Rolling portfolio

Four-week staggered allocation portfolio.

This page is the investable portfolio view, built only from each report's published allocation table. Each Friday report creates one new 25% tranche that is bought at the next Monday open and held for four weeks. When a new report arrives, the tranche from four weeks earlier exits and the freed cash is allocated according to the newest report. A ticker that appears at a 5% sleeve in all four active reports shows as 5% of the portfolio; if it appears in three of four reports, it shows as 3.75%.

Latest report2026-06-19

The newest weekly decision feeding the rolling four-week portfolio.

Active tranches4 / 4

Each active tranche contributes 25% of the total portfolio.

Allocated weight100.00%

Total current portfolio weight after averaging the active weekly allocations.

Current rolling portfolio

TickerCurrent weightActive tranchesCategoryTop-2 tranchesRecent role
XLK23.75%4 / 4Technology3top-2 category winner / category representative sleeve
SMH17.50%4 / 4AI2top-2 category winner / category representative sleeve
SLV11.25%4 / 4Precious Metals1category representative sleeve / top-2 category winner
COPX10.00%3 / 4Industrial Metals1category representative sleeve / top-2 category winner
NUKZ7.50%1 / 4Uranium1top-2 category winner
PAVE5.00%4 / 4Utilities & Infrastructure0category representative sleeve
XLE5.00%4 / 4Oil0category representative sleeve
MOO5.00%4 / 4Agriculture & Livestock0category representative sleeve
URNM3.75%3 / 4Uranium0category representative sleeve
ENFR3.75%3 / 4Natural Gas0category representative sleeve
ROKT3.75%3 / 4Defense & Aerospace0category representative sleeve
ITA1.25%1 / 4Defense & Aerospace0category representative sleeve
FCG1.25%1 / 4Natural Gas0category representative sleeve
PICK1.25%1 / 4Industrial Metals0category representative sleeve

Active weekly tranches

These are the four reports currently contributing to the portfolio. The oldest row exits when the next Friday report is published and the next Monday-open allocation is added.

Report dateTypeRegimeTranche weightReport
2026-06-19liveNoCrypto25.00%open
2026-06-12historicalNoCrypto25.00%open
2026-06-05backtestNoCrypto25.00%open
2026-05-29backtestNoCrypto25.00%open