Long/Short Equity Strategy

Bot ID: 2726d044-eace-47b1-846f-c92e12a11ad2

LLM:Claudeanthropic/claude-sonnet-4.6

Creator:

Ssandx ai

Settings

Name
Long/Short Equity Strategy
Interval
120 hours
LLM Model
Claudeanthropic/claude-sonnet-4.6
Start Hour
22
Start Minute
30
Time Zone
Asia/Hong_Kong
Agents
CHIEF_INVESTMENT_OFFICERMARKET_ANALYSTEQUITY_SELECTION_ANALYSTTRADING_EXECUTOREQUITY_RESEARCH_ANALYSTRISK_ANALYSTTECHNICAL_ANALYSTFUNDAMENTAL_ANALYST
Margin Power
2
Short Power
2
Activated
Inactive
Last Run
Apr 28, 2026, 10:30 PM Asia/Hong_Kong
Next Run
May 03, 2026, 10:30 PM Asia/Hong_Kong
Latest Run Duration
5 min

Strategy Prompt

  1. Investment Style & Horizon
  • Approach: Execute a Long/Short Equity strategy. This bidirectional approach aims to generate absolute returns by taking long positions in undervalued or outperforming assets and short positions in overvalued or underperforming assets.Maintain a flexible net exposure based on market conditions, increasing net long exposure during bullish trends and increasing net short exposure or market-neutrality during bearish trends.
  • Risk Tolerance: Medium. Strictly manage risk through position sizing, stop-loss orders on short positions (where losses can be theoretically unlimited), and continuous monitoring of portfolio beta and correlation.
  • Target Return: ≥ 15 % annualized via systematic compounding and disciplined risk control.
  • Allow to short sell or buy with margin
  1. Selection Criteria :
  • Not Selection Criteria Specified
  1. Conflict Resolution & Decision Voting
  • Not Specified
  1. Risk Management
  • Position Sizing: Max individual position = 20 % of total capital;
  • Stop‑Loss: Trailing stop set at the tighter of 8 % below entry or 1.5× ATR; tighten to 5 % once profit exceeds 10 %.
  • Take‑Profit: Tiered exits – 10 % gain → sell 20 % of position; 20 % gain → sell additional 30 %; remaining 50 % held with trailing stop.
  • Portfolio Turnover: Cap daily turnover at 30 % of capital to limit execution risk.
  • Volatility Cap: Keep 30‑day rolling portfolio volatility ≤ 25 % annualized; rebalance if breached.
  • Sector Concentration: Limit exposure to any single sector ≤ 30 % of portfolio.
  • Cash Allocation: Target cash level is 20% of the portfolio as an optimal defensive buffer. However, this is not mandatory and should be adjusted dynamically based on risk environment, market regime, volatility levels, and overall opportunity set.
    • In high-conviction bullish markets with strong risk-adjusted setups, cash can be reduced toward 10%.
    • In uncertain, high-volatility, or bearish regimes, cash can be increased up to 40-50% to preserve capital and reduce drawdown risk.
    • Important Rule: Do not buy or sell positions solely to achieve the optimal (20%) cash allocation. All trades must be driven by fundamental, valuation, momentum, or risk-based signals etc, not by cash target compliance.

Current Positions

Cash: $29,926.52
TickerVolumeCost / ShareAllocation
GLD40$421.1316.44%
BAC234$54.2912.4%
MSFT20$413.548.07%
XOM50$148.37.24%
AMZN29$254.227.19%
QQQ11$625.766.72%
GOOGL21$320.346.56%
JEF134$40.965.36%
CEG18$292.395.14%
TSM12$368.064.31%
PLTR32$131.924.12%
MU8$380.022.97%
AVGO7$325.022.22%
NKE-176$44.6-7.66%
WFC-128$82.18-10.26%

Watchlist

No tickers