Datasets:
client_id string | persona_style string | account_type string | base_currency string | as_of_date string | total_equity_usd int64 | cash_usd int64 | invested_usd int64 | leverage_x float64 | allocation_equity_pct float64 | allocation_fixed_income_pct float64 | allocation_alts_pct float64 | allocation_cash_pct float64 | top_positions string | region_exposure_pct string | factor_exposure_z string | constraints string | max_position_pct int64 | max_sector_pct int64 | drift_tolerance_pct float64 | stoploss_policy string | risk_budget_var_95_bps int64 | max_drawdown_limit_pct float64 | market_regime string | vix_level float64 | rates_10y_pct float64 | inflation_yoy_pct float64 | credit_spread_ig_bps int64 | signal_alpha_bps int64 | signal_confidence_1_100 int64 | risk_score_1_100 int64 | breach_flag bool | action_proposed string | action_details string | expected_impact_alpha_bps int64 | expected_risk_change_bps int64 | execution_venue string | order_type string | order_fill_ratio_pct int64 | self_correction_trigger string | self_correction_action string | self_correction_reason string | outcome_after_7d_pnl_bps int64 | outcome_after_7d_var_change_bps int64 | outcome_after_30d_pnl_bps int64 | user_feedback_1_5 int64 | advisor_override_flag bool | notes string |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P0001 | Cautious | Taxable | USD | 2025-04-14 | 746,662 | 81,995 | 664,667 | 1 | 39.1 | 44.3 | 5.6 | 11 | MUB:7.6%;GLD:8.8%;HYG:22.7%;IEF:22.7%;BRK.B:22.7%;AMZN:15.4% | US:65.4;EU:19.9;APAC:6.9;EM:6.5;Other:1.3 | Value:+0.1;Growth:-0.0;Quality:-1.0;Size:+0.9;Momentum:-0.4;LowVol:+0.5 | MaxPos7%;NoMargin | 10 | 25 | 3.1 | hard 10% | 159 | 17.3 | Bull | 11.6 | 4.61 | 2.3 | 98 | 62 | 94 | 23 | false | Sell | Trim extended winner -1% | 17 | -1 | BrokerA | LMT | 85 | null | null | Normal monitoring | 86 | -11 | 205 | 5 | false | Within IPS guidelines |
P0002 | Cautious | Taxable | USD | 2025-03-28 | 570,741 | 71,003 | 499,738 | 1 | 48.9 | 31.5 | 3.2 | 16.4 | QQQ:19.8%;IEF:11.6%;AMZN:20.0%;AAPL:15.5%;BND:20.1%;VTI:12.9% | US:76.1;EU:10.0;APAC:8.9;EM:4.9;Other:0.1 | Value:-0.6;Growth:+0.1;Quality:-0.7;Size:+0.8;Momentum:+0.1;LowVol:-0.8 | ESGOnly;NoDerivatives;NoMargin | 10 | 35 | 5.2 | hard 10% | 161 | 13.6 | Volatile | 20.5 | 4.27 | 4.1 | 162 | 48 | 77 | 48 | false | NoAction | Within bands; monitor | 27 | 0 | BrokerB | MKT | 0 | null | null | Normal monitoring | -38 | 19 | 47 | 5 | false | Tighten stops on momentum names |
P0003 | Active | Roth | USD | 2025-09-26 | 1,146,372 | 127,203 | 1,019,169 | 1 | 57.3 | 28.6 | 8 | 6.1 | BRK.B:23.2%;AAPL:18.0%;QQQ:17.1%;VTI:18.5%;VNQ:23.2% | US:71.5;EU:9.2;APAC:10.3;EM:7.6;Other:1.3 | Value:+0.9;Growth:0.0;Quality:+0.3;Size:+0.9;Momentum:-0.4;LowVol:+0.3 | null | 6 | 25 | 5.5 | trailing 9% | 205 | 16.6 | Bull | 13.6 | 3.98 | 2.3 | 77 | 48 | 63 | 47 | false | Buy | Add to core equity +1% | 33 | -28 | BrokerB | MKT | 96 | null | null | Normal monitoring | -18 | 8 | 111 | 3 | false | Tax-aware sells next window |
P0004 | Active | Trust | USD | 2025-06-24 | 663,578 | 52,072 | 611,506 | 1.14 | 62 | 28.5 | 0 | 9.5 | HYG:27.1%;XLF:27.1%;MUB:18.7%;VTI:27.1% | US:75.5;EU:7.9;APAC:6.6;EM:8.8;Other:1.3 | Value:-0.1;Growth:-0.9;Quality:+0.1;Size:+0.6;Momentum:-0.2;LowVol:-0.8 | null | 10 | 25 | 4.3 | trailing 9% | 200 | 16.9 | Bear | 24.6 | 3.12 | 2 | 142 | -20 | 39 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | 35 | -17 | BrokerA | LMT | 89 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -25 | -46 | 80 | 3 | false | Tighten stops on momentum names |
P0005 | Opportunistic | Trust | USD | 2025-11-15 | 371,203 | 27,639 | 343,564 | 1 | 72.4 | 19.8 | 0 | 7.8 | GLD:37.3%;IEF:37.3%;MUB:25.4% | US:67.2;EU:16.3;APAC:10.6;EM:4.9;Other:1.0 | Value:+0.9;Growth:+0.1;Quality:+0.4;Size:-0.4;Momentum:+0.7;LowVol:+0.7 | MaxPos6%;NoDerivatives | 8 | 30 | 6.5 | trailing 7% | 189 | 26.6 | Bull | 11.4 | 4.82 | 3.2 | 115 | 54 | 84 | 50 | false | Buy | Add to core equity +1% | 12 | -16 | BrokerD | LMT | 85 | null | null | Normal monitoring | 116 | -35 | 211 | 5 | false | Within IPS guidelines |
P0006 | Opportunistic | Roth | USD | 2025-07-14 | 1,559,021 | 58,423 | 1,500,598 | 1.16 | 67.2 | 19.7 | 7.8 | 5.3 | TLT:33.3%;VNQ:33.3%;MSFT:33.3% | US:61.7;EU:13.1;APAC:14.0;EM:7.9;Other:3.2 | Value:-0.4;Growth:-0.9;Quality:+0.5;Size:+0.6;Momentum:+0.7;LowVol:0.0 | MaxPos6% | 7 | 35 | 4.3 | trailing 9% | 199 | 21.5 | Sideways | 20.4 | 4.61 | 2.2 | 122 | 38 | 81 | 69 | false | Buy | Add to core equity +1% | -8 | 0 | BrokerA | MKT | 88 | null | null | Normal monitoring | 33 | -18 | 82 | 5 | false | Increase defensive factor exposure |
P0007 | Active | 401k | USD | 2025-09-29 | 1,623,133 | 127,893 | 1,495,240 | 1.24 | 68.2 | 20.3 | 6 | 5.6 | TSLA:25.0%;MUB:25.0%;GLD:25.0%;IEF:12.1%;AAPL:13.1% | US:65.2;EU:17.5;APAC:7.3;EM:8.3;Other:1.7 | Value:-0.2;Growth:+0.6;Quality:+0.1;Size:-0.9;Momentum:+0.8;LowVol:-0.9 | NoDerivatives | 10 | 30 | 4.7 | hard 12% | 205 | 27.1 | Volatile | 27.6 | 3.59 | 2.7 | 155 | -16 | 33 | 72 | true | Rebalance | Rebalance back to target bands | -4 | -33 | BrokerB | MKT | 100 | VAR>budget | Pause | Risk above budget threshold | -31 | -3 | 104 | 5 | false | Within IPS guidelines |
P0008 | Systematic | Roth | USD | 2025-08-19 | 718,950 | 43,599 | 675,351 | 1 | 63.9 | 29.4 | 0 | 6.7 | IEF:10.7%;HYG:26.1%;BND:26.1%;QQQ:11.0%;MSFT:26.1% | US:67.1;EU:16.0;APAC:9.8;EM:4.0;Other:3.1 | Value:-0.7;Growth:-0.7;Quality:+1.0;Size:+0.4;Momentum:+0.8;LowVol:-0.2 | null | 10 | 35 | 5.9 | trailing 9% | 224 | 17 | Volatile | 21.8 | 3.74 | 3.7 | 176 | 26 | 63 | 55 | false | NoAction | Within bands; monitor | -14 | -33 | BrokerC | MKT | 0 | null | null | Normal monitoring | 14 | -3 | 143 | 3 | false | Within IPS guidelines |
P0009 | Systematic | Trust | USD | 2025-04-13 | 1,751,934 | 112,328 | 1,639,606 | 1 | 58.3 | 30.6 | 3 | 8.2 | VNQ:23.2%;MUB:28.1%;MSFT:28.1%;XLF:20.6% | US:62.2;EU:17.7;APAC:10.7;EM:5.5;Other:4.0 | Value:+0.7;Growth:+0.6;Quality:+0.3;Size:-0.4;Momentum:-0.9;LowVol:+0.5 | null | 5 | 25 | 4.7 | trailing 9% | 164 | 26.6 | Bull | 16.7 | 4.01 | 3 | 110 | 16 | 66 | 42 | false | Buy | Add to core equity +1% | 2 | -14 | BrokerB | MKT | 90 | null | null | Normal monitoring | 65 | 14 | 162 | 5 | false | Tighten stops on momentum names |
P0010 | Active | Trust | USD | 2025-05-10 | 1,849,792 | 178,780 | 1,671,012 | 1.1 | 62.5 | 23.6 | 4 | 9.9 | HYG:33.3%;VNQ:33.3%;GLD:33.3% | US:72.0;EU:6.9;APAC:8.3;EM:8.2;Other:4.6 | Value:-0.8;Growth:+0.5;Quality:-0.2;Size:+0.2;Momentum:-0.7;LowVol:+0.5 | MaxPos7%;NoDerivatives | 6 | 35 | 5.2 | trailing 8% | 177 | 17.9 | Sideways | 17.6 | 4.2 | 3.1 | 123 | -27 | 30 | 49 | true | Hedge | Buy index puts 1% notional | 5 | 11 | BrokerD | MKT | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -25 | 1 | 63 | 3 | false | Tighten stops on momentum names |
