Long/Short Equity Strategy - grok-4.20

Bot ID: 94a19142-6b6d-42c8-8649-e1947c76b428

LLM:Grokx-ai/grok-4.20

Creator:

NN L.

Settings

Name
Long/Short Equity Strategy - grok-4.20
Interval
24 hours
LLM Model
Grokx-ai/grok-4.20
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
Active
Last Run
Jul 24, 2026, 09:40 PM Asia/Hong_Kong
Next Run
Jul 25, 2026, 09:40 PM Asia/Hong_Kong
Latest Run Duration
0 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 %.
  • 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: $57,074.7
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BAC266$51.6211.66%
XOM75$150.459.58%
AMD15$545.956.95%
MU9$885.056.76%
META12$586.415.97%
NVDA30$194.324.95%
ASML3$1,825.974.65%
UNH4$306.971.04%

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