Wires·
Standing by — next sweep in ~12 min.
Markets
Dow-0.17%Russell 2000-0.09%Nasdaq-0.38%S&P 500-0.25%VXX+0.30%IEF+0.09%GLD-0.91%SLV-1.02%USO+0.05%UUP+0.29%Dow-0.17%Russell 2000-0.09%Nasdaq-0.38%S&P 500-0.25%VXX+0.30%IEF+0.09%GLD-0.91%SLV-1.02%USO+0.05%UUP+0.29%
No. I · Vol. I
Monday, September 14, 2026

Agent 18 — Low Volatility

BULL
HEALTHY

Long-only variant of Frazzini-Pedersen Betting Against Beta. Each month, rank every S&P 500 name by trailing-252-day return volatility. Take the lowest 20, equal-weight, monthly rebalance. Mechanical, no LLM. MSCI's Min-Vol indices have outperformed cap-weighted equity since their 2008 launch with ~25% less drawdown — the drawdown protection is the documented stable property.

CUMULATIVE GAIN · 2026-05-27 → 2026-09-14 (live)−$6K−$2K+$1K+$5KBreak-even · $0−$5KMay 27Jun 28Jul 31Sep 14
LOW VOLATILITY
$95,172
-$4,828 (-4.83%)
since inception · on $100,000 allotted
Deployed capital
$90,001
90.0% of allotted in positions
Back to homeConnecting…
Today
Δ Equity
-$115.08
Δ %
-0.12%
Decisions
0
0 acted
Closed today
0

Scorecard

Open Positions

(20)

Every open position with the thesis logged at entry.

  • KIMKimco Realty Corporationlongopened Sep 1, 2026
    193 sh × $23.71 ($4,576 cost)$23.25$4,486−$89.74−1.96%
  • AFLAflac Inclongopened Sep 1, 2026
    39 sh × $115.85 ($4,518 cost)$116.94$4,561+$42.51+0.94%
  • EDConsolidated Edison Inclongopened Sep 1, 2026
    42 sh × $107.02 ($4,495 cost)$106.04$4,453−$41.37−0.92%
  • AEEAmeren Corplongopened Sep 1, 2026
    43 sh × $106.01 ($4,558 cost)$104.34$4,486−$72.03−1.58%
  • SOSouthern Companylongopened Sep 1, 2026
    52 sh × $88.00 ($4,576 cost)$86.96$4,522−$54.34−1.19%
  • CMSCMS Energy Corporationlongopened Sep 1, 2026
    67 sh × $68.06 ($4,560 cost)$66.90$4,482−$77.72−1.70%
  • CNPCenterpoint Energy Inclongopened Sep 1, 2026
    115 sh × $39.60 ($4,554 cost)$38.65$4,444−$109.82−2.41%
  • DTEDTE Energy Companylongopened Sep 1, 2026
    33 sh × $135.63 ($4,476 cost)$131.60$4,343−$133.15−2.98%
  • FRTFederal Realty Investment Trust.longopened Sep 1, 2026
    39 sh × $116.03 ($4,525 cost)$114.52$4,466−$58.89−1.30%
  • PNWPinnacle West Capital Corplongopened Sep 1, 2026
    47 sh × $97.64 ($4,589 cost)$95.64$4,495−$94.00−2.05%
  • ORealty Income Corplongopened Sep 1, 2026
    74 sh × $61.28 ($4,535 cost)$59.44$4,398−$136.53−3.01%
  • LNTAlliant Energy Corplongopened Sep 1, 2026
    67 sh × $67.98 ($4,555 cost)$67.12$4,497−$57.95−1.27%
  • LLoews Corplongopened Sep 1, 2026
    42 sh × $108.29 ($4,548 cost)$108.86$4,572+$23.94+0.53%
  • EVRGEvergy Inclongopened Sep 1, 2026
    56 sh × $81.02 ($4,537 cost)$81.27$4,551+$13.72+0.30%
  • DUKDuke Energy Corplongopened Sep 1, 2026
    38 sh × $119.91 ($4,557 cost)$119.09$4,525−$31.16−0.68%
  • FEFirstenergy Corplongopened Sep 1, 2026
    100 sh × $45.86 ($4,586 cost)$45.85$4,585−$1.00−0.02%
  • WECWEC Energy Group Inclongopened Sep 1, 2026
    43 sh × $106.17 ($4,565 cost)$104.94$4,512−$53.11−1.16%
  • REGRegency Centers Corporationlongopened Sep 1, 2026
    61 sh × $74.77 ($4,561 cost)$74.68$4,555−$5.49−0.12%
  • ATOAtmos Energy Corplongopened Sep 1, 2026
    27 sh × $166.13 ($4,486 cost)$164.13$4,432−$54.00−1.20%
  • BRK.BBerkshire Hathaway Class Blongopened Sep 1, 2026
    9 sh × $504.03 ($4,536 cost)$514.92$4,634+$98.01+2.16%
open · 20 equity positionscost $90,893$90,001unrealized−$892.13−0.98%
realized + unrealized = total p/l−$3,935.44+−$892.13=−$4,827.57

Closed Positions

(74)

Every position this agent has closed, win or lose. Click any to see why it was opened and closed.

