================================================================================
PORTFOLIO ALLOCATION REPORT
================================================================================
Report Generated: 2025-07-28 21:02:52
Summary Date: 2025-07-28
Total Investment: $10,000.00

ALLOCATION SUMMARY:
----------------------------------------
Total sectors with ratings: 29
Sectors receiving allocation: 29
Total allocated: $10,000.00
Long Positions: $8,245.61 (82.5%)
Short Positions: $1,754.39 (17.5%)

ORIGINAL ALLOCATIONS (Before Rebalancing):
------------------------------------------------------------
SECTOR                    | RATING   | ALLOCATION   | TYPE  | %     
------------------------------------------------------------
Becky                     | BUYx3    | +$   1,404 | Long  |  14.0%
Health Care               | BUYx3    | +$   1,404 | Long  |  14.0%
China                     | BUYx2    | +$     702 | Long  |   7.0%
Consumer Discretionary    | BUYx2    | +$     702 | Long  |   7.0%
Dow Jones                 | BUYx2    | +$     702 | Long  |   7.0%
Regional Banking          | BUYx2    | +$     702 | Long  |   7.0%
Energy                    | SELL     | -$     351 | Short |   3.5%
Gold                      | BUY      | +$     351 | Long  |   3.5%
Airlines & Airports       | HOLD     | +$     175 | Long  |   1.8%
Biotechnology             | HOLD     | +$     175 | Long  |   1.8%
Communication Services    | REDUCE   | -$     175 | Short |   1.8%
Consumer Staples          | HOLD     | +$     175 | Long  |   1.8%
Credit Services           | REDUCE   | -$     175 | Short |   1.8%
Cybersecurity             | REDUCE   | -$     175 | Short |   1.8%
Financials                | HOLD     | +$     175 | Long  |   1.8%
Industrials               | HOLD     | +$     175 | Long  |   1.8%
Information Technology    | HOLD     | +$     175 | Long  |   1.8%
Materials                 | REDUCE   | -$     175 | Short |   1.8%
Packaged Foods            | REDUCE   | -$     175 | Short |   1.8%
Restaurants               | HOLD     | +$     175 | Long  |   1.8%
Retail - Specialty        | HOLD     | +$     175 | Long  |   1.8%
Russell 2000              | HOLD     | +$     175 | Long  |   1.8%
S&P 500                   | HOLD     | +$     175 | Long  |   1.8%
Semiconductors            | HOLD     | +$     175 | Long  |   1.8%
Space                     | HOLD     | +$     175 | Long  |   1.8%
Steel                     | REDUCE   | -$     175 | Short |   1.8%
Telecom Services          | REDUCE   | -$     175 | Short |   1.8%
Travel & Hotels           | HOLD     | +$     175 | Long  |   1.8%
Utilities                 | REDUCE   | -$     175 | Short |   1.8%

REBALANCED ALLOCATIONS (After 70% Position Limit Applied):
------------------------------------------------------------
SECTOR                    | RATING   | ALLOCATION   | TYPE  | %     
------------------------------------------------------------
Becky                     | BUYx3    | +$   1,191 | Long  |  11.9%
Health Care               | BUYx3    | +$   1,191 | Long  |  11.9%
Energy                    | SELL     | -$     600 | Short |  -6.0%
China                     | BUYx2    | +$     596 | Long  |   6.0%
Consumer Discretionary    | BUYx2    | +$     596 | Long  |   6.0%
Dow Jones                 | BUYx2    | +$     596 | Long  |   6.0%
Regional Banking          | BUYx2    | +$     596 | Long  |   6.0%
Communication Services    | REDUCE   | -$     300 | Short |  -3.0%
Credit Services           | REDUCE   | -$     300 | Short |  -3.0%
Cybersecurity             | REDUCE   | -$     300 | Short |  -3.0%
Materials                 | REDUCE   | -$     300 | Short |  -3.0%
Packaged Foods            | REDUCE   | -$     300 | Short |  -3.0%
Steel                     | REDUCE   | -$     300 | Short |  -3.0%
Telecom Services          | REDUCE   | -$     300 | Short |  -3.0%
Utilities                 | REDUCE   | -$     300 | Short |  -3.0%
Gold                      | BUY      | +$     298 | Long  |   3.0%
Airlines & Airports       | HOLD     | +$     149 | Long  |   1.5%
Biotechnology             | HOLD     | +$     149 | Long  |   1.5%
Consumer Staples          | HOLD     | +$     149 | Long  |   1.5%
Financials                | HOLD     | +$     149 | Long  |   1.5%
Industrials               | HOLD     | +$     149 | Long  |   1.5%
Information Technology    | HOLD     | +$     149 | Long  |   1.5%
Restaurants               | HOLD     | +$     149 | Long  |   1.5%
Retail - Specialty        | HOLD     | +$     149 | Long  |   1.5%
Russell 2000              | HOLD     | +$     149 | Long  |   1.5%
S&P 500                   | HOLD     | +$     149 | Long  |   1.5%
Semiconductors            | HOLD     | +$     149 | Long  |   1.5%
Space                     | HOLD     | +$     149 | Long  |   1.5%
Travel & Hotels           | HOLD     | +$     149 | Long  |   1.5%

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

================================================================================