StockMonkey

3.7% uninvested

8/10 positions

S&P 500

MSFT

TSLA

Symbol	Company	Sector	Invested	Return today	Return	Details
LMT	Lockheed	Aerospace & Defense	13.0%	-1.49%	+2.52% 13 days	Headlines describing powerful US strikes on Iran after an attempted attack on American troops highlight rising geopolitical tension and the potential for sustained or increased defense spending emphasis.[3] As a leading U.S. defense contractor with significant exposure to advanced weapons systems and military aircraft, Lockheed Martin tends to benefit from heightened attention to readiness and deterrence during such periods. The stock trades comfortably within the allowed price band and can be sized below the $1,819 cap, making it appropriate for a 14-day tactical allocation that leans into the current security-focused news cycle while using a 6% stop loss to manage event risk.
DIS	Disney	Entertainment	11.4%	+1.39%	+3.31% 8 days	BBC and Guardian technology coverage reports that Disney has agreed a deal letting TikTok creators use its films and TV content, making iconic characters and scenes available to a curated group of fans, which opens new social‑media engagement and monetization channels[7]. CNBC pre‑earnings analysis notes that Disney is set to report fiscal Q3 results, with investors watching for updates under the current leadership on streaming, parks, and IP strategy, creating a clear binary catalyst squarely within the 14‑day holding window[8]. Real‑time quotes place DIS shares just above $100, comfortably within the specified price band, and the combination of a fresh distribution deal plus the earnings event provides diversified media and entertainment exposure distinct from existing META holdings, with the 6% stop loss constraining downside if the market reacts poorly to guidance or streaming metrics[7][8].
DEO	Diageo	Consumer Staples	10.3%	+1.07%	+2.42% 7 days	Recent headlines highlight a strategic overhaul under the new CEO, including plans to nearly double Guinness production while cutting jobs, which combines revenue growth ambitions with margin-focused restructuring over the next few quarters. This is a direct, company‑specific catalyst that aligns well with a short holding period because investors typically reprice such turnaround plans within days to weeks as details emerge and guidance is updated. The US‑listed shares trade around the low‑$80s per share, providing a mid-range price point with enough volatility for a meaningful move while staying well inside the portfolio’s per‑position cap and compatible with a 6% downside stop.[12]
NVDA	NVIDIA	Technology	14.7%	+0.49%	+1.13% 1 day	Technology headlines highlight Nvidia’s work with major Wall Street firms on a proposed $500bn AI infrastructure financing framework and the launch of its Nemotron 3.5 Lightning open-source AI model, reinforcing its central role in the AI compute and infrastructure cycle over the near term. These company-specific developments support expectations for continued demand for Nvidia GPUs and services and are likely to remain in focus during the next two weeks, providing both fundamental and narrative support for a 14-day swing trade. The stock currently trades a little above $218 with high liquidity on major U.S. exchanges, which suits a stop-loss-constrained, short-horizon setup while staying within the specified price band[7][9].
LLY	Eli Lilly	Healthcare	13.1%	-0.85%	-0.98% 1 day	CNBC reporting notes that Eli Lilly has taken its weight-loss pill battle global with Foundayo winning its first approval outside the U.S., in the U.K., extending the company’s already high-profile obesity and diabetes drug portfolio into new markets. This direct, company-specific regulatory catalyst supports expectations for incremental demand and revenue, while also strengthening investor confidence in Lilly’s leadership in the weight-loss space. Because the approval and competitive narrative are fresh, they should remain salient through a 14-day holding period, providing a focused catalyst rather than a broad, diffuse macro story.
BAC	Bank of America	Financials	9.1%	-0.99%	-1.08% 1 day	Business headlines describe Bank of America agreeing to invest about $1.9bn for a 49.9% stake in Jio Financial’s non-bank finance company unit, a large strategic deal that underscores BAC’s push into India’s growing financial services market. This transaction is a tangible company-specific catalyst that can affect perceptions of BAC’s future earnings mix, cross-border partnerships, and exposure to high-growth markets. Because the deal size and ownership stake are substantial, news flow and analysis of the agreement are likely to remain active over the coming days, creating a supportive backdrop for a 14-day swing trade focused on this corporate development rather than on broad macro commentary.
RIO	Rio Tinto	Materials	8.5%	-3.01%	-2.95% 1 day	Guardian coverage indicates that Australia’s largest aluminium smelter at Tomago, operated by Rio Tinto, is set to receive a massive bailout from government and state authorities, after prior warnings that operations could be curtailed at the end of an electricity contract. This bailout is a direct, company-specific policy and funding catalyst that lowers the probability of a disruptive shutdown, thereby supporting expectations for Rio Tinto’s aluminium output and associated cash flows. Such a structural support measure should remain relevant over the next couple of weeks as investors reassess operational risk and valuation. RIO shares currently trade close to $102 on U.S. markets, sitting well within the desired price range and offering ample liquidity for executing a 6% stop-loss-managed, short-term position[8].
SPOT	Spotify	Communication Services	16.3%	-0.01%	-0.01% 0 days	This pick is anchored in the recent headlines that Spotify will label AI-generated artists and remove them from some recommendations, reinforcing trust in the platform while differentiating human creators; paired with a large-cap profile and a share price around $490[1], this offers a news-driven, non-binary catalyst with supportive momentum for a 14-day swing and a 6% stop-loss framework.

