Stocks
Growth Breakout Regime
Semiconductor Downside Shield
Nasdaq Growth Engine
Tactical ETF Compass
Nasdaq Harbor Rotation
KMLM Guard Switcher Conservative
KMLM Guard Switcher Balanced
KMLM Forward Switcher
SteadyStep Growth
Nasdaq Momentum Shield
SignalForge AI Rotation
Simulation evidence is available for display. Paper simulation, broker connection, order preparation, order routing, and live trading remain disabled.
Simulation Ready
Trade symbols map to allocation symbols, but replay weights use the derived trade-cash portfolio denominator while observed OmniFunds allocation weights use an undisclosed/source-normalized portfolio value.
SignalForge AI Rotation is an AI-labeled external research import that tracks stored allocation signals across growth-oriented leaders. The name is intentionally presentation-only: the page shows the imported source behavior without claiming that OmniMint is running an autonomous trading model. It is useful as a dashboard for studying how the source allocations moved between cash, growth stocks, and defensive choices over time. The strategy remains validation-gated and research-only.
Holdings Weight
Dashboard Signals
Allocation Over Time
| Date | Primary Holding | Target Weights | Equity | Turnover |
|---|---|---|---|---|
| 2015-06-15 | $CASH 100.00%1 target weights | $CASH 100.00% |
$25,000.00 | N/A |
| 2015-08-03 | $CASH 88.00%5 target weights | $CASH 88.00%AMAT 3.00%GLD 3.00%ISRG 3.00%MSTR 3.00% |
$25,641.66 | 15.00% |
| 2015-11-02 | $CASH 94.00%3 target weights | $CASH 94.00%PEP 3.00%SBUX 3.00% |
$27,898.92 | 27.00% |
| 2016-01-04 | $CASH 70.00%11 target weights | $CASH 70.00%ADBE 3.00%CDNS 3.00%CMCSA 3.00%CTAS 3.00%GILD 3.00%MAR 3.00%+4 more |
$29,422.04 | 18.00% |
| 2016-04-04 | $CASH 85.00%6 target weights | $CASH 85.00%BKNG 3.00%CTAS 3.00%GLD 3.00%MAR 3.00%META 3.00% |
$32,752.76 | 9.00% |
| 2016-06-02 | $CASH 88.00%5 target weights | $CASH 88.00%AAPL 3.00%AMD 3.00%SBUX 3.00%SHOP 3.00% |
$33,741.46 | 18.00% |
| 2016-09-01 | $CASH 88.00%5 target weights | $CASH 88.00%COST 3.00%GILD 3.00%MAR 3.00%MDLZ 3.00% |
$36,039.94 | 36.00% |
| 2016-11-01 | $CASH 49.00%18 target weights | $CASH 49.00%AAPL 3.00%ADBE 3.00%AMGN 3.00%CMCSA 3.00%COST 3.00%CSCO 3.00%+11 more |
$37,425.46 | 45.00% |
| 2017-02-01 | $CASH 61.00%14 target weights | $CASH 61.00%COST 3.00%CSCO 3.00%CTAS 3.00%INTC 3.00%INTU 3.00%MDLZ 3.00%+7 more |
$40,284.97 | 39.00% |
| 2017-04-03 | $CASH 58.00%15 target weights | $CASH 58.00%ADBE 3.00%ADI 3.00%ADP 3.00%BKNG 3.00%COST 3.00%CTAS 3.00%+8 more |
$41,487.71 | 33.00% |
| 2017-07-03 | $CASH 16.00%29 target weights | $CASH 16.00%ADBE 3.00%ADI 3.00%AMAT 3.00%AMD 3.00%AMZN 3.00%AVGO 3.00%+22 more |
