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PORTFOLIO ALLOCATION REPORT
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Report Generated: 2025-07-30 19:50:59
Summary Date: 2025-07-30
Total Investment: $10,000.00

ALLOCATION SUMMARY:
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Total sectors with ratings: 25
Sectors receiving allocation: 25
Total allocated: $10,000.00
Long Positions: $9,876.54 (98.8%)
Short Positions: $123.46 (1.2%)

ORIGINAL ALLOCATIONS (Before Rebalancing):
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SECTOR                    | RATING   | ALLOCATION   | TYPE  | %     
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Becky                     | BUYx3    | +$     988 | Long  |   9.9%
China                     | BUYx3    | +$     988 | Long  |   9.9%
Consumer Discretionary    | BUYx3    | +$     988 | Long  |   9.9%
Health Care               | BUYx3    | +$     988 | Long  |   9.9%
Regional Banking          | BUYx3    | +$     988 | Long  |   9.9%
Travel & Hotels           | BUYx3    | +$     988 | Long  |   9.9%
Communication Services    | BUYx2    | +$     494 | Long  |   4.9%
Dow Jones                 | BUYx2    | +$     494 | Long  |   4.9%
Industrials               | BUYx2    | +$     494 | Long  |   4.9%
Entertainment             | BUY      | +$     247 | Long  |   2.5%
Financials                | BUY      | +$     247 | Long  |   2.5%
Gold                      | BUY      | +$     247 | Long  |   2.5%
Retail - Apparel          | BUY      | +$     247 | Long  |   2.5%
Russell 2000              | BUY      | +$     247 | Long  |   2.5%
Auto Manufacturers        | HOLD     | +$     123 | Long  |   1.2%
Biotechnology             | HOLD     | +$     123 | Long  |   1.2%
Consumer Staples          | HOLD     | +$     123 | Long  |   1.2%
Defense                   | HOLD     | +$     123 | Long  |   1.2%
Information Technology    | HOLD     | +$     123 | Long  |   1.2%
Real Estate               | HOLD     | +$     123 | Long  |   1.2%
Restaurants               | HOLD     | +$     123 | Long  |   1.2%
S&P 500                   | HOLD     | +$     123 | Long  |   1.2%
Semiconductors            | HOLD     | +$     123 | Long  |   1.2%
Space                     | HOLD     | +$     123 | Long  |   1.2%
Utilities                 | REDUCE   | -$     123 | Short |   1.2%

REBALANCED ALLOCATIONS (After 70% Position Limit Applied):
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SECTOR                    | RATING   | ALLOCATION   | TYPE  | %     
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Utilities                 | REDUCE   | -$   3,000 | Short | -30.0%
Becky                     | BUYx3    | +$     700 | Long  |   7.0%
China                     | BUYx3    | +$     700 | Long  |   7.0%
Consumer Discretionary    | BUYx3    | +$     700 | Long  |   7.0%
Health Care               | BUYx3    | +$     700 | Long  |   7.0%
Regional Banking          | BUYx3    | +$     700 | Long  |   7.0%
Travel & Hotels           | BUYx3    | +$     700 | Long  |   7.0%
Communication Services    | BUYx2    | +$     350 | Long  |   3.5%
Dow Jones                 | BUYx2    | +$     350 | Long  |   3.5%
Industrials               | BUYx2    | +$     350 | Long  |   3.5%
Entertainment             | BUY      | +$     175 | Long  |   1.7%
Financials                | BUY      | +$     175 | Long  |   1.7%
Gold                      | BUY      | +$     175 | Long  |   1.7%
Retail - Apparel          | BUY      | +$     175 | Long  |   1.7%
Russell 2000              | BUY      | +$     175 | Long  |   1.7%
Auto Manufacturers        | HOLD     | +$      88 | Long  |   0.9%
Biotechnology             | HOLD     | +$      88 | Long  |   0.9%
Consumer Staples          | HOLD     | +$      88 | Long  |   0.9%
Defense                   | HOLD     | +$      88 | Long  |   0.9%
Information Technology    | HOLD     | +$      88 | Long  |   0.9%
Real Estate               | HOLD     | +$      88 | Long  |   0.9%
Restaurants               | HOLD     | +$      88 | Long  |   0.9%
S&P 500                   | HOLD     | +$      88 | Long  |   0.9%
Semiconductors            | HOLD     | +$      88 | Long  |   0.9%
Space                     | HOLD     | +$      88 | Long  |   0.9%

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

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