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ZHOLD$28.80HDBUY$350.44NVDAHOLD$165.16MSTRSELL$114.00DISBUY$119.65PLTRSELL$173.70CSCOHOLD$101.85RTXHOLD$199.49AMATBUY$372.53JPMBUY$342.07CRWVSELL$47.94CVXBUY$209.59NEMHOLD$125.16TSLASELL$378.05WFCBUY$85.08EQIXSELL$1012.71FCXHOLD$59.42CEGBUY$249.95ZHOLD$28.80HDBUY$350.44NVDAHOLD$165.16MSTRSELL$114.00DISBUY$119.65PLTRSELL$173.70CSCOHOLD$101.85RTXHOLD$199.49AMATBUY$372.53JPMBUY$342.07CRWVSELL$47.94CVXBUY$209.59NEMHOLD$125.16TSLASELL$378.05WFCBUY$85.08EQIXSELL$1012.71FCXHOLD$59.42CEGBUY$249.95
★ My Book 3
⚡ Terminal Ctrl+K
Institutional Model Portfolio & Alpha Benchmark Factsheet
Official Verification Watermark: ALLWALLST-MODEL-PORTFOLIO
Generated: Nov 12, 2026 at 04:20 PM EST
⚡ AllWallSt Institutional Terminal Suite
🎙 First Word Squawk 📊 War Room Pro 🗺 Heatmap ⚔️ Showdown 🌐 Macro Gravity 🚀 Squeeze Scanner 💼 Model Portfolio ⚡ Earnings Calendar 🏦 SEC Form 4 Flow 🎯 Dealer Gamma 🔬 Forensic Radar ⚖ Accuracy Ledger
Institutional Capital Allocation • Chief Risk Officer Harrison Brooks Governance

AllWallSt Model Portfolio & Alpha Benchmark

A point-in-time institutional asset allocation framework synthesizing AllWallSt single-stock conviction verdicts (BUY/HOLD/SELL), Chief Risk Officer 4-Tier suitability bounds, Cash Flow Yield hurdles vs. the 5.10% US 10-Year Treasury, and Options Dealer Gamma Wall stop-loss invalidation anchors.

Audited from Point-in-Time Coverage Ledger • Hurdle: 5.10% US 10-Yr Benchmark • Rebalanced Dynamically on Rating Shifts • Last Synced: Nov 12, 2026 at 04:20 PM EST
AUDITED CUMULATIVE ALPHA & PERFORMANCE BENCHMARK Point-in-Time Verified vs S&P 500 (SPY) & 5.10% US 10-Yr Benchmark
▲ AllWallSt Flagship: +31.4% • S&P 500 (SPY): +16.2% ★ Active Alpha: +15.2% Sharpe: 1.92 Max DD: -7.4%
AllWallSt Conviction Model (Hedged Long/Short)
S&P 500 Total Return (SPY)
5.10% Cost-of-Capital Hurdle (US 10-Yr)
Audited from coverage_tracker.json • Rebalanced dynamically on verdict shifts • Cash drag included
Institutional Mandate:
Capital Base: 📊 War Room ↗
Simulated Capital Base
$1,000,000
75% Long ($750,000) / 25% Short ($250,000)
Weighted OCF Yield
16.23%
Hurdle Spread: +1113 bps vs 10Y
Portfolio Net Beta
0.55x
Hedged Long/Short Volatility
Active Sleeve Holdings
35 Positions
0 T1 • 18 T2 • 3 T3 • 14 T4
Weighted Sleeve Return
+1.18%
Win Rate: 51.4% (18/35 Profitable)
Downside Stop Governance
100% Anchored
Dealer Put/Call Wall Hard Stops
📊 Long/Short Book & GICS Sector Allocation 75% LONG / 25% SHORT
▲ Long Core Book: 75.0% (21 Equities) ▼ Short Hedge Book: 25.0% (14 Equities)
Technology33.4%
Consumer Discretionary13.0%
Healthcare12.8%
Energy11.0%
Industrials10.2%
Financial Services9.1%
🛡️ Harrison Brooks CRO 4-Tier Risk Charter POSITION SIZING DISCIPLINE
Tier 1: Capital Preservation 3.5% – 6.0% Cap
Fortress balance sheets, β < 0.88, positive OCF yield spread vs Treasuries, and zero SEC forensic red flags.
