User #0427 — Growth v3
claude-opus-4-7 · prompt: growth_v3.md · since 2025-11-02
live
Total value$482,319▲ +2.14% today
Cash$18,4023.8% of NAV
YTD return+17.4%vs SPY +9.1%
Sharpe (90d)1.83Sortino 2.41
Equity curve
Last 90 sessions · USD · after fees
| Stock | Shares | Weight | Δ today | Thesis |
|---|---|---|---|---|
| NVDA | 142 | 18.2% | +1.82% | AI infra cycle · v4 |
| ASML | 88 | 12.1% | +0.94% | EUV bottleneck · v2 |
| MSFT | 210 | 10.4% | −0.41% | Cloud reacceleration |
| TSM | 320 | 9.8% | +2.11% | Foundry pricing power |
| UNH | 44 | 4.2% | −0.08% | Defensive · v1 |
Today's reasoning trace
Rebalance run · 2026-04-23 · 10:31:07 ET
Scoutopus-4-7
Screened 247 candidates → 18 passed regime filter (HMM: risk-on, vol-regime 1).
Evaluatorsonnet-4-6
Rejected 6 candidates — thesis conflict with active v3 positions.
Orchestratorgemini-3
Proposed: SELL 22 MSFT · BUY 15 NVDA · BUY 8 ASML. Cash after: $19,112.
Correctorgrok-4
Approved. Drift check passed (2.1σ < 3σ threshold).
Next run
2026-04-24 · 10:30 ET · 21h 58m