Invest Tools · Daily Brief

Invest Daily Brief

Fund value$10,104+1.0% since 2026-08-20
Cash$3,080ready to deploy
Positions$7,02470% deployed
Unrealized P&L$104open positions

Macro overlay

Friday's full session digested Warsh cleanly for equities (SPY -0.2%, AAPL +1.6%, AMZN +4.0%) - but not for gold: GLDM fell 3.3% and CLOSED BELOW ITS 200-DAY, flipping its regime component from +40 to -40 and the score from +60 to -30 in a single session. The no-buy-below-200D rule now applies to gold; yesterday's wait-for-the-speech advice spared external adds a painful entry. Crypto delivered three clean verdicts at the UTC close: ETH held its $2,416 floor for the third time ($2,442.7), SOL held its $102 stop ($104.13), and BTC's A1 accumulation bucket remains pending 1.9% below. No overlay adjustments today: Warsh has passed, the next binaries (jobs Friday Sep 4, FOMC Sep 16) sit outside the 2-day window. Monday Aug 31 is a normal session; today's orders execute in Sunday-night's overnight session (Monday HK daytime).

Events: Jobs report Fri Sep 4 · CPI Fri Sep 11 · FOMC Wed Sep 16 (hike odds ~50%)

Today's orders

2 buy order(s) ≈ $1,204 — candidates, not obligations.

SideTickerQuantityEst. costNote
BUY SPY 1 share SPY $769 whole share - Sunday overnight session (Monday HK daytime); no live check needed, market closed
BUY NVDA 2 shares NVDA $435 whole shares - Sunday overnight session; est is Friday close

Scoreboard

TickerPrice1m12m vs 200DScoreAction
Fund universe — US stocks
AAPL $319.70 -5.4% +38.0% +13.3% +65 STRONG BUY
SPY $769.35 +5.5% +19.9% +8.8% +60 STRONG BUY
QQQ $716.43 +8.3% +24.7% +9.5% +50 BUY
MSFT $513.53 +31.7% +1.6% +19.6% +50 BUY
GOOGL $346.59 +2.9% +64.2% +3.7% +50 BUY
AMZN $266.43 +17.6% +15.0% +11.6% +50 BUY
NVDA $217.55 +14.5% +20.9% +11.2% +45 BUY
TSLA $348.75 +16.9% +0.8% -13.0% -30 TRIM
META $578.02 -1.3% -22.8% -7.1% -45 TRIM
Watch only — external accounts
HYPE $80.30 +43.9% +80.9% +57.8% +60 STRONG BUY
SOL $104.06 +39.8% -49.3% +27.4% +30 HOLD
ETH $2,443.36 +27.5% -44.0% +20.9% +30 HOLD
BTC $77,769.87 +20.2% -28.2% +12.2% +30 HOLD
GLDM $88.20 +10.2% +30.2% -1.3% -30 TRIM

Ticker analysis

AAPL

$319.70 · as of 2026-08-28 · tiingo
STRONG BUY
−100
+100 +65

regime +40 · momentum +20 · pullback -10 · MACD +15

2503002025-092025-112026-012026-042026-06 Price50-day avg200-day avg
Close$319.70
vs 200-day avg+13.3%
vs 50-day avg+2.5%
RSI 14 / RSI 358 / 90
MACD+0.89 rising
Return 1m-5.4%
Return 3m+2.5%
Return 12m+38.0%
From 52-week high-5.9%
Volatility (ATR14)+2.2%

Quant +65 (+1.6% Friday to $319.70, MACD +15, mild stretch penalty). Cap math again: 6 shares = ~$1,918, 19.0% of fund, ~$100 of room - under the $250 minimum. No add. The position has carried the signal faithfully all week. — At the 20% cap.

