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PORTFOLIO ALLOCATION REPORT
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Report Generated: 2025-07-16 19:21:41
Summary Date: 2025-07-16
Total Investment: $10,000.00

ALLOCATION SUMMARY:
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Total sectors with ratings: 22
Sectors receiving allocation: 22
Total allocated: $10,000.00
Long Positions: $8,813.56 (88.1%)
Short Positions: $1,186.44 (11.9%)

ORIGINAL ALLOCATIONS (Based on Default Weights):
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SECTOR                    | RATING   | ALLOCATION   | TYPE  | %     
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Becky                     | BUYx3    | +$   1,356 | Long  |  13.6%
Dow Jones                 | BUYx3    | +$   1,356 | Long  |  13.6%
Health Care               | BUYx3    | +$   1,356 | Long  |  13.6%
Retail - Apparel          | BUYx3    | +$   1,356 | Long  |  13.6%
Consumer Discretionary    | BUYx2    | +$     678 | Long  |   6.8%
Industrials               | BUYx2    | +$     678 | Long  |   6.8%
Airlines & Airports       | BUY      | +$     339 | Long  |   3.4%
Steel                     | SELL     | -$     339 | Short |  -3.4%
Travel & Hotels           | BUY      | +$     339 | Long  |   3.4%
Auto Manufacturers        | REDUCE   | -$     169 | Short |  -1.7%
China                     | HOLD     | +$     169 | Long  |   1.7%
Consumer Staples          | HOLD     | +$     169 | Long  |   1.7%
Credit Services           | REDUCE   | -$     169 | Short |  -1.7%
Gold                      | HOLD     | +$     169 | Long  |   1.7%
Information Technology    | HOLD     | +$     169 | Long  |   1.7%
Materials                 | REDUCE   | -$     169 | Short |  -1.7%
Packaged Foods            | REDUCE   | -$     169 | Short |  -1.7%
Real Estate               | HOLD     | +$     169 | Long  |   1.7%
Regional Banking          | HOLD     | +$     169 | Long  |   1.7%
Restaurants               | REDUCE   | -$     169 | Short |  -1.7%
Retail - Specialty        | HOLD     | +$     169 | Long  |   1.7%
Russell 2000              | HOLD     | +$     169 | Long  |   1.7%


REBALANCED ALLOCATIONS (After 70% Position Limit Applied):
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SECTOR                    | RATING   | ALLOCATION   | TYPE  | %     
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Becky                     | BUYx3    | +$   1,077 | Long  |  10.8%
Dow Jones                 | BUYx3    | +$   1,077 | Long  |  10.8%
Health Care               | BUYx3    | +$   1,077 | Long  |  10.8%
Retail - Apparel          | BUYx3    | +$   1,077 | Long  |  10.8%
Steel                     | SELL     | -$     857 | Short |  -8.6%
Consumer Discretionary    | BUYx2    | +$     538 | Long  |   5.4%
Industrials               | BUYx2    | +$     538 | Long  |   5.4%
Auto Manufacturers        | REDUCE   | -$     429 | Short |  -4.3%
Credit Services           | REDUCE   | -$     429 | Short |  -4.3%
Materials                 | REDUCE   | -$     429 | Short |  -4.3%
Packaged Foods            | REDUCE   | -$     429 | Short |  -4.3%
Restaurants               | REDUCE   | -$     429 | Short |  -4.3%
Airlines & Airports       | BUY      | +$     269 | Long  |   2.7%
Travel & Hotels           | BUY      | +$     269 | Long  |   2.7%
China                     | HOLD     | +$     135 | Long  |   1.3%
Consumer Staples          | HOLD     | +$     135 | Long  |   1.3%
Gold                      | HOLD     | +$     135 | Long  |   1.3%
Information Technology    | HOLD     | +$     135 | Long  |   1.3%
Real Estate               | HOLD     | +$     135 | Long  |   1.3%
Regional Banking          | HOLD     | +$     135 | Long  |   1.3%
Retail - Specialty        | HOLD     | +$     135 | Long  |   1.3%
Russell 2000              | HOLD     | +$     135 | Long  |   1.3%

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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