P0011 | Systematic | Roth | USD | 2025-02-24 | 1,469,888 | 129,229 | 1,340,659 | 1 | 60.4 | 20.2 | 10.4 | 9 | BRK.B:22.3%;IEF:20.3%;AMZN:22.3%;HYG:13.1%;VNQ:8.0%;MUB:14.0% | US:72.6;EU:8.7;APAC:10.0;EM:7.3;Other:1.4 | Value:+0.1;Growth:+0.7;Quality:+0.6;Size:+0.7;Momentum:-0.3;LowVol:+1.0 | NoDerivatives | 8 | 25 | 4.5 | trailing 8% | 228 | 17.9 | Volatile | 21.4 | 5.3 | 4.5 | 113 | 45 | 63 | 68 | false | Buy | Add to core equity +1% | 8 | -13 | BrokerD | MKT | 95 | null | null | Normal monitoring | 60 | -23 | 191 | 5 | false | Monitor dispersion and breadth |
P0012 | Opportunistic | Taxable | USD | 2025-08-06 | 1,761,352 | 127,009 | 1,634,343 | 1 | 70.2 | 19.6 | 5.1 | 5.2 | AAPL:13.1%;MSFT:21.9%;IEF:21.8%;HYG:21.3%;VTI:21.9% | US:54.2;EU:20.6;APAC:14.0;EM:6.5;Other:4.7 | Value:+0.6;Growth:+0.5;Quality:-0.4;Size:-0.9;Momentum:+0.8;LowVol:+0.9 | null | 8 | 35 | 7 | hard 12% | 195 | 26 | Bear | 31.2 | 3.48 | 2.6 | 201 | -36 | 18 | 83 | true | Reduce | Cut high-beta by 2-3%, add cash | 3 | -28 | BrokerD | LMT | 99 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -44 | -45 | 0 | 2 | false | Within IPS guidelines |
P0013 | Opportunistic | 401k | USD | 2025-09-23 | 1,625,625 | 119,208 | 1,506,417 | 1 | 77.1 | 13.4 | 5.2 | 4.2 | MUB:15.1%;QQQ:18.8%;XLF:20.2%;HYG:10.9%;VOO:18.7%;AMZN:16.3% | US:67.5;EU:15.5;APAC:5.4;EM:10.0;Other:1.5 | Value:+0.6;Growth:-0.9;Quality:-0.8;Size:-0.8;Momentum:+0.9;LowVol:+0.1 | MaxPos8%;NoDerivatives | 10 | 25 | 4.1 | trailing 7% | 201 | 28.3 | Bull | 11.4 | 3.99 | 2.4 | 80 | 107 | 100 | 42 | false | Buy | Add to core equity +1% | 2 | -40 | BrokerC | MKT | 94 | null | null | Normal monitoring | -27 | 18 | 9 | 4 | false | Within IPS guidelines |
P0014 | Opportunistic | Taxable | USD | 2025-10-04 | 666,184 | 21,211 | 644,973 | 1 | 74.5 | 19.1 | 2.2 | 4.2 | AAPL:13.1%;BRK.B:17.8%;VOO:21.4%;VNQ:23.8%;HYG:23.8% | US:74.1;EU:6.3;APAC:9.8;EM:9.3;Other:0.4 | Value:+0.1;Growth:-0.2;Quality:-0.1;Size:-0.4;Momentum:-0.3;LowVol:+0.9 | MaxPos7% | 6 | 35 | 6.8 | hard 12% | 161 | 32.7 | Volatile | 31.5 | 5.17 | 3.5 | 169 | -53 | 19 | 91 | true | Hedge | Buy index puts 1% notional | 14 | -10 | BrokerC | MKT | 100 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -55 | 6 | -73 | 2 | false | Monitor dispersion and breadth |
P0015 | Cautious | IRA | USD | 2025-02-24 | 676,040 | 75,024 | 601,016 | 1 | 52 | 31.6 | 5.5 | 10.9 | IEF:20.8%;TLT:20.8%;BRK.B:9.3%;VNQ:22.4%;VTI:13.7%;TSLA:13.0% | US:66.7;EU:17.1;APAC:5.3;EM:6.8;Other:4.1 | Value:-0.4;Growth:-1.0;Quality:+0.8;Size:-0.8;Momentum:+0.6;LowVol:-0.9 | NoMargin | 6 | 35 | 5.6 | trailing 10% | 145 | 18.1 | Sideways | 21.6 | 4.8 | 2.3 | 94 | -11 | 47 | 51 | false | NoAction | Within bands; monitor | 9 | -26 | BrokerC | LMT | 94 | null | null | Normal monitoring | 70 | -9 | 160 | 4 | false | Tax-aware sells next window |
P0016 | Hands-off | Taxable | USD | 2025-07-12 | 625,867 | 37,627 | 588,240 | 1 | 68.8 | 22 | 1.6 | 7.6 | TLT:25.0%;MUB:25.0%;GLD:25.0%;AMZN:25.0% | US:67.7;EU:5.5;APAC:13.1;EM:8.7;Other:5.1 | Value:+0.1;Growth:-1.0;Quality:0.0;Size:+0.6;Momentum:-0.9;LowVol:-0.1 | null | 10 | 25 | 4.3 | hard 10% | 118 | 15.7 | Volatile | 31.5 | 5.16 | 2.3 | 163 | 57 | 77 | 83 | true | Rebalance | Rebalance back to target bands | 23 | -4 | BrokerB | LMT | 100 | VAR>budget | Pause | Risk above budget threshold | 40 | -38 | 173 | 5 | false | Monitor dispersion and breadth |
P0017 | Systematic | Taxable | USD | 2024-10-02 | 1,979,131 | 139,535 | 1,839,596 | 1 | 63.9 | 27.7 | 0 | 8.3 | HYG:12.6%;VTI:17.3%;MSFT:16.3%;QQQ:18.5%;XLF:17.0%;MUB:18.3% | US:68.6;EU:14.5;APAC:11.4;EM:3.8;Other:1.7 | Value:+1.0;Growth:+0.4;Quality:+0.5;Size:-0.3;Momentum:-0.7;LowVol:+0.4 | null | 7 | 35 | 5.6 | trailing 8% | 166 | 24.1 | Bull | 13.6 | 3.97 | 2.6 | 106 | 37 | 73 | 40 | false | NoAction | Within bands; monitor | 30 | 13 | BrokerB | MKT | 0 | null | null | Normal monitoring | 114 | 0 | 189 | 5 | false | Monitor dispersion and breadth |
P0018 | Cautious | IRA | USD | 2024-11-29 | 862,920 | 102,818 | 760,102 | 1 | 35.7 | 31.4 | 16.8 | 16.1 | TSLA:33.3%;BND:33.3%;GLD:33.3% | US:67.6;EU:18.3;APAC:8.4;EM:5.6;Other:0.1 | Value:+0.2;Growth:-0.6;Quality:+0.4;Size:+0.3;Momentum:-0.5;LowVol:+0.1 | ESGOnly;NoDerivatives;NoMargin | 8 | 25 | 5.6 | trailing 8% | 128 | 18.6 | Sideways | 19.5 | 3.98 | 3.5 | 109 | 23 | 60 | 47 | true | Hedge | Buy index puts 1% notional | 9 | 12 | BrokerB | MKT | 99 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 53 | -30 | 58 | 5 | false | Increase defensive factor exposure |
P0019 | Active | Roth | USD | 2025-04-12 | 1,367,588 | 109,454 | 1,258,134 | 1 | 55.2 | 20.1 | 19 | 5.6 | HYG:19.3%;TSLA:25.0%;AAPL:15.9%;BND:14.8%;IEF:25.0% | US:68.9;EU:11.5;APAC:5.2;EM:9.8;Other:4.5 | Value:-0.8;Growth:+0.8;Quality:+0.5;Size:+0.1;Momentum:+0.3;LowVol:-0.3 | MaxPos5% | 6 | 30 | 4.2 | trailing 8% | 152 | 18 | Bear | 29.2 | 3.39 | 1.1 | 160 | -75 | 19 | 66 | false | Rebalance | Shift +1% to bonds from equity | 25 | 11 | BrokerC | MKT | 88 | null | null | Normal monitoring | 24 | 10 | 21 | 4 | false | Monitor dispersion and breadth |
P0020 | Hands-off | Roth | USD | 2025-02-07 | 835,352 | 68,138 | 767,214 | 1 | 60.1 | 19.1 | 12.2 | 8.7 | BRK.B:25.8%;IEF:25.8%;BND:25.8%;TLT:22.6% | US:69.1;EU:14.7;APAC:5.7;EM:7.9;Other:2.6 | Value:-0.8;Growth:+1.0;Quality:-0.6;Size:+0.7;Momentum:-0.8;LowVol:+0.6 | ESGOnly | 8 | 30 | 5.6 | trailing 8% | 92 | 17.3 | Bear | 29.9 | 3.21 | 1.6 | 212 | -48 | 22 | 70 | false | NoAction | Within bands; monitor | 28 | -21 | BrokerB | MKT | 0 | null | null | Normal monitoring | -23 | -36 | 13 | 4 | false | Monitor dispersion and breadth |
P0021 | Opportunistic | 401k | USD | 2024-07-06 | 1,276,360 | 74,036 | 1,202,324 | 1 | 66.4 | 11 | 14.4 | 8.2 | VTI:10.7%;IEF:23.0%;VNQ:23.0%;VOO:10.4%;TLT:23.0%;XLF:9.9% | US:70.1;EU:10.4;APAC:9.0;EM:5.3;Other:5.2 | Value:-0.8;Growth:-0.1;Quality:-0.5;Size:+0.2;Momentum:+0.5;LowVol:-0.2 | null | 6 | 35 | 4 | trailing 7% | 262 | 29.3 | Bull | 17.6 | 4.36 | 2 | 116 | 66 | 73 | 52 | false | Sell | Trim extended winner -1% | 3 | -12 | BrokerC | MKT | 85 | null | null | Normal monitoring | -7 | -11 | -8 | 4 | false | Increase defensive factor exposure |
P0022 | Hands-off | Roth | USD | 2025-06-18 | 756,039 | 72,449 | 683,590 | 1 | 56.6 | 21.3 | 14 | 8.2 | MUB:25.5%;IEF:27.2%;GLD:20.2%;VOO:27.2% | US:66.0;EU:18.1;APAC:8.8;EM:6.7;Other:0.4 | Value:+0.6;Growth:+0.4;Quality:+0.5;Size:-0.3;Momentum:+0.8;LowVol:-0.3 | ESGOnly;MaxPos7%;NoDerivatives | 5 | 30 | 5.3 | trailing 8% | 140 | 12.6 | Bull | 15.4 | 4.99 | 2.1 | 71 | 74 | 78 | 54 | false | Rebalance | Shift +1% to bonds from equity | 11 | -5 | BrokerA | LMT | 100 | null | null | Normal monitoring | 116 | 7 | 201 | 3 | false | Tighten stops on momentum names |
P0023 | Cautious | Roth | USD | 2025-08-22 | 361,380 | 54,217 | 307,163 | 1 | 47.4 | 32.3 | 6.9 | 13.4 | VOO:27.8%;BND:27.8%;MUB:27.8%;GLD:16.6% | US:69.6;EU:14.9;APAC:6.2;EM:7.4;Other:1.9 | Value:+0.6;Growth:+1.0;Quality:-0.9;Size:-1.0;Momentum:-0.9;LowVol:+0.6 | NoMargin | 5 | 30 | 4.4 | hard 10% | 101 | 14 | Sideways | 20 | 4.14 | 3.4 | 114 | 44 | 82 | 41 | false | Hedge | Add TLT +1% as duration hedge | 24 | -39 | BrokerA | LMT | 90 | null | null | Normal monitoring | 51 | 9 | 65 | 5 | false | Monitor dispersion and breadth |