Recent Events

[Thu 12:51:40] Fund value per share $0.954. Version:20260720_1658
[Thu 12:33:01] BOUGHT: SPOT. 16.2% of portfolio
[Thu 12:32:52] Perplexity final stock selection cost: $0.01 (3,665 total, 3,423 input, 242 output, model: sonar-reasoning-pro)
[Thu 12:32:10] Perplexity batch stock recommendation cost: $0.05 (22,670 total, 21,806 input, 864 output, model: sonar-reasoning-pro)
[Thu 12:30:15] Guardian headline trimming - Top 5 filtered sections: us-news: 55, australia-news: 35, world: 34, stage: 24, environment: 24
[Thu 12:30:15] Headline trimming: 652 → 125 headlines (BBC 172→17, Guardian 423→81, NPR 24→11, CNBC 33→16)
[Thu 12:30:15] Perplexity headline filtering cost: $0.06 (22,236 total, 21,407 input, 829 output, model: sonar)
[Thu 12:30:09] Filtering 652 headlines for market influence over next 14 days
[Thu 12:30:02] Limiting this buy round to 1 position(s)
[Thu 12:30:02] 19.9% of funds available - looking for opportunities. 7 current positions. Asking Perplexity to recommend up to 1 new position(s)
[Thu 11:52:56] Fund value per share $0.954. Version:20260720_1658
[Thu 10:54:04] Fund value per share $0.954. Version:20260720_1658
[Thu 09:55:06] Fund value per share $0.955. Version:20260720_1658
[Thu 08:56:20] Fund value per share $0.954. Version:20260720_1658
[Thu 07:57:04] Fund value per share $0.957. Version:20260720_1658
[Thu 07:03:47] Generated and stored learning note for META trade (+10.4%, held 13 days):
The recommendation was directionally right on the *post-earnings sell-off / mean-reversion* idea, but the technical read was too aggressive: later signals showed META still had broader bearish momentum with multiple moving averages and oscillators pointing to *sell* rather than a clean oversold bounce[1][8][10]. Future recommendations should favor setups where catalyst weakness is confirmed by a complete technical reset and improving trend structure, not just a sharp drop; in META’s case, the strong analyst support was not enough to offset weak momentum and elevated capex/FCF concerns after earnings[4][12]. Improve the process by requiring a tighter checklist: catalyst, valuation/analyst support, and *trend reversal evidence* should all align before full allocation, and the write-up should explicitly test whether the drawdown is temporary dislocation or the start of a re-rating[1][4][8].
[Thu 07:03:47] Perplexity learning note for META cost: $0.04 (12,413 total, 12,223 input, 190 output, model: sonar)
[Thu 07:03:42] Reduced headlines to fit byte limit: 678 → 184 headlines
[Thu 07:03:42] Trimmed headlines: 187 BBC, 187 Guardian, 117 NPR, 187 CNBC
[Thu 07:03:42] Trimming 2881 headlines down to 678 for learning note (~187 per source, keeping most recent)
[Thu 07:03:42] Retrieved 866 BBC, 1688 Guardian, 117 NPR, 210 CNBC headlines since purchase date
