TSM x27 — Reducing position from 13.01% to 2.88% per concentration risk mandate; TSM retained at target allocation
SELL ZM x214.798143851 — Communication Services is macro-avoided sector; ZM rated C with governance red flags and death cross; full exit
BUY NVDA — New position at 2.88% target weight; dominant AI/GPU leader with exceptional fundamental quality
BUY JPM — New position at 2.88% target weight; best-in-class financials with wide moat and strong catalyst momentum
BUY NEE — New position at 2.88% target weight; high-quality defensive utility with renewable growth and favorable technicals
BUY AVGO — New position at 2.88% target weight; AI networking leader with dominant uptrend, small allocation per elevated governance risk
BUY MS — New position at 2.88% target weight; diversified financial with strong earnings momentum and favorable catalyst profile
▶WEEK 14Apr 20$108,007.67
SELL D x178.171699325 — Not in target portfolio - full exit
SELL KGC x332.214192282 — Not in target portfolio - full exit
SELL LRCX x42.144097353 — Not in target portfolio - full exit
SELL MU x26.595779803 — Not in target portfolio - full exit
SELL NVDA x59.065189671 — Not in target portfolio - full exit
SELL ORCL x72.250308742 — Not in target portfolio - full exit
SELL RTX x55.373430962 — Not in target portfolio - full exit
SELL USB x198.691152815 — Not in target portfolio - full exit
BUY ZM — New position at 18%
BUY TSM — New position at 12%
▶WEEK 13Apr 13$104,579.22
SELL AA x210.80393391 — Not in target portfolio - full exit
SELL D x37 — Reducing position from 12.9% to 10.63%
SELL KGC x137 — Reducing position from 15.04% to 10.63%
SELL NEE x145.078947368 — Not in target portfolio - full exit
SELL SHEL x143.910087012 — Not in target portfolio - full exit
SELL SU x201.604063205 — Not in target portfolio - full exit
BUY NVDA — New position at 10.63%
BUY MU — New position at 10.63%
BUY ORCL — New position at 10.63%
BUY USB — New position at 10.63%
BUY RTX — New position at 10.63%
BUY LRCX — New position at 10.63%
▶WEEK 12Apr 6$106,368.36
HOLD — No trade opportunities met criteria this week.
▶WEEK 11Mar 30$100,600.49
SELL CNQ x164.572132156 — Not in target portfolio - full exit
SELL CSCO x152.742628368 — Not in target portfolio - full exit
SELL KGC x216 — Reducing position from 19.48% to 13.33%
SELL NEM x81.546425302 — Not in target portfolio - full exit
SELL PFE x299.531565184 — Not in target portfolio - full exit
SELL SLB x162.514389947 — Not in target portfolio - full exit
SELL T x279.974162011 — Not in target portfolio - full exit
SELL USB x155.065944691 — Not in target portfolio - full exit
BUY D — New position at 13.33%
BUY SHEL — New position at 13.33%
BUY NEE — New position at 13.33%
BUY SU — New position at 13.33%
BUY AA — New position at 13.33%
▶WEEK 10Mar 23$98,993.32
SELL KGC x685 — Reducing position from 38.52% to 19.26%
SELL PG x276.804191243 — Not in target portfolio - full exit
BUY CSCO — New position at 12.14%
BUY CNQ — New position at 8.1%
BUY USB — New position at 8.1%
BUY SLB — New position at 8.1%
BUY PFE — New position at 8.1%
BUY T — New position at 8.1%
BUY NEM — New position at 8.1%
▶WEEK 9Mar 16$104,752.88
SELL GILD x40.297307568 — Not in target portfolio - full exit
BUY KGC — New position at 40%
BUY PG — Increasing position from 3.54% to 40%
▶WEEK 8Mar 9$104,844.97
SELL BMY x130.06566416 — Not in target portfolio - full exit
SELL MRK x43.001069078 — Not in target portfolio - full exit
SELL GILD x13 — Reducing position from 7.38% to 5.53%
SELL PG x8 — Reducing position from 4.78% to 3.59%
▶WEEK 7Mar 2$105,907.46
SELL BMY x129 — Reducing position from 15.2% to 7.6%
SELL COP x95.715493726 — Not in target portfolio - full exit
SELL DXCM x141.794433455 — Not in target portfolio - full exit
SELL GILD x52 — Reducing position from 14.87% to 7.44%
SELL MRK x43 — Reducing position from 9.86% to 4.93%
SELL PG x32 — Reducing position from 10% to 5%
SELL SU x187.609873462 — Not in target portfolio - full exit
▶WEEK 6Feb 23$105,267.89
SELL BMY x1 — Reducing position from 15.09% to 15%
SELL DXCM x78 — Reducing position from 15.52% to 10%
SELL MRK x42 — Reducing position from 15.01% to 10%
SELL PG x34 — Reducing position from 15.36% to 10%
BUY SU — New position at 10%
BUY GILD — Increasing position from 14.42% to 15%
BUY COP — New position at 10%
▶WEEK 5Feb 17$103,766.25
SELL BAC x424.119440014 — Not in target portfolio - full exit
SELL KGC x713.780495079 — Not in target portfolio - full exit
SELL PG x131 — Reducing position from 35.22% to 15%
BUY MRK — New position at 15%
BUY GILD — New position at 15%
BUY BMY — New position at 15%
BUY DXCM — New position at 15%
▶WEEK 4Feb 9$104,751.90
SELL KO x545.180364992 — Not in target portfolio - full exit
SELL PG x38 — Reducing position from 40.04% to 34.29%
BUY KGC — New position at 22.86%
BUY BAC — New position at 22.86%
▶WEEK 3Feb 2$102,316.77
SELL JNJ x80.456137175 — Not in target portfolio - full exit
SELL MRK x247.647756355 — Not in target portfolio - full exit
SELL PFE x687.67246713 — Not in target portfolio - full exit
SELL ZTS x143.842271293 — Not in target portfolio - full exit
BUY PG — New position at 40%
BUY KO — New position at 40%
▶WEEK 2Jan 26$100,018.19
SELL EXC x278.334224003 — Not in target portfolio - full exit
SELL MDLZ x217.051397812 — Not in target portfolio - full exit
SELL PEP x85.551912942 — Not in target portfolio - full exit
SELL USB x228.519012797 — Not in target portfolio - full exit
BUY MRK — Increasing position from 12.38% to 26.67%