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 2026-07-21T08:00:00.828927-04:00 · TradingView screener · watchlist, not advice
Weekly Stock Watchlist — 2026-07-21
Regime: SPY -0.95% week · QQQ -2.2% · TLT -0.1%. Clean buys only appear when the setup clears a stricter bar.
209 candidates40 large-cap leadersPortfolio: foundRating: A-Rule: safest_shadow_candidateShadow: unproven
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
Evaluation status
diagnostic_shadow_only/unproven; historical matured sample: 13 independent dates / 33 actionable picks; ongoing shadow evaluation, not proven alpha
Clean buys
Strictest actionable bucket: liquid/theme-fit, not extended, confirmed momentum/volume.
VG
Venture Global, Inc.
Why+12.7% week, 1.6x volTriggerCleanest setup now; still require sane sizing and no gap chase.Risknormal
HUBS
HubSpot, Inc.
Why+9.0% week, 1.9x vol, small theme priorTriggerCleanest setup now; still require sane sizing and no gap chase.Risknormal
GPN
Global Payments Inc.
Why+7.3% week, 2.0x volTriggerCleanest 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.
DPZ
Domino's Pizza Inc
Why+9.3% week, 3.0x volTriggerStarter-only unless it confirms with tight range + volume.Risknormal
CTAS
Cintas Corporation
Why+11.4% weekTriggerStarter-only unless it confirms with tight range + volume.Risknormal
VLO
Valero Energy Corporation
Why+9.6% week, small theme priorTriggerStarter-only unless it confirms with tight range + volume.Risknormal
TRV
The Travelers Companies, Inc.
Why+9.3% weekTriggerStarter-only unless it confirms with tight range + volume.Risknormal
Watch first
Worth monitoring, but not clean enough to call actionable now.
EFX
Equifax, Inc.
Why+7.2% week, 2.3x volTriggerWatch for follow-through volume or controlled retest.Risknormal
OKTA
Okta, Inc.
Why+7.6% week, small theme priorTriggerWatch for range build, then volume-backed break.Risknormal
PANW
Palo Alto Networks, Inc.
Why+7.2% week, small theme priorTriggerWatch for range build, then volume-backed break.Risknormal
PSX
Phillips 66
Why+8.6% week, small theme priorTriggerWatch for range build, then volume-backed break.Risknormal
ABT
Abbott Laboratories
Why+8.2% weekTriggerWatch for range build, then volume-backed break.Risknormal
MSFT
Microsoft Corporation
Why+3.8% week, small theme priorTriggerRepeat mention without fresh evidence; keep in watch-only until a new catalyst appears.Risknormal
Wait for pullback
Good stories, worse entries right now.
MPC
Marathon Petroleum Corporation
Why+8.4% week, small theme priorTriggerWait for a higher-low, base, or clean retest.Riskextended
PYPL
PayPal Holdings, Inc.
Why+21.1% weekTriggerWait 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.
MSFT
+3.8% week, small theme prior
PLTR
+5.9% week, small theme prior
META
-2.4% week
AMZN
+2.2% week, small theme prior
GEV
+0.9% week, small theme prior
CEG
+1.2% week, small theme prior
ETN
-0.4% week, small theme prior
NVDA
-2.5% week, small theme prior
AMD
-6.3% week, small theme prior
ANET
-9.1% week, small theme prior
AVGO
-3.9% week, small theme prior
PWR
-2.6% week, small theme prior
Avoid / chase risk
These may keep moving, but the setup is too eventy, extended, or low-quality.
ATAI
+41.0% week, small theme prior
CDNA
+37.3% week
MAN
+34.0% week, small theme prior
AMC
+32.3% week, 4.3x vol, small theme prior
PBF
+16.3% week, small theme prior
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.