P0024 | Hands-off | Roth | USD | 2024-07-28 | 660,833 | 35,225 | 625,608 | 1 | 62.4 | 15.6 | 13 | 9.1 | VNQ:25.0%;AMZN:25.0%;IEF:25.0%;TLT:25.0% | US:65.4;EU:10.4;APAC:16.6;EM:7.0;Other:0.5 | Value:+0.2;Growth:+0.3;Quality:-0.9;Size:+0.2;Momentum:-0.7;LowVol:-0.5 | null | 6 | 25 | 3.1 | trailing 8% | 126 | 12 | Sideways | 19.4 | 4.55 | 3.4 | 109 | 26 | 62 | 49 | false | Sell | Trim extended winner -1% | 23 | 6 | BrokerA | LMT | 100 | null | null | Normal monitoring | 86 | 8 | 155 | 5 | false | Tax-aware sells next window |
P0025 | Hands-off | Taxable | USD | 2025-01-25 | 235,065 | 10,062 | 225,003 | 1 | 71.2 | 17.8 | 1.3 | 9.7 | GLD:13.2%;BND:22.6%;VTI:16.7%;IEF:22.6%;BRK.B:8.6%;TSLA:16.4% | US:73.9;EU:7.8;APAC:5.4;EM:10.6;Other:2.2 | Value:-0.9;Growth:-0.2;Quality:-0.6;Size:-0.6;Momentum:+0.8;LowVol:+0.9 | ESGOnly;NoDerivatives | 7 | 30 | 5.6 | hard 10% | 115 | 12.9 | Volatile | 31 | 4.54 | 3.6 | 140 | -27 | 21 | 76 | true | Hedge | Buy index puts 1% notional | -9 | 3 | BrokerD | MKT | 91 | VAR>budget | Hedge | Risk above budget threshold | -55 | 9 | 40 | 4 | false | Increase defensive factor exposure |
P0026 | Systematic | Taxable | USD | 2025-06-11 | 905,345 | 88,867 | 816,478 | 1 | 57.8 | 29.4 | 6.2 | 6.5 | BND:33.3%;IEF:33.3%;BRK.B:33.3% | US:58.3;EU:16.3;APAC:11.0;EM:12.2;Other:2.3 | Value:+0.4;Growth:-0.0;Quality:+0.6;Size:-0.8;Momentum:-0.5;LowVol:-0.4 | MaxPos8%;NoDerivatives | 5 | 35 | 4.7 | trailing 8% | 179 | 26.3 | Sideways | 17.7 | 4.54 | 2.7 | 118 | -16 | 38 | 40 | true | Hedge | Buy index puts 1% notional | 34 | -17 | BrokerD | LMT | 92 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 96 | -1 | 164 | 4 | false | Monitor dispersion and breadth |
P0027 | Cautious | 401k | USD | 2025-03-25 | 153,025 | 14,477 | 138,548 | 1 | 40.2 | 35.1 | 11.7 | 13 | BRK.B:21.4%;MUB:13.3%;VOO:21.9%;GLD:21.4%;BND:21.9% | US:66.6;EU:8.8;APAC:12.5;EM:6.8;Other:5.2 | Value:-0.6;Growth:-0.5;Quality:+0.9;Size:+0.7;Momentum:+0.1;LowVol:+0.5 | ESGOnly;NoDerivatives;NoMargin | 5 | 35 | 5 | trailing 8% | 145 | 17.3 | Sideways | 20.1 | 3.52 | 2.7 | 136 | 34 | 60 | 38 | false | Buy | Add to core equity +1% | 31 | -22 | BrokerC | MKT | 97 | null | null | Normal monitoring | -13 | 12 | -8 | 3 | false | Tighten stops on momentum names |
P0028 | Opportunistic | Roth | USD | 2024-07-20 | 1,506,856 | 105,449 | 1,401,407 | 1.08 | 74.5 | 12.4 | 8.5 | 4.7 | VTI:23.1%;MSFT:13.9%;BND:22.4%;AMZN:17.5%;HYG:23.1% | US:66.7;EU:7.9;APAC:11.5;EM:8.9;Other:5.0 | Value:+0.2;Growth:-0.7;Quality:+0.9;Size:-0.1;Momentum:-0.4;LowVol:-0.5 | MaxPos7%;NoDerivatives | 10 | 25 | 4.4 | trailing 9% | 186 | 24.8 | Sideways | 18.7 | 3.97 | 2.3 | 100 | -27 | 22 | 56 | false | Rebalance | Shift +1% to bonds from equity | 1 | -15 | BrokerC | LMT | 86 | null | null | Normal monitoring | -8 | -58 | -10 | 5 | false | Monitor dispersion and breadth |
P0029 | Systematic | IRA | USD | 2025-03-20 | 404,130 | 32,289 | 371,841 | 1 | 60.5 | 23.5 | 7.2 | 8.8 | TSLA:23.5%;BRK.B:26.5%;MUB:26.5%;HYG:23.6% | US:58.9;EU:21.1;APAC:13.3;EM:6.5;Other:0.2 | Value:-0.7;Growth:-0.7;Quality:-0.4;Size:+0.6;Momentum:-0.3;LowVol:+0.4 | null | 10 | 35 | 4.2 | trailing 9% | 143 | 24.2 | Sideways | 19.4 | 4.18 | 2.6 | 105 | -11 | 42 | 47 | false | Rebalance | Shift +1% to bonds from equity | -14 | -31 | BrokerA | MKT | 96 | null | null | Normal monitoring | -17 | -31 | 48 | 3 | false | Increase defensive factor exposure |
P0030 | Hands-off | IRA | USD | 2025-12-23 | 600,479 | 55,218 | 545,261 | 1 | 55.8 | 23.1 | 12.1 | 9 | BRK.B:33.3%;MSFT:33.3%;VNQ:33.3% | US:70.6;EU:9.2;APAC:15.1;EM:3.7;Other:1.4 | Value:-0.1;Growth:-0.9;Quality:-0.1;Size:-0.1;Momentum:-0.4;LowVol:-0.3 | ESGOnly | 8 | 25 | 5.1 | trailing 8% | 125 | 19 | Bull | 17 | 4 | 2 | 79 | 95 | 95 | 41 | false | Rebalance | Shift +1% to bonds from equity | -15 | -7 | BrokerC | MKT | 95 | null | null | Normal monitoring | 43 | 2 | 28 | 3 | false | Tighten stops on momentum names |
P0031 | Hands-off | IRA | USD | 2025-10-04 | 338,424 | 25,986 | 312,438 | 1 | 67 | 27.6 | 0 | 5.5 | BND:16.6%;HYG:10.1%;VTI:15.9%;MUB:21.1%;GLD:21.1%;VNQ:15.3% | US:72.1;EU:8.3;APAC:6.6;EM:10.1;Other:2.9 | Value:0.0;Growth:-0.9;Quality:-0.9;Size:-0.0;Momentum:-0.1;LowVol:+0.1 | null | 8 | 25 | 3.8 | trailing 10% | 148 | 12.3 | Bull | 16.1 | 3.68 | 3.3 | 119 | 98 | 90 | 50 | false | Rebalance | Shift +1% to bonds from equity | -13 | 2 | BrokerC | VWAP | 93 | null | null | Normal monitoring | 84 | -53 | 141 | 5 | false | Within IPS guidelines |
P0032 | Active | IRA | USD | 2025-11-30 | 621,688 | 44,127 | 577,561 | 1 | 51.5 | 24.7 | 14.8 | 8.9 | AMZN:33.3%;VTI:33.3%;HYG:33.3% | US:62.6;EU:15.5;APAC:11.2;EM:8.4;Other:2.4 | Value:+0.8;Growth:-0.6;Quality:-0.3;Size:+0.4;Momentum:-0.4;LowVol:-0.7 | MaxPos6%;NoDerivatives | 6 | 25 | 5.5 | trailing 9% | 179 | 23.5 | Bull | 13.7 | 4.41 | 2.8 | 115 | 27 | 60 | 40 | false | Buy | Add to core equity +1% | 26 | -10 | BrokerC | MKT | 97 | null | null | Normal monitoring | -9 | -11 | 114 | 4 | false | Tighten stops on momentum names |
P0033 | Cautious | Roth | USD | 2025-10-31 | 491,012 | 39,779 | 451,233 | 1 | 40.6 | 34.5 | 11.3 | 13.5 | MUB:27.4%;HYG:27.4%;VTI:24.8%;BND:20.4% | US:82.5;EU:6.4;APAC:6.3;EM:3.2;Other:1.5 | Value:+0.3;Growth:-0.4;Quality:-0.5;Size:-0.0;Momentum:+0.8;LowVol:+0.5 | ESGOnly;NoDerivatives;NoMargin | 7 | 25 | 3.3 | hard 10% | 156 | 15.5 | Volatile | 25.9 | 3.83 | 4.1 | 132 | 12 | 58 | 65 | false | Hedge | Add TLT +1% as duration hedge | 18 | -24 | BrokerB | LMT | 88 | null | null | Normal monitoring | 77 | -38 | 153 | 3 | false | Tighten stops on momentum names |
P0034 | Hands-off | Roth | USD | 2024-08-11 | 580,589 | 41,645 | 538,944 | 1 | 65.1 | 27.1 | 0.4 | 7.3 | GLD:35.5%;MUB:29.0%;HYG:35.5% | US:69.6;EU:10.0;APAC:8.4;EM:9.3;Other:2.6 | Value:+0.9;Growth:-0.5;Quality:-0.4;Size:-0.9;Momentum:+0.1;LowVol:-0.0 | ESGOnly | 6 | 35 | 3.7 | trailing 8% | 136 | 12.8 | Volatile | 21.3 | 4.94 | 3.8 | 122 | 64 | 85 | 65 | false | Buy | Add to core equity +1% | 12 | -36 | BrokerD | MKT | 92 | null | null | Normal monitoring | -8 | -10 | 106 | 3 | false | Tighten stops on momentum names |
P0035 | Hands-off | IRA | USD | 2025-07-14 | 397,811 | 20,546 | 377,265 | 1 | 68.7 | 23.4 | 1.2 | 6.7 | XLF:21.6%;VNQ:8.7%;TLT:9.5%;MUB:19.0%;HYG:19.5%;BND:21.6% | US:70.4;EU:11.0;APAC:7.6;EM:8.4;Other:2.6 | Value:+0.4;Growth:-0.4;Quality:-0.4;Size:+0.2;Momentum:0.0;LowVol:+0.6 | NoDerivatives | 7 | 35 | 4.3 | trailing 8% | 97 | 14.7 | Sideways | 15.8 | 3.76 | 2.9 | 96 | -7 | 61 | 62 | false | Rebalance | Shift +1% to bonds from equity | 34 | -24 | BrokerC | MKT | 96 | null | null | Normal monitoring | -25 | -19 | 22 | 5 | false | Monitor dispersion and breadth |
P0036 | Hands-off | Trust | USD | 2025-12-09 | 458,104 | 20,705 | 437,399 | 1 | 70 | 20.5 | 1.1 | 8.4 | AMZN:12.2%;XLF:13.1%;AAPL:23.2%;BND:23.2%;QQQ:12.9%;HYG:15.4% | US:65.6;EU:12.3;APAC:11.0;EM:7.9;Other:3.2 | Value:+0.3;Growth:+0.7;Quality:+0.5;Size:0.0;Momentum:+0.1;LowVol:-0.6 | ESGOnly;MaxPos8% | 8 | 35 | 4.1 | trailing 8% | 127 | 18.9 | Bull | 12.7 | 4.18 | 2.7 | 74 | 32 | 66 | 56 | false | Rebalance | Shift +1% to bonds from equity | 28 | -14 | BrokerC | MKT | 95 | null | null | Normal monitoring | -50 | -34 | 88 | 5 | false | Monitor dispersion and breadth |
