Core
4/3
£100,899.15
Current 27.9% · Target 33.0%
Gap-18,307.63
Stops visible2
Thematic
7/6
£60,402.16
Current 16.7% · Target 33.0%
Gap-58,804.61
Stops visible7
Bonds
4/3
£54,880.12
Current 15.2% · Target 20.0%
Gap-17,366.41
Stops visible4
Income
0/2
£0.00
Current 0.0% · Target 10.0%
Gap-36,123.27
Stops visible0
Cash
1/1
£8,099.13
Current 2.2% · Target 4.0%
Gap-6,350.18
Stops visible0

Monday Open Plan · sell / reduce

BucketSymbolValueStop?
CoreIWMO£37,440.78no
CoreCSPX£36,307.20no
BondsU71G£32,456.12yes
ThematicUC15£26,703.04yes
CoreL100£19,631.35yes
ThematicWCOB£11,054.79yes
BondsPRIR£10,886.44yes
BondsGCVG£8,321.20yes
CoreFVUB£7,519.82yes
ThematicSPAG£5,131.20yes
BondsIEMB£3,216.37yes
ThematicALUM£2,106.28yes

Monday Open Plan · buy / open

BucketSymbolTarget
CoreKRWL£39,735.59
CoreLEML£39,735.59
CoreRIOL£39,735.59
BondsU37H£24,082.18
BondsU13E£24,082.18
BondsMTHG£24,082.18
ThematicSMGB£19,867.80
ThematicSEMG£19,867.80
ThematicBATG£19,867.80
IncomeTDGB£18,061.63
IncomeSEDY£18,061.63

Stop maintenance

BucketSymbolStatusOrder value
CoreCSPXmissing visible stop order-
CoreIWMOmissing visible stop order-
BondsGCVGstop already pending£7,189.12
BondsIEMBstop already pending£3,197.58
BondsPRIRstop already pending£10,108.24
BondsU71Gstop already pending£29,642.89
CoreFVUBstop already pending£6,358.73
CoreL100stop already pending£17,977.33
ThematicALUMstop already pending£40,494.82
ThematicSPAGstop already pending£4,814.01
ThematicUC15stop already pending£23,101.79
ThematicWCOBstop already pending£9,799.89

Execution panel

BucketSymbolActionValueNote
CoreKRWLOPEN NEW£39,735.59top-ranked slot candidate
CoreLEMLOPEN NEW£39,735.59top-ranked slot candidate
CoreRIOLOPEN NEW£39,735.59top-ranked slot candidate
CoreIWMOROTATE OUT£37,440.78not_in_top_ranked_slots
CoreCSPXROTATE OUT£36,307.20not_in_top_ranked_slots
CoreL100ROTATE OUT£19,631.35not_in_top_ranked_slots
CoreFVUBROTATE OUT£7,519.82not_in_top_ranked_slots
ThematicOIGBKEEP / RESIZE£13,791.16already held redesign pick
ThematicCOMGKEEP / RESIZE£14,744.71already held redesign pick
ThematicRICIKEEP / RESIZE£15,660.67already held redesign pick
ThematicSMGBOPEN NEW£19,867.80top-ranked slot candidate
ThematicSEMGOPEN NEW£19,867.80top-ranked slot candidate
ThematicBATGOPEN NEW£19,867.80top-ranked slot candidate
ThematicUC15ROTATE OUT£26,703.04not_in_top_ranked_slots
ThematicWCOBROTATE OUT£11,054.79not_in_top_ranked_slots
ThematicSPAGROTATE OUT£5,131.20not_in_top_ranked_slots
ThematicALUMROTATE OUT£2,106.28not_in_top_ranked_slots
BondsU37HOPEN NEW£24,082.18top-ranked slot candidate
BondsU13EOPEN NEW£24,082.18top-ranked slot candidate
BondsMTHGOPEN NEW£24,082.18top-ranked slot candidate
BondsU71GROTATE OUT£32,456.12not_in_top_ranked_slots
BondsPRIRROTATE OUT£10,886.44not_in_top_ranked_slots
BondsGCVGROTATE OUT£8,321.20not_in_top_ranked_slots
BondsIEMBROTATE OUT£3,216.37not_in_top_ranked_slots
IncomeTDGBOPEN NEW£18,061.63top-ranked slot candidate
IncomeSEDYOPEN NEW£18,061.63top-ranked slot candidate
CashBD1RHT8KEEP / RESIZE£6,350.18already held redesign pick

Top live broker positions

SymbolNameValueGain/LossVisible stop?
IWMOiShares Edge MSCI Wld Mom Fctr ETF $ Acc£37,415.7612.95%no
VWRLVanguard FTSE All-World UCITS ETF GBP£37,342.0813.00%no
CSPXiShares Core S&P 500 ETF USD Acc USD£36,282.9410.24%no
U71GAmundi US Treasury 7-10Y ETF Dist GBP£32,456.12-1.62%yes
UC15UBS CMCI Composite SF ETF USD acc GBP£26,703.042.94%yes
FEMDFidelity Emerg Mkts Qual Inc ETF USD Inc GBP£19,909.38-0.45%yes
L100Amundi FTSE 100 Swap ETF Acc£19,631.35-1.82%yes
WCOBWisdomTree Enhanced Cmdty ETF - USD Acc GBP£11,054.790.57%yes
PRIRAmundi Prime Euro Government Bd ETF Dist GBP£10,886.44-3.20%yes
TCAPTP ICAP GROUP£10,519.525.20%yes
AEPAEP Plantations£9,683.52-3.05%yes
GCVGStt Strt SPDR FTSE Glb Cnvrt Bd £HETFInc£8,321.207.15%yes
BD1RHT8Fidelity Cash W Acc£8,107.951.35%no
FVUBFranklin FTSE Brazil UCITS ETF GBP£7,519.8225.77%yes
SHELShell£7,210.35-3.50%yes