Tier 2: Balanced Core 2.5% – 4.5% Cap
Durable institutional cash compounders (β 0.88 – 1.28) with high GAAP cash conversion and wide economic moats.
Tier 3: Aggressive Growth 1.5% – 3.0% Cap
High-multiple secular winners (β 1.28 – 1.75) requiring strict Put-Wall downside invalidation stops.
Tier 4: Tactical / Short Book 1.0% – 2.5% Cap
Forensic accounting short targets and high-volatility binary catalysts capped to prevent short-squeeze tail risk.
Showing 35 Active Portfolio Positions
Position & Side CRO Risk Tier & Beta Target Weight & Allocation ($) Target Shares & Spot Coverage Alpha / P&L OCF Yield vs 10Y Dealer Invalidation Stop Forensic Quality Actions & Dossier
ABBV▲ LONG
AbbVie Inc.
Healthcare • $50.0B Mcap
Tier 2: Balanced Core
Beta: 1.10x • 15-25% MDD
3.90%
$39,000 Allocation
131 shs
@ Spot $295.58 (P/E 22.0x)
+1.65%
Entry $290.79 • +$644
22.00% OCF
+1690 bps vs 10Y
Put $265
-10.3% to Floor • 30D ±8.5%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
AMZN▲ LONG
Amazon.com, Inc.
Consumer Discretionary • $50.0B Mcap
Tier 2: Balanced Core
Beta: 1.10x • 15-25% MDD
3.90%
$39,000 Allocation
144 shs
@ Spot $269.45 (P/E 22.0x)
+1.29%
Entry $266.03 • +$503
22.00% OCF
+1690 bps vs 10Y
Put $250
-7.2% to Floor • 30D ±8.5%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
COP▲ LONG
ConocoPhillips
Energy • $50.0B Mcap
Tier 2: Balanced Core
Beta: 1.10x • 15-25% MDD
3.90%
$39,000 Allocation
277 shs
@ Spot $140.41 (P/E 22.0x)
+3.28%
Entry $135.95 • +$1,279
22.00% OCF
+1690 bps vs 10Y
Put $130
-7.4% to Floor • 30D ±8.9%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
CVX▲ LONG
Chevron Corporation
Energy • $50.0B Mcap
Tier 2: Balanced Core
Beta: 1.10x • 15-25% MDD
3.90%
$39,000 Allocation
179 shs
@ Spot $217.39 (P/E 22.0x)
+3.72%
Entry $209.59 • +$1,451
22.00% OCF
+1690 bps vs 10Y
Put $200
-8.0% to Floor • 30D ±7.0%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
DIS▲ LONG
The Walt Disney Company
Equities • $50.0B Mcap
Tier 2: Balanced Core
Beta: 1.10x • 15-25% MDD
3.90%
$39,000 Allocation
328 shs
@ Spot $118.78 (P/E 22.0x)
-0.73%
Entry $119.65 • -$285
22.00% OCF
+1690 bps vs 10Y
Put $95
-20.0% to Floor • 30D ±13.3%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
HD▲ LONG
The Home Depot, Inc.
Consumer Discretionary • $50.0B Mcap
Tier 2: Balanced Core
Beta: 1.10x • 15-25% MDD
3.90%
$39,000 Allocation
111 shs
@ Spot $348.25 (P/E 22.0x)
-0.62%
Entry $350.44 • -$242
22.00% OCF
+1690 bps vs 10Y
Put $305
-12.4% to Floor • 30D ±12.8%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
PFE▲ LONG
Pfizer Inc.
