Wires·
Standing by — next sweep in ~10 min.
Markets
Dow+0.90%Russell 2000-0.62%Nasdaq+2.37%S&P 500+1.59%VXX-3.97%IEF-0.05%GLD-1.20%SLV-1.09%USO+1.92%UUP-0.28%Dow+0.90%Russell 2000-0.62%Nasdaq+2.37%S&P 500+1.59%VXX-3.97%IEF-0.05%GLD-1.20%SLV-1.09%USO+1.92%UUP-0.28%
No. I · Vol. I
Monday, June 29, 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 → 2026-06-29 (live)−$2K−$48+$2K+$3KBreak-even · $0+$3KMay 27Jun 7Jun 18Jun 29
LOW VOLATILITY
$102,586
+$2,586 (+2.59%)
since inception · on $100,000 allotted
Deployed capital
$55,486
55.5% of allotted in positions
Back to homeConnecting…
Today
Δ Equity
-$437.71
Δ %
-0.42%
Decisions
0
0 acted
Closed today
0

Scorecard

Open Positions

(14)

Every open position with the thesis logged at entry.

  • CNPCenterpoint Energy Inclongopened Jun 1, 2026
    90 sh × $41.32 ($3,718 cost)$44.75$4,028+$309.15+8.31%
  • PNWPinnacle West Capital Corplongopened Jun 1, 2026
    38 sh × $97.50 ($3,705 cost)$107.72$4,093+$388.36+10.48%
  • LLoews Corplongopened Jun 1, 2026
    36 sh × $103.85 ($3,738 cost)$113.55$4,088+$349.20+9.34%
  • ORealty Income Corplongopened Jun 1, 2026
    62 sh × $59.55 ($3,692 cost)$62.54$3,877+$185.07+5.01%
  • EVRGEvergy Inclongopened Jun 1, 2026
    46 sh × $80.39 ($3,698 cost)$86.74$3,990+$292.10+7.90%
  • CMSCMS Energy Corporationlongopened Jun 1, 2026
    53 sh × $70.59 ($3,741 cost)$77.80$4,123+$382.13+10.21%
  • REGRegency Centers Corporationlongopened Jun 1, 2026
    49 sh × $76.14 ($3,731 cost)$80.77$3,958+$226.87+6.08%
  • AEEAmeren Corplongopened Jun 1, 2026
    35 sh × $105.11 ($3,679 cost)$114.84$4,019+$340.55+9.26%
  • ATOAtmos Energy Corplongopened Jun 1, 2026
    22 sh × $167.24 ($3,679 cost)$174.18$3,832+$152.57+4.15%
  • LNTAlliant Energy Corplongopened Jun 1, 2026
    53 sh × $69.57 ($3,687 cost)$76.93$4,077+$390.08+10.58%
  • WECWEC Energy Group Inclongopened Jun 1, 2026
    34 sh × $108.63 ($3,693 cost)$118.32$4,023+$329.46+8.92%
  • FEFirstenergy Corplongopened Jun 1, 2026
    82 sh × $45.39 ($3,722 cost)$47.97$3,933+$211.15+5.67%
  • DUKDuke Energy Corplongopened Jun 1, 2026
    31 sh × $119.89 ($3,716 cost)$128.05$3,969+$252.96+6.81%
  • BRK.BBerkshire Hathaway Class Blongopened Jun 1, 2026
    7 sh × $470.31 ($3,292 cost)$496.57$3,476+$183.82+5.58%
open · 14 equity positionscost $51,493$55,486unrealized+$3,993.47+7.76%
realized + unrealized = total p/l−$1,407.17++$3,993.47=+$2,586.30

Closed Positions

(20)

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
unknown201 / 19 / 05%-1.86%-$1,4073dMay 29, 2026 → Jun 1, 2026

Recent activity

(22)

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

  1. HOLD_MONTHLY_CADENCEJun 26, 7:31 PM

    Already rebalanced this month (2026-06); holding 14 position(s) until next month.