Core

4 of 3 slots used · target 33.0% · current 27.9%

Live slot actions

SymbolActionCurrentTarget slotReason / delta
KRWLOPEN NEW-£39,735.5918.12% / 32.87% / 79.44%
LEMLOPEN NEW-£39,735.5910.97% / 8.38% / 17.27%
RIOLOPEN NEW-£39,735.597.47% / 10.25% / 36.01%
IWMOROTATE OUT£37,440.78-not_in_top_ranked_slots
CSPXROTATE OUT£36,307.20-not_in_top_ranked_slots
L100ROTATE OUT£19,631.35-not_in_top_ranked_slots
FVUBROTATE OUT£7,519.82-not_in_top_ranked_slots

Top candidates

SymbolGroupScore1m3m6mYield
KRWLEM_country20.160218.12%32.87%79.44%-
LEMLEM_country6.634310.97%8.38%17.27%-
RIOLEM_country6.59647.47%10.25%36.01%-
NASLUS6.577911.78%6.49%8.42%-
UB32EM_country6.514811.25%7.35%17.27%-
Coverage gap: CSPX, HUKX, ISFU, TPXG, CS51, H50E, FVUB

Thematic

7 of 6 slots used · target 33.0% · current 16.7%

Live slot actions

SymbolActionCurrentTarget slotReason / delta
OIGBKEEP / RESIZE£6,076.64£19,867.80£13,791.16
COMGKEEP / RESIZE£5,123.09£19,867.80£14,744.71
RICIKEEP / RESIZE£4,207.12£19,867.80£15,660.67
SMGBOPEN NEW-£19,867.8027.82% / 25.40% / 49.91%
SEMGOPEN NEW-£19,867.8025.03% / 23.76% / 42.54%
BATGOPEN NEW-£19,867.8020.22% / 13.41% / 43.79%
UC15ROTATE OUT£26,703.04-not_in_top_ranked_slots
WCOBROTATE OUT£11,054.79-not_in_top_ranked_slots
SPAGROTATE OUT£5,131.20-not_in_top_ranked_slots
ALUMROTATE OUT£2,106.28-not_in_top_ranked_slots

Top candidates

SymbolGroupScore1m3m6mYield
SMGB-22.291527.82%25.40%49.91%-
SEMG-19.299625.03%23.76%42.54%-
OIGB-17.34323.74%28.43%70.34%-
BATG-13.588320.22%13.41%43.79%-
COMG-12.79578.74%18.08%45.54%-
Coverage gap: FNRG, GCLE, ALUM, SLVP, COPG

Bonds

4 of 3 slots used · target 20.0% · current 15.2%

Live slot actions

SymbolActionCurrentTarget slotReason / delta
U37HOPEN NEW-£24,082.180.68% / 0.59% / 0.47%
U13EOPEN NEW-£24,082.180.55% / 0.56% / 1.17%
MTHGOPEN NEW-£24,082.180.30% / 0.45% / -1.95%
U71GROTATE OUT£32,456.12-not_in_top_ranked_slots
PRIRROTATE OUT£10,886.44-not_in_top_ranked_slots
GCVGROTATE OUT£8,321.20-not_in_top_ranked_slots
IEMBROTATE OUT£3,216.37-not_in_top_ranked_slots

Top candidates

SymbolGroupScore1m3m6mYield
U37H-0.90910.68%0.59%0.47%3.31%
U13E-0.76360.55%0.56%1.17%2.96%
MTHG-0.57270.30%0.45%-1.95%3.03%
UHYG-0.50001.36%0.23%1.22%-
U71G-0.45450.03%0.65%-5.25%-
Coverage gap: GCVG, IEMB, IBGL, CCBO

Income

0 of 2 slots used · target 10.0% · current 0.0%

Live slot actions

SymbolActionCurrentTarget slotReason / delta
TDGBOPEN NEW-£18,061.631.66% / 6.86% / 17.79%
SEDYOPEN NEW-£18,061.633.56% / 4.05% / 16.37%

Top candidates

SymbolGroupScore1m3m6mYield
TDGB-0.60001.66%6.86%17.79%-
SEDY-0.40003.56%4.05%16.37%-
SDIP-0.20003.74%2.08%14.66%-
FEMD-0.000014.35%12.84%20.19%-
Coverage gap: GBDV, UDVD, EUDI, PADV, XYLP, DIVU, FLXX

Cash

1 of 1 slots used · target 4.0% · current 2.2%

Live slot actions

SymbolActionCurrentTarget slotReason / delta
BD1RHT8KEEP / RESIZE£8,099.13£14,449.31£6,350.18

Top candidates

SymbolGroupScore1m3m6mYield
BD1RHT8-0.0000----

Legacy / manual-review positions

SymbolCurrent bucketValueReason
VWRLROW£37,342.08deprecated_legacy_system_position
TCAPMurren£10,519.52deprecated_legacy_system_position
CNAMurren£9,774.46deprecated_legacy_system_position
AEPMurren£9,683.52deprecated_legacy_system_position
SHELROW£7,210.35deprecated_legacy_system_position
CNQROW£7,117.55deprecated_legacy_system_position
IBEROW£5,020.99deprecated_legacy_system_position
SRGROW£4,283.18deprecated_legacy_system_position
SBREMurren£3,962.64deprecated_legacy_system_position
COPROW£2,497.08deprecated_legacy_system_position
SUROW£2,223.46deprecated_legacy_system_position
AJBMurren£999.81deprecated_legacy_system_position