Invest Tools · Daily Brief

Invest Daily Brief

Fund value$9,974-0.3% since 2026-08-20
Cash$3,574ready to deploy
Positions$6,40064% deployed
Unrealized P&L$-26open positions

Macro overlay

Event night resolved well: Nvidia beat big (EPS $2.22, revenue $96.2B +106% YoY) and guided Q3 to $108B vs the Street's $104.2B - with China compute counted at zero. July PCE was mixed (annual 3.7% headline / 3.3% core topped expectations; monthly core in line) and the market absorbed it quietly. Wednesday's bars do NOT include the after-hours reaction, and our feed can't see the overnight session - fills made today will price the gap, so order estimates below are Wednesday closes, not expected fills. No blanket overlay today: the binary events passed. The remaining risk is Warsh's first Jackson Hole keynote Friday morning - reflected in deferring new index entries (SPY) rather than in score adjustments. Crypto whipsawed back UP on Wednesday's closes: SOL re-entered its breakout (closed $102.05, above the $97.4 line that stopped it out a day earlier) and ETH reconfirmed (closed $2,507, back above $2,470).

Events: Q2 GDP revision Thu Aug 27 · Warsh Jackson Hole keynote Fri Aug 28

Today's orders

2 buy order(s) ≈ $915 — candidates, not obligations.

SideTickerQuantityEst. costNote
BUY NVDA 2 shares NVDA $419 whole shares - any session; est is Wed close, actual fill prices the post-earnings gap; if gap > ~8% run /pulse first
BUY MSFT 1 share MSFT $496 whole share - any session; optional GFD limit ~490 if you prefer entry on a dip

Scoreboard

TickerPrice1m12m vs 200DScoreAction
Fund universe — US stocks
AAPL $313.45 -6.9% +37.2% +11.3% +75 STRONG BUY
SPY $766.08 +3.7% +20.1% +8.4% +45 BUY
NVDA $209.66 +6.7% +15.5% +7.3% +35 BUY
QQQ $711.37 +4.3% +24.8% +8.9% +35 BUY
GOOGL $342.00 +4.7% +65.6% +2.5% +35 BUY
AMZN $260.28 +12.5% +13.8% +9.1% +35 BUY
MSFT $496.37 +27.8% -0.3% +15.6% +30 BUY
META $576.14 -3.0% -23.4% -7.4% -45 TRIM
TSLA $345.82 +11.8% -1.7% -13.9% -60 EXIT
Watch only — external accounts
HYPE $81.22 +47.4% +73.2% +61.3% +60 STRONG BUY
GLDM $90.90 +12.5% +35.4% +1.8% +60 STRONG BUY
SOL $100.74 +36.6% -50.4% +23.7% +10 HOLD
ETH $2,489.59 +29.7% -44.8% +23.5% +10 HOLD
BTC $78,641.81 +23.2% -29.3% +13.6% +10 HOLD

Ticker analysis

AAPL

$313.45 · as of 2026-08-26 · tiingo
STRONG BUY
−100
+100 +75

regime +40 · momentum +20 · pullback +0 · MACD +15

2503002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$313.45
vs 200-day avg+11.3%
vs 50-day avg+0.8%
RSI 14 / RSI 352 / 72
MACD+0.15 rising
Return 1m-6.9%
Return 3m+0.9%
Return 12m+37.2%
From 52-week high-7.8%
Volatility (ATR14)+2.3%

Quant jumped to +75 - MACD flipped positive on top of the standing +60. And still: 6 shares (~$1,881, 18.9% of fund) leave ~$115 under the 20% cap, below the $250 minimum. No add. The signal is the strongest it has been; the position is simply full - a good problem. — Score at fund-lifetime high, but the 20% cap binds.

HYPE watch only

$81.22 · as of 2026-08-27 · tiingo
STRONG BUY
−100
+100 +60

regime +40 · momentum +20 · pullback +0 · MACD +0

20.0040.0060.0080.002025-122026-022026-032026-052026-07 Price50-day avg200-day avg
Close$81.22
vs 200-day avg+61.3%
vs 50-day avg+31.1%
RSI 14 / RSI 374 / 66
MACD+2.06 falling
Return 1m+47.4%
Return 3m+32.1%
Return 12m+73.2%
From 52-week high-1.3%
Volatility (ATR14)+5.2%

Watch-only. Quant back to +60 as the pullback penalty rolled off 1.3% below the ATH. Same governing plan, unchanged: this is gain-defence territory - trail ~$69.5 (-15% from the high) to halve, $61.4 hard exit. A fresh ATH would ratchet the trail up with it; it is not an entry. — Score strong, but +61% above the 200D keeps the risk plan in charge.

