Strengths
- Core index/dividend/growth ETFs are ~53.2% of the portfolio.
- Winners are doing real work: VOO, TSM, GOOG/GOOGL, RKLB, and big-tech exposure dominate gains.
- Cash is modest (~1.2%), so the portfolio is mostly invested but not fully pinned.
Generated 2026-07-04T18:05:04.135635-04:00 · TradingView screener · watchlist, not advice
Weekly Stock Watchlist — 2026-07-04
Regime: SPY 1.43% week · QQQ -0.53% · TLT -2.11%. Clean buys only appear when the setup clears a stricter bar.
234 candidates40 large-cap leadersPortfolio: foundRating: A-
Portfolio rating
A- / 86 — A- / 86: strong core-plus-satellite portfolio; user-reported 1Y SPY outperformance supports keeping the active tilt, with concentration guardrails.
Risks
- Top 5 holdings are ~66.6%, so single-theme/mega-cap shocks matter.
- VOO/SPYM/VOOG/SCHD/VYM overlap; simplify if you want cleaner exposure accounting.
- There are 15 sub-0.5% positions; many are too small to matter unless kept for tracking.
RKLB
RKLB is ~5.8%: acceptable as a high-conviction satellite given your thesis; don't auto-trim unless it pushes above ~8–10% or the thesis breaks.
Sell / trim review
Not personalized financial advice; this is the portfolio hygiene list the bot should pressure-test first.
Sell / close candidates
TTD
sell/close · 0.02% · $19
tiny position with weak or broken setup; simplify unless you have a fresh thesis
PAYC
sell/close · 0.13% · $139
tiny position with weak or broken setup; simplify unless you have a fresh thesis
NSANY
sell/close · 0.07% · $77
tiny position with weak or broken setup; simplify unless you have a fresh thesis
DOCS
sell/close · 0.13% · $131
tiny position with weak or broken setup; simplify unless you have a fresh thesis
ETSY
sell/close · 0.15% · $154
tiny position with weak or broken setup; simplify unless you have a fresh thesis
GME
sell/close · 0.35% · $365
tiny position with weak or broken setup; simplify unless you have a fresh thesis
GMEWS
sell/close · 0.00% · $3
tiny position with weak or broken setup; simplify unless you have a fresh thesis
ARKK
sell or tax-loss review · 0.46% · $488
underperforming satellite; only keep if you would buy it fresh today
KARS
sell or tax-loss review · 0.33% · $345
underperforming satellite; only keep if you would buy it fresh today
TCEHY
sell or tax-loss review · 0.74% · $775
underperforming satellite; only keep if you would buy it fresh today
Trim / simplify candidates
VOO
trim/simplify · 39.82% · $41,775
near-40% core; do not dump, but route new money elsewhere if you want less S&P concentration
SPYM
trim/simplify · 7.77% · $8,153
overlaps VOO/VOOG/SCHD/VYM; simplify if redundant
CFAGX
trim/simplify · 2.21% · $2,318
active fund overlap with growth/tech exposure; compare fees and role
CPOAX
trim/simplify · 1.05% · $1,099
active fund overlap with growth/tech exposure; compare fees and role
Explicit holds
RKLB
hold · 5.75% · $6,028
high-conviction satellite; hold unless it exceeds ~8–10% or company thesis breaks
TSM
hold · 7.45% · $7,815
core AI/semi winner; trim only if it becomes oversized
GOOG
hold · 5.77% · $6,055
reasonable quality compounder exposure
GOOGL
hold · 2.06% · $2,159
same Alphabet exposure as GOOG; combine mentally when sizing
Clean buys
Strictest bucket: liquid/theme-fit, not extended, confirmed momentum/volume.
RIVN
Rivian Automotive, Inc.
Why+27.2% week, 2.5x volTriggerCleanest setup now; still require sane sizing and no gap chase.Risknormal
PLTR
Palantir Technologies Inc.
Why+16.1% week, theme fitTriggerCleanest setup now; still require sane sizing and no gap chase.Risknormal
Starter candidates
Promising enough to track for small starter entries if the tape confirms.
RKLB
Rocket Lab Corporation
WhySpaceX-adjacent public comp; recent damage likely SPCX sector rotation, not company-specific news.TriggerStarter-only unless it confirms with tight range + volume.Risknormal
FROG
JFrog Ltd.
Why+22.7% week, theme fitTriggerStarter-only unless it confirms with tight range + volume.Risknormal
VEEV
Veeva Systems Inc.
Why+20.1% week, theme fitTriggerStarter-only unless it confirms with tight range + volume.Risknormal
DDOG
Datadog, Inc.
Why+19.4% week, theme fitTriggerStarter-only unless it confirms with tight range + volume.Risknormal
OKTA
Okta, Inc.
Why+19.1% week, theme fitTriggerStarter-only unless it confirms with tight range + volume.Risknormal
Watch first
Worth monitoring, but not clean enough to call actionable now.
GEV
GE Vernova Inc.
Why+2.2% week, theme fitTriggerWatch for range build, then volume-backed break.Risknormal
MDB
MongoDB, Inc.
Why+17.7% week, theme fitTriggerWatch for range build, then volume-backed break.Risknormal
RDDT
Reddit, Inc.
Why+21.4% weekTriggerWatch for range build, then volume-backed break.Risknormal
AMD
Advanced Micro Devices, Inc.
Why-4.8% week, theme fitTriggerWatch for range build, then volume-backed break.Risknormal
MDLN
Medline Inc.
Why+19.3% weekTriggerWatch for range build, then volume-backed break.Risknormal
ANET
Arista Networks, Inc.
Why-4.6% week, theme fitTriggerWatch for range build, then volume-backed break.Risknormal
Wait for pullback
Good stories, worse entries right now.
AXON
Axon Enterprise, Inc.
Why+31.4% week, theme fitTriggerWait for a higher-low, base, or clean retest.Riskextended
VSAT
ViaSat, Inc.
Why+31.5% week, theme fitTriggerWait for a higher-low, base, or clean retest.Riskextended
AVAV
AeroVironment, Inc.
Why+35.3% week, 1.5x vol, theme fitTriggerWait for a higher-low, base, or clean retest.Riskextended
GPC
Genuine Parts Company
Why+19.6% week, 2.5x volTriggerWait for a higher-low, base, or clean retest.Riskextended
PANW
Palo Alto Networks, Inc.
Why+20.4% week, theme fitTriggerWait for a higher-low, base, or clean retest.Riskextended
Theme/top stocks checked
Major AI, power, semiconductor, software, and defense names checked so the list does not miss obvious leaders.
GEV
+2.2% week, theme fit
PLTR
+16.1% week, theme fit
AMD
-4.8% week, theme fit
RKLB
+16.7% week, theme fit
ANET
-4.6% week, theme fit
ETN
-4.0% week, theme fit
MSFT
+7.6% week, theme fit
NVDA
-2.6% week, theme fit
PWR
-5.9% week, theme fit
MU
-20.9% week, theme fit
BWXT
-7.9% week, theme fit
CEG
-11.4% week, theme fit
Avoid / chase risk
These may keep moving, but the setup is too eventy, extended, or low-quality.
SLS
+62.6% week
CCXI
+52.7% week, 2.2x vol
QDEL
+46.0% week
VOR
+42.2% week, 1.8x vol
TENB
+39.8% week, theme fit
Sources
Primary source: durable TradingView screener JSON from /opt/data/scripts/weekly_stock_pipeline.py. Reddit/public buzz is discovery-only, not a buy signal.