---
title: "[Quantitative Strategy Simulation Portfolio Rebalancing Record] 2026-05-13"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40724410.md"
description: "This record is automatically generated based on the Adaptive Rotation quantitative strategy and does not constitute investment advice. Past performance is not indicative of future results..."
datetime: "2026-05-13T12:57:57.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40724410.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40724410.md)
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author: "[闲庭信步纳斯达](https://longbridge.com/en/profiles/14367108.md)"
---

# [Quantitative Strategy Simulation Portfolio Rebalancing Record] 2026-05-13

This record is automatically generated based on the Adaptive Rotation quantitative strategy and does not constitute investment advice. Past performance is not indicative of future results.

Strategy: Adaptive Rotation

Running Period: 2026-05-06 ~ 2026-05-13

### **1\. Account Overview**

Metric

Value

Initial Net Liquidation Value

$197,118.68

Current Net Liquidation Value

$196,907.90

Cumulative Return

\-0.11%

Maximum Drawdown Since Inception

 

Sharpe Ratio (Annualized)

0.00

### **2\. Market Status**

Current Market Status: \*\* Risk-On \*\*

-   Risk Budget: 100%
-   Cash Floor: 0%

### **3\. Pre-Rebalance Positions**

Security

Position Amount

Weight

$EchoStar Corporation (SATS.US)

$57,574.10

29.2%

$Oracle Corporation (ORCL.US)

$80,710.56

41.0%

$Live Nation Entertainment, Inc. (LYV.US)

$55,333.78

28.1%

Cash

$3,289.46

1.7%

**Total**

**$196,907.90**

**100.0%**

### **4\. Today's Rebalance**

Security

Action

Quantity

Amount

Note

$Oracle Corporation (ORCL.US)

Sell

432

$0.00

Reduce group\_a\_growth\_tech

$EchoStar Corporation (SATS.US)

Sell

10

$0.00

Reduce group\_a\_growth\_tech

$Texas Instruments Incorporated (TXN.US)

Buy

10

$0.00

Increase group\_a\_growth\_tech

### **5\. Post-Rebalance Target Positions**

Security

Target Amount

Target Weight

$Texas Instruments Incorporated (TXN.US)

$84,389.10

42.9%

$Live Nation Entertainment, Inc. (LYV $Live Nation(LYV.US)  .US)

$56,259.40

28.6%

$EchoStar Corporation ($Echostar(SATS.US) .US)

$56,259.40

28.6%

Cash

$0.00

0.0%

**Total**

**$196,907.90**

**100.0%**

### **6\. Rebalance Rationale**

Exceptionally Strong Signal: TXN (group\_a\_growth\_tech) selected as an exception asset, given priority allocation and weighting. Inter-group Rotation: New group selected: group\_a\_growth\_tech$Texas Instruments(TXN.US) 

### **7\. Alternative Positions (Watchlist)**

group\_a\_growth\_tech: \[SATS, LYV, ON, KFY, MCHP, ORCL, TXN\] group\_b\_cyclical: \[WFRD, SIG, KMX, DYN, IVZ, GM, HRB\] group\_c\_real\_assets: \[CTRA, RIG, LYB, TPL, FTI, KMI, OVV\] group\_d\_defensive: \[HCA, CLX, XEL, DTE, AWK, SOLV, MKC\]

### Related Stocks

- [LYV.US](https://longbridge.com/en/quote/LYV.US.md)
- [TXN.US](https://longbridge.com/en/quote/TXN.US.md)
- [SATS.US](https://longbridge.com/en/quote/SATS.US.md)
- [S58.SG](https://longbridge.com/en/quote/S58.SG.md)
- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)

## Comments (1)

- **一起来财 · 2026-05-13T16:16:29.000Z**: AI operation?