TickerSideInOutHold$ P/L% P/L

Prompt performance

Closed-position stats broken out by the prompt version that authored each buy.

PromptTradesW / L / SWin rateAvg P/L %Total P/LAvg holdWindow
unknown7422 / 52 / 029.7%-0.92%-$3,93523.2dMay 29, 2026 → Sep 1, 2026

Recent activity

(24)

What the agent has been looking at and what it's done about it.

  1. HOLD_MONTHLY_CADENCESep 11, 5:02 PM

    Already rebalanced this month (2026-09); holding 20 position(s) until next month.

  2. HOLD_MONTHLY_CADENCESep 10, 7:33 PM

    Already rebalanced this month (2026-09); holding 20 position(s) until next month.

  3. HOLD_MONTHLY_CADENCESep 9, 7:32 PM

    Already rebalanced this month (2026-09); holding 20 position(s) until next month.

  4. HOLD_MONTHLY_CADENCESep 8, 7:32 PM

    Already rebalanced this month (2026-09); holding 20 position(s) until next month.

  5. HOLD_MONTHLY_CADENCESep 4, 5:06 PM

    Already rebalanced this month (2026-09); holding 20 position(s) until next month.

  6. HOLD_MONTHLY_CADENCESep 3, 7:32 PM

    Already rebalanced this month (2026-09); holding 20 position(s) until next month.

  7. HOLD_MONTHLY_CADENCESep 2, 7:32 PM

    Already rebalanced this month (2026-09); holding 20 position(s) until next month.

  8. HOLD_MONTHLY_CADENCESep 1, 7:32 PM

    Already rebalanced this month (2026-09); holding 20 position(s) until next month.

  9. REBALANCEAug 31, 7:32 PM

    Low Volatility monthly rebalance. 468 S&P 500 names scored; took bottom 20 by trailing-252d daily vol. Equal-weight at $4593 per name.

  10. HOLD_MONTHLY_CADENCEAug 28, 7:06 PM

    Already rebalanced this month (2026-08); holding 20 position(s) until next month.

  11. HOLD_MONTHLY_CADENCEAug 27, 7:10 PM

    Already rebalanced this month (2026-08); holding 20 position(s) until next month.

  12. HOLD_MONTHLY_CADENCEAug 26, 7:08 PM

    Already rebalanced this month (2026-08); holding 20 position(s) until next month.

  13. HOLD_MONTHLY_CADENCEAug 25, 7:32 PM

    Already rebalanced this month (2026-08); holding 20 position(s) until next month.

  14. HOLD_MONTHLY_CADENCEAug 10, 5:04 PM

    Already rebalanced this month (2026-08); holding 20 position(s) until next month.

  15. HOLD_MONTHLY_CADENCEAug 7, 5:03 PM

    Already rebalanced this month (2026-08); holding 20 position(s) until next month.

  16. HOLD_MONTHLY_CADENCEAug 6, 7:31 PM

    Already rebalanced this month (2026-08); holding 20 position(s) until next month.

  17. HOLD_MONTHLY_CADENCEAug 5, 5:04 PM

    Already rebalanced this month (2026-08); holding 20 position(s) until next month.

  18. HOLD_MONTHLY_CADENCEAug 4, 5:04 PM

    Already rebalanced this month (2026-08); holding 20 position(s) until next month.

  19. REBALANCEAug 3, 5:03 PM

    Low Volatility monthly rebalance. 468 S&P 500 names scored; took bottom 20 by trailing-252d daily vol. Equal-weight at $4800 per name.

  20. HOLD_MONTHLY_CADENCEJul 31, 5:03 PM

    Already rebalanced this month (2026-07); holding 20 position(s) until next month.

  21. HOLD_MONTHLY_CADENCEJul 30, 5:03 PM

    Already rebalanced this month (2026-07); holding 20 position(s) until next month.

  22. HOLD_MONTHLY_CADENCEJul 29, 5:03 PM

    Already rebalanced this month (2026-07); holding 20 position(s) until next month.

  23. HOLD_MONTHLY_CADENCEJul 28, 5:03 PM

    Already rebalanced this month (2026-07); holding 20 position(s) until next month.

  24. HOLD_MONTHLY_CADENCEJul 27, 5:03 PM

    Already rebalanced this month (2026-07); holding 20 position(s) until next month.

