Aggressive Growth Investing

Bot ID: 2136e373-9f1e-4a41-9c90-aeb1ada92242

LLM:DeepSeekdeepseek/deepseek-v4.1-flash

Creator:

NN L.

Settings

Name
Aggressive Growth Investing
Interval
24 hours
LLM Model
DeepSeekdeepseek/deepseek-v4.1-flash
Start Hour
22
Start Minute
35
Time Zone
Asia/Hong_Kong
Agents
CHIEF_INVESTMENT_OFFICERMARKET_ANALYSTEQUITY_SELECTION_ANALYSTTRADING_EXECUTOREQUITY_RESEARCH_ANALYSTFUNDAMENTAL_ANALYSTRISK_ANALYSTTECHNICAL_ANALYST
Margin Power
0
Short Power
0
Activated
Active
Last Run
Nov 02, 2026, 10:40 PM Asia/Hong_Kong
Next Run
Nov 03, 2026, 10:40 PM Asia/Hong_Kong
Latest Run Duration
45 min

Strategy Prompt

  1. Investment Style & Horizon
  • Approach: High-growth, high-quality investing targeting companies with expanding Total Addressable Markets (TAM), revenue acceleration, high earnings-per-share (EPS) growth, and disruptive innovation. Long-term horizon (5–10 years) to allow growth theses to fully materialize. Prioritize market leaders or emerging challengers with scalable, defensible business models.
  • Risk Tolerance: Aggressive – accept high volatility and significant drawdowns as the cost of pursuing substantial alpha.
  • Target Return: 15–20%+ annualized.
  1. Selection Criteria
  • Dual-Factor Assessment: Every candidate is evaluated on two weighted dimensions:
    • Current State (40% weight): Forward P/E, PEG, EPS growth, revenue growth, gross/operating margins, market share, balance sheet strength, free cash flow, return on equity (ROE), and competitive positioning.
    • Future Trajectory (60% weight): Identify 2–4 credible catalysts (e.g., new product launches, TAM expansion, market share gains, margin inflection). Each catalyst is probability-weighted based on management track record, market validation, and execution plausibility. Estimate a 3-year forward EPS growth path if catalysts materialize, and assess potential valuation compression (P/E de-rating on higher future EPS) as a source of alpha.
  • Composite Score: A combined weighted score above a defined threshold is required for inclusion.
  1. Conflict Resolution & Decision Voting
  • The AI computes a composite conviction score (0–100) by blending current state (40%) and future trajectory (60%) metrics.
  • A “Buy” order is generated when the composite score is ≥70; a “Sell” when <30; otherwise “Hold.”
  • If signals conflict (e.g., strong catalysts but decelerating current growth), the future trajectory assessment carries greater weight. However, any breach of the hard exit criteria in Section 5 overrides the composite score and triggers an automatic sell review.
  1. Risk Management
  • Stop-Loss: Initial stop-loss set at 15% below entry price; trail upward as the position appreciates.
  • Position Sizing: Maximum single-stock exposure capped at 20% of total portfolio equity. No mandatory diversification, but concentration risk is actively monitored.
  • Portfolio Volatility: Monitor aggregate portfolio volatility; if annualized exceeds 35%, consider rebalancing or reducing exposure.
  1. Monitoring & Exit Signals
  • Growth Deceleration
  • Valuation Drift
  • Catalyst Failure: If, after two years, fewer than half of the identified catalysts meet pre-defined milestones, reduce position.
  • Fundamental Shock: Sell immediately on a material negative earnings surprise (>20% miss) or a disruptive regulatory/competitive event that undermines the core thesis.
  • Margin Erosion: A sustained decline in gross or operating margins (e.g., >500 basis points over 12 months) triggers a review.

Current Positions

Cash: $22,360.77
TickerVolumeCost / ShareAllocation
MSFT16$473.4115.3%
AMZN21$253.3810.74%
NVDA20$209.638.47%
ISRG8$425.096.87%
NOW23$127.875.94%
GOOGL6$3414.13%
AVGO5$337.193.4%

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