  2. HOLD_MONTHLY_CADENCEJun 25, 7:31 PM

    Already rebalanced this month (2026-06); holding 14 position(s) until next month.

  3. HOLD_MONTHLY_CADENCEJun 24, 7:32 PM

    Already rebalanced this month (2026-06); holding 14 position(s) until next month.

  4. HOLD_MONTHLY_CADENCEJun 23, 7:31 PM

    Already rebalanced this month (2026-06); holding 14 position(s) until next month.

  5. HOLD_MONTHLY_CADENCEJun 22, 5:05 PM

    Already rebalanced this month (2026-06); holding 14 position(s) until next month.

  6. HOLD_MONTHLY_CADENCEJun 18, 5:04 PM

    Already rebalanced this month (2026-06); holding 14 position(s) until next month.

  7. HOLD_MONTHLY_CADENCEJun 17, 5:04 PM

    Already rebalanced this month (2026-06); holding 14 position(s) until next month.

  8. HOLD_MONTHLY_CADENCEJun 16, 5:04 PM

    Already rebalanced this month (2026-06); holding 14 position(s) until next month.

  9. HOLD_MONTHLY_CADENCEJun 15, 5:04 PM

    Already rebalanced this month (2026-06); holding 14 position(s) until next month.

  10. HOLD_MONTHLY_CADENCEJun 12, 5:04 PM

    Already rebalanced this month (2026-06); holding 14 position(s) until next month.

  11. HOLD_MONTHLY_CADENCEJun 11, 5:04 PM

    Already rebalanced this month (2026-06); holding 14 position(s) until next month.

  12. HOLD_MONTHLY_CADENCEJun 10, 5:03 PM

    Already rebalanced this month (2026-06); holding 14 position(s) until next month.

  13. HOLD_MONTHLY_CADENCEJun 9, 5:04 PM

    Already rebalanced this month (2026-06); holding 14 position(s) until next month.

  14. HOLD_MONTHLY_CADENCEJun 8, 7:30 PM

    Already rebalanced this month (2026-06); holding 14 position(s) until next month.

  15. HOLD_MONTHLY_CADENCEJun 5, 5:03 PM

    Already rebalanced this month (2026-06); holding 14 position(s) until next month.

  16. HOLD_MONTHLY_CADENCEJun 4, 5:03 PM

    Already rebalanced this month (2026-06); holding 14 position(s) until next month.

  17. HOLD_MONTHLY_CADENCEJun 3, 5:04 PM

    Already rebalanced this month (2026-06); holding 14 position(s) until next month.

  18. HOLD_MONTHLY_CADENCEJun 3, 9:44 AM

    Already rebalanced this month (2026-06); holding 14 position(s) until next month.

  19. HOLD_MONTHLY_CADENCEJun 2, 5:02 PM

    Already rebalanced this month (2026-06); holding 14 position(s) until next month.

  20. REBALANCEJun 1, 5:03 PM

    Low Volatility monthly rebalance. 468 S&P 500 names scored; took bottom 20 by trailing-252d daily vol. Equal-weight at $3742 per name.

  21. REBALANCEMay 29, 5:03 PM

    Low Volatility monthly rebalance. 369 S&P 500 names scored; took bottom 20 by trailing-252d daily vol. Equal-weight at $3813 per name.

  22. REBALANCEMay 29, 3:31 PM

    Low Volatility monthly rebalance. 468 S&P 500 names scored; took bottom 20 by trailing-252d daily vol. Equal-weight at $3813 per name.

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. Jun 29, 12:25 PMFEvia finnhub

    Keep Your Cool and Your Bills in Check During Extreme Heat

  2. Jun 29, 11:44 AMEVRGvia finnhub

    Can EVRG Gain From Rising Power Demand Through Grid Investments?