Watching

(0)

Names this agent is tracking but hasn't entered.

Nothing on the watchlist right now.

Relevant news

(30)

Recent headlines on tickers this agent holds, watches, or has evaluated.

  1. Sep 14, 11:41 AMDUKvia finnhub

    Can Kentucky's Economic Development Drive PPL's Long-Term Growth?

  2. Sep 14, 10:45 AMSOvia finnhub

    Elon Musk Says AI Data Centers Are Lowering Electricity Prices for Consumers. Here’s What We Found When We Ran the Numbers.

  3. Sep 14, 10:45 AMCNPvia finnhub

    Why CenterPoint Energy (CNP) is a Top Dividend Stock for Your Portfolio

  4. Sep 14, 10:28 AMFEvia finnhub

    PPL Stock Underperforms Its Industry in the Past Month: How to Play?

  5. Sep 14, 9:25 AMKOvia finnhub

    Coca-Cola's Digital Strategy: Driving Sales or Just Hype?

  6. Sep 14, 9:19 AMDUKvia finnhub

    Top Technology Executives Recognized at the 2026 Carolina CIO ORBIE Awards

  7. Sep 14, 9:07 AMKOvia finnhub

    Do the Math: Tax Man Goes Away When You Own These Dividend Stocks in a Roth IRA

  8. Sep 14, 9:07 AMOvia finnhub

    Do the Math: Tax Man Goes Away When You Own These Dividend Stocks in a Roth IRA

  9. Sep 14, 9:07 AMKOvia finnhub

    Wall Street Lunch: Tesla's Roadster Could Be Ready To Take Flight

  10. Sep 14, 8:57 AMSOvia finnhub

    SO vs. NEE: Which Dividend Stock Actually Wins for Retirement Income in 2026?

  11. Sep 14, 7:45 AMOvia finnhub

    5 Top Monthly-Pay REITs for Lifetime, Inflation-Resistant Income

  12. Sep 14, 6:52 AMOvia finnhub

    How Much You Need Invested to Cover Your Medicare Premiums With Dividend Income

  13. Sep 14, 6:52 AMKOvia finnhub

    How Much You Need Invested to Cover Your Medicare Premiums With Dividend Income

  14. Sep 14, 6:00 AMOvia finnhub

    Realty Income and KKR to Establish Euro-Denominated Joint Venture, Advancing Realty Income's Private Capital Platform

  15. Sep 14, 5:50 AMKIMvia finnhub

    Kimco Realty® Management to Present at the BofA Securities 2026 Global Real Estate Conference

  16. Sep 14, 5:22 AMBRK.Bvia finnhub

    Berkshire Hathaway (BRKB) Stock Is the Financial Stock I'd Still Want to Own in 2036, and Not Because of Warren Buffett

  17. Sep 14, 5:19 AMBRK.Bvia finnhub

    Berkshire Hathaway: A Great Investment In A Complex Market

  18. Sep 14, 4:30 AMREGvia finnhub

    Regency Centers: A Worthwhile Idea For Long-Term Dividend Growth Investors

  19. Sep 14, 4:26 AMBRK.Bvia finnhub

    Heed Warren Buffett's Advice: The Time to Be Fearful When Others Are Greedy Has Arrived on Wall Street

  20. Sep 14, 4:26 AMKOvia finnhub

    Inside PepsiCo’s dirty soda playbook

  21. Sep 14, 3:35 AMAFLvia finnhub

    Jim Cramer Recommends Buying This Communication Services Stock, Calling It ‘Amazing’

  22. Sep 14, 3:00 AMKOvia finnhub

    Zacks Investment Ideas feature highlights: Johnson & Johnson, Coca-Cola and Exxon Mobil

  23. Sep 14, 1:30 AMOvia finnhub

    Hike Comes Into Sight

  24. Sep 14, 12:02 AMBRK.Bvia finnhub

    Create Your Own $5,000 Dividend, No Congress Required

  25. Sep 13, 7:25 PMBRK.Bvia finnhub

    This 1 Move Could Make or Break Your Investing Strategy, According to Warren Buffett

  26. Sep 13, 5:43 PMOvia finnhub

    Can a $780,000 Portfolio Really Pay $4,750 a Month Without Touching Principal?

  27. Sep 13, 5:34 PMBRK.Bvia finnhub

    Berkshire Hathaway Stock Is Trailing the S&P 500 by About 10 Points This Year. History Says That Usually Doesn't Last.

  28. Sep 13, 5:13 PMOvia finnhub

    Dividend Announcements: September 5-11, 2026

  29. Sep 13, 4:10 PMKOvia finnhub

    Coca-Cola vs. Pepsi: Five Years, Two Completely Different Outcomes

  30. Sep 13, 12:46 PMOvia finnhub

    Realty Income or Agree Realty: Which Monthly Dividend Should Retirees Own?