P0037 | Active | Trust | USD | 2025-05-21 | 680,499 | 72,797 | 607,702 | 1 | 58 | 29.8 | 4.9 | 7.3 | VOO:29.0%;IEF:27.7%;GLD:14.3%;XLF:29.0% | US:69.9;EU:6.3;APAC:17.5;EM:4.2;Other:2.2 | Value:+0.6;Growth:+0.8;Quality:-0.1;Size:+0.1;Momentum:+0.2;LowVol:+0.2 | null | 8 | 30 | 5.8 | trailing 9% | 194 | 17.4 | Sideways | 19.5 | 3.68 | 3.2 | 120 | -2 | 45 | 53 | false | Rebalance | Shift +1% to bonds from equity | -6 | -12 | BrokerD | MKT | 94 | null | null | Normal monitoring | 15 | -47 | 1 | 4 | false | Tighten stops on momentum names |
P0038 | Active | Taxable | USD | 2024-09-11 | 582,227 | 66,799 | 515,428 | 1 | 50.3 | 19.4 | 21.1 | 9.2 | AAPL:25.2%;XLF:25.2%;VNQ:24.5%;BRK.B:25.2% | US:69.2;EU:12.5;APAC:5.4;EM:10.0;Other:3.0 | Value:-0.6;Growth:+0.1;Quality:+0.9;Size:-0.8;Momentum:+0.4;LowVol:+0.6 | MaxPos6%;NoDerivatives | 5 | 30 | 4 | hard 12% | 182 | 24.9 | Volatile | 25.1 | 5.35 | 3.5 | 143 | 19 | 54 | 64 | false | Rebalance | Shift +1% to bonds from equity | -5 | -10 | BrokerD | MKT | 89 | null | null | Normal monitoring | 42 | -34 | 143 | 4 | false | Within IPS guidelines |
P0039 | Cautious | Trust | USD | 2024-08-26 | 260,397 | 28,141 | 232,256 | 1 | 52 | 34.7 | 0.6 | 12.7 | TLT:8.9%;XLF:18.6%;IEF:11.1%;HYG:21.0%;AMZN:21.0%;BRK.B:19.4% | US:63.9;EU:16.1;APAC:11.2;EM:5.7;Other:3.0 | Value:-0.1;Growth:+0.8;Quality:-0.2;Size:-0.9;Momentum:0.0;LowVol:+0.4 | ESGOnly;MaxPos7%;NoMargin | 5 | 25 | 5.9 | trailing 8% | 154 | 14.1 | Bull | 12.9 | 4.87 | 2.3 | 84 | 112 | 95 | 40 | false | Buy | Add to core equity +1% | 22 | -16 | BrokerA | MKT | 98 | null | null | Normal monitoring | 27 | -45 | 134 | 3 | false | Monitor dispersion and breadth |
P0040 | Active | Trust | USD | 2025-01-06 | 1,831,165 | 119,483 | 1,711,682 | 1.24 | 62.3 | 28.7 | 0 | 9 | QQQ:22.9%;XLF:14.2%;BND:22.9%;BRK.B:22.9%;HYG:17.2% | US:75.1;EU:13.5;APAC:6.0;EM:4.5;Other:0.9 | Value:-0.5;Growth:+0.2;Quality:-0.5;Size:-0.3;Momentum:-0.1;LowVol:+0.7 | NoDerivatives | 7 | 30 | 5.5 | trailing 9% | 200 | 21.5 | Volatile | 30.2 | 4.65 | 2.8 | 134 | 26 | 57 | 81 | true | Rebalance | Rebalance back to target bands | 10 | -37 | BrokerB | VWAP | 86 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -53 | 4 | -86 | 5 | false | Tax-aware sells next window |
P0041 | Hands-off | Trust | USD | 2025-06-17 | 324,408 | 32,299 | 292,109 | 1 | 55 | 26.3 | 13.6 | 5.2 | AAPL:17.1%;QQQ:15.9%;VOO:24.4%;HYG:24.4%;IEF:18.3% | US:67.9;EU:13.7;APAC:11.3;EM:5.6;Other:1.5 | Value:-1.0;Growth:+0.3;Quality:+0.6;Size:+0.9;Momentum:+0.6;LowVol:-0.2 | ESGOnly;MaxPos5%;NoDerivatives | 7 | 25 | 5.5 | trailing 8% | 139 | 19.2 | Bull | 16.4 | 3.78 | 3.2 | 118 | 76 | 96 | 38 | false | Buy | Add to core equity +1% | 35 | -20 | BrokerC | LMT | 97 | null | null | Normal monitoring | 76 | -58 | 214 | 5 | false | Within IPS guidelines |
P0042 | Systematic | IRA | USD | 2025-01-14 | 472,924 | 21,433 | 451,491 | 1 | 65.4 | 27.5 | 0 | 7.2 | GLD:13.2%;HYG:22.5%;IEF:11.7%;TLT:17.9%;AAPL:22.5%;VOO:12.2% | US:63.5;EU:18.8;APAC:8.7;EM:4.3;Other:4.6 | Value:-0.2;Growth:-0.3;Quality:-0.1;Size:-1.0;Momentum:+0.8;LowVol:-0.6 | NoDerivatives | 7 | 25 | 5.5 | trailing 8% | 149 | 18.9 | Sideways | 18.4 | 3.56 | 3.3 | 124 | -26 | 49 | 56 | false | Hedge | Add TLT +1% as duration hedge | 25 | -4 | BrokerA | MKT | 87 | null | null | Normal monitoring | -41 | -54 | -35 | 4 | false | Tax-aware sells next window |
P0043 | Active | Taxable | USD | 2025-07-19 | 504,039 | 36,940 | 467,099 | 1 | 55.4 | 20.4 | 17.8 | 6.4 | XLF:20.1%;IEF:20.5%;BND:12.2%;BRK.B:18.4%;VTI:20.9%;MSFT:7.9% | US:65.0;EU:18.4;APAC:12.8;EM:3.3;Other:0.5 | Value:+0.2;Growth:-0.7;Quality:+0.4;Size:+0.6;Momentum:+0.2;LowVol:+0.6 | NoDerivatives | 5 | 25 | 5.6 | hard 12% | 217 | 16.8 | Volatile | 23.3 | 3.97 | 3.7 | 149 | -21 | 30 | 62 | false | Buy | Add to core equity +1% | 28 | -17 | BrokerA | LMT | 97 | null | null | Normal monitoring | 96 | -32 | 69 | 5 | false | Increase defensive factor exposure |
P0044 | Hands-off | Trust | USD | 2024-07-24 | 601,954 | 24,190 | 577,764 | 1 | 56.5 | 29.4 | 6 | 8.1 | VOO:21.2%;HYG:26.3%;GLD:26.3%;MUB:26.3% | US:70.0;EU:7.1;APAC:12.1;EM:7.6;Other:3.1 | Value:-0.1;Growth:-0.3;Quality:+0.2;Size:-0.6;Momentum:-0.0;LowVol:+0.3 | MaxPos5% | 5 | 35 | 4.1 | hard 10% | 94 | 17.8 | Bull | 13.3 | 4.56 | 2.1 | 107 | 58 | 79 | 49 | false | NoAction | Within bands; monitor | -11 | -2 | BrokerA | LMT | 98 | null | null | Normal monitoring | -26 | -15 | 74 | 3 | false | Tax-aware sells next window |
P0045 | Hands-off | IRA | USD | 2025-08-13 | 213,487 | 15,137 | 198,350 | 1 | 66 | 27.3 | 0 | 6.7 | XLF:18.1%;VOO:23.0%;TLT:23.0%;MUB:23.0%;GLD:13.0% | US:62.8;EU:23.0;APAC:6.9;EM:5.6;Other:1.7 | Value:+0.8;Growth:-0.5;Quality:-0.9;Size:+0.3;Momentum:+0.2;LowVol:-0.5 | ESGOnly | 8 | 25 | 4.7 | trailing 8% | 126 | 14.3 | Volatile | 21 | 4.17 | 3 | 137 | -20 | 30 | 62 | false | NoAction | Within bands; monitor | 7 | -18 | BrokerD | LMT | 95 | null | null | Normal monitoring | -25 | -42 | 63 | 3 | false | Tighten stops on momentum names |
P0046 | Cautious | IRA | USD | 2024-09-14 | 318,067 | 37,061 | 281,006 | 1 | 40.8 | 39.5 | 8.3 | 11.4 | TLT:33.3%;HYG:33.3%;MSFT:33.3% | US:60.4;EU:19.6;APAC:7.1;EM:11.2;Other:1.6 | Value:+0.3;Growth:+0.9;Quality:+0.8;Size:-0.5;Momentum:-0.9;LowVol:+0.9 | NoMargin | 10 | 30 | 5.7 | trailing 8% | 133 | 16.8 | Bear | 23 | 4.11 | 2.1 | 170 | -94 | 15 | 47 | false | Rebalance | Shift +1% to bonds from equity | 23 | 7 | BrokerB | VWAP | 92 | null | null | Normal monitoring | 25 | -10 | 130 | 4 | false | Monitor dispersion and breadth |
P0047 | Hands-off | Roth | USD | 2025-03-02 | 170,934 | 14,663 | 156,271 | 1 | 57.5 | 26.7 | 9.9 | 5.9 | VOO:36.5%;BND:36.5%;HYG:27.1% | US:63.7;EU:8.3;APAC:16.8;EM:5.6;Other:5.7 | Value:-0.3;Growth:0.0;Quality:+0.1;Size:-0.2;Momentum:+0.9;LowVol:-0.5 | ESGOnly | 6 | 35 | 4.4 | trailing 8% | 153 | 15.3 | Sideways | 18.5 | 3.51 | 2.3 | 103 | -15 | 55 | 45 | false | Buy | Add to core equity +1% | 16 | -1 | BrokerB | MKT | 92 | null | null | Normal monitoring | -17 | -1 | -42 | 5 | false | Within IPS guidelines |
P0048 | Opportunistic | Taxable | USD | 2024-10-15 | 552,697 | 49,620 | 503,077 | 1 | 69.1 | 20.5 | 6.1 | 4.3 | TSLA:33.3%;MSFT:33.3%;BND:33.3% | US:62.6;EU:11.7;APAC:15.7;EM:5.3;Other:4.8 | Value:-0.5;Growth:+0.8;Quality:-0.4;Size:-0.8;Momentum:+0.8;LowVol:+0.6 | null | 8 | 25 | 5.7 | trailing 9% | 175 | 29.6 | Volatile | 30.4 | 4.71 | 2.8 | 159 | 33 | 79 | 82 | true | Hedge | Buy index puts 1% notional | -14 | -2 | BrokerB | MKT | 98 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 115 | -5 | 243 | 2 | false | Increase defensive factor exposure |
P0049 | Hands-off | Roth | USD | 2024-10-31 | 250,056 | 23,344 | 226,712 | 1 | 65.7 | 20.6 | 5.8 | 7.9 | XLF:20.2%;IEF:26.6%;BND:26.6%;AMZN:26.6% | US:70.3;EU:7.1;APAC:16.0;EM:5.3;Other:1.3 | Value:+0.4;Growth:-0.3;Quality:+1.0;Size:+0.3;Momentum:-0.7;LowVol:-0.9 | ESGOnly;MaxPos7% | 7 | 25 | 4 | hard 10% | 103 | 17.3 | Volatile | 24.7 | 4.01 | 3.2 | 128 | -41 | 41 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | 32 | -19 | BrokerB | MKT | 91 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 53 | 20 | 71 | 4 | false | Within IPS guidelines |