  3. Jun 29, 10:44 AMKOvia finnhub

    Coca-Cola Stock's Loudest Signal Is The One It Stopped Saying

  4. Jun 29, 10:06 AMOvia finnhub

    Realty Income (O) Launches New Fixed Rate Eurobond Due 2032

  5. Jun 29, 10:00 AMKOvia finnhub

    The Coca-Cola Company Announces Timing of Second Quarter 2026 Earnings Release

  6. Jun 29, 8:59 AMDUKvia finnhub

    New this summer: An easier way to understand your energy bill

  7. Jun 29, 8:30 AMAEEvia finnhub

    Ameren receives national accreditation for economic development capabilities

  8. Jun 29, 8:05 AMOvia finnhub

    Your Portfolio Pays $60,000 A Year. So Why Can You Only Spend $45,000?

  9. Jun 29, 8:03 AMPPLvia finnhub

    EMLP: This ETF Is Worth Considering If The Low Relative Yield Is Acceptable

  10. Jun 29, 6:55 AMKOvia finnhub

    This is Why Morgan Stanley Believes The Coca-Cola Company (KO) is a Top Beverage Stock To Buy

  11. Jun 29, 6:17 AMOvia finnhub

    Florida, Pennsylvania, Or California? Which Retiree Keeps The Most Money?

  12. Jun 29, 6:00 AMKOvia finnhub

    2 Covered Call Ideas on KO Stock

  13. Jun 29, 5:28 AMDUKvia finnhub

    Stock Market’s Risk Appetite Is Shifting as AI, Iran, and Fed Fears Linger

  14. Jun 29, 5:15 AMOvia finnhub

    Here’s How You Can Retire In America’s Pickleball Capital

  15. Jun 29, 4:42 AMAEEvia finnhub

    Strength Seen in Ameren (AEE): Can Its 3.3% Jump Turn into More Strength?

  16. Jun 29, 4:12 AMOvia finnhub

    Let Your Dividends Do The Housework For You. Literally.

  17. Jun 28, 8:55 AMKOvia finnhub

    These Household Names Are Dividend Kings. They’re Rock-Solid For Income.

  18. Jun 28, 6:11 AMOvia finnhub

    Why Today’s Retirees May Need More Stocks Than Their Parents Did

  19. Jun 28, 6:11 AMKOvia finnhub

    Why Today’s Retirees May Need More Stocks Than Their Parents Did

  20. Jun 28, 6:10 AMKOvia finnhub

    SpaceX Has Real Value—But These 3 Stocks Have Better Odds Right Now

  21. Jun 28, 5:40 AMDUKvia finnhub

    Duke Energy: Grabbing A 6% Yield With The Baby Bonds

  22. Jun 28, 5:15 AMKOvia finnhub

    ‘High on Coke’: Elon Musk floored by Berkshire Hathaway's Coca-Cola dividend windfall. How to tap in and get rich

  23. Jun 28, 4:54 AMOvia finnhub

    Why Paying Off Your Mortgage Early May Be A Retirement Mistake

  24. Jun 28, 4:54 AMKOvia finnhub

    Why Paying Off Your Mortgage Early May Be A Retirement Mistake

  25. Jun 28, 4:30 AMKOvia finnhub

    It's Time To Go All-In On SCHD

  26. Jun 28, 4:30 AMBRK.Bvia finnhub

    It's Time To Go All-In On SCHD

  27. Jun 28, 4:00 AMOvia finnhub

    Testing The Truce

  28. Jun 28, 4:00 AMREGvia finnhub

    Testing The Truce

  29. Jun 28, 1:49 AMBRK.Bvia finnhub

    Berkshire May Just Save You From A Likely Market Crash

  30. Jun 28, 1:49 AMKOvia finnhub

    Berkshire May Just Save You From A Likely Market Crash

Macro & geopolitical context

(15)

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

  1. Jun 29, 10:27 AMpolicy · severity 3/5

    Kalshi traders predict upcoming jobs report will miss Wall Street consensus expectations.

  2. Jun 29, 7:40 AMgeopolitical · severity 4/5

    U.S. envoys Kushner and Witkoff to meet Iran in Doha negotiations.

  3. Jun 29, 6:24 AMgeopolitical · severity 3/5

    US-Iran de-escalation channels established ahead of diplomatic talks.

  4. Jun 29, 5:01 AMgeopolitical · severity 3/5

    EU's MiCA deadline threatens unlicensed crypto firms with regulatory wipeout.

