View a sample of our bi-weekly bulletin and portfolio allocation
Late Expansion with overbought equity indices signals thinning upside and rising mean-reversion risk, making income and risk controls the priority. Under our Automated Macro Deck Alignment (PHASE_1B), the portfolio maintains a moderate-risk posture by elevating high-carry income sleeves while keeping selective, high-conviction growth exposure where accumulation is confirmed. We’re anchoring cashflow through XDTE, BCAT, and PDI to monetize elevated premium and credit carry, while pairing core AI leadership (NVDA) and idiosyncratic strength (META) with SOXS as a tactical hedge against extended semiconductor conditions; we also retain inflation-sensitive ballast via XLE and diversify with targeted international exposure (INDA/EWJ/FXI). Into the next window, we’re monitoring breadth and earnings revisions for confirmation of late-cycle fatigue, along with credit spreads and volatility to time any further de-risking.
Late Expansion (Overbought) (PHASE_1B): Indices overbought (SPY RSI >65, QQQ RSI >70), rotate to incomeFramework risk posture: MODERATE
XDTE · Income · HIGH conviction — Preferred weekly 0DTE premium fund for bi-weekly cadence; provides 30%+ annualized yield sleeve.
BCAT · Income · HIGH conviction — BlackRock multi-sector CEF offering 22% yield; high-conviction income anchor in Phase 1B.
PDI · Income · HIGH conviction — PIMCO diversified income CEF; high yield for defensive positioning as growth slows.
META · Growth · HIGH conviction — High-conviction rotation pick (82% prob) with confirmed accumulation; strong earnings revisions and emerging from suppression.
NVDA · Growth · HIGH conviction — Dominant AI infrastructure play with 119% EPS growth and 95% buy rating; high institutional conviction.
SOXS · Growth · MEDIUM conviction — Rotation Intelligence Top Pick (82% prob). Technical hedge against overextended semi-conductor RSI.
Excerpt only — the full bulletin covers every holding, the macro deck and rebalance decisions.
100%
Long Exposure
$100,000
Portfolio Value
0%
Cash Reserve
| Symbol | Name | Weight | Entry Price | Shares | Value |
|---|---|---|---|---|---|
| Income Engine | |||||
| XDTE | Roundhill S&P 500 0DTE Covered | 11.98% | $39.52 | 303.14 | $11,980 |
| BCAT | BCAT | 10.27% | $15.31 | 670.80 | $10,270 |
| PDI | PIMCO Dynamic Income Fund | 9.01% | $16.64 | 541.47 | $9,010 |
| Thematic Growth | |||||
| META | Meta Platforms, Inc. | 8.96% | $611.21 | 14.66 | $8,960 |
| LLY | Eli Lilly and Company | 6.76% | $988.09 | 6.84 | $6,760 |
| NVDA | NVIDIA Corporation | 7.61% | $222.32 | 34.23 | $7,610 |
| AMZN | Amazon.com, Inc. | 5.96% | $264.86 | 22.50 | $5,960 |
| ADBE | Adobe Inc. | 5.75% | $255.64 | 22.49 | $5,750 |
| Tactical Satellite | |||||
| SOXS | Direxion Daily Semiconductor Be | 6.81% | $9.95 | 684.42 | $6,810 |
| INDA | Ishares MSCI India ETF | 6.78% | $47.84 | 141.72 | $6,780 |
| XLE | State Street Energy Select Sect | 5.86% | $60.58 | 96.73 | $5,860 |
| EWJ | iShares MSCI Japan Index Fund | 4.89% | $90.92 | 53.78 | $4,890 |
| FXI | iShares China Large-Cap ETF | 4.88% | $36.16 | 134.96 | $4,880 |
| UVXY | ProShares Ultra VIX Short Term | 4.49% | $34.79 | 129.06 | $4,490 |
| TOTAL | 100% | - | - | $100,000 | |
Archived sample — entry prices as of the May 19, 2026 rebalance. Subscribers see the current bi-weekly portfolio in real time.
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