P0050 | Active | IRA | USD | 2025-04-06 | 1,604,053 | 144,619 | 1,459,434 | 1 | 65.9 | 19.3 | 5.4 | 9.4 | VOO:25.9%;QQQ:25.9%;TLT:22.3%;VNQ:25.9% | US:71.3;EU:8.3;APAC:9.3;EM:10.0;Other:1.1 | Value:-0.1;Growth:+0.7;Quality:-0.9;Size:-0.6;Momentum:-0.8;LowVol:-0.4 | NoDerivatives | 10 | 35 | 4.5 | hard 12% | 179 | 26.7 | Volatile | 31 | 5.21 | 3.3 | 157 | 26 | 50 | 88 | true | Reduce | Cut high-beta by 2-3%, add cash | -2 | 9 | BrokerB | LMT | 88 | VAR>budget | Reduce | Risk above budget threshold | 1 | -18 | -39 | 3 | false | Within IPS guidelines |
P0051 | Hands-off | IRA | USD | 2024-10-25 | 628,861 | 45,691 | 583,170 | 1 | 67.4 | 25.4 | 0 | 7.2 | VNQ:25.3%;BRK.B:25.3%;TSLA:25.3%;QQQ:24.0% | US:67.4;EU:12.3;APAC:6.3;EM:9.9;Other:4.1 | Value:-0.3;Growth:+0.1;Quality:+0.1;Size:-0.2;Momentum:+0.9;LowVol:+0.3 | NoDerivatives | 10 | 35 | 4.8 | trailing 10% | 111 | 20 | Bull | 13.2 | 4.71 | 3.1 | 85 | 7 | 58 | 40 | false | NoAction | Within bands; monitor | -8 | -4 | BrokerC | LMT | 90 | null | null | Normal monitoring | -24 | -26 | 94 | 3 | false | Increase defensive factor exposure |
P0052 | Opportunistic | Roth | USD | 2025-01-05 | 1,795,430 | 81,768 | 1,713,662 | 1.24 | 70.4 | 13.5 | 11.1 | 5 | VOO:33.3%;BRK.B:33.3%;IEF:33.3% | US:70.8;EU:9.1;APAC:12.6;EM:7.3;Other:0.2 | Value:-0.3;Growth:-0.4;Quality:-0.6;Size:+0.4;Momentum:+0.8;LowVol:-0.6 | MaxPos8% | 8 | 35 | 5.3 | hard 12% | 211 | 21.5 | Bull | 16.6 | 4.87 | 2.1 | 75 | 104 | 100 | 54 | false | Buy | Add to core equity +1% | -2 | 15 | BrokerD | MKT | 86 | null | null | Normal monitoring | 33 | 13 | 92 | 3 | false | Monitor dispersion and breadth |
P0053 | Opportunistic | Roth | USD | 2024-09-04 | 304,465 | 16,858 | 287,607 | 1 | 76.6 | 16.3 | 2.4 | 4.7 | TSLA:10.5%;AMZN:22.4%;XLF:22.4%;VTI:22.4%;BND:22.4% | US:61.6;EU:17.1;APAC:7.2;EM:10.6;Other:3.5 | Value:-0.4;Growth:-0.9;Quality:+0.7;Size:+0.4;Momentum:-0.7;LowVol:-0.3 | null | 6 | 35 | 4.6 | hard 12% | 167 | 24.1 | Sideways | 19 | 3.92 | 2.4 | 97 | -28 | 22 | 71 | false | Buy | Add to core equity +1% | 9 | -11 | BrokerB | LMT | 97 | null | null | Normal monitoring | 32 | 8 | 159 | 3 | false | Increase defensive factor exposure |
P0054 | Cautious | Trust | USD | 2025-12-25 | 169,937 | 19,815 | 150,122 | 1 | 39.5 | 36.3 | 12.9 | 11.4 | VNQ:22.0%;GLD:22.0%;XLF:22.0%;VOO:10.7%;MSFT:7.7%;HYG:15.6% | US:67.4;EU:6.3;APAC:14.7;EM:8.4;Other:3.3 | Value:+0.6;Growth:+0.5;Quality:+0.2;Size:+0.2;Momentum:-0.1;LowVol:-0.0 | ESGOnly;NoDerivatives;NoMargin | 7 | 35 | 3.8 | hard 10% | 90 | 17.2 | Bear | 33 | 3.63 | 2.2 | 182 | -119 | 5 | 60 | false | Rebalance | Shift +1% to bonds from equity | 26 | -5 | BrokerD | LMT | 86 | null | null | Normal monitoring | -52 | -46 | -87 | 5 | false | Monitor dispersion and breadth |
P0055 | Cautious | Trust | USD | 2025-07-03 | 471,306 | 54,346 | 416,960 | 1 | 37.2 | 34.4 | 16.4 | 12 | VTI:24.4%;IEF:25.2%;HYG:25.2%;VOO:25.2% | US:73.9;EU:11.6;APAC:6.4;EM:3.6;Other:4.6 | Value:+0.6;Growth:-0.4;Quality:+0.6;Size:-0.1;Momentum:-0.2;LowVol:-0.4 | MaxPos8%;NoMargin | 7 | 30 | 4.1 | trailing 10% | 125 | 13.7 | Bear | 29.3 | 3.75 | 2.1 | 172 | 24 | 66 | 52 | false | Rebalance | Shift +1% to bonds from equity | 3 | -33 | BrokerD | VWAP | 92 | null | null | Normal monitoring | 15 | -29 | -21 | 3 | false | Within IPS guidelines |
P0056 | Opportunistic | Trust | USD | 2025-07-25 | 320,070 | 12,447 | 307,623 | 1 | 71.8 | 16 | 3.3 | 8.9 | VNQ:34.2%;AAPL:34.2%;VOO:31.7% | US:56.9;EU:18.2;APAC:13.3;EM:11.2;Other:0.4 | Value:+0.4;Growth:+0.4;Quality:+0.4;Size:+0.5;Momentum:+0.2;LowVol:+0.7 | MaxPos8% | 8 | 35 | 6.2 | trailing 9% | 198 | 30.7 | Bull | 12.9 | 4.36 | 3.4 | 97 | 77 | 93 | 56 | false | Rebalance | Shift +1% to bonds from equity | 2 | -5 | BrokerC | MKT | 91 | null | null | Normal monitoring | -40 | -17 | 9 | 3 | false | Tighten stops on momentum names |
P0057 | Cautious | IRA | USD | 2025-02-08 | 402,214 | 38,973 | 363,241 | 1 | 46.9 | 39.2 | 0 | 14 | IEF:33.3%;BRK.B:33.3%;HYG:33.3% | US:71.2;EU:12.3;APAC:7.3;EM:6.7;Other:2.5 | Value:-0.3;Growth:+0.7;Quality:+0.9;Size:-0.1;Momentum:-0.7;LowVol:-0.2 | NoMargin | 7 | 35 | 3.7 | trailing 8% | 167 | 18.7 | Bull | 13.2 | 4.04 | 2.6 | 80 | 9 | 47 | 33 | false | Rebalance | Shift +1% to bonds from equity | -15 | 9 | BrokerB | MKT | 98 | null | null | Normal monitoring | 53 | 4 | 56 | 3 | false | Monitor dispersion and breadth |
P0058 | Hands-off | Trust | USD | 2024-12-01 | 164,333 | 14,320 | 150,013 | 1 | 56.2 | 21.4 | 17.3 | 5.2 | XLF:23.0%;GLD:8.8%;AAPL:22.2%;BND:23.0%;BRK.B:23.0% | US:65.8;EU:22.6;APAC:6.5;EM:3.7;Other:1.3 | Value:+0.2;Growth:-0.4;Quality:-0.7;Size:+0.5;Momentum:+0.8;LowVol:-0.4 | MaxPos6% | 6 | 30 | 5.1 | hard 10% | 161 | 17.8 | Sideways | 18.5 | 4.33 | 2.8 | 98 | -16 | 43 | 51 | false | Buy | Add to core equity +1% | 27 | 14 | BrokerB | MKT | 95 | null | null | Normal monitoring | 116 | -3 | 106 | 4 | false | Tighten stops on momentum names |
P0059 | Hands-off | Taxable | USD | 2025-01-12 | 868,121 | 75,222 | 792,899 | 1 | 74.3 | 17.8 | 0.7 | 7.2 | BRK.B:33.3%;TLT:33.3%;MSFT:33.3% | US:70.7;EU:9.5;APAC:6.6;EM:12.0;Other:1.2 | Value:0.0;Growth:0.0;Quality:+0.1;Size:-0.7;Momentum:-0.9;LowVol:-0.6 | ESGOnly;NoDerivatives | 10 | 25 | 4.3 | trailing 10% | 146 | 12.7 | Bull | 13.1 | 3.53 | 2.2 | 107 | 111 | 100 | 57 | false | Hedge | Add TLT +1% as duration hedge | -12 | 10 | BrokerA | MKT | 98 | null | null | Normal monitoring | 26 | 6 | 135 | 5 | false | Increase defensive factor exposure |
P0060 | Hands-off | Taxable | USD | 2025-01-13 | 242,431 | 15,128 | 227,303 | 1 | 69.7 | 24.4 | 0 | 5.9 | BND:17.0%;BRK.B:24.1%;GLD:24.1%;AMZN:24.1%;HYG:10.7% | US:72.8;EU:7.3;APAC:5.8;EM:12.0;Other:2.0 | Value:-0.3;Growth:+0.4;Quality:-0.4;Size:+0.7;Momentum:+0.5;LowVol:-0.5 | NoDerivatives | 10 | 30 | 5.6 | trailing 10% | 121 | 18.9 | Volatile | 29.9 | 5.28 | 3.4 | 114 | 12 | 45 | 78 | true | Hedge | Buy index puts 1% notional | 22 | -26 | BrokerB | MKT | 99 | VAR>budget | Hedge | Risk above budget threshold | 64 | 15 | 47 | 4 | false | Tax-aware sells next window |
P0061 | Cautious | 401k | USD | 2024-09-29 | 564,719 | 45,261 | 519,458 | 1 | 53 | 30.6 | 0 | 16.5 | IEF:25.8%;VOO:25.8%;XLF:25.8%;TSLA:22.6% | US:66.5;EU:6.2;APAC:16.7;EM:10.1;Other:0.5 | Value:+0.5;Growth:-0.2;Quality:-0.2;Size:+0.3;Momentum:+0.8;LowVol:+0.1 | NoDerivatives;NoMargin | 7 | 30 | 4.3 | trailing 8% | 150 | 15.8 | Sideways | 18.3 | 4.06 | 3.4 | 97 | 21 | 57 | 53 | false | Buy | Add to core equity +1% | 0 | -15 | BrokerA | MKT | 96 | null | null | Normal monitoring | 68 | -7 | 110 | 4 | false | Tax-aware sells next window |
P0062 | Hands-off | IRA | USD | 2025-06-25 | 523,537 | 25,030 | 498,507 | 1 | 74.7 | 19.1 | 0.9 | 5.3 | AAPL:33.3%;IEF:33.3%;GLD:33.3% | US:67.3;EU:6.9;APAC:7.5;EM:14.2;Other:4.1 | Value:-0.6;Growth:+0.5;Quality:-1.0;Size:0.0;Momentum:+0.6;LowVol:-0.0 | ESGOnly;NoDerivatives | 6 | 30 | 3.9 | trailing 8% | 90 | 17.8 | Bull | 11.1 | 4.69 | 2.7 | 89 | 86 | 81 | 51 | false | Sell | Trim extended winner -1% | 4 | 2 | BrokerD | LMT | 87 | null | null | Normal monitoring | 61 | -14 | 190 | 3 | false | Tighten stops on momentum names |
