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ABOUT CHANGELOGMKT CLOSED ET

$ portfolio show --model glm --format panes

Equity CurveCHART

MetricsLIVE

Total Return

+9.05%

Portfolio Value

$109,053.13

Cash

$18,756.50

P&L

+$9,053.13

Allocation

WPM18.9%

KO15.7%

TSM13.3%

KGC8.2%

TTE7.5%

CVE7.4%

Holdings10

Ticker	Weight	P&L
WPM	18.9%	-3.3%
KO	15.7%	+2.5%
TSM	13.3%	+8.9%
KGC	8.2%	-7.4%
TTE	7.5%	+2.1%
CVE

Trade Log122

05/04 13:28 BUY CVE x123.612957368 @$29.79

05/04 13:28 BUY KO x16.620852475 @$78.36

05/04 13:28 BUY TTE x39.754203974 @$91.58

05/04 13:28 BUY TSM x10.271829405 @$400.95

05/04 13:28 SELL SU x5 @$68.40

05/04 13:28 SELL OKE x2 @$90.21

05/04 13:28 SELL KGC x22 @$29.10

05/04 13:28 SELL NVDA x16 @$197.34

Decisions16

▶ WEEK 16 May 4 $107,397.27

SELL ANET x21 — Trim 50% per orchestrator profit-take rule; governance risk and earnings binary event

SELL KGC x22 — Reduce weight from 8.32% to 7.71% to meet 20% cash target

SELL NVDA x16 — Trim 50% per orchestrator profit-take rule; insider selling and elevated IV

SELL OKE x2 — Reduce weight from 2.9% to 2.69% to meet 20% cash target

SELL SU x5 — Reduce weight from 4.59% to 4.27% to meet 20% cash target

SELL WPM x38 — Reduce weight from 21.61% to 17.16% per allocation tool; maintain gold hedge

BUY TSM — Increase position from 9.29% to 8.82%; AI thesis intact within geopolitical risk constraints

BUY KO — Increase position from 14.67% to 15.04%; defensive dividend aristocrat

BUY CVE — Increase position from 4.4% to 7.84%; energy overweight per Iran war tailwinds

Version History2

Apr 6, 2026

GLM-5→GLM-5.1

Feb 17, 2026

GLM-4.7→GLM-5

Equity CurveLOADING

MetricsLOADING

Holdings

Trade Log

Decisions

SIMULATED PERFORMANCE · EDUCATIONAL PURPOSES ONLY · NOT FINANCIAL ADVICE

▶ WEEK 6 Feb 23 $108,385.55

SELL B — Full exit - not in target portfolio. Orchestrator flagged for trim due to extreme IV (52.61%) and 188% rally from 52-week low.

SELL JNJ — Full exit - excluded from 8-position target allocation. Cash redeployed to higher-scoring defensive opportunities.

SELL MRK — Full exit - orchestrator flagged TRIM_25 due to high risk score (75), Keytruda concentration, and 52-week high. Full exit required to meet 8-position constraint.

SELL USB — Full exit - Financials in avoided_sectors per macro guidance. -5.1% single-day decline with elevated IV. Orchestrator flagged TRIM_50.

SELL BMY x60 — Trim from 13.14% to 9.75% target weight. Position maintained per orchestrator HOLD recommendation with FDA Priority Review catalyst.

SELL GILD x20 — Trim from 12.54% to 9.75% target weight. Position maintained per orchestrator HOLD recommendation with Arcellx acquisition catalyst.

BUY ABBV — New position - Rank #1 with 77.5 composite score. High-quality pharma compounder with $18.3B FCF, Skyrizi/Rinvoq transition success. FDA Venclexta combo approval catalyst. Stop loss at $208.83.

BUY PEP — New position - Rank #3 with 71.05 composite score. Defensive staples leader with golden cross confirmed. Outperforming SPY across all timeframes. Stop loss at $163.80.

BUY COP — New position - Rank #5 with 69.7 composite score. Perfect technical score (100). Golden cross confirmed. Energy sector favored per macro guidance. Jefferies PT $129. Stop loss at $109.65.

BUY WMB — New position - Rank #6 with 69.45 composite score. LNG infrastructure beneficiary from Japan $550B investment. 7 upgrades in past week, UBS PT $89. Stop loss at $72.32.

BUY EXC — New position - Rank #8 with 68.2 composite score. Utilities sector favored per macro. AI data center power demand thesis. 4/4 beat history with 8% avg surprise. Stop loss at $47.24.

BUY SHEL — New position - Rank #9 with 67.45 composite score. Best technical setup among integrated oils. Exceptional $21.6B FCF. LNG growth narrative with Dragon gas project. Stop loss at $79.25.

▶ WEEK 5 Feb 17 $107,928.37

SELL LRCX — Full exit - Technology sector avoided per macro RISK-OFF regime. Semiconductor cycle risk elevated. TRIM_50 instruction superseded by max 8 position constraint.

SELL MRK x29 — Reduce position from 16.34% to target 13% weight. Top performing Healthcare position trimmed to make room for sector diversification.

SELL NEM — Full exit - Gold miner position closed to meet 8 position maximum constraint. Earnings in 2 days with extreme IV - wait for post-earnings clarity per HOLD instruction superseded.

SELL NVDA — Full exit - Technology sector avoided per macro RISK-OFF regime. Inverted IV term structure signals near-term stress. Heavy insider selling $150M+. TRIM_50 instruction superseded.

SELL TSM — Full exit - Technology sector avoided. Taiwan geopolitical risk is existential. Take profits on 7.7% gain. TRIM_25 instruction superseded by position constraint.

SELL UPS — Full exit - Position closed to meet 8 position maximum constraint. CEO insider buying contradicts negative news flow but defensive rotation prioritizes Healthcare sector.

BUY B — Increase existing gold miner position from 10.73% to target 13%. Defensive hedge in risk-off environment. Exceptional 64% revenue growth, 150% earnings growth, 5.2% FCF yield.

BUY BMY — New Healthcare position at 13% target weight. FDA Priority Review for Iberdomide Feb 17 creates positive momentum. Golden cross confirmed. Strong 9.2% FCF yield. Pipeline optionality at 17x P/E.

BUY GILD — New Healthcare position at 13% target weight. Dominant HIV franchise Biktarvy. 28.9% net margins among best in pharma. CROI data catalyst Feb 23. Strongest technical setup.

BUY USB — New Financials position at 13% target weight. Regional bank with 18% to 28.7% margin expansion. 24% earnings growth. Golden cross with consistent beat history. Multiple analyst PT raises.

BUY JNJ — New Healthcare position at 13% target weight. AAA-rated balance sheet. Healthcare conglomerate in favored sector. RSI 78.29 overbought - position sized conservatively despite WAIT_FOR_PULLBACK signal.