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PORTFOLIO ALLOCATION REPORT
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Report Generated: 2025-07-13 12:45:51
Summary Date: 2025-07-11
Total Investment: $10,000.00

ALLOCATION SUMMARY:
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Total sectors with ratings: 21
Sectors receiving allocation: 21
Total allocated: $10,000.00
Long Positions: $8,431.37 (84.3%)
Short Positions: $1,568.63 (15.7%)

ORIGINAL ALLOCATIONS (Based on Default Weights):
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SECTOR                    | RATING   | ALLOCATION   | TYPE  | %     
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Becky                     | BUYx3    | +$   1,569 | Long  |  15.7%
Dow Jones                 | BUYx3    | +$   1,569 | Long  |  15.7%
Health Care               | BUYx3    | +$   1,569 | Long  |  15.7%
China                     | BUYx2    | +$     784 | Long  |   7.8%
Airlines & Airports       | BUY      | +$     392 | Long  |   3.9%
Consumer Discretionary    | BUY      | +$     392 | Long  |   3.9%
Credit Services           | SELL     | -$     392 | Short |  -3.9%
Energy                    | SELL     | -$     392 | Short |  -3.9%
Regional Banking          | BUY      | +$     392 | Long  |   3.9%
Travel & Hotels           | BUY      | +$     392 | Long  |   3.9%
Auto Manufacturers        | REDUCE   | -$     196 | Short |  -2.0%
Consumer Staples          | HOLD     | +$     196 | Long  |   2.0%
Entertainment             | HOLD     | +$     196 | Long  |   2.0%
Industrials               | HOLD     | +$     196 | Long  |   2.0%
Information Technology    | HOLD     | +$     196 | Long  |   2.0%
Packaged Foods            | REDUCE   | -$     196 | Short |  -2.0%
Real Estate               | HOLD     | +$     196 | Long  |   2.0%
Restaurants               | REDUCE   | -$     196 | Short |  -2.0%
Retail - Apparel          | HOLD     | +$     196 | Long  |   2.0%
Retail - Specialty        | HOLD     | +$     196 | Long  |   2.0%
Telecom Services          | REDUCE   | -$     196 | Short |  -2.0%


REBALANCED ALLOCATIONS (After 70% Position Limit Applied):
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SECTOR                    | RATING   | ALLOCATION   | TYPE  | %     
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Becky                     | BUYx3    | +$   1,302 | Long  |  13.0%
Dow Jones                 | BUYx3    | +$   1,302 | Long  |  13.0%
Health Care               | BUYx3    | +$   1,302 | Long  |  13.0%
Credit Services           | SELL     | -$     750 | Short |  -7.5%
Energy                    | SELL     | -$     750 | Short |  -7.5%
China                     | BUYx2    | +$     651 | Long  |   6.5%
Auto Manufacturers        | REDUCE   | -$     375 | Short |  -3.8%
Packaged Foods            | REDUCE   | -$     375 | Short |  -3.8%
Restaurants               | REDUCE   | -$     375 | Short |  -3.8%
Telecom Services          | REDUCE   | -$     375 | Short |  -3.8%
Airlines & Airports       | BUY      | +$     326 | Long  |   3.3%
Consumer Discretionary    | BUY      | +$     326 | Long  |   3.3%
Regional Banking          | BUY      | +$     326 | Long  |   3.3%
Travel & Hotels           | BUY      | +$     326 | Long  |   3.3%
Consumer Staples          | HOLD     | +$     163 | Long  |   1.6%
Entertainment             | HOLD     | +$     163 | Long  |   1.6%
Industrials               | HOLD     | +$     163 | Long  |   1.6%
Information Technology    | HOLD     | +$     163 | Long  |   1.6%
Real Estate               | HOLD     | +$     163 | Long  |   1.6%
Retail - Apparel          | HOLD     | +$     163 | Long  |   1.6%
Retail - Specialty        | HOLD     | +$     163 | Long  |   1.6%

Rebalanced Long Positions: $7,000.00 (70.0%)
Rebalanced Short Positions: $3,000.00 (30.0%)

NOTE: Allocations were rebalanced to ensure no position type exceeds 70%

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