Terminal v1.0.0
Portfolio Strategy
Systematic decision-making framework across three time horizons. Engineered for high-density capital management.
MAINTENANCE
Weekly Scan
Analyze current holdings for top-up opportunities and dip-buying signals.
Execute Stage
OPTIMIZATION
Monthly Cleanup
Portfolio rebalancing. Trim outperformers and exit stagnant positions.
Execute Stage
EXPANSION
Quarterly Discovery
Deep-dive screener to explore new sectors and identify high-growth positions.
Execute Stage