| Stock | Weight | Price | PE | Impact | Action | Oil Sens. | UV Rating | UV Range | 1M Mom. | 3M Mom. |
|---|---|---|---|---|---|---|---|---|---|---|
| Alphabet | 18.9% | $311 | N/A | -3.0% | hold | 1/10 | N/A | N/A | -7.4% | -2.7% |
| Amazon | 13.0% | $210 | N/A | -3.0% | hold | 2/10 | N/A | N/A | -13.6% | -10.0% |
| Microsoft | 10.3% | $393 | N/A | +0.0% | hold | 1/10 | N/A | N/A | -18.5% | -20.2% |
| Alibaba | 6.9% | $144 | N/A | -10.0% | trim | 6/10 | N/A | N/A | -18.0% | -8.4% |
| Invesco QQQ (Nasdaq-100) | 5.9% | $607 | N/A | -3.0% | hold | 2/10 | N/A | N/A | -4.1% | -1.9% |
| Bubills 3M EUR | 4.9% | $0 | N/A | +0.0% | hold | 0/10 | N/A | N/A | N/A | N/A |
| iShares S&P 500 | 4.6% | $689 | N/A | -3.0% | hold | 2/10 | N/A | N/A | -1.3% | +0.4% |
| LVMH | 4.1% | $544 | N/A | -6.0% | hold | 2/10 | N/A | N/A | +0.2% | -14.4% |
| Tencent | 3.8% | $518 | N/A | -10.0% | trim | 5/10 | N/A | N/A | -16.6% | -15.3% |
| Procter & Gamble | 3.8% | $167 | N/A | +3.0% | hold | 3/10 | N/A | N/A | +13.5% | +12.8% |
| Apple | 3.7% | $264 | N/A | -6.0% | hold | 3/10 | N/A | N/A | +3.0% | -5.3% |
| MercadoLibre | 3.7% | $1,758 | N/A | +0.0% | hold | 2/10 | N/A | N/A | -22.5% | -15.2% |
| Mastercard | 3.3% | $517 | N/A | -3.0% | hold | 1/10 | N/A | N/A | -0.8% | -6.1% |
| AXA | 3.1% | $41 | N/A | -6.0% | hold | 4/10 | N/A | N/A | +8.9% | +6.6% |
| Meta Platforms | 2.6% | $648 | N/A | -3.0% | hold | 1/10 | N/A | N/A | -3.1% | +0.0% |
| Cash USD | 2.6% | $0 | N/A | +3.0% | hold | 0/10 | N/A | N/A | N/A | N/A |
| Hermes | 2.4% | $2,049 | N/A | -3.0% | hold | 2/10 | N/A | N/A | -0.0% | -2.4% |
| Taiwan Semiconductor | 2.3% | $375 | N/A | -15.0% | trim | 3/10 | N/A | N/A | +9.4% | +28.5% |
| T-Bills 3M USD | 0.1% | $0 | N/A | +3.0% | hold | 0/10 | N/A | N/A | N/A | N/A |
| Stock | Action | From Weight | To Weight | Reason |
|---|---|---|---|---|
| Alibaba | Trim 40% | 6.9% | 4.1% | High geopolitical risk (negative) |
| Tencent | Trim 40% | 3.8% | 2.3% | High geopolitical risk (negative) |
| Taiwan Semiconductor | Trim 40% | 2.3% | 1.4% | High geopolitical risk (significant negative) |
| Procter & Gamble | Increase | 3.8% | 5.1% | Defensive reallocation from trimmed positions |
| Mastercard | Increase | 3.3% | 4.6% | Defensive reallocation from trimmed positions |
| iShares S&P 500 | Increase | 4.6% | 5.9% | Defensive reallocation from trimmed positions |
| Cash USD | Increase | 2.6% | 3.9% | Defensive reallocation from trimmed positions |
| Allocation | Amount | % | Reason |
|---|---|---|---|
| Defense ETF (ITA) | $1,500,000 | 30% | Direct beneficiary of increased military spending |
| Gold (GLD) | $1,000,000 | 20% | Classic geopolitical hedge, gold historically +30-75% in ME conflicts |
| Energy (XLE) | $1,000,000 | 20% | Oil price spike beneficiary, energy sector median +5% at 1M |
| VIX Calls / Volatility Protection | $500,000 | 10% | Tail risk hedge, VIX spikes average +5-10 points in geopolitical events |
| Keep in Short-Term Bonds | $1,000,000 | 20% | Maintain dry powder for post-dip opportunities |