P0063 | Active | 401k | USD | 2025-05-19 | 1,989,508 | 143,489 | 1,846,019 | 1 | 63.6 | 27.6 | 1.6 | 7.2 | QQQ:17.9%;BND:18.7%;MSFT:20.6%;XLF:18.0%;AMZN:11.1%;VTI:13.7% | US:66.8;EU:11.6;APAC:13.7;EM:6.2;Other:1.7 | Value:0.0;Growth:-0.8;Quality:-1.0;Size:+0.1;Momentum:-0.3;LowVol:-0.2 | NoDerivatives | 8 | 35 | 4.9 | trailing 8% | 178 | 22.7 | Sideways | 20.2 | 4.41 | 3.5 | 110 | 5 | 53 | 61 | false | Rebalance | Shift +1% to bonds from equity | -10 | 13 | BrokerC | MKT | 98 | null | null | Normal monitoring | 72 | -42 | 71 | 5 | false | Within IPS guidelines |
P0064 | Systematic | Trust | USD | 2025-07-22 | 1,892,711 | 138,074 | 1,754,637 | 1 | 56.3 | 24.9 | 11.8 | 7 | VTI:21.8%;TSLA:16.3%;BRK.B:18.2%;MUB:15.7%;VOO:9.1%;HYG:19.0% | US:63.6;EU:13.8;APAC:10.5;EM:7.5;Other:4.5 | Value:-0.8;Growth:-0.6;Quality:+0.4;Size:-0.4;Momentum:-0.3;LowVol:-0.6 | MaxPos7%;NoDerivatives | 6 | 35 | 5 | trailing 8% | 229 | 18.6 | Bull | 12 | 4.72 | 3 | 81 | 76 | 74 | 42 | false | Rebalance | Shift +1% to bonds from equity | -15 | 11 | BrokerC | VWAP | 91 | null | null | Normal monitoring | -21 | -1 | -13 | 4 | false | Tighten stops on momentum names |
P0065 | Active | Roth | USD | 2024-10-12 | 1,807,479 | 211,572 | 1,595,907 | 1 | 63.7 | 30.1 | 0 | 6.2 | VTI:20.0%;XLF:26.7%;MUB:26.7%;IEF:26.7% | US:70.9;EU:13.0;APAC:8.1;EM:4.7;Other:3.3 | Value:-0.9;Growth:+0.3;Quality:+0.6;Size:-0.0;Momentum:-0.6;LowVol:-0.7 | NoDerivatives | 6 | 25 | 4.8 | hard 12% | 130 | 20 | Volatile | 21 | 3.79 | 4.2 | 147 | -13 | 37 | 58 | false | Sell | Trim extended winner -1% | -13 | -20 | BrokerC | LMT | 85 | null | null | Normal monitoring | 77 | -56 | 210 | 5 | false | Increase defensive factor exposure |
P0066 | Hands-off | Taxable | USD | 2024-08-26 | 701,942 | 67,783 | 634,159 | 1 | 67.1 | 26.7 | 0 | 6.2 | GLD:15.4%;AMZN:7.5%;IEF:17.6%;BRK.B:22.5%;BND:14.5%;HYG:22.5% | US:67.0;EU:18.7;APAC:4.8;EM:4.8;Other:4.7 | Value:-0.9;Growth:-0.3;Quality:+0.6;Size:+0.4;Momentum:-0.5;LowVol:-0.3 | ESGOnly | 5 | 30 | 5 | trailing 8% | 140 | 17.3 | Bull | 14.6 | 3.76 | 2.9 | 91 | 63 | 93 | 54 | false | Rebalance | Shift +1% to bonds from equity | -10 | 2 | BrokerD | MKT | 95 | null | null | Normal monitoring | -32 | 12 | 53 | 4 | false | Increase defensive factor exposure |
P0067 | Hands-off | Taxable | USD | 2025-05-24 | 467,538 | 19,189 | 448,349 | 1 | 67 | 19.4 | 8.1 | 5.6 | VTI:26.3%;BRK.B:17.2%;AAPL:14.7%;BND:15.5%;VOO:26.3% | US:62.7;EU:16.5;APAC:12.0;EM:7.4;Other:1.5 | Value:+0.2;Growth:-0.1;Quality:-0.2;Size:-0.5;Momentum:-0.3;LowVol:-0.1 | MaxPos8% | 8 | 30 | 3.9 | trailing 8% | 92 | 17.8 | Bull | 14.1 | 4.46 | 3.1 | 82 | 67 | 92 | 56 | false | Buy | Add to core equity +1% | 20 | -40 | BrokerB | LMT | 97 | null | null | Normal monitoring | 13 | -1 | 135 | 4 | false | Increase defensive factor exposure |
P0068 | Active | Roth | USD | 2024-11-24 | 1,646,097 | 157,775 | 1,488,322 | 1.07 | 57.8 | 31.7 | 3.9 | 6.6 | TLT:33.3%;HYG:33.3%;GLD:33.3% | US:60.7;EU:13.7;APAC:11.8;EM:10.6;Other:3.3 | Value:-0.4;Growth:-0.1;Quality:+0.5;Size:+0.1;Momentum:-0.5;LowVol:+0.6 | null | 10 | 35 | 5.9 | trailing 8% | 126 | 20.3 | Volatile | 27.1 | 4.6 | 3.8 | 175 | 10 | 47 | 60 | true | Reduce | Cut high-beta by 2-3%, add cash | 31 | 9 | BrokerC | MKT | 89 | VAR>budget | Hedge | Risk above budget threshold | 21 | -20 | 139 | 4 | false | Within IPS guidelines |
P0069 | Systematic | Taxable | USD | 2025-10-31 | 997,261 | 40,616 | 956,645 | 1 | 60.1 | 21 | 11.5 | 7.4 | MSFT:20.3%;TSLA:21.9%;IEF:21.9%;AAPL:21.9%;BRK.B:13.9% | US:64.4;EU:10.7;APAC:11.8;EM:8.6;Other:4.4 | Value:+0.8;Growth:-0.2;Quality:+0.4;Size:+0.9;Momentum:+0.1;LowVol:+0.1 | MaxPos5% | 7 | 25 | 4.8 | trailing 8% | 171 | 26.6 | Sideways | 20.2 | 4.15 | 2.5 | 127 | 20 | 74 | 47 | false | Rebalance | Shift +1% to bonds from equity | -1 | -29 | BrokerC | MKT | 95 | null | null | Normal monitoring | 83 | -50 | 115 | 3 | false | Tax-aware sells next window |
P0070 | Active | IRA | USD | 2025-06-10 | 1,157,299 | 71,767 | 1,085,532 | 1 | 61.8 | 28.4 | 0 | 9.7 | TSLA:33.7%;XLF:33.7%;QQQ:32.6% | US:62.8;EU:7.3;APAC:15.1;EM:11.6;Other:3.2 | Value:-0.5;Growth:+0.3;Quality:-0.1;Size:+0.8;Momentum:-0.2;LowVol:-0.4 | MaxPos8% | 7 | 35 | 5 | trailing 9% | 124 | 23.9 | Volatile | 30.8 | 5.02 | 3.6 | 179 | 57 | 69 | 70 | false | Sell | Trim extended winner -1% | 20 | -15 | BrokerA | MKT | 99 | null | null | Normal monitoring | 34 | 17 | 2 | 4 | false | Monitor dispersion and breadth |
P0071 | Hands-off | IRA | USD | 2025-06-07 | 428,987 | 25,897 | 403,090 | 1 | 63.7 | 29.4 | 0.2 | 6.6 | MSFT:16.9%;GLD:20.7%;IEF:11.6%;BND:17.4%;AMZN:12.7%;QQQ:20.7% | US:70.1;EU:6.9;APAC:8.2;EM:11.2;Other:3.5 | Value:0.0;Growth:+0.3;Quality:-0.7;Size:+0.6;Momentum:0.0;LowVol:-0.3 | null | 5 | 25 | 5.8 | trailing 10% | 132 | 14 | Volatile | 31.2 | 4.95 | 2.1 | 172 | 71 | 88 | 70 | false | Hedge | Add TLT +1% as duration hedge | 16 | -16 | BrokerB | LMT | 87 | null | null | Normal monitoring | -48 | -28 | 82 | 5 | false | Within IPS guidelines |
P0072 | Cautious | Roth | USD | 2024-09-29 | 863,210 | 95,763 | 767,447 | 1 | 50.4 | 30.1 | 2.8 | 16.7 | BRK.B:15.0%;VNQ:6.6%;AMZN:13.0%;AAPL:21.8%;MUB:21.8%;XLF:21.8% | US:59.5;EU:20.3;APAC:10.6;EM:7.0;Other:2.6 | Value:-0.8;Growth:+0.5;Quality:+0.9;Size:+1.0;Momentum:-0.3;LowVol:-0.3 | ESGOnly;NoDerivatives;NoMargin | 7 | 35 | 4.7 | hard 10% | 98 | 17.2 | Sideways | 15.8 | 4.93 | 3.4 | 115 | 0 | 37 | 36 | false | Sell | Trim extended winner -1% | 22 | -11 | BrokerA | LMT | 93 | null | null | Normal monitoring | -27 | 9 | 52 | 4 | false | Within IPS guidelines |
P0073 | Systematic | 401k | USD | 2025-10-24 | 625,028 | 34,256 | 590,772 | 1 | 68.9 | 22.3 | 0 | 8.8 | AMZN:25.8%;TSLA:27.2%;IEF:19.7%;XLF:27.2% | US:61.0;EU:10.6;APAC:17.4;EM:6.5;Other:4.5 | Value:+0.9;Growth:+1.0;Quality:-0.1;Size:-0.6;Momentum:-0.8;LowVol:+0.9 | MaxPos7% | 6 | 35 | 4.1 | hard 12% | 138 | 17.6 | Volatile | 29.5 | 5.01 | 4.1 | 130 | -51 | 33 | 85 | true | Hedge | Buy index puts 1% notional | 25 | -2 | BrokerA | VWAP | 100 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 55 | -25 | 137 | 2 | false | Within IPS guidelines |
P0074 | Systematic | 401k | USD | 2025-10-16 | 740,422 | 54,068 | 686,354 | 1 | 56.3 | 22.3 | 16.4 | 5.1 | VTI:33.3%;IEF:33.3%;VOO:33.3% | US:71.8;EU:9.8;APAC:7.5;EM:10.0;Other:0.9 | Value:+0.4;Growth:-0.9;Quality:+0.4;Size:-0.0;Momentum:-0.9;LowVol:-0.9 | MaxPos5% | 8 | 35 | 4.1 | trailing 8% | 131 | 16.7 | Bull | 16.2 | 3.59 | 2.9 | 78 | 87 | 90 | 53 | false | Rebalance | Shift +1% to bonds from equity | -2 | -4 | BrokerB | VWAP | 90 | null | null | Normal monitoring | 18 | -40 | 116 | 4 | false | Tax-aware sells next window |
P0075 | Hands-off | Roth | USD | 2025-01-03 | 730,908 | 71,093 | 659,815 | 1 | 70 | 23.5 | 0 | 6.5 | XLF:17.7%;VNQ:28.6%;BND:25.1%;MUB:28.6% | US:60.6;EU:12.6;APAC:13.0;EM:8.7;Other:5.1 | Value:-0.5;Growth:-1.0;Quality:+0.5;Size:-0.3;Momentum:-0.6;LowVol:-0.8 | MaxPos6% | 7 | 25 | 3.8 | hard 10% | 94 | 18.6 | Volatile | 21.1 | 3.73 | 2.2 | 143 | 41 | 55 | 69 | false | Sell | Trim extended winner -1% | 22 | 2 | BrokerC | LMT | 89 | null | null | Normal monitoring | -7 | -32 | 39 | 5 | false | Within IPS guidelines |
