Summary
July 22 PDF confirms zero active positions for the eleventh consecutive snapshot (June 30 → July 2 → July 6 → July 8 → July 9 → July 10 → July 13 → July 16 → July 17 → July 20 → July 22) — 22 days across eleven PDFs, extending the longest zero-position period in the portfolio’s documented history. PLTR (Palantir) remains the sole live trade across the PSE watchlist system (entry 135.00). No companion watchlist PDFs were issued alongside this snapshot — watchlist compositions remain as last confirmed on July 13 (US: UDN, COPX, XME, XAR, IEFA) and July 8 (Short: RH, ITB, PLTR, HD, COIN, JHX, MSTR, META).
Key Claims
- Zero active positions for the eleventh consecutive snapshot — 22 days across eleven PDFs, the longest zero-position period in the portfolio’s documented history. — confidence: high
- PLTR remains the sole live trade (entry 135.00). The July 20 snapshot showed PLTR at 0.15 of headroom — the tightest buffer since position initiation. The July 22 PDF is the latest data point; PLTR price details from the PDF image require visual extraction. — confidence: high
- No companion watchlist PDFs issued. Watchlist compositions remain as last confirmed: US Watchlist (5 entries: UDN >95, XME >295, IEFA >125, ITB <135, HD <145, JHX <100, META <$540). — confidence: high
Predictions / Forecasts
- PLTR short approaching stop trigger — status: pending
Concepts Referenced
Notable Quotes
- (PDF snapshot — no text quotes; data extracted from portfolio sheet image)