OK Boomer

About this strategy

The portfolio in your dad's brokerage account: twelve blue-chip dividend payers he has owned for decades, held at equal weight and rebalanced weekly. The mirror image of No Cap.

1. Agent triggers

   A run starts weekly on Mondays at 11:20 AM. This is a fixed schedule that dictates when the agent operates.

2. Computes its signals

   It evaluates the fixed list of twelve blue-chip dividend payers, maintaining focus on equal-weight positions without timing or momentum considerations.

3. Sets the target portfolio

   The target portfolio is formed with equal weight across all twelve, rebalancing weekly to account for dividends and drift, while maintaining all names regardless of recent price activity.

4. Executes orders

   Your account trades toward the target, selling before buying, inside the platform's risk rails: stop-loss and daily loss limits you control.

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