  5. Jun 29, 1:03 AMgeopolitical · severity 3/5

    Bitcoin declines to $59,700 as Iran tensions ease, benefiting equities over crypto.

  6. Jun 29, 12:31 AMpolicy · severity 4/5

    BIS warns AI investment surge poses systemic financial risk via leveraged debt structures.

  7. Jun 29, 12:02 AMgeopolitical · severity 3/5

    Iranian cyberattacks on Israel escalated in 2026, raising regional security concerns.

  8. Jun 28, 9:48 PMpolicy · severity 4/5

    BOJ aligns monetary policy with Japanese government's economic growth targets.

  9. Jun 28, 9:22 PMgeopolitical · severity 3/5

    China blacklists 20 Japanese entities in dual-use export restrictions; normal trade unaffected.

  10. Jun 28, 8:40 PMgeopolitical · severity 4/5

    US-Iran tensions ease temporarily; oil rallies while equities remain choppy.

  11. Jun 28, 8:31 PMgeopolitical · severity 3/5

    Iran tensions and Fed rate outlook impact Indian rupee and bond markets.

  12. Jun 28, 6:34 PMgeopolitical · severity 4/5

    US-Iran military escalation drives oil prices higher amid Middle East tensions.

    Tickers:COPCVXAPAATOXELEXCAEP
  13. Jun 28, 3:36 PMgeopolitical · severity 4/5

    Israel destroys Hezbollah underground infrastructure in southern Lebanon amid escalating conflict.

  14. Jun 28, 2:53 PMgeopolitical · severity 4/5

    Iran cancels technical talks participation following recent military attacks in region.

  15. Jun 28, 1:58 PMpolicy · severity 3/5

    BIS warns stablecoins risk fragmenting global financial system, urges central bank digital currency development.

Recent runs

(20)

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

  1. Jun 26, 7:31 PMMonthly cadence — holding 14 positions entered 2026-06-01.
  2. Jun 25, 7:31 PMMonthly cadence — holding 14 positions entered 2026-06-01.
  3. Jun 24, 7:32 PMMonthly cadence — holding 14 positions entered 2026-06-01.
  4. Jun 23, 7:31 PMMonthly cadence — holding 14 positions entered 2026-06-01.
  5. Jun 22, 5:05 PMMonthly cadence — holding 14 positions entered 2026-06-01.
  6. Jun 18, 5:04 PMMonthly cadence — holding 14 positions entered 2026-06-01.
  7. Jun 17, 5:04 PMMonthly cadence — holding 14 positions entered 2026-06-01.
  8. Jun 16, 5:04 PMMonthly cadence — holding 14 positions entered 2026-06-01.
  9. Jun 15, 5:04 PMMonthly cadence — holding 14 positions entered 2026-06-01.
  10. Jun 12, 5:04 PMMonthly cadence — holding 14 positions entered 2026-06-01.
  11. Jun 11, 5:04 PMMonthly cadence — holding 14 positions entered 2026-06-01.
  12. Jun 10, 5:03 PMMonthly cadence — holding 14 positions entered 2026-06-01.
  13. Jun 9, 5:04 PMMonthly cadence — holding 14 positions entered 2026-06-01.
  14. Jun 8, 7:30 PMMonthly cadence — holding 14 positions entered 2026-06-01.
  15. Jun 5, 5:03 PMMonthly cadence — holding 14 positions entered 2026-06-01.
  16. Jun 4, 5:03 PMMonthly cadence — holding 14 positions entered 2026-06-01.
  17. Jun 3, 5:04 PMMonthly cadence — holding 14 positions entered 2026-06-01.
  18. Jun 3, 9:44 AMMonthly cadence — holding 14 positions entered 2026-06-01.
  19. Jun 2, 5:02 PMMonthly cadence — holding 14 positions entered 2026-06-01.
  20. Jun 1, 5:03 PMMonthly rebalance: bottom 20 vol names (BRK.B,DUK,FE,WEC,LNT,…).
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