$43,664.47 | 51.00% |
| 2017-09-01 | $CASH 97.00%2 target weights | $CASH 97.00%HON 3.00% |
$45,676.04 | 6.00% |
| 2017-11-01 | $CASH 70.00%11 target weights | $CASH 70.00%ADI 3.00%AMAT 3.00%CTAS 3.00%KLAC 3.00%LRCX 3.00%ORLY 3.00%+4 more |
$47,605.77 | 27.00% |
| 2018-02-01 | $CASH 82.00%7 target weights | $CASH 82.00%AVGO 3.00%COST 3.00%ISRG 3.00%NFLX 3.00%QCOM 3.00%SBUX 3.00% |
$51,434.49 | 18.00% |
| 2018-04-02 | AAPL 3.00%34 target weights | AAPL 3.00%ADBE 3.00%ADI 3.00%AMAT 3.00%AMGN 3.00%AMZN 3.00%AVGO 3.00%+27 more |
$53,952.57 | 96.00% |
| 2018-07-03 | $CASH 46.00%19 target weights | $CASH 46.00%AAPL 3.00%ADI 3.00%ADP 3.00%AMAT 3.00%AVGO 3.00%COST 3.00%+12 more |
$59,112.68 | 45.00% |
| 2018-09-04 | $CASH 94.00%3 target weights | $CASH 94.00%AMGN 3.00%PEP 3.00% |
$62,896.25 | 12.00% |
| 2018-12-03 | $CASH 97.00%2 target weights | $CASH 97.00%ORLY 3.00% |
$68,850.54 | 3.00% |
| 2019-02-01 | $CASH 88.00%5 target weights | $CASH 88.00%AMZN 3.00%AVGO 3.00%COST 3.00%MSFT 3.00% |
$76,320.62 | 12.00% |
| 2019-05-01 | $CASH 46.00%19 target weights | $CASH 46.00%ADBE 3.00%ADI 3.00%AMD 3.00%AMGN 3.00%AMZN 3.00%BKNG 3.00%+12 more |
$80,936.85 | 51.00% |
| 2019-07-01 | $CASH 91.00%4 target weights | $CASH 91.00%COST 3.00%GLD 3.00%MSTR 3.00% |
$87,661.77 | 18.00% |
| 2019-09-03 | $CASH 19.00%28 target weights | $CASH 19.00%AAPL 3.00%ADBE 3.00%ADI 3.00%ADP 3.00%AMGN 3.00%AVGO 3.00%+21 more |
$93,489.55 | 75.00% |
| 2019-12-02 | $CASH 34.00%23 target weights | $CASH 34.00%ADBE 3.00%ADP 3.00%AMAT 3.00%AMD 3.00%AMZN 3.00%AVGO 3.00%+16 more |
$103,117.90 | 60.00% |
| 2020-02-03 | $CASH 88.00%5 target weights | $CASH 88.00%CMCSA 3.00%COST 3.00%HON 3.00%MSTR 3.00% |
$110,133.30 | 94.29% |
| 2020-05-01 | $CASH 16.00%29 target weights | $CASH 16.00%AAPL 3.00%ADBE 3.00%AMAT 3.00%AMD 3.00%AMGN 3.00%AMZN 3.00%+22 more |
$135,609.20 | 81.00% |
| 2020-07-02 | $CASH 94.00%3 target weights | $CASH 94.00%CSCO 3.00%MSTR 3.00% |
$148,540.20 | 6.00% |
| 2020-10-01 | $CASH 91.00%4 target weights | $CASH 91.00%ADP 3.00%HON 3.00%LIN 3.00% |
$161,839.80 | 9.00% |
| 2020-12-01 | $CASH 97.00%2 target weights | $CASH 97.00%CRWD 3.00% |
$172,459.30 | 9.00% |
| 2021-03-03 | $CASH 82.00%7 target weights | $CASH 82.00%GOOG 3.00%MDLZ 3.00%META 3.00%MSFT 3.00%PEP 3.00%PLTR 3.00% |
$193,547.50 | 30.00% |
| 2021-05-04 | $CASH 88.00%5 target weights | $CASH 88.00%AVGO 3.00%GLD 3.00%MSFT 3.00%TSLA 3.00% |
$215,035.70 | 12.00% |
| 2021-08-02 | $CASH 91.00%4 target weights | $CASH 91.00%CTAS 3.00%LIN 3.00%VRTX 3.00% |
$231,639.50 | 9.00% |
| 2021-10-04 | $CASH 46.00%19 target weights | $CASH 46.00%AAPL 3.00%ADBE 3.00%ADP 3.00%COST 3.00%CRWD 3.00%CSCO 3.00%+12 more |
