Core Satellite

60% passive core (SPY+BND) + 40% active satellite (momentum+themes)

Total Return

+255.4%

Sharpe Ratio

0.87

Max Drawdown

-11.6%

Win Rate

55.4%

Alpha

-12.7%

Comp. Score *

0.75

Risk Parameters

Max Allocation25.0%

Stop Loss11.6%

Take Profit26.4%

Max DD Tolerance11.6%

Rebalancemonthly

Execution Guidance

Order TypeMarket

Entry RuleUse market orders for volatile names.

TimingSAFE TO BUY. *

ScalingEnter in 3 tranches over 1-2 weeks.

Positions — Vol-Adjusted Sizing

Symbol	Action	Vol	Stop Loss	Take Profit	Size	Links
SPY	BUY	16%	8.0% below entry	18.2% above entry	36.3%	TV YH
BND	BUY	5%	5.8% below entry	13.2% above entry	50.0%	TV YH
AVGO	BUY	54%	26.3% below entry	59.8% above entry	11.0%	TV YH
LLY	BUY	38%	18.4% below entry	42.0% above entry	15.7%	TV YH
GLD	BUY	23%	11.3% below entry	25.8% above entry	25.6%	TV YH
XLE	BUY	23%	11.1% below entry	25.4% above entry	26.0%	TV YH