GLDM watch only

$90.90 · as of 2026-08-26 · tiingo
STRONG BUY
−100
+100 +60

regime +40 · momentum +20 · pullback +0 · MACD +0

60801002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$90.90
vs 200-day avg+1.8%
vs 50-day avg+9.4%
RSI 14 / RSI 366 / 50
MACD+0.58 falling
Return 1m+12.5%
Return 3m+3.2%
Return 12m+35.4%
From 52-week high-14.9%
Volatility (ATR14)+1.8%

Watch-only. The pullback the signal has been waiting for arrived: -1.6% on the day, RSI3 cooled from 91 to 50 with the trend fully intact (+1.8% vs 200D, 12m +35%). For external gold adds, THIS is the quiet day the advice meant - a scheduled-size add here beats the chases of the past week. PCE's hot annual print cuts both ways for gold; the trend signal is unaffected. — Trend intact and the stretch just reset - the patient entry window.

SPY

$766.08 · as of 2026-08-26 · tiingo
BUY
−100
+100 +45

regime +40 · momentum +20 · pullback +0 · MACD -15

6007002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$766.08
vs 200-day avg+8.4%
vs 50-day avg+1.8%
RSI 14 / RSI 354 / 51
MACD-1.40 falling
Return 1m+3.7%
Return 3m+2.3%
Return 12m+20.1%
From 52-week high-1.5%
Volatility (ATR14)+0.8%

Quant +45, third day qualified, third day deferred - today's reason is concrete: Warsh's first Jackson Hole keynote lands Friday morning and index-level entries are exactly what a hawkish surprise repricing hits. If SPY is still a BUY on Monday it goes first in the queue. Sizing note: 1 share ($766) is 1.5x the 5% tranche - the fractional 0.65-share GFD-limit route sizes it correctly (regular session only). — Deferred on Friday keynote risk; first in Monday's queue.

NVDA

$209.66 · as of 2026-08-26 · tiingo
BUY
−100
+100 +35

regime +40 · momentum +10 · pullback +0 · MACD -15

1502002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$209.66
vs 200-day avg+7.3%
vs 50-day avg+0.9%
RSI 14 / RSI 346 / 30
MACD-1.53 falling
Return 1m+6.7%
Return 3m-1.3%
Return 12m+15.5%
From 52-week high-11.0%
Volatility (ATR14)+3.0%

Quant +35 on Wednesday's pre-print close ($209.66), and the event resolved in favour: big beat plus Q3 guidance $4B above consensus with China at zero. The playbook says DON'T FADE a fundamental beat - continuation is the norm. The fund's 4 shares ride; a 5% tranche adds 2 more. Caveat in the order note: today's fill prices the overnight gap our feed can't see - if NVDA opens up more than ~8% (a 2-sigma day), run /pulse before chasing. — Beat + guide above Street; post-event, overlay cleared; don't-fade rule.

QQQ

$711.37 · as of 2026-08-26 · tiingo
BUY
−100
+100 +35

regime +40 · momentum +10 · pullback +0 · MACD -15

6007002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$711.37
vs 200-day avg+8.9%
vs 50-day avg-0.1%
RSI 14 / RSI 349 / 46
MACD-1.20 falling
Return 1m+4.3%
Return 3m-2.4%
Return 12m+24.8%
From 52-week high-4.6%
Volatility (ATR14)+1.5%

Quant +35, back to BUY with the event passed. The fund already holds 3 shares (21.4%; the 40% ETF cap has room) bought into the pullback - today's NVDA/MSFT orders already add correlated tech, so QQQ sits out on the correlation rule. — Qualified; skipped on correlation with today's NVDA/MSFT adds.

GOOGL

$342.00 · as of 2026-08-26 · tiingo
BUY
−100
+100 +35

regime +40 · momentum +10 · pullback +0 · MACD -15

2003004002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$342.00
vs 200-day avg+2.5%
vs 50-day avg-2.5%
RSI 14 / RSI 345 / 30
MACD-0.22 falling
Return 1m+4.7%
Return 3m-12.0%
Return 12m+65.6%
From 52-week high-15.0%
Volatility (ATR14)+2.6%

Quant +35 (MACD went negative, trimming it from +50). The fund added Alphabet three times in five sessions (3 GOOG shares, 10.3% combined) - position building is done for now; let the last two fills settle. External holders: trend intact, nothing to do. — Recently accumulated; pause on adds.

