| Limit | This fund | Base mandate | |
|---|---|---|---|
| maxSingleEquityPct | 8.0 | 7.0 | tuned |
| maxSingleEtfPct | 5.0 | 5.0 | |
| maxSectorPct | 35.0 | 35.0 | |
| cashMinPct | 0.0 | 10.0 | tuned |
| cashMaxPct | 100.0 | 20.0 | tuned |
| minPositions | 0 | 15 | tuned |
| maxPositions | 30 | 30 | |
| maxNonUsPct | 10.0 | 10.0 | |
| allowShorting | True | True | |
| maxSingleShortPct | 4.0 | 4.0 | |
| maxGrossShortPct | 40.0 | 40.0 | |
| shortCollateralCoverage | 1.0 | 1.0 | |
| allowLeverage | False | False |
| Ticker | Class / sector | Weight | Last | P&L | Rationale recorded at entry |
|---|---|---|---|---|---|
| MSFT | Technology | 7.77% | 485.65 | -0.02% | MA Crossover (9/20/50): ranked 1 of 31 on MA Crossover (9/20/50) (score 62.0) |
| AMZN | Consumer Discretionary | 7.77% | 272.82 | -0.06% | MA Crossover (9/20/50): ranked 3 of 31 on MA Crossover (9/20/50) (score 31.4) |
| CRM | Technology | 7.76% | 183.15 | -0.15% | MA Crossover (9/20/50): ranked 2 of 31 on MA Crossover (9/20/50) (score 37.4) |
| VZ | Telecommunications | 7.76% | 46.38 | -0.02% | MA Crossover (9/20/50): ranked 8 of 31 on MA Crossover (9/20/50) (score 19.6) |
| BA | Industrials | 7.76% | 239.72 | -0.12% | MA Crossover (9/20/50): ranked 6 of 31 on MA Crossover (9/20/50) (score 20.9) |
| T | Telecommunications | 7.75% | 23.04 | -0.09% | MA Crossover (9/20/50): ranked 9 of 31 on MA Crossover (9/20/50) (score 16.9) |
| XOM | Energy | 7.75% | 151.75 | -0.16% | MA Crossover (9/20/50): ranked 10 of 31 on MA Crossover (9/20/50) (score 16.9) |
| MA | Consumer Discretionary | 7.74% | 573.00 | -0.35% | MA Crossover (9/20/50): ranked 5 of 31 on MA Crossover (9/20/50) (score 24.3) |
| HON | Industrials | 7.74% | 248.12 | -0.35% | MA Crossover (9/20/50): ranked 7 of 31 on MA Crossover (9/20/50) (score 20.4) |
| TMO | Industrials | 7.70% | 577.83 | -0.95% | MA Crossover (9/20/50): ranked 4 of 31 on MA Crossover (9/20/50) (score 28.3) |
| ID | Date | Action | Ticker | Notional | Rationale |
|---|---|---|---|---|---|
| T-0010 | 2026-08-06 | ENTRY | XOM | $7,747.31 | MA Crossover (9/20/50): ranked 10 of 31 on MA Crossover (9/20/50) (score 16.9) |
| T-0009 | 2026-08-06 | ENTRY | T | $7,747.83 | MA Crossover (9/20/50): ranked 9 of 31 on MA Crossover (9/20/50) (score 16.9) |
| T-0008 | 2026-08-06 | ENTRY | VZ | $7,747.96 | MA Crossover (9/20/50): ranked 8 of 31 on MA Crossover (9/20/50) (score 19.6) |
| T-0007 | 2026-08-06 | ENTRY | HON | $7,750.08 | MA Crossover (9/20/50): ranked 7 of 31 on MA Crossover (9/20/50) (score 20.4) |
| T-0006 | 2026-08-06 | ENTRY | BA | $7,750.78 | MA Crossover (9/20/50): ranked 6 of 31 on MA Crossover (9/20/50) (score 20.9) |
| T-0005 | 2026-08-06 | ENTRY | MA | $7,752.88 | MA Crossover (9/20/50): ranked 5 of 31 on MA Crossover (9/20/50) (score 24.3) |
| T-0004 | 2026-08-06 | ENTRY | TMO | $7,758.61 | MA Crossover (9/20/50): ranked 4 of 31 on MA Crossover (9/20/50) (score 28.3) |
| T-0003 | 2026-08-06 | ENTRY | AMZN | $7,758.99 | MA Crossover (9/20/50): ranked 3 of 31 on MA Crossover (9/20/50) (score 31.4) |
| T-0002 | 2026-08-06 | ENTRY | CRM | $7,759.88 | MA Crossover (9/20/50): ranked 2 of 31 on MA Crossover (9/20/50) (score 37.4) |
| T-0001 | 2026-08-06 | ENTRY | MSFT | $7,760.00 | MA Crossover (9/20/50): ranked 1 of 31 on MA Crossover (9/20/50) (score 62.0) |