P0076 | Opportunistic | 401k | USD | 2025-08-29 | 1,466,736 | 69,922 | 1,396,814 | 1 | 69 | 15.4 | 6.6 | 8.9 | TLT:27.1%;IEF:27.1%;VOO:18.8%;XLF:27.1% | US:74.7;EU:6.2;APAC:11.3;EM:4.9;Other:2.9 | Value:-0.9;Growth:+0.8;Quality:+0.9;Size:-0.2;Momentum:-0.8;LowVol:-0.7 | null | 5 | 25 | 4.7 | trailing 7% | 267 | 31.3 | Bear | 24.4 | 3.89 | 1.9 | 141 | -15 | 31 | 60 | true | Hedge | Buy index puts 1% notional | -12 | -38 | BrokerB | MKT | 98 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 52 | 17 | 42 | 2 | false | Tax-aware sells next window |
P0077 | Cautious | IRA | USD | 2025-04-28 | 482,623 | 74,555 | 408,068 | 1 | 38.7 | 43.1 | 1.1 | 17.1 | AAPL:19.6%;TSLA:19.4%;GLD:21.6%;QQQ:21.6%;AMZN:17.8% | US:63.7;EU:14.2;APAC:16.4;EM:5.6;Other:0.1 | Value:+0.8;Growth:+0.6;Quality:-0.3;Size:+0.1;Momentum:+0.2;LowVol:-0.6 | ESGOnly;MaxPos7%;NoDerivatives;NoMargin | 10 | 25 | 4 | trailing 10% | 151 | 19 | Volatile | 25.3 | 4.42 | 2.4 | 121 | -12 | 52 | 49 | true | Hedge | Buy index puts 1% notional | 18 | -2 | BrokerD | LMT | 100 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 39 | -4 | 59 | 5 | false | Monitor dispersion and breadth |
P0078 | Cautious | Taxable | USD | 2025-06-09 | 833,586 | 118,853 | 714,733 | 1 | 46.1 | 38.9 | 0 | 15 | AAPL:33.3%;XLF:33.3%;HYG:33.3% | US:58.9;EU:20.9;APAC:11.6;EM:6.8;Other:1.9 | Value:-0.5;Growth:-0.5;Quality:+0.6;Size:-0.4;Momentum:+1.0;LowVol:+0.7 | ESGOnly;NoDerivatives;NoMargin | 5 | 30 | 3.4 | trailing 8% | 170 | 12.1 | Bull | 13.2 | 3.52 | 3.4 | 84 | 9 | 69 | 31 | false | Sell | Trim extended winner -1% | -12 | 4 | BrokerA | MKT | 91 | null | null | Normal monitoring | 108 | -56 | 126 | 5 | false | Increase defensive factor exposure |
P0079 | Systematic | Roth | USD | 2025-12-13 | 538,304 | 53,014 | 485,290 | 1 | 57.2 | 22.5 | 14.8 | 5.5 | VNQ:17.6%;MSFT:21.0%;QQQ:9.7%;IEF:22.0%;VTI:7.6%;VOO:22.0% | US:66.9;EU:8.4;APAC:13.1;EM:10.2;Other:1.3 | Value:-0.4;Growth:+0.4;Quality:-0.9;Size:-0.3;Momentum:+0.5;LowVol:-0.4 | MaxPos8% | 7 | 30 | 4.4 | hard 12% | 164 | 24.7 | Volatile | 25.8 | 4.88 | 4.5 | 150 | 62 | 88 | 68 | false | Rebalance | Shift +1% to bonds from equity | 1 | -24 | BrokerA | MKT | 99 | null | null | Normal monitoring | -15 | -19 | 86 | 4 | false | Tax-aware sells next window |
P0080 | Cautious | Roth | USD | 2025-10-13 | 209,336 | 22,286 | 187,050 | 1 | 49.6 | 34 | 0.1 | 16.3 | AMZN:19.7%;TLT:26.8%;QQQ:26.8%;IEF:26.8% | US:68.7;EU:11.5;APAC:11.2;EM:4.7;Other:3.9 | Value:+0.1;Growth:0.0;Quality:+0.1;Size:0.0;Momentum:-0.8;LowVol:0.0 | NoMargin | 10 | 25 | 4 | hard 10% | 161 | 16 | Volatile | 28.9 | 5.29 | 4.3 | 114 | 36 | 58 | 58 | false | Hedge | Add TLT +1% as duration hedge | 10 | -6 | BrokerA | MKT | 98 | null | null | Normal monitoring | -7 | 15 | 79 | 3 | false | Tax-aware sells next window |
P0081 | Active | Taxable | USD | 2025-12-26 | 845,695 | 74,815 | 770,880 | 1 | 65.5 | 26.9 | 0 | 7.6 | BRK.B:17.7%;QQQ:23.0%;IEF:20.4%;GLD:15.8%;AMZN:23.0% | US:64.2;EU:16.3;APAC:9.1;EM:7.8;Other:2.6 | Value:-0.3;Growth:+0.1;Quality:-0.1;Size:+0.4;Momentum:-1.0;LowVol:+0.8 | MaxPos5%;NoDerivatives | 7 | 35 | 5.2 | trailing 9% | 226 | 19.8 | Bear | 31 | 3.1 | 2.2 | 192 | -35 | 25 | 81 | true | Hedge | Buy index puts 1% notional | 31 | -32 | BrokerD | LMT | 95 | VAR>budget | Pause | Risk above budget threshold | 84 | 5 | 50 | 3 | false | Tax-aware sells next window |
P0082 | Active | 401k | USD | 2024-11-15 | 645,364 | 51,342 | 594,022 | 1 | 65 | 25.6 | 4 | 5.5 | QQQ:22.9%;GLD:22.9%;BND:22.9%;HYG:8.7%;MUB:22.7% | US:60.0;EU:10.0;APAC:13.5;EM:11.2;Other:5.4 | Value:+0.2;Growth:-1.0;Quality:-0.2;Size:+0.7;Momentum:+0.5;LowVol:-0.7 | null | 10 | 30 | 5.7 | trailing 9% | 216 | 23.1 | Bull | 16.1 | 4.39 | 2.7 | 116 | 52 | 77 | 55 | false | Sell | Trim extended winner -1% | 27 | -23 | BrokerD | MKT | 99 | null | null | Normal monitoring | 17 | -2 | 146 | 4 | false | Tighten stops on momentum names |
P0083 | Opportunistic | Roth | USD | 2025-07-20 | 614,859 | 26,204 | 588,655 | 1 | 65.4 | 10.7 | 18.7 | 5.2 | IEF:27.2%;TSLA:27.2%;MSFT:27.2%;AAPL:18.4% | US:55.6;EU:14.4;APAC:12.1;EM:12.7;Other:5.2 | Value:+0.6;Growth:-0.1;Quality:-0.1;Size:-0.1;Momentum:+0.2;LowVol:-0.9 | NoDerivatives | 7 | 25 | 5.2 | hard 12% | 170 | 23.2 | Volatile | 25.8 | 4.62 | 2.9 | 168 | 78 | 99 | 79 | true | Reduce | Cut high-beta by 2-3%, add cash | 28 | -33 | BrokerB | MKT | 89 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 39 | -34 | 145 | 2 | false | Tax-aware sells next window |
P0084 | Opportunistic | 401k | USD | 2025-11-06 | 421,092 | 17,592 | 403,500 | 1.11 | 63.5 | 20.5 | 10.7 | 5.3 | MSFT:33.3%;TSLA:33.3%;VTI:33.3% | US:62.0;EU:10.5;APAC:12.5;EM:10.4;Other:4.5 | Value:+0.2;Growth:+0.4;Quality:-0.9;Size:+0.5;Momentum:+0.1;LowVol:-0.5 | null | 6 | 35 | 4.5 | trailing 7% | 256 | 28.9 | Bull | 11.8 | 4.14 | 2.9 | 88 | 15 | 56 | 48 | false | Rebalance | Shift +1% to bonds from equity | 27 | -15 | BrokerA | MKT | 89 | null | null | Normal monitoring | -17 | -12 | -40 | 5 | false | Monitor dispersion and breadth |
P0085 | Active | 401k | USD | 2024-09-02 | 1,721,849 | 129,684 | 1,592,165 | 1.16 | 64.6 | 20.6 | 8.5 | 6.3 | BRK.B:33.3%;AMZN:33.3%;VNQ:33.3% | US:70.6;EU:10.6;APAC:8.4;EM:5.1;Other:5.2 | Value:-0.9;Growth:-0.5;Quality:-0.8;Size:-0.3;Momentum:0.0;LowVol:-0.7 | MaxPos8% | 10 | 35 | 4.9 | trailing 8% | 187 | 28 | Sideways | 21.2 | 4.26 | 2.5 | 93 | -29 | 35 | 70 | false | Sell | Trim extended winner -1% | 12 | -31 | BrokerB | LMT | 96 | null | null | Normal monitoring | -36 | -51 | -10 | 5 | false | Increase defensive factor exposure |
P0086 | Systematic | Trust | USD | 2025-03-04 | 1,588,414 | 85,029 | 1,503,385 | 1 | 56.1 | 27.2 | 10.7 | 6 | BRK.B:16.4%;IEF:11.2%;XLF:21.7%;MUB:21.7%;VOO:7.3%;TSLA:21.6% | US:66.9;EU:13.2;APAC:8.6;EM:7.5;Other:3.8 | Value:-0.3;Growth:0.0;Quality:-0.4;Size:-0.2;Momentum:-0.3;LowVol:+0.8 | NoDerivatives | 6 | 25 | 5.5 | trailing 8% | 216 | 27.6 | Volatile | 20.3 | 5.37 | 2 | 178 | -51 | 36 | 46 | true | Hedge | Buy index puts 1% notional | 2 | 14 | BrokerC | LMT | 94 | VAR>budget | Reduce | Risk above budget threshold | 50 | 10 | 139 | 4 | false | Within IPS guidelines |
P0087 | Cautious | Taxable | USD | 2025-01-16 | 854,122 | 89,674 | 764,448 | 1 | 42.5 | 35.9 | 11.3 | 10.2 | XLF:24.0%;GLD:24.0%;BND:12.9%;VOO:24.0%;QQQ:15.0% | US:60.4;EU:12.6;APAC:15.9;EM:10.6;Other:0.4 | Value:-0.2;Growth:+0.1;Quality:+0.3;Size:+0.9;Momentum:-0.2;LowVol:+0.3 | ESGOnly;NoMargin | 6 | 35 | 4.1 | trailing 8% | 152 | 17.2 | Bear | 32.5 | 4.19 | 2.1 | 184 | -52 | 33 | 80 | true | Reduce | Cut high-beta by 2-3%, add cash | 27 | 7 | BrokerD | LMT | 92 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 46 | -26 | 94 | 2 | false | Within IPS guidelines |