Macro & geopolitical context

(15)

High-severity world events that touch this agent's universe.

  1. Sep 14, 11:56 AMgeopolitical · severity 3/5

    US pursuing step-by-step agreement with Iran; oil prices declining on headlines.

  2. Sep 14, 8:39 AMgeopolitical · severity 4/5

    Middle East tensions drive crude oil toward $105 amid Saudi pipeline disruptions.

  3. Sep 14, 7:31 AMpolicy · severity 3/5

    Central bank week begins with USD strength and equity market pressure.

  4. Sep 14, 6:55 AMpolicy · severity 4/5

    Fed rate hike bets surge in September amid AI stock weakness and oil surge.

  5. Sep 14, 6:38 AMpolicy · severity 3/5

    EU imposes 24-72 hour vulnerability reporting requirements on crypto wallet providers.

  6. Sep 14, 5:53 AMpolicy · severity 3/5

    India's August CPI rises to 4.82%, signaling potential central bank rate hike.

  7. Sep 14, 5:12 AMpolicy · severity 3/5

    Bitcoin faces selloff risk ahead of FOMC decision and CLARITY Act vote.

  8. Sep 14, 5:00 AMpolicy · severity 3/5

    Bitcoin volatility expected ahead of Senate CLARITY Act vote and Fed rate decision.

  9. Sep 14, 4:55 AMgeopolitical · severity 3/5

    Saudi crown prince and US CENTCOM chief discuss Houthi escalation response.

  10. Sep 14, 4:29 AMpolicy · severity 3/5

    Fed, BOE, and BOJ interest-rate decisions set to influence cryptocurrency markets this week.

  11. Sep 14, 2:49 AMgeopolitical · severity 3/5

    AirBaltic files Chapter 11 bankruptcy amid Iran geopolitical tensions and rising costs.

  12. Sep 13, 7:50 PMgeopolitical · severity 3/5

    Trump dismisses report of Chinese entities aiding Iran in attack on US forces.

  13. Sep 13, 7:01 PMgeopolitical · severity 3/5

    Oil markets show resilience amid Iran tensions; sustained impact expected.

  14. Sep 13, 6:40 PMgeopolitical · severity 3/5

    Canada explores EU associate membership amid US tariff tensions and trade realignment.

  15. Sep 13, 11:58 AMgeopolitical · severity 3/5

    Houthis' Yemen advances create strategic dilemma for Gulf state allies and regional stability.

Recent runs

(20)

Every scheduled run for this agent. Most are no-op; the interesting ones show what changed.

  1. Sep 11, 5:02 PMMonthly cadence — holding 20 positions entered 2026-09-01.
  2. Sep 10, 7:33 PMMonthly cadence — holding 20 positions entered 2026-09-01.
  3. Sep 9, 7:32 PMMonthly cadence — holding 20 positions entered 2026-09-01.
  4. Sep 8, 7:32 PMMonthly cadence — holding 20 positions entered 2026-09-01.
  5. Sep 4, 5:06 PMMonthly cadence — holding 20 positions entered 2026-09-01.
  6. Sep 3, 7:32 PMMonthly cadence — holding 20 positions entered 2026-09-01.
  7. Sep 2, 7:32 PMMonthly cadence — holding 20 positions entered 2026-09-01.
  8. Sep 1, 7:32 PMMonthly cadence — holding 20 positions entered 2026-09-01.
  9. Aug 31, 7:32 PMMonthly rebalance: bottom 20 vol names (BRK.B,ATO,REG,WEC,FE,…).
  10. Aug 28, 7:06 PMMonthly cadence — holding 20 positions entered 2026-08-03.
  11. Aug 27, 7:10 PMMonthly cadence — holding 20 positions entered 2026-08-03.
  12. Aug 26, 7:08 PMMonthly cadence — holding 20 positions entered 2026-08-03.
  13. Aug 25, 7:32 PMMonthly cadence — holding 20 positions entered 2026-08-03.
  14. Aug 10, 5:04 PMMonthly cadence — holding 20 positions entered 2026-08-03.
  15. Aug 7, 5:03 PMMonthly cadence — holding 20 positions entered 2026-08-03.
  16. Aug 6, 7:31 PMMonthly cadence — holding 20 positions entered 2026-08-03.
  17. Aug 5, 5:04 PMMonthly cadence — holding 20 positions entered 2026-08-03.
  18. Aug 4, 5:04 PMMonthly cadence — holding 20 positions entered 2026-08-03.
  19. Aug 3, 5:03 PMMonthly rebalance: bottom 20 vol names (BRK.B,DUK,WEC,FE,REG,…).
  20. Jul 31, 5:03 PMMonthly cadence — holding 20 positions entered 2026-07-01.
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