SPY

$769.35 · as of 2026-08-28 · tiingo
STRONG BUY
−100
+100 +60

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

6007002025-092025-112026-012026-042026-06 Price50-day avg200-day avg
Close$769.35
vs 200-day avg+8.8%
vs 50-day avg+2.0%
RSI 14 / RSI 357 / 60
MACD-0.96 rising
Return 1m+5.5%
Return 3m+2.0%
Return 12m+19.9%
From 52-week high-1.1%
Volatility (ATR14)+0.8%

Quant +60 with the keynote behind it and no event inside the window - the deferral is over on the system's own terms. STRONG BUY = 10% tranche (~$1,010); 1 whole share ($769, ~76% of the tranche) fits the overnight session. This is the fund's first index add since the QQQ pullback buy and takes deployed to ~78%. — Queue promise resolved: quant STRONG BUY, event window clear.

HYPE watch only

$80.30 · as of 2026-08-29 · tiingo
STRONG BUY
−100
+100 +60

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

20.0040.0060.0080.002025-122026-022026-042026-052026-07 Price50-day avg200-day avg
Close$80.30
vs 200-day avg+57.8%
vs 50-day avg+28.3%
RSI 14 / RSI 368 / 44
MACD+1.34 falling
Return 1m+43.9%
Return 3m+17.6%
Return 12m+80.9%
From 52-week high-5.2%
Volatility (ATR14)+5.6%

Watch-only. $80.30, -5.2% off the ATH - a normal breather at +58% above the 200D. Trail unchanged: halve ~$71.5, hard exit $61.4. Nothing to do on either side. — Routine ATH pullback; trail governs.

QQQ

$716.43 · as of 2026-08-28 · tiingo
BUY
−100
+100 +50

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

6007002025-092025-112026-012026-042026-06 Price50-day avg200-day avg
Close$716.43
vs 200-day avg+9.5%
vs 50-day avg+0.6%
RSI 14 / RSI 352 / 54
MACD-0.49 rising
Return 1m+8.3%
Return 3m-2.9%
Return 12m+24.7%
From 52-week high-3.9%
Volatility (ATR14)+1.5%

Quant +50. Position 3 shares (~21%). Today's index allocation goes to SPY (broader, stronger score); doubling index exposure in one day double-counts the same bet. Queue: next week if still qualified. — Qualified; SPY takes the index slot today.

MSFT

$513.53 · as of 2026-08-28 · tiingo
BUY
−100
+100 +50

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

4005002025-092025-112026-012026-042026-06 Price50-day avg200-day avg
Close$513.53
vs 200-day avg+19.6%
vs 50-day avg+19.4%
RSI 14 / RSI 374 / 96
MACD-1.14 rising
Return 1m+31.7%
Return 3m+14.3%
Return 12m+1.6%
From 52-week high-4.5%
Volatility (ATR14)+2.4%

Quant +50 but RSI3 at 96 - the verticality still has not reset (position +4.2% since entry). Pyramiding into a 96 RSI3 is how good entries become bad averages; wait for the reset. — Stretch unresolved; no pyramiding.

GOOGL

$346.59 · as of 2026-08-28 · tiingo
BUY
−100
+100 +50

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

2003004002025-092025-112026-012026-042026-06 Price50-day avg200-day avg
Close$346.59
vs 200-day avg+3.7%
vs 50-day avg-0.9%
RSI 14 / RSI 349 / 65
MACD-0.08 rising
Return 1m+2.9%
Return 3m-8.8%
Return 12m+64.2%
From 52-week high-13.9%
Volatility (ATR14)+2.5%

Quant recovered to +50 (MACD healing). Alphabet stake: 3 GOOG, ~10.3% of fund, avg $343.76 - now green. Accumulated three times in five sessions recently; the position is built. Queue behind fresher setups. — Position built; let it work.