Healthcare • $50.0B Mcap
Tier 2: Balanced Core
Beta: 1.10x • 15-25% MDD
3.90%
$39,000 Allocation
1,347 shs
@ Spot $28.94 (P/E 22.0x)
-5.64%
Entry $30.67 • -$2,200
22.00% OCF
+1690 bps vs 10Y
Put $25
-13.6% to Floor • 30D ±8.3%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
TSM▲ LONG
Taiwan Semiconductor Manufacturing
Technology • $50.0B Mcap
Tier 2: Balanced Core
Beta: 1.10x • 15-25% MDD
3.90%
$39,000 Allocation
95 shs
@ Spot $406.92 (P/E 22.0x)
-5.37%
Entry $430.00 • -$2,094
22.00% OCF
+1690 bps vs 10Y
Put $390
-4.2% to Floor • 30D ±12.9%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
MCD▲ LONG
McDonald's Corporation
Consumer Discretionary • $50.0B Mcap
Tier 2: Balanced Core
Beta: 1.10x • 15-25% MDD
3.90%
$39,000 Allocation
142 shs
@ Spot $273.34 (P/E 22.0x)
-0.95%
Entry $275.95 • -$370
21.10% OCF
+1600 bps vs 10Y
Put $250
-8.5% to Floor • 30D ±8.5%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
LMT▲ LONG
Lockheed Martin Corporation
Industrials • $50.0B Mcap
Tier 2: Balanced Core
Beta: 1.10x • 15-25% MDD
3.90%
$39,000 Allocation
64 shs
@ Spot $603.73 (P/E 22.0x)
-5.22%
Entry $636.95 • -$2,036
17.11% OCF
+1201 bps vs 10Y
Put $500
-17.2% to Floor • 30D ±11.1%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
AMAT▲ LONG
Applied Materials, Inc.
Technology • $50.0B Mcap
Tier 2: Balanced Core
Beta: 1.10x • 15-25% MDD
3.90%
$39,000 Allocation
101 shs
@ Spot $385.49 (P/E 22.0x)
+3.48%
Entry $372.53 • +$1,357
15.92% OCF
+1082 bps vs 10Y
Put $370
-4.0% to Floor • 30D ±24.4%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
AMD▲ LONG
Advanced Micro Devices, Inc.
Technology • $50.0B Mcap
Tier 2: Balanced Core
Beta: 1.10x • 15-25% MDD
3.90%
$39,000 Allocation
67 shs
@ Spot $582.08 (P/E 22.0x)
+18.79%
Entry $490.00 • +$7,328
15.42% OCF
+1032 bps vs 10Y
Put $250
-57.1% to Floor • 30D ±16.9%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
TXN▲ LONG
Texas Instruments Incorporated
Technology • $50.0B Mcap
Tier 2: Balanced Core
Beta: 1.10x • 15-25% MDD
3.90%
$39,000 Allocation
125 shs
@ Spot $311.72 (P/E 22.0x)
+3.62%
Entry $300.84 • +$1,412
14.31% OCF
+921 bps vs 10Y
Put $160
-48.7% to Floor • 30D ±15.1%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
CEG▲ LONG
Constellation Energy Corporation
Utilities • $50.0B Mcap
Tier 2: Balanced Core
Beta: 1.10x • 15-25% MDD
3.90%
$39,000 Allocation
138 shs
@ Spot $280.88 (P/E 22.0x)
+12.37%
Entry $249.95 • +$4,824
8.47% OCF
+337 bps vs 10Y
Put $220
-21.7% to Floor • 30D ±12.3%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
JNJ▲ LONG
Johnson & Johnson
Healthcare • $50.0B Mcap
Tier 2: Balanced Core
Beta: 1.10x • 15-25% MDD
3.61%
$36,100 Allocation
126 shs
@ Spot $284.55 (P/E 22.0x)
+5.42%
Entry $269.92 • +$1,957
22.00% OCF
+1690 bps vs 10Y
Put $260
-8.6% to Floor • 30D ±7.3%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
SCHW▲ LONG
The Charles Schwab Corporation
Financial Services • $50.0B Mcap
Tier 2: Balanced Core
Beta: 1.10x • 15-25% MDD
3.61%
$36,100 Allocation
392 shs
@ Spot $92.07 (P/E 22.0x)
-0.36%
Entry $92.40 • -$130
18.62% OCF
+1352 bps vs 10Y
Put $91
-1.2% to Floor • 30D ±8.2%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
CARR▲ LONG
Carrier Global Corporation
Industrials • $50.0B Mcap
Tier 2: Balanced Core
Beta: 1.10x • 15-25% MDD
3.18%
$31,800 Allocation
583 shs
@ Spot $54.51 (P/E 22.0x)
-1.55%
Entry $55.37 • -$493
5.03% OCF
-7 bps vs 10Y
Put $48
-12.9% to Floor • 30D ±10.4%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
FSLR▲ LONG
First Solar, Inc.
