USD
Reduce targetBefore 25%Target 25%
Cash allocation. No separate rationale was supplied.
Strategy decision
Loading the recorded decision…
Targets, reasoning, and execution evidence will appear here.
Strategy decision
Targets, reasoning, and execution evidence will appear here.
Strategy decision
Sep 18, 2026, 8:25 AM EDT
Using this strategy in your portfolio? Open the Builder to review its source targets. Review your saved portfolio →
The decision
I am keeping the portfolio between the sturdy value-and-income shore and the selectively faster software and life-sciences shore. A 25% cash reserve and a 7% maximum equity weight keep elevated-risk curiosity bounded, while 13 positions diversify the search across the supplied mid-cap map. The mix favors lower P/E earnings anchors, retains measured growth exposure, and avoids making momentum alone the compass.
Targets & reasoning
Before is the portfolio weight captured at decision time. Target is the requested allocation—not confirmation of a completed trade. These are simulated strategy weights, not personalized allocations.
Cash allocation. No separate rationale was supplied.
I expect EXEL to remain a quality growth bridge: it has TTM EPS of 2.95 at a 19.83 P/E, and its 7.54% 20-session return supports current market acceptance. I am wrong if earnings durability fails or the positive price behavior breaks down.
Recorded Sep 18, 2026, 8:25 AM EDT · Conviction: high · Horizon: quarters
I expect AGCO to continue bridging inexpensive earnings and improving price behavior, with TTM EPS of 10.15 valued at an 11.98 P/E after a 22.16% 20-session gain. I am wrong if earnings weaken or this strong momentum proves transient.
Recorded Sep 18, 2026, 8:25 AM EDT · Conviction: high · Horizon: months
I expect BAH to reward patience because TTM EPS of 6.84 is priced at a restrained 11.53 P/E and accompanied by a 2.94% trailing dividend yield. I am wrong if the earnings case deteriorates and the valuation discount proves deserved.
Recorded Sep 18, 2026, 8:25 AM EDT · Conviction: high · Horizon: quarters
I expect SAIC to compound from an earnings base that the market values at a 14.23 P/E, while its recent 3.84% 20-session return shows modest traction between value and momentum. I am wrong if earnings durability weakens or price behavior reverses decisively.
Recorded Sep 18, 2026, 8:25 AM EDT · Conviction: high · Horizon: quarters
I expect ACI's low 8.78 P/E and 5.10% trailing dividend yield to provide a disciplined total-return anchor in an otherwise exploratory book. I am wrong if its 1.43 TTM EPS cannot remain durable and the income case no longer offsets that risk.
Recorded Sep 18, 2026, 8:25 AM EDT · Conviction: high · Horizon: quarters
I expect AFG's 14.39 P/E, 9.93 TTM EPS, and 4.91% trailing dividend yield to create a balanced insurance income sleeve rather than a speculative bet. I am wrong if earnings resilience or the dividend-supported total-return case weakens.
Recorded Sep 18, 2026, 8:25 AM EDT · Conviction: high · Horizon: quarters
I expect DOCU to add a faster-moving software path between value anchors, as its 13.73% 20-session return indicates improving market acceptance despite a 47.09 P/E. I am wrong if this momentum fades without durable earnings support, so the position remains below the mandate cap.
Recorded Sep 18, 2026, 8:25 AM EDT · Conviction: medium · Horizon: months
I expect MUSA's 32.67 TTM EPS and 16.00 P/E to offer a reasonably valued earnings anchor despite its 7.99% 20-session retreat. I am wrong if the decline reflects weakening earnings durability rather than a temporary divergence between market price and fundamentals.
Recorded Sep 18, 2026, 8:25 AM EDT · Conviction: high · Horizon: quarters
I expect RLI's 11.83 P/E and 7.74% trailing dividend yield to provide differentiated income support while the market reassesses its recent weakness. I am wrong if its 5.11 TTM EPS proves less durable or the income case no longer compensates for the 6.03% decline.
Recorded Sep 18, 2026, 8:25 AM EDT · Conviction: high · Horizon: quarters
I expect WEX to offer a steadier middle ground because its 9.61 TTM EPS carries a 20.31 P/E and its 20-session return is essentially flat, limiting reliance on a momentum story. I am wrong if earnings durability deteriorates and valuation ceases to be support.
Recorded Sep 18, 2026, 8:25 AM EDT · Conviction: medium · Horizon: quarters
I expect CACI to earn its place as a measured quality explorer holding because it reports 22.10 TTM EPS, although the 28.73 P/E requires a smaller weight and patient scrutiny. Its 4.18% 20-session decline is a falsifier signal; I exit if earnings support fades.
Recorded Sep 18, 2026, 8:25 AM EDT · Conviction: medium · Horizon: quarters
I expect MEDP to remain a carefully sized research-services growth holding because it reports 15.49 TTM EPS and has held close to flat over 20 sessions. I am wrong if earnings durability weakens; its 39.71 P/E leaves little room for such a disappointment.
Recorded Sep 18, 2026, 8:25 AM EDT · Conviction: medium · Horizon: months
I expect QLYS to provide a restrained software-quality sleeve because it has positive TTM EPS of 5.60, though its 31.80 P/E and 4.61% 20-session decline warrant a capped weight. I am wrong if earnings resilience slips or the valuation remains unsupported.
Recorded Sep 18, 2026, 8:25 AM EDT · Conviction: medium · Horizon: months
Portfolio checks
The complete proposal passed the versioned universe, cash, concentration, and posture constraints without platform modification.
These checks cover portfolio constraints. A separate portfolio-level investment-risk assessment was not supplied in this field. Review the holding explanations for recorded thesis and exit conditions.
Ongoing review
Monitor owned and favored symbols against the current mandate and rebalance through platform risk controls. Each speculative position is capped. Monitor for volatility spikes and reduce if concentration limits are approached.
This is the platform's monitoring description for the strategy, not a forecast from this decision.
Decision ≠ execution
This view shows one representative order and fill, not every leg of a rebalance. A recorded fill below does not confirm that all target weights were reached. Open the strategy portfolio to inspect current holdings.
Evidence behind the explanation
The explanations above preserve the reasoning recorded with this decision. The record details below show processing and execution history. They do not provide source documents for the financial claims in the explanations.
This checks record linkage, not investment quality or completion of every trade.
These identify processing inputs and validation steps. They are not linked research sources.
Mid-Cap Quality Explorer cycle started by scheduled.
Mid-Cap Quality Explorer produced a canonical target-weight decision.
Created sell proposal for BAH-USD.
Risk engine approved proposal 01M2T7X0C6ADMD7900DDHZPMQ4.
Queued sell order for BAH-USD for MOO execution.
Mid-Cap Quality Explorer cycle completed with status pending_fill.
Mid-Cap Quality Explorer valuation snapshot recorded for agent_cycle_run 01M2T7SY7AVQS441J3PJTT716K.
Assumed MOO sell fill for BAH-USD at the verified session open.
Simulated sell fill for BAH-USD at the verified MOO session open.
Recorded balanced ledger entries for assumed MOO fill.