Asset Type:  Equity Sector:  Technology — Cybersecurity Industry:  Network Security Software & Appliances Chart Timeframe:  Monthly (Primary) Current Price (Chart):  $79.22 1. Asset Overview Fortinet, Inc. provides integrated cybersecurity solutions, including firewalls, secure access, and threat intelligence services. The monthly chart shows a significant long-term uptrend with recent correction and technical pressure beneath a descending resistance trendline. The price is n

Asset Type:  Equity Sector:  Financial Technology Industry:  Digital Payments / FinTech Infrastructure Chart Timeframe:  Weekly Current Price (Chart):  $57.66 1. Asset Overview PayPal Holdings operates a global digital payments platform spanning consumer wallets, merchant acquiring, P2P payments, and value-added financial services. The equity has undergone a multi-year valuation compression following peak-cycle growth, placing it in a repair and re-rating phase rather than a

Asset Type:  Equity Sector:  Consumer Discretionary (Fast Casual Restaurants) Industry:  Restaurant / Consumer Food Service Chart Timeframe:  Weekly Current Price (Chart):  $40.11 1. Asset Overview Chipotle Mexican Grill operates a portfolio of fast-casual restaurants focused on higher-quality, customizable offerings. The chart shows price beneath a long-term downward trendline, with recent recovery off the prior demand zone. Asset role within MCC portfolio: Consumer discreti

Asset Type:  Equity Sector:  Technology Hardware Industry:  AI/Compute Infrastructure Systems Timeframe:  Weekly (Primary), Multi-Year Chart Context Current Price:  $30.16 (as shown in chart) 1. Asset Overview Super Micro Computer, Inc. (“SMCI”) is a technology hardware company specializing in high-performance server platforms, particularly for AI, data center, and hyperscale compute environments. The chart shows a weekly timeframe where price has corrected significantly from

Asset:  Target Corporation (NYSE: TGT) Asset Type:  Equity Sector:  Consumer Staples / Consumer Discretionary Hybrid (Big-Box Retail) Vehicle Role:  Defensive–cyclical equity within the Equities Engine Fund Mandate:  Long-only, valuation-disciplined allocation aligned with consumer cycle normalization Issue: January 11, 2026 1. Market Regime & Quant Score Market Regime:  Late correction attempting basing phase. Price remains below a multi-year descending trendline originating

Asset:  DraftKings Inc. (Equity – Consumer Discretionary / Online Gaming & Digital Entertainment) Timeframe:  Weekly (multi-year context) Vehicle Role:  Tactical growth equity within the Equities Engine Fund Mandate:  Long-only, cycle-aware capital deployment with valuation and risk discipline Issue: January 10, 2026 1. Market Regime & Quant Score Market Regime:  Range-bound to distribution. Price is capped below descending resistance, failing to reclaim prior highs and tradi

Asset:  Circle Internet Group, Inc. (CRCL) Asset Type:  Equity Financial Infrastructure / Digital Payments (Stablecoin Issuer) Timeframe:  Daily (tactical), multi-month context Vehicle Role:  Crypto-adjacent Equities Engine (infrastructure proxy, not pure crypto beta) Fund Mandate:  Long-only, rotation-based accumulation at value; no breakout chasing Issue: January 10, 2026 1. Market Regime & Quant Score Market Regime: Downtrend → Base Building (Early Stabilization) Strong p

Asset:  Chevron Corporation (CVX) Asset Type:  Equity — Integrated Energy (Oil & Gas Major) Timeframe:  Monthly (primary trend & cycle confirmation) Vehicle Role:   Equities Engine  — cash-flow compounder, inflation hedge, late-cycle beneficiary Fund Mandate:  Defensive growth + dividend durability within long-only rotation Issue: January 04, 2026 1. Market Regime & Quant Score Market Regime:  Late-stage consolidation within secular uptrend Total Quant Regime Score:   72 / 10

Asset:  Exxon Mobil Corporation (XOM) Asset Type:  Equity (Integrated Energy – Oil & Gas Major) Timeframe:  Weekly (long-term swing / position context) Vehicle Role:   Equities Engine  — cash-flow compounder + inflation hedge Fund Mandate:  Defensive growth, dividend durability, cycle-aware rotation Issue: January 04, 2026 1. Market Regime & Quant Score Market Regime:  Bullish continuation (higher highs / higher lows, trend intact) Total Quant Regime Score:   78 / 100 Fear /

Asset:  Invesco QQQ Trust (NASDAQ: QQQ) Timeframe:  Monthly / Weekly (Structure-Defining) Vehicle Role:  Core Growth Equity / Nasdaq-100 Proxy Fund Mandate:  Equities Engine — Core Allocation (Non-Levered) Issue: December 31, 2025 1. Market Regime & Quant Score Market Regime:  Late Expansion → Early Distribution Total Quant Regime Score:   62 / 100 Fear / Greed State:  Mild Greed RSI (Monthly): ~75 (Overbought) Price: Upper channel + Fib 100% Interpretation: QQQ is extended a

Asset:  ProShares UltraPro QQQ (NASDAQ: TQQQ) Timeframe:  Monthly Vehicle Classification:  Tactical Leveraged Equity (3× Nasdaq-100) Portfolio Engine:  Equities Alpha Engine (High Convexity Sleeve) Issue:  December 31, 2025 1. Market Regime & Quant Score Market Regime:  Late-Cycle Correction → Structural Pullback Primary Structure:  Rising long-term channel; price rejected at upper band Trend State:  Short-term bearish, long-term bullish (secular uptrend intact) Quant Inputs

Asset:  SPDR S&P 500 ETF Trust (NYSE: SPY) Timeframe:  Weekly / Monthly (HTF dominant) Vehicle Role:  Core Equity Engine (Systemic Beta) Fund Mandate:  Primary Capital Growth + Collateral Anchor Issue: December 30, 2025 1. Market Regime & Quant Score Market Regime: ➡ Secular Bull Market → Late-Cycle Expansion with Controlled Greed ➡ Short-term: Extended, vulnerable to mean reversion ➡ Long-term: Structural uptrend intact (no regime break) Weighted Quant Components (HTF): Movi