AMZN

$260.28 · as of 2026-08-26 · tiingo
BUY
−100
+100 +35

regime +40 · momentum +10 · pullback +0 · MACD -15

2002252502752025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$260.28
vs 200-day avg+9.1%
vs 50-day avg+3.8%
RSI 14 / RSI 351 / 40
MACD-1.46 falling
Return 1m+12.5%
Return 3m-4.3%
Return 12m+13.8%
From 52-week high-8.4%
Volatility (ATR14)+2.6%

Quant +35, same MACD trim as GOOGL. Yesterday's 2-share entry (avg $260.43) is flat so far. No add today - the position is one day old; the 5% allocation is where it should be. — Position opened yesterday; no same-week pyramiding.

MSFT

$496.37 · as of 2026-08-26 · tiingo
BUY
−100
+100 +30

regime +40 · momentum -10 · pullback +0 · MACD +0

4005002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$496.37
vs 200-day avg+15.6%
vs 50-day avg+16.8%
RSI 14 / RSI 368 / 87
MACD-2.81 rising
Return 1m+27.8%
Return 3m+20.5%
Return 12m-0.3%
From 52-week high-7.7%
Volatility (ATR14)+2.4%

First time MSFT qualifies since the fund started: quant +30 with the 3-month repair (+20.5%) now solid, though the 12-month is still flat and RSI3 at 87 says the last few days ran hot. One share ($496) is the 5% tranche almost exactly. If you'd rather split the difference with Friday's Jackson Hole risk, a GFD limit near $490 lets the price come to you. — Newly qualified BUY; survived the event night; tranche fits 1 whole share.

SOL watch only

$100.74 · as of 2026-08-27 · tiingo
HOLD
−100
+100 +10

regime +40 · momentum -10 · pullback -20 · MACD +0

1001502025-122026-022026-032026-052026-07 Price50-day avg200-day avg
Close$100.74
vs 200-day avg+23.7%
vs 50-day avg+27.6%
RSI 14 / RSI 379 / 72
MACD+2.16 falling
Return 1m+36.6%
Return 3m+22.8%
Return 12m-50.4%
From 52-week high-59.3%
Volatility (ATR14)+4.4%

Watch-only - RE-ENTRY PRINTED after a brutal whipsaw. Tuesday closed $96.59 (stop hit, tranche out ~$97); Wednesday closed $102.05, back above the $97.4 line - which is exactly the plan's stated re-entry trigger. If you take it, the stop returns to $97.4 close-basis and the whipsaw cost ~5% on the managed tranche - that is the price of the discipline, and it is cheaper than the version where a real breakdown gets ridden down. Next reference: the Jan-2024 high at $102.06 - Wednesday closed a cent under it. — Close above 97.4 = the plan's own re-entry condition; honesty about the whipsaw cost.

ETH watch only

$2,489.59 · as of 2026-08-27 · tiingo
HOLD
−100
+100 +10

regime +40 · momentum -10 · pullback -20 · MACD +0

2,0003,0002025-122026-022026-032026-052026-07 Price50-day avg200-day avg
Close$2,489.59
vs 200-day avg+23.5%
vs 50-day avg+25.9%
RSI 14 / RSI 376 / 66
MACD+41.75 falling
Return 1m+29.7%
Return 3m+24.0%
Return 12m-44.8%
From 52-week high-47.2%
Volatility (ATR14)+3.7%

Watch-only - RECONFIRMED. Wednesday closed $2,507, back above the $2,470 confirmation after a one-day wobble; the $2,416 floor never traded on a close. Thesis unchanged: floor $2,416 close-basis, trim/target $2,619 (+4.3%). Anyone who exited on Tuesday's dip below $2,470 re-enters on this close per the same rules that said to wait. — One-day wobble resolved upward; levels unchanged.