P0088 | Systematic | IRA | USD | 2024-12-04 | 962,697 | 88,657 | 874,040 | 1 | 58 | 31.8 | 3.4 | 6.8 | VOO:19.9%;BND:11.2%;VTI:20.0%;TSLA:16.3%;MSFT:16.6%;XLF:15.9% | US:76.5;EU:9.8;APAC:6.2;EM:5.5;Other:1.9 | Value:+0.6;Growth:+0.5;Quality:+0.3;Size:-0.4;Momentum:-0.2;LowVol:+1.0 | null | 5 | 25 | 5.2 | hard 12% | 126 | 18.5 | Sideways | 15.4 | 4.9 | 2.6 | 139 | 0 | 40 | 45 | false | Buy | Add to core equity +1% | 34 | -14 | BrokerC | LMT | 98 | null | null | Normal monitoring | -35 | 7 | 3 | 5 | false | Tighten stops on momentum names |
P0089 | Hands-off | Trust | USD | 2025-02-25 | 318,896 | 27,713 | 291,183 | 1 | 55.1 | 23.9 | 15.2 | 5.8 | VOO:23.7%;AMZN:23.7%;XLF:22.9%;MSFT:14.3%;TSLA:15.5% | US:70.4;EU:6.9;APAC:14.3;EM:4.8;Other:3.6 | Value:-0.4;Growth:-0.5;Quality:-0.9;Size:-0.2;Momentum:-0.4;LowVol:+0.5 | ESGOnly | 5 | 25 | 4.3 | hard 10% | 97 | 12.4 | Sideways | 17.8 | 4.29 | 3 | 135 | 30 | 60 | 38 | false | Buy | Add to core equity +1% | -9 | -26 | BrokerA | LMT | 98 | null | null | Normal monitoring | 106 | -53 | 130 | 3 | false | Within IPS guidelines |
P0090 | Systematic | Roth | USD | 2024-09-11 | 1,659,490 | 99,454 | 1,560,036 | 1 | 59.7 | 33 | 0 | 7.3 | MUB:12.9%;QQQ:13.5%;VTI:21.6%;TSLA:15.9%;BRK.B:21.6%;GLD:14.4% | US:72.2;EU:15.6;APAC:8.2;EM:3.1;Other:1.0 | Value:+0.4;Growth:-0.4;Quality:+0.4;Size:-0.6;Momentum:+0.5;LowVol:+0.4 | null | 7 | 25 | 4.8 | trailing 9% | 140 | 19.3 | Volatile | 29.3 | 3.99 | 4.2 | 176 | 54 | 71 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | -2 | -18 | BrokerD | MKT | 92 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 77 | -50 | 92 | 5 | false | Tighten stops on momentum names |
P0091 | Active | IRA | USD | 2025-12-14 | 1,768,688 | 114,402 | 1,654,286 | 1 | 53.6 | 21.2 | 16.7 | 8.5 | BRK.B:27.1%;VNQ:25.0%;IEF:20.7%;TLT:27.1% | US:57.6;EU:21.7;APAC:5.6;EM:12.0;Other:3.1 | Value:-1.0;Growth:+0.5;Quality:-0.8;Size:+0.9;Momentum:-0.3;LowVol:-0.2 | null | 5 | 30 | 5.7 | trailing 9% | 183 | 27.3 | Bull | 14.1 | 4.33 | 3.5 | 80 | 25 | 70 | 32 | false | Buy | Add to core equity +1% | 17 | 6 | BrokerC | MKT | 97 | null | null | Normal monitoring | -52 | 11 | 50 | 5 | false | Tax-aware sells next window |
P0092 | Hands-off | Taxable | USD | 2024-11-15 | 658,577 | 63,013 | 595,564 | 1 | 58.5 | 26 | 10.3 | 5.3 | MUB:23.0%;GLD:11.5%;MSFT:9.4%;IEF:23.0%;AMZN:10.1%;TSLA:23.0% | US:63.5;EU:16.9;APAC:10.1;EM:9.4;Other:0.1 | Value:-0.3;Growth:-0.7;Quality:-0.7;Size:-0.9;Momentum:0.0;LowVol:0.0 | ESGOnly | 8 | 30 | 3.6 | trailing 8% | 146 | 17.2 | Bull | 15.5 | 3.51 | 2.9 | 117 | 118 | 99 | 44 | false | Hedge | Add TLT +1% as duration hedge | -12 | -9 | BrokerD | MKT | 98 | null | null | Normal monitoring | 12 | 2 | -3 | 4 | false | Tax-aware sells next window |
P0093 | Active | IRA | USD | 2025-12-12 | 1,088,685 | 87,091 | 1,001,594 | 1 | 52.9 | 31 | 9.7 | 6.4 | MUB:38.0%;TSLA:24.0%;QQQ:38.0% | US:63.9;EU:16.3;APAC:8.0;EM:8.7;Other:3.1 | Value:-0.0;Growth:+0.4;Quality:+0.7;Size:-0.3;Momentum:-0.8;LowVol:+0.1 | NoDerivatives | 8 | 35 | 5.1 | hard 12% | 135 | 21.8 | Bull | 17.8 | 3.74 | 2.3 | 85 | 89 | 87 | 44 | false | Buy | Add to core equity +1% | 17 | -2 | BrokerA | MKT | 88 | null | null | Normal monitoring | 115 | -16 | 140 | 5 | false | Monitor dispersion and breadth |
P0094 | Opportunistic | IRA | USD | 2024-08-27 | 1,509,084 | 84,042 | 1,425,042 | 1 | 70.9 | 20.8 | 0.5 | 7.7 | MUB:25.0%;AMZN:25.0%;BRK.B:25.0%;VNQ:25.0% | US:75.4;EU:8.4;APAC:11.3;EM:3.1;Other:1.8 | Value:-0.6;Growth:-0.6;Quality:+0.4;Size:-0.5;Momentum:+0.2;LowVol:+0.9 | MaxPos7% | 5 | 30 | 4.5 | trailing 7% | 186 | 31.6 | Bull | 17.1 | 4.32 | 3.2 | 100 | 36 | 66 | 49 | false | Sell | Trim extended winner -1% | -11 | -21 | BrokerA | MKT | 95 | null | null | Normal monitoring | 25 | -10 | -8 | 5 | false | Monitor dispersion and breadth |
P0095 | Opportunistic | Roth | USD | 2024-09-02 | 1,119,842 | 37,811 | 1,082,031 | 1 | 72.7 | 21.2 | 0 | 6 | XLF:23.5%;VTI:21.2%;IEF:12.3%;GLD:19.6%;AMZN:23.5% | US:72.1;EU:12.6;APAC:10.6;EM:3.4;Other:1.3 | Value:+0.8;Growth:+0.8;Quality:-0.8;Size:+0.6;Momentum:-0.9;LowVol:-0.4 | MaxPos8%;NoDerivatives | 10 | 35 | 4.4 | trailing 9% | 202 | 28.1 | Volatile | 31.7 | 3.76 | 2.7 | 176 | -47 | 22 | 79 | true | Hedge | Buy index puts 1% notional | 32 | -29 | BrokerA | LMT | 91 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 75 | -1 | 102 | 3 | true | Tax-aware sells next window |
P0096 | Hands-off | IRA | USD | 2025-08-30 | 276,800 | 11,688 | 265,112 | 1 | 65.1 | 26.7 | 0 | 8.2 | VNQ:20.6%;GLD:15.2%;BND:14.5%;MSFT:8.6%;AMZN:20.6%;BRK.B:20.6% | US:62.7;EU:15.7;APAC:10.7;EM:9.6;Other:1.3 | Value:+0.5;Growth:-0.8;Quality:-0.5;Size:+0.2;Momentum:-0.5;LowVol:+0.2 | MaxPos7%;NoDerivatives | 6 | 35 | 5.9 | trailing 8% | 170 | 17.3 | Bull | 11.6 | 4.08 | 2.4 | 80 | 26 | 65 | 33 | false | Sell | Trim extended winner -1% | 8 | -9 | BrokerB | VWAP | 97 | null | null | Normal monitoring | 31 | -21 | 3 | 4 | false | Increase defensive factor exposure |
P0097 | Cautious | Roth | USD | 2025-02-24 | 741,983 | 118,014 | 623,969 | 1 | 53.2 | 31.8 | 4.5 | 10.4 | QQQ:27.7%;AAPL:27.7%;GLD:25.2%;IEF:19.4% | US:62.6;EU:16.7;APAC:8.2;EM:9.3;Other:3.2 | Value:+0.2;Growth:+0.9;Quality:+0.3;Size:-0.2;Momentum:+0.8;LowVol:+0.6 | ESGOnly;MaxPos5%;NoDerivatives;NoMargin | 8 | 25 | 4.1 | trailing 8% | 144 | 17.7 | Sideways | 21.9 | 4.25 | 2 | 133 | -22 | 38 | 60 | false | Rebalance | Shift +1% to bonds from equity | 4 | -33 | BrokerC | MKT | 95 | null | null | Normal monitoring | 53 | -18 | 100 | 3 | false | Tighten stops on momentum names |
P0098 | Active | Roth | USD | 2025-08-27 | 1,775,243 | 129,660 | 1,645,583 | 1 | 65 | 22.8 | 6.8 | 5.4 | HYG:16.5%;TSLA:25.9%;QQQ:12.1%;XLF:25.9%;AAPL:19.7% | US:69.7;EU:7.3;APAC:11.7;EM:11.1;Other:0.3 | Value:+0.2;Growth:+0.6;Quality:-0.1;Size:-0.7;Momentum:-0.9;LowVol:+0.1 | NoDerivatives | 5 | 25 | 6 | trailing 9% | 130 | 27.3 | Sideways | 18.3 | 3.91 | 2.9 | 98 | -18 | 37 | 57 | false | Rebalance | Shift +1% to bonds from equity | 3 | 2 | BrokerB | LMT | 92 | null | null | Normal monitoring | 107 | -14 | 100 | 5 | false | Within IPS guidelines |
P0099 | Hands-off | 401k | USD | 2025-03-26 | 330,763 | 24,776 | 305,987 | 1 | 65.5 | 28 | 0 | 6.5 | BRK.B:26.8%;BND:19.6%;VNQ:26.8%;HYG:26.8% | US:65.4;EU:18.2;APAC:7.0;EM:4.8;Other:4.6 | Value:-0.1;Growth:+0.1;Quality:-0.1;Size:+0.2;Momentum:+0.1;LowVol:-0.6 | MaxPos8% | 8 | 35 | 3.3 | trailing 10% | 139 | 19.5 | Volatile | 24.6 | 4.06 | 2.9 | 134 | 24 | 71 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | 19 | -38 | BrokerC | LMT | 92 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 49 | -4 | 55 | 4 | false | Within IPS guidelines |
P0100 | Opportunistic | Taxable | USD | 2025-08-07 | 1,757,607 | 126,871 | 1,630,736 | 1.1 | 60.2 | 14.7 | 19.2 | 6 | VOO:35.2%;TSLA:35.2%;IEF:29.6% | US:61.8;EU:16.0;APAC:11.3;EM:10.2;Other:0.7 | Value:+0.9;Growth:-0.8;Quality:-0.4;Size:-0.7;Momentum:+0.4;LowVol:+0.2 | null | 8 | 25 | 5.9 | trailing 7% | 212 | 23.7 | Bull | 13.2 | 3.72 | 3.4 | 106 | 13 | 66 | 36 | false | Rebalance | Shift +1% to bonds from equity | 18 | 6 | BrokerB | MKT | 97 | null | null | Normal monitoring | -57 | -2 | -3 | 5 | false | Tighten stops on momentum names |
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