AMZN

$266.43 · as of 2026-08-28 · tiingo
BUY
−100
+100 +50

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

2002252502752025-092025-112026-012026-042026-06 Price50-day avg200-day avg
Close$266.43
vs 200-day avg+11.6%
vs 50-day avg+5.9%
RSI 14 / RSI 356 / 72
MACD-1.11 rising
Return 1m+17.6%
Return 3m-1.6%
Return 12m+15.0%
From 52-week high-6.2%
Volatility (ATR14)+2.6%

Quant +50 after Friday's +4.0% pop to $266.43 - the week's softest tape closed as its strongest day (position +2.3%). Chasing a +4% day contradicts the entry style; if +50 holds after the pop digests, it queues normally. — Bought the quiet, not chasing the pop.

NVDA

$217.55 · as of 2026-08-28 · tiingo
BUY
−100
+100 +45

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

1502002025-092025-112026-012026-042026-06 Price50-day avg200-day avg
Close$217.55
vs 200-day avg+11.2%
vs 50-day avg+4.4%
RSI 14 / RSI 352 / 50
MACD-0.49 falling
Return 1m+14.5%
Return 3m+3.2%
Return 12m+20.9%
From 52-week high-7.6%
Volatility (ATR14)+3.5%

The digestion the plan asked for arrived: -4.4% off the post-earnings high to $217.55, RSI3 reset from 80 to 50 - and the price is now BELOW the $218 the halved order would have paid on Thursday. Waiting cost nothing and bought a calmer tape. BUY at the 5% tranche: 2 shares (~$435). Position after: 6 shares, ~13% of fund, well under the cap. — Post-earnings digestion complete; entry below the previously skipped price.

SOL watch only

$104.06 · as of 2026-08-29 · tiingo
HOLD
−100
+100 +30

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

1001502025-122026-022026-042026-052026-07 Price50-day avg200-day avg
Close$104.06
vs 200-day avg+27.4%
vs 50-day avg+29.8%
RSI 14 / RSI 374 / 60
MACD+2.05 falling
Return 1m+39.8%
Return 3m+26.0%
Return 12m-49.3%
From 52-week high-58.0%
Volatility (ATR14)+4.7%

Watch-only - STOP HELD. Friday's UTC close at $104.13 kept the position above the $102 ratchet through the Warsh dip; the trailing structure survives with $117.1 overhead and $105.35/$99.9 as the near supports. The whipsaw-scarred rule did its job quietly this time. — Close-basis stop survived the macro dip; trail continues.

ETH watch only

$2,443.36 · as of 2026-08-29 · tiingo
HOLD
−100
+100 +30

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

2,0003,0002025-122026-022026-042026-052026-07 Price50-day avg200-day avg
Close$2,443.36
vs 200-day avg+20.9%
vs 50-day avg+21.9%
RSI 14 / RSI 370 / 42
MACD+21.23 falling
Return 1m+27.5%
Return 3m+21.0%
Return 12m-44.0%
From 52-week high-48.2%
Volatility (ATR14)+3.8%

Watch-only - FLOOR HELD, THIRD TEST. Traded within $3 of $2,416 on the Warsh dip and closed $2,442.72 - the floor has now repelled three attacks without a single close-through. Thesis fully intact: floor $2,416, target/trim $2,619 (+7.2%). A floor tested three times and held is stronger evidence than the day it was drawn. — Three tests, zero closes through; structure strengthening.

BTC watch only

$77,769.87 · as of 2026-08-29 · tiingo
HOLD
−100
+100 +30

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

60,00080,000100,0002025-122026-022026-042026-052026-07 Price50-day avg200-day avg
Close$77,769.87
vs 200-day avg+12.2%
vs 50-day avg+16.1%
RSI 14 / RSI 370 / 42
MACD+711.85 falling
Return 1m+20.2%
Return 3m+5.4%
Return 12m-28.2%
From 52-week high-37.6%
Volatility (ATR14)+3.0%

Watch-only + LADDER STATUS. The Warsh dip bottomed at ~$77.2k and closed $77.8k - A1 ($10k at a held $76.3k daily close) stayed PENDING at -1.9%, untouched and unfilled; the swing re-buy waits on the same line. Every rung intact: A2 breakout-insurance above $82.2k (+5.7%), B1 $62-65k, B2 $58.5k, reserve $48-52k, DCA backstop Dec 31. KPI unchanged: 0.85 BTC. The no-FOMO clause passed its first live test - a -3.5% macro dip generated zero discretionary action, exactly as designed. — Nearest bucket pending 1.9% below; discipline held through the first macro test.