BTC watch only

$78,641.81 · as of 2026-08-27 · tiingo
HOLD
−100
+100 +10

regime +40 · momentum -10 · pullback -20 · MACD +0

60,00080,000100,0002025-122026-022026-032026-052026-07 Price50-day avg200-day avg
Close$78,641.81
vs 200-day avg+13.6%
vs 50-day avg+18.4%
RSI 14 / RSI 379 / 70
MACD+1207.98 falling
Return 1m+23.2%
Return 3m+7.0%
Return 12m-29.3%
From 52-week high-37.0%
Volatility (ATR14)+2.7%

Watch-only. Third day sitting on the $78.6k shelf (Wednesday closed $79.0k, now $78.6k) while alts whipsaw around it. The half-executed trim plan stands: first tranche banked at $81.2k (+3.3% vs here), second staged at $81.9k, supports $78.6k/$76.3k, regime line $69.1k. Boring is fine. — Consolidating on support; plan half-executed, nothing to do.

META

$576.14 · as of 2026-08-26 · tiingo
TRIM
−100
+100 -45

regime -40 · momentum -20 · pullback +0 · MACD +15

6007002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$576.14
vs 200-day avg-7.4%
vs 50-day avg-2.8%
RSI 14 / RSI 349 / 83
MACD+0.16 rising
Return 1m-3.0%
Return 3m-9.2%
Return 12m-23.4%
From 52-week high-25.9%
Volatility (ATR14)+3.5%

Improved from -60 to -45 (MACD flipped positive as the bounce extends, RSI3 83) - but it is still 7.4% below the 200-day with negative momentum on every horizon. The bounce IS the trim liquidity: externally, sell 25% into it. The signal flips constructive only on a close back above the 200-day ($622). — Dead-cat-bounce mechanics: improved score, same broken trend.

TSLA

$345.82 · as of 2026-08-26 · tiingo
EXIT
−100
+100 -60

regime -40 · momentum -20 · pullback +0 · MACD +0

3004005002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$345.82
vs 200-day avg-13.9%
vs 50-day avg-4.6%
RSI 14 / RSI 350 / 41
MACD+4.32 falling
Return 1m+11.8%
Return 3m-21.5%
Return 12m-1.7%
From 52-week high-29.4%
Volatility (ATR14)+3.8%

Quant fell to -60: 13.9% below the 200-day, 12-month return now negative, 3m -21.5%. No fund position. Externally this upgrades from trim to exit: reduce 50-100%, using any bounce toward the underside of the range to finish. No buys below the 200D - ever. — Momentum penalty deepened; TRIM tier became EXIT.

Portfolio

What you currently hold. The whole fund is one cash pool. The last column echoes today's suggested action.

TickerSharesAvg costPrice ValueUnrealized P&LToday's action
AAPL 6 $311.02 $313.45 $1,880.70 $14.56 (+0.8%) STRONG BUY
AMZN 2 $260.43 $260.28 $520.56 $-0.30 (-0.1%) BUY
GOOG 3 $343.76 $342.00 $1,026.00 $-5.28 (-0.5%) BUY
NVDA 4 $217.89 $209.66 $838.64 $-32.92 (-3.8%) BUY
QQQ 3 $712.03 $711.37 $2,134.11 $-1.99 (-0.1%) BUY

Trade log

DateTickerSideQtyPrice AmountFeeRealized P&LNote
2026-08-20QQQ BUY1.0 $712.80$712.80 $1.00 STRONG BUY +60; user chose 1 whole share over suggested 0.349
2026-08-21NVDA BUY4.0 $217.64$870.56 $1.00 STRONG BUY +60 (quant +75, -15 earnings overlay)
2026-08-21QQQ BUY1.0 $712.85$712.85 $1.00 STRONG BUY +75, second tranche
2026-08-22AAPL BUY3.0 $310.81$932.43 $1.00 STRONG BUY +60, primary candidate 2026-08-22
2026-08-24AAPL BUY3.0 $310.57$931.71 $1.00 user fill 2026-08-24
2026-08-24GOOG BUY1.0 $341.14$341.14 $1.00 user fill 2026-08-24
2026-08-25GOOG BUY1.0 $344.81$344.81 $1.00 GOOGL score +50, class-swap leg
2026-08-25QQQ BUY1.0 $707.45$707.45 $1.00 score +45 (quant +60, -15 NVDA earnings/PCE event), pullback entry
2026-08-26GOOG BUY1.0 $342.33$342.33 $1.00 GOOGL +50/-15 event overlay, class-swap leg
2026-08-26AMZN BUY2.0 $259.93$519.86 $1.00 score +50/-15 event overlay, first position

Total realized P&L: $0.00

Past editions: 2026-08-27 · 2026-08-26 · 2026-08-25 · 2026-08-24 · 2026-08-22 · 2026-08-21 · 2026-08-20