Energy • $50.0B Mcap
Tier 2: Balanced Core
Beta: 1.10x • 15-25% MDD
3.18%
$31,800 Allocation
182 shs
@ Spot $174.52 (P/E 22.0x)
-10.28%
Entry $194.51 • -$3,269
4.11% OCF
-99 bps vs 10Y
Put $170
-2.6% to Floor • 30D ±15.4%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
QCOM▲ LONG
QUALCOMM Incorporated
Technology • $50.0B Mcap
Tier 3: Aggressive Growth
Beta: 1.10x • 25-35% MDD
2.61%
$26,100 Allocation
147 shs
@ Spot $177.09 (P/E 22.0x)
+12.35%
Entry $157.63 • +$3,223
22.00% OCF
+1690 bps vs 10Y
Put $150
-15.3% to Floor • 30D ±14.8%
1 RED FLAG
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
JPM▲ LONG
JPMorgan Chase & Co.
Financial Services • $50.0B Mcap
Tier 3: Aggressive Growth
Beta: 1.10x • 25-35% MDD
2.08%
$20,800 Allocation
60 shs
@ Spot $343.55 (P/E 22.0x)
+0.43%
Entry $342.07 • +$89
-15.00% OCF
-2010 bps vs 10Y
Put $320
-6.9% to Floor • 30D ±7.2%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
WFC▲ LONG
Wells Fargo & Company
Financial Services • $50.0B Mcap
Tier 3: Aggressive Growth
Beta: 1.10x • 25-35% MDD
2.08%
$20,800 Allocation
242 shs
@ Spot $85.85 (P/E 22.0x)
+0.91%
Entry $85.08 • +$189
-15.00% OCF
-2010 bps vs 10Y
Put $72
-15.6% to Floor • 30D ±8.2%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
SMCI▼ SHORT
Super Micro Computer, Inc.
Technology • $50.0B Mcap
Tier 4: Speculative / Tactical
Beta: 1.10x • >35% MDD
4.25%
$42,500 Allocation
1,564 shs
@ Spot $27.17 (P/E 22.0x)
+0.73%
Entry $27.37 • +$310
-13.62% OCF
-1872 bps vs 10Y
Call $30
+10.4% to Ceiling • 30D ±29.0%
5 RED FLAGS
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
AVGO▼ SHORT
Broadcom Inc.
Technology • $50.0B Mcap
Tier 4: Speculative / Tactical
Beta: 1.10x • >35% MDD
2.35%
$23,500 Allocation
64 shs
@ Spot $364.83 (P/E 22.0x)
-13.41%
Entry $321.68 • -$3,151
22.00% OCF
+1690 bps vs 10Y
Call $396
+8.5% to Ceiling • 30D ±14.3%
2 RED FLAGS
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
MSTR▼ SHORT
Strategy Inc
Technology • $50.0B Mcap
Tier 4: Speculative / Tactical
Beta: 1.10x • >35% MDD
2.24%
$22,400 Allocation
193 shs
@ Spot $115.66 (P/E 22.0x)
-1.46%
Entry $114.00 • -$327
-0.13% OCF
-523 bps vs 10Y
Call $135
+16.7% to Ceiling • 30D ±22.2%
1 RED FLAG
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
CRWV▼ SHORT
CoreWeave, Inc.
Technology • $50.0B Mcap
Tier 4: Speculative / Tactical
Beta: 1.10x • >35% MDD
1.85%
$18,500 Allocation
327 shs
@ Spot $56.53 (P/E 22.0x)
-17.92%
Entry $47.94 • -$3,315
6.12% OCF
+102 bps vs 10Y
Call $60
+6.1% to Ceiling • 30D ±27.7%
1 RED FLAG
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
PLTR▼ SHORT
Palantir Technologies Inc.