[Thu 07:03:09] SOLD: META (order_history_scan). 6.4% of portfolio, profit +10.4%
[Thu 07:01:55] SOLD: META. 6.4% of portfolio
[Thu 07:01:44] Cancelled 1 pending orders for META. Waiting 10 seconds
[Thu 07:01:41] META held for too long. Selling.
[Thu 07:01:34] Generated and stored learning note for MSFT trade (+9.2%, held 13 days):
The trade worked well because the setup correctly captured strong post-earnings momentum and delivered a solid 9.2% gain, so the thesis and short holding period were aligned. For future recommendations, keep prioritizing earnings-driven trend confirmation and relative strength, but avoid relying too heavily on overbought signals alone; add a clearer trigger for exit timing when price is extended above moving averages and volume spikes after a large run. Improve the process by stress-testing downside risk more explicitly, using a tighter checklist for catalyst durability versus crowding, and defining in advance what would invalidate the trade before entry.
[Thu 07:01:34] Perplexity learning note for MSFT cost: $0.04 (12,258 total, 12,139 input, 119 output, model: sonar)
[Thu 07:01:32] Reduced headlines to fit byte limit: 678 → 184 headlines
[Thu 07:01:32] Trimmed headlines: 187 BBC, 187 Guardian, 117 NPR, 187 CNBC
[Thu 07:01:32] Trimming 2879 headlines down to 678 for learning note (~187 per source, keeping most recent)
[Thu 07:01:32] Retrieved 866 BBC, 1686 Guardian, 117 NPR, 210 CNBC headlines since purchase date
[Thu 07:00:58] SOLD: MSFT (order_history_scan). 10.8% of portfolio, profit +9.2%
[Thu 06:59:44] SOLD: MSFT. 10.8% of portfolio
[Thu 06:59:32] Cancelled 1 pending orders for MSFT. Waiting 10 seconds
[Thu 06:59:30] MSFT held for too long. Selling.
[Thu 06:57:57] Fund value per share $0.958. Version:20260720_1658
[Thu 05:58:16] Fund value per share $0.955. Version:20260720_1658
[Thu 04:55:49] Fund value per share $0.955. Version:20260720_1658
[Thu 03:53:26] Fund value per share $0.955. Version:20260720_1658
[Thu 02:51:03] Fund value per share $0.955. Version:20260720_1658
[Thu 01:48:41] Fund value per share $0.955. Version:20260720_1658
[Thu 00:46:18] Fund value per share $0.955. Version:20260720_1658
[Wed 23:43:55] Fund value per share $0.955. Version:20260720_1658
[Wed 22:41:28] Fund value per share $0.955. Version:20260720_1658
[Wed 21:39:05] Fund value per share $0.955. Version:20260720_1658
[Wed 20:36:42] Fund value per share $0.955. Version:20260720_1658
[Wed 19:34:13] Fund value per share $0.955. Version:20260720_1658
[Wed 18:31:41] Fund value per share $0.955. Version:20260720_1658
[Wed 17:29:14] Fund value per share $0.955. Version:20260720_1658
[Wed 17:08:35] Successfully placed trailing stop order for RIO with 6.0% trailing amount