TUNING
Today
Good morning. Markets are gapping up on the PPI print — core came in at +0.2% vs +0.3% expected. Yields are pulling back.
Based on the headlines, should I trim some risk?
Show me my current allocation.
60%Stocks
Tech sits at ~42% — biggest overweight. Given the vol setup into earnings week, I'd rotate ~10% into defensives and reduce single-name concentration.
Sounds good. Draft the orders.
Drafting now — I'll queue them for your approval before the open and flag any headlines that change the thesis.
What's the cash impact if I execute all three trades?
Net proceeds land around $148K after estimated slippage. That brings cash to ~7.2% of NAV — within your target band of 5–10%.
Any earnings I should watch this week?
Set an alert if any of them gap more than 5% pre-market.