Portfolio Manager
Portfolio Schedule & Timeline
A disciplined structure governing weekly checks, monthly DCA, quarterly scorecards, and annual audits.
Schedule Cadence
The Sunday Rule
“Never log, edit, or adjust holdings during weekday trading hours. All calculations, rules evaluations, and trade updates are prepared on Sundays in a quiet space.”
Weekly Sunday Check
Cadence: Every Sunday (Desktop) • Estimated Time: 15-30 minutes
Conduct calm, distraction-free desktop analysis. Verify price metrics, review portfolio changes, and validate macro parameters.
GOVERNANCE PROTOCOLS
- Desktop Only: Never execute trades or reviews on mobile.
- Weekend Cadence: Perform checks only on Sundays when markets are closed to avoid emotional trading.
- Panic Gate: Enforce a strict 24-hour cooling gate on any urge to buy or sell outside of scheduled DCA.
Execution Checklist
Progress: 0%Assess S&P 500 correction distance from 52-week high
Check for cash interest rate changes
Review corporate notifications and earnings alerts
Evaluate the 24-hour Cooling Gate status