Rebalance Proposal — May 2026
Deep RL optimizer · Review, modify, or reject before any action is taken
Backtested results, Jan 2020 – Jan 2025. Not a representation of live or future performance. NASDAQ-100 universe only. Paper benchmarks used ChatGPT-4o; live system uses Claude.
Est. turnover: 8.0%·Est. transaction cost: $18·⚠ Advisory only — no automatic execution
Current vs. Proposed Allocation
Deep RL optimizer output — labeled separately from paper model top-10 selection
| Ticker | Current Wt | Proposed Wt | Δ Weight | Action | Est. Shares | Est. Value | Score |
|---|---|---|---|---|---|---|---|
| MSFT | 18.0% | 20.0% | +2.0% | BUY | 8 | $3,326 | 0.85 |
| META | 12.0% | 13.0% | +1.0% | BUY | 3 | $1,556 | 0.79 |
| GOOGL | 11.0% | 12.0% | +1.0% | BUY | 12 | $2,188 | 0.77 |
| NVDA | 22.0% | 18.0% | -4.0% | SELL | 12 | $10,708 | 0.88 |
| AAPL | 14.0% | 14.0% | 0.0% | HOLD | — | — | 0.80 |
| AMZN | 10.0% | 10.0% | 0.0% | HOLD | — | — | 0.74 |
| AVGO | 8.0% | 8.0% | 0.0% | HOLD | — | — | 0.72 |
| LLY | 5.0% | 5.0% | 0.0% | HOLD | — | — | 0.71 |