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๐ŸŽฏ Optimal Portfolio Dashboard

๐Ÿงช Practice Labs ๐Ÿ“š Manual Library ๐Ÿ“‚ Document Library ๐ŸŽฌ Video Library โ† Reports Hub ๐ŸŽฏ Portfolio ๐Ÿ›‘ Risk ๐Ÿ” Research ๐Ÿงฎ Factors โช Backtest ๐ŸŒ Regime ๐ŸŽฒ Monte Carlo ๐Ÿ“ˆ Attribution ๐Ÿ›๏ธ Sectors ๐Ÿ“ LP Letter ๐ŸŽ›๏ธ Mission Control ๐Ÿ’ก Trade Idea ๐Ÿ”ด HAL ๐Ÿ“– Manual
Positions
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Gross exposure
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target 100% / max 200%
Net exposure
โ€”
market-neutral band ยฑ20%
Portfolio ฮฒ
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target |ฮฒ| โ‰ค 0.10
Expected ฮฑ
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annual
Expected vol
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annual, idiosyncratic only
Sharpe
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ฮฑ / vol
As of
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last refresh

๐Ÿ›๏ธ Sector Exposures

Per-sector net dollar exposure. Sector neutrality is enforced by construction โ€” long $ should equal short $ within each sector.

โš–๏ธ Long / Short Split

Total dollar exposure on the long side vs the short side. A market-neutral portfolio runs ~50/50.

๐Ÿ“Š Position-Size Waterfall

Top 30 positions by absolute weight. Green = long, red = short. Hard cap 5% gross per name; min size 0.5% (smaller positions are dropped by the optimizer).

โš ๏ธ Top Risk Contributors

Names contributing the most to portfolio variance (idiosyncratic only โ€” full covariance refinement is a future commit). Defined as wยฒ ยท ฯƒยฒ per position, normalized to share-of-total.
TickerSector Weight Risk share
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๐Ÿ“‹ Full Positions Table

Every position in the optimal portfolio. Sorted by absolute weight. cappedAt shows positions that hit the 5%-of-ADV liquidity cap or the 5% single-name cap.
TickerSector Side Weight Composite ฮฒ ฯƒ Exp. ฮฑ Risk %
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Ticker context

๐Ÿ“ Spotlight: โ€”

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