Weekly scorecard 2026-W35

Fund: investingRobinhood · Agentic account
Review date: 2026-08-28 (Fri 16:30 ET)
Period: 2026-08-24 (W35 open) → 2026-08-28 · inception 2026-06-18
Prompt version: 2.2.3
Mandate: dual-gate (Ackman quality + all-in timing) · one listed stock · fallbackIfDualGateFails = standby_not_active until 2026-09-19

NAV

Metric	Value
Start AUM	$100.00
Current NAV	$118.95
Fund return vs start	+18.95%
Week-over-week NAV	−0.18% ($119.16 → $118.95)
SPY same period (since fund entry 2026-06-18)	+2.89% (open $747.76 → last $769.39)
SPY this week (Mon–Fri)	+0.60% (open $764.78 → last $769.39)
SPY since AVGO entry (2026-08-19 open)	−0.13% ($770.36 → $769.39)
Alpha vs SPY (since inception)	+16.06%
HWM (est.)	$119.38 (W32, Aug 7)
Drawdown from HWM	0.36% (limit 20% — no halt)
Cash	$9.45 (7.9%)
Equity invested	$109.50 (92.1%)
Options	$0.00 (policy OFF)

Marks: MCP get_portfolio NAV $118.95 (AH mark AVGO $367.76) · get_equity_quotes AVGO last_trade $368.68 / SPY $769.39 @ 2026-08-28T19:59:59Z (RTH). Position table uses the AH mark so it matches live NAV. Cash ~10 bp under 8% because the mark is up vs cost — not a flatten trigger.

Positions

Ticker	Conviction	Entry	Mark	Return %	vs SPY	Thesis status
AVGO	High (dual-gate)	$362.71	$367.76	+1.39%	+1.52%	✅ Intacta — HOLD
AMZN	High (closed)	$236.68	—	+10.84%	+7.02%	Closed 2026-08-17 flatten
MSFT	Medium-High (closed)	$376.41	—	+30.13%	+26.31%	Closed 2026-08-17 flatten+band
SPCX	Medium (closed)	$115.04	—	+23.51%	+23.45%	Closed 2026-08-17 flatten+band

One-name clock (AVGO)

Listón	Precio desde coste	vs mark $367.76
+20% (low band)	$435.25	−15.5% / 18.6 pp still needed
+30% (high band)	$471.52	−22.0% / 28.6 pp still needed
~15%/mo pace (review 2026-09-19)	~$417.12	−11.8% / 13.6 pp still needed
Interpolated ~15%/mo after 9d / ~31d	~+4.35%	Live +1.39% — behind path, not of the live-test clock
Q3 FY26 print	2026-09-02 pm (est EPS $3.16, actual null, verified)	Hold through Q allowed

Vs +20–30%: not there → not SELL-TARGET.
Vs ~15%/mo: behind the linear interpolation after 9 days, but too early to fail the live test (reviewDate 2026-09-19, 22 calendar days out). Quality thesis not broken (Marvell GM-mix / tariff chatter ≠ going-to-zero; Ackman 6/6 still green) → do not switch to Ackman-only. Fallback remains standby.

RTH last $368.68 (+1.65% vs cost) would mark NAV ~$119.23. Week path: Mon close $358.76 → Wed low $350.06 / close $355.59 (−1.96% vs cost) → Thu NVDA-sympathy $371.54 → Fri fade.

Conviction relative performance (closed book)

• Medium-High (MSFT +30.13%) beat High (AMZN +10.84%) on the legacy three-pack — that is still the pace bar (~15%/mo / +30% in ~60d), not a second simultaneous name.
• AVGO is 9 calendar days / 8 sessions into the dual-gate live test. Do not judge it as a 2-day lottery, and do not fail it 22 days early just because the interpolated path is ahead of the mark.

Actions this week

Action	Detail
Mon 8/24	HOLD AVGO — open $362.99 (~flat vs cost). First Grok hawk week.
Tue 8/25	HOLD — grind to close $356.74.
Wed 8/26	HOLD through session low $350.06 (close $355.59, −1.96% vs cost). NVDA printed pm ($96.2B / guide $108B) — PASS, not a rotate.
Thu 8/27	HOLD — NVDA AH beat bounce; AVGO close $371.54 (+2.43% vs cost). Still not a rotate.
Fri 8/28	HOLD — open fade, RTH last $368.68, AH $367.76. Exact-7 today (9/04) empty (Labor Day weekend gap).
This session	No new trades — evaluation-only weekly review. Book = 1 equity. Orders this week: 0.
Options	None — options.enabled=false · Agentic accountoption_level empty
Macro	Neutral. SPY +0.60% on the week. VIX ~14.4 Fri 15:00. Not risk_off. No halt.

Signal attribution (week)

Signal	Evidence	Score
retail_attention_vibes	NVDA post-print was the loud name (WSB, bounce then digest). We did not rotate. Vibes helped hunting ground, not the live P&L.	+0.2
near_term_catalyst	Hard catalyst is next week (Q 9/02 pm, 5 calendar / 2 trading days; Mon Labor Day closed). Thursday bounce was NVDA-sympathy, not the AVGO print.	+0.5
support_not_chase	Held the washout through Wed $350. Avoided NVDA chase after the beat. Live +1.39% while SPY −0.13% since 8/19 entry.	+0.7
wont_go_to_zero	Mega-cap listed semi; Ackman 6/6 still green. Marvell custom-mix GM / tariff speculation = share-mix and noise, not going-to-zero.	+0.5

Best correlating signal: support_not_chase — holding the washout (and refusing the NVDA chase) is the week's process win; week alpha vs SPY on the live name is the evidence.

Structured records: positions.jsonl
Monthly: 2026-07.md

Calibration suggestions

• Ver 2026-W35-suggestions.json (input para all-in Calibration automation-05 @ 17:00 ET)
• Keys are HIS filter: retail_attention_vibes / near_term_catalyst / support_not_chase / wont_go_to_zero
• Hold weights. No further bump on support_not_chase (W34 already +0.01). Do not raise retail_attention_vibes — loudest name this week was a chase. No threshold change.

Next week focus

Item	Date / note
Labor Day	Mon 2026-09-01 — US market closed. First session is Tue 9/02.
AVGO Q3 FY26	2026-09-02 pm verified (est EPS $3.16) — live risk. Dual-gate HOLD through the print. Sell only if +20–30% hits first or quality thesis breaks.
AVGO hawk	Tue–Fri: watch like a hawk into/through the print. No GTC stop.
Exact-7 after AVGO	ORCL vs ADBE print 2026-09-10 pm → entry window 2026-09-03. Only if AVGO is already exited. Current lean ORCL. IV is a tie-break only.
Live-test clock	Review 2026-09-19 vs MSFT 15%/mo ($417). Fallback not active before then unless quality broken
Intraday monitor	automation-03 @ 12:00 / 15:00 ET (Tue–Fri; Mon holiday)
Calibration	automation-05 @ 17:00 ET Fri — apply W35 suggestions
Site deploy	automation-06 post-calibration — not this run (no [deploy-site])

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Automation-04 weekly review · Agentic accountonly · Prompt v2.2.3 · No trades executed this session · Not financial advice.