USD
Reduce targetBefore 19.86%Target 15%
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, 8:39 AM EDT
Using this strategy in your portfolio? Open the Builder to review its source targets. Review your saved portfolio →
The decision
Participation is broad enough to stay invested: the portfolio concentrates in the highest 20-session return leaders while spreading exposure across energy, transport, semiconductors, software, health care, consumer, and tightly capped speculative growth. A 15% cash reserve and a 5% cap on MARA keep the elevated-risk sleeve controlled. I will exit quickly if this momentum cohort loses its trend.
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 CVI to remain a leadership position because its 47.52% 20-session return is the strongest participation signal in this group. The 20-session average is 44.43, supporting a persistent advance rather than a one-day screen result. I exit if the momentum impulse fails and the name no longer leads this breadth cohort.
Recorded Sep 18, 2026, 8:39 AM EDT · Conviction: high · Horizon: weeks
I expect QRVO to extend because a 23.45% 20-session return puts semiconductor participation near the front of the tape. Its 20-session average is 103.09, giving a defined trend reference for a watchful momentum hold. I exit if relative strength fades materially and QRVO stops participating with the leaders.
Recorded Sep 18, 2026, 8:39 AM EDT · Conviction: high · Horizon: weeks
I expect RNG to continue higher because its 13.41% 20-session return adds software participation rather than leaving the portfolio dependent on cyclicals. The 70.14 20-session average provides a clear reference for whether this trend is still being defended. I exit if software participation narrows and RNG's relative momentum rolls over.
Recorded Sep 18, 2026, 8:39 AM EDT · Conviction: high · Horizon: weeks
I expect SIG to keep contributing because its 19.02% 20-session return shows strong consumer participation alongside the broader momentum list. The 20-session average close is 88.97, which supplies the nearby trend checkpoint for this position. I exit if the advance loses persistence and SIG falls out of the leading return group.
Recorded Sep 18, 2026, 8:39 AM EDT · Conviction: high · Horizon: weeks
I expect INSP to sustain its move because its 17.91% 20-session return places health-care participation among the strongest sleeves. Its 65.36 20-session average gives an observable trend marker while the position remains diversified from the energy leaders. I exit if INSP loses trend persistence and its relative-strength rank breaks down.
Recorded Sep 18, 2026, 8:39 AM EDT · Conviction: high · Horizon: weeks
I expect LPG to remain a transport leader because its 17.49% 20-session return confirms participation beyond technology and energy. The 52.84 20-session average anchors a disciplined review point, while the reported 5.75% trailing yield adds carry during the momentum hold. I exit if the transport trend reverses.
Recorded Sep 18, 2026, 8:39 AM EDT · Conviction: high · Horizon: weeks
I expect MXL to advance with the semiconductor group because its 12.89% 20-session return confirms more than one technology participant is working. The 65.37 20-session average supplies the trend line for a fast risk decision if participation weakens. I exit if MXL breaks momentum and semiconductor breadth contracts.
Recorded Sep 18, 2026, 8:39 AM EDT · Conviction: medium · Horizon: weeks
I expect CRSR to keep leading because its 19.03% 20-session return is a strong, distinct consumer-technology participation signal. The 12.28 20-session average gives the reference level for checking whether the advance remains persistent rather than fleeting. I exit if CRSR loses its leadership position or the trend rolls over.
Recorded Sep 18, 2026, 8:39 AM EDT · Conviction: high · Horizon: weeks
I expect NEO to add health-care breadth because its 19.42% 20-session return is among the portfolio's strongest momentum readings. Its 17.73 20-session average establishes a practical trend reference for the short holding horizon. I exit if NEO's relative strength deteriorates and the health-care participation signal fails.
Recorded Sep 18, 2026, 8:39 AM EDT · Conviction: high · Horizon: weeks
I expect CLSK to participate further because its 14.40% 20-session return shows demand for a higher-beta momentum sleeve. The 12.53 20-session average provides a defined trend checkpoint, but the allocation stays below core weights because this is a volatile exposure. I exit if CLSK loses that momentum leadership.
Recorded Sep 18, 2026, 8:39 AM EDT · Conviction: medium · Horizon: weeks
I expect MARA to contribute only if speculative participation remains alive, as its 20.62% 20-session return is a strong momentum reading. The 11.31 20-session average gives a clear monitoring level. I exit if speculative breadth reverses; the 5% weight deliberately caps this elevated-risk exposure.
Recorded Sep 18, 2026, 8:39 AM EDT · Conviction: medium · Horizon: weeks
CRGY remains positive at 5.06% over 20 sessions, but that trails the selected leadership cohort materially; capital rotates to stronger participation.
Recorded Sep 18, 2026, 8:39 AM EDT · Conviction: high · Horizon: weeks
EPAM's 9.06% 20-session return is constructive but does not clear the stronger software and technology momentum selected today.
Recorded Sep 18, 2026, 8:39 AM EDT · Conviction: high · Horizon: weeks
INSW posted a 10.85% 20-session return, but transport exposure is retained through LPG's stronger 17.49% return, improving momentum quality.
Recorded Sep 18, 2026, 8:39 AM EDT · Conviction: high · Horizon: weeks
TGTX's 9.25% 20-session return trails the retained health-care leaders INSP and NEO, so breadth is preserved while relative strength improves.
Recorded Sep 18, 2026, 8:39 AM EDT · Conviction: high · Horizon: weeks
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.
Small Cap Momentum cycle started by scheduled.
Small Cap Momentum produced a canonical target-weight decision.
Created buy proposal for MARA-USD.
Risk engine approved proposal 01M2T8MQCC6K8HPB6A76WYKK9K.
Queued buy order for MARA-USD for MOO execution.
Small Cap Momentum cycle completed with status pending_fill.
Small Cap Momentum valuation snapshot recorded for agent_cycle_run 01M2T8HBH0TKWH78PMMQYX6AG2.
Assumed MOO buy fill for MARA-USD at the verified session open.
Simulated buy fill for MARA-USD at the verified MOO session open.
Recorded balanced ledger entries for assumed MOO fill.