TSLA

$348.75 · as of 2026-08-28 · tiingo
TRIM
−100
+100 -30

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

3004005002025-092025-112026-012026-042026-06 Price50-day avg200-day avg
Close$348.75
vs 200-day avg-13.0%
vs 50-day avg-3.2%
RSI 14 / RSI 351 / 46
MACD+3.59 falling
Return 1m+16.9%
Return 3m-20.0%
Return 12m+0.8%
From 52-week high-28.8%
Volatility (ATR14)+3.7%

Unchanged: -30, 13.0% below the 200-day. External holders keep using bounces as exits; no fund position. — Below the 200D; trim strength.

GLDM watch only

$88.20 · as of 2026-08-28 · tiingo
TRIM
−100
+100 -30

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

60801002025-092025-112026-012026-042026-06 Price50-day avg200-day avg
Close$88.20
vs 200-day avg-1.3%
vs 50-day avg+5.9%
RSI 14 / RSI 355 / 20
MACD+0.15 falling
Return 1m+10.2%
Return 3m-1.9%
Return 12m+30.2%
From 52-week high-17.4%
Volatility (ATR14)+1.9%

Watch-only - REGIME FLIP, the day's biggest signal change. Friday's -3.3% hawkish-repricing slide closed GLDM below its 200-day for the first time in the fund's records: score collapsed +60 -> -30, and the no-buy-below-200D rule now BLOCKS the adds the +60 kept suggesting. For external gold: no new buys, full stop; holders treat bounces toward the 200D (~$89.4, +1.4%) as trim opportunities. If the close reclaims the 200D, the signal resets on its own - gold gets no special pleading, same rules as everything else. — Closed below the 200D on the hawkish repricing; buys blocked by the hard rule.

META

$578.02 · as of 2026-08-28 · tiingo
TRIM
−100
+100 -45

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

6007002025-092025-112026-012026-042026-06 Price50-day avg200-day avg
Close$578.02
vs 200-day avg-7.1%
vs 50-day avg-2.4%
RSI 14 / RSI 350 / 75
MACD+1.91 rising
Return 1m-1.3%
Return 3m-8.5%
Return 12m-22.8%
From 52-week high-25.7%
Volatility (ATR14)+3.5%

Unchanged -45; Friday's +1.2% extends the bounce toward the 200D ($622) - which is the trim level, not the reversal proof. External: keep reducing into it. — Bounce toward the 200D = exit liquidity.

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 $319.70 $1,918.20 $52.06 (+2.8%) STRONG BUY
AMZN 2 $260.43 $266.43 $532.86 $12.00 (+2.3%) BUY
GOOG 3 $343.76 $346.59 $1,039.77 $8.49 (+0.8%) BUY
MSFT 1 $493.69 $513.53 $513.53 $19.84 (+4.0%) BUY
NVDA 4 $217.89 $217.55 $870.20 $-1.36 (-0.2%) BUY
QQQ 3 $712.03 $716.43 $2,149.29 $13.19 (+0.6%) 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
2026-08-27MSFT BUY1.0 $492.69$492.69 $1.00 score +30, first-time qualifier post NVDA-beat

Total realized P&L: $0.00

Past editions: 2026-08-29 · 2026-08-28 · 2026-08-27 · 2026-08-26 · 2026-08-25 · 2026-08-24 · 2026-08-22 · 2026-08-21 · 2026-08-20