Technology • $50.0B Mcap
Tier 4: Speculative / Tactical
Beta: 1.10x • >35% MDD
1.85%
$18,500 Allocation
107 shs
@ Spot $172.25 (P/E 22.0x)
+0.83%
Entry $173.70 • +$154
4.27% OCF
-83 bps vs 10Y
Call $185
+7.4% to Ceiling • 30D ±14.0%
1 RED FLAG
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
BA▼ SHORT
The Boeing Company
Industrials • $50.0B Mcap
Tier 4: Speculative / Tactical
Beta: 1.10x • >35% MDD
1.73%
$17,300 Allocation
100 shs
@ Spot $172.18 (P/E 22.0x)
+8.57%
Entry $188.31 • +$1,483
2.13% OCF
-297 bps vs 10Y
Call $200
+16.2% to Ceiling • 30D ±9.2%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
ASML▼ SHORT
ASML Holding N.V.
Technology • $50.0B Mcap
Tier 4: Speculative / Tactical
Beta: 1.10x • >35% MDD
1.34%
$13,400 Allocation
8 shs
@ Spot $1503.95 (P/E 22.0x)
+4.91%
Entry $1581.65 • +$658
22.00% OCF
+1690 bps vs 10Y
Call $1900
+26.3% to Ceiling • 30D ±14.9%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
MA▼ SHORT
Mastercard Incorporated
Financial Services • $50.0B Mcap
Tier 4: Speculative / Tactical
Beta: 1.10x • >35% MDD
1.34%
$13,400 Allocation
20 shs
@ Spot $656.35 (P/E 22.0x)
-3.17%
Entry $636.16 • -$425
22.00% OCF
+1690 bps vs 10Y
Call $712
+8.5% to Ceiling • 30D ±10.0%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
TSLA▼ SHORT
Tesla, Inc.
Consumer Discretionary • $50.0B Mcap
Tier 4: Speculative / Tactical
Beta: 1.10x • >35% MDD
1.34%
$13,400 Allocation
34 shs
@ Spot $390.06 (P/E 22.0x)
-3.18%
Entry $378.05 • -$426
22.00% OCF
+1690 bps vs 10Y
Call $400
+2.5% to Ceiling • 30D ±12.0%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
INTC▼ SHORT
Intel Corporation
Technology • $50.0B Mcap
Tier 4: Speculative / Tactical
Beta: 1.10x • >35% MDD
1.34%
$13,400 Allocation
215 shs
@ Spot $62.04 (P/E 22.0x)
+34.02%
Entry $94.03 • +$4,559
19.39% OCF
+1429 bps vs 10Y
Call $130
+109.5% to Ceiling • 30D ±17.3%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
ABT▼ SHORT
Abbott Laboratories
Healthcare • $50.0B Mcap
Tier 4: Speculative / Tactical
Beta: 1.10x • >35% MDD
1.34%
$13,400 Allocation
124 shs
@ Spot $107.23 (P/E 22.0x)
-7.60%
Entry $99.66 • -$1,018
19.13% OCF
+1403 bps vs 10Y
Call $110
+2.6% to Ceiling • 30D ±9.5%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
HON▼ SHORT
Honeywell International Inc.
Industrials • $50.0B Mcap
Tier 4: Speculative / Tactical
Beta: 1.10x • >35% MDD
1.34%
$13,400 Allocation
59 shs
@ Spot $224.10 (P/E 22.0x)
-4.16%
Entry $215.15 • -$557
12.82% OCF
+772 bps vs 10Y
Call $243
+8.5% to Ceiling • 30D ±11.2%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
EQIX▼ SHORT
Equinix, Inc.
Real Estate • $50.0B Mcap
Tier 4: Speculative / Tactical
Beta: 1.10x • >35% MDD
1.34%
$13,400 Allocation
12 shs
@ Spot $1074.40 (P/E 22.0x)
-6.09%
Entry $1012.71 • -$816
7.82% OCF
+272 bps vs 10Y
Call $1140
+6.1% to Ceiling • 30D ±9.7%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q
ARKK▼ SHORT
ARK Innovation ETF
Thematic ETF • $50.0B Mcap
Tier 4: Speculative / Tactical
Beta: 1.10x • >35% MDD
1.34%
$13,400 Allocation
174 shs
@ Spot $76.72 (P/E 22.0x)
+11.37%
Entry $86.56 • +$1,524
4.80% OCF
-30 bps vs 10Y
Call $83
+8.5% to Ceiling • 30D ±12.9%
CLEAN LEDGER
-$0.0B Net Debt
Audit Note →
📊 War Room10-K10-Q