https://auto-trade-buddy-78.lovable.app/public

Muutin autotraderiani hieman aggressiivisemmaksi. Tavoitteena on ylittää S&P-indeksi kymmenellä prosenttiyksiköllä. Tällä hetkellä mennään samaa tahtia. Joka sekään ei ole huono, lähes 30% vuositasolla.

Uudet toimintaperiaatteet

1. Objective & Structure

Goal: Maximize 1-year total return and beat the S&P 500 (SPY) by at least +10 percentage points.
Concentration: 8 to 12 high-conviction positions (hard ceiling of 12).
Position Sizing: Targets ~10% of total portfolio equity per position (capped at a maximum of 15% in any single stock, never exceeding available cash).
Universe: S&P 500 plus ~40 high-growth momentum leaders (AI, semiconductors, software, clean power), filtered for liquidity (>300k daily volume).

2. Buying (Mondays & Thursdays at 15:00 UTC)

Prequalification: Buys only occur when the portfolio holds fewer than 12 names.

Scoring Formula:
50% Momentum (short-term & medium-term trend strength)
25% Relative Strength vs. the S&P 500 benchmark
15% News Sentiment (recent catalyst analysis)
10% Stability (fundamentals and downside buffer)
Execution Gate: AI must recommend act with confidence ≥ 5 / 10.

3. Sells & Trimming (Fridays at 15:00 UTC)

AI Exit Review: Evaluates all holdings based on deteriorating thesis, loss cutting (45%), negative momentum (25%), profit taking (20%), and news (10%). Sells positions rated act with confidence ≥ 4 / 10.
Accelerated Trimming: While total holdings exceed 12, the bot liquidates up to 4 of the lowest-ranked holdings each Friday to rapidly bring the book down to the 12-stock concentration target.
Forced Rotation Fallback: Sells the weakest holding if no AI sell triggers, ensuring capital remains dynamic.

4. Continuous Risk Protection (Every Weekday at 15:00 UTC)

Hard Stop-Loss: Sells the entire position if a stock drops 12% or more below entry price.
Trailing Profit Lock: If a holding gains +30% or more, a trailing exit triggers if it gives back 12% from its peak price.

Salkun sisältö

Parhaiten ovat tuottaneet Amazon, Exxon ja Alphabet. Huonoimmat Tesla ja NVidia. NVidia juuri ostettu, joten siitä ei voi tehdä mitään johtopäätöksia.

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Enemmän myyntejä kuin ostoja yhtiöiden määrän vähentämiseksi.