$242,723.50 | 42.00% |
| 2021-12-01 | $CASH 40.00%21 target weights | $CASH 40.00%ADP 3.00%AMZN 3.00%BKNG 3.00%CDNS 3.00%CMCSA 3.00%CTAS 3.00%+14 more |
$257,252.10 | 57.00% |
| 2022-03-01 | $CASH 76.00%9 target weights | $CASH 76.00%AMAT 3.00%CSCO 3.00%INTU 3.00%LIN 3.00%LRCX 3.00%MU 3.00%+2 more |
$300,056.20 | 21.00% |
| 2022-05-02 | $CASH 94.00%3 target weights | $CASH 94.00%COST 3.00%GLD 3.00% |
$326,809.50 | 48.00% |
| 2022-08-01 | $CASH 100.00%1 target weights | $CASH 100.00% |
$367,380.50 | 3.00% |
| 2022-10-07 | $CASH 88.00%5 target weights | $CASH 88.00%ADBE 3.00%AMGN 3.00%META 3.00%ORLY 3.00% |
$386,918.40 | 81.00% |
| 2023-01-03 | $CASH 94.00%3 target weights | $CASH 94.00%QCOM 3.00%TXN 3.00% |
$467,093.10 | 6.00% |
| 2023-03-01 | $CASH 73.00%10 target weights | $CASH 73.00%AAPL 3.00%CEG 3.00%CMCSA 3.00%CTAS 3.00%ISRG 3.00%MDLZ 3.00%+3 more |
$504,064.10 | 24.00% |
| 2023-06-01 | $CASH 94.00%3 target weights | $CASH 94.00%AMGN 3.00%GILD 3.00% |
$584,878.50 | 48.00% |
| 2023-08-01 | $CASH 88.00%5 target weights | $CASH 88.00%HON 3.00%PEP 3.00%TMUS 3.00%TSLA 3.00% |
$642,467.90 | 18.00% |
| 2023-10-02 | $CASH 88.00%5 target weights | $CASH 88.00%ADP 3.00%CEG 3.00%LIN 3.00%MDLZ 3.00% |
$680,011.50 | 12.00% |
| 2024-01-02 | $CASH 52.00%17 target weights | $CASH 52.00%ADBE 3.00%AMD 3.00%AVGO 3.00%CEG 3.00%COST 3.00%CRWD 3.00%+10 more |
$762,284.00 | 39.00% |
| 2024-03-01 | $CASH 94.00%3 target weights | $CASH 94.00%MDLZ 3.00%PEP 3.00% |
$824,223.20 | 18.00% |
| 2024-06-03 | $CASH 76.00%9 target weights | $CASH 76.00%ADBE 3.00%INTC 3.00%MAR 3.00%MDLZ 3.00%NFLX 3.00%ORLY 3.00%+2 more |
$943,434.40 | 24.00% |
| 2024-08-01 | $CASH 97.00%2 target weights | $CASH 97.00%CMCSA 3.00% |
$1,044,492.00 | 9.00% |
| 2024-11-01 | $CASH 73.00%10 target weights | $CASH 73.00%ADP 3.00%AMD 3.00%AVGO 3.00%CTAS 3.00%DASH 3.00%GLD 3.00%+3 more |
$1,202,942.00 | 48.00% |
| 2025-01-02 | $CASH 52.00%17 target weights | $CASH 52.00%ADI 3.00%ADP 3.00%AMGN 3.00%BKNG 3.00%CDNS 3.00%COST 3.00%+10 more |
$1,274,427.00 | 63.00% |
| 2025-04-01 | $CASH 97.00%2 target weights | $CASH 97.00%AMGN 3.00% |
$1,451,090.00 | 18.00% |
| 2025-06-02 | $CASH 88.00%5 target weights | $CASH 88.00%ADBE 3.00%GOOG 3.00%MAR 3.00%MP 3.00% |
$1,720,540.00 | 30.00% |
| 2025-09-02 | $CASH 55.00%16 target weights | $CASH 55.00%ADBE 3.00%ADP 3.00%AMZN 3.00%BKNG 3.00%CDNS 3.00%COST 3.00%+9 more |
$1,993,603.00 | 42.00% |
| 2025-11-03 | $CASH 82.00%7 target weights | $CASH 82.00%ADP 3.00%BKNG 3.00%LIN 3.00%MSFT 3.00%ORLY 3.00%TMUS 3.00% |
$2,184,985.00 | 12.00% |
| 2025-12-29 | $CASH 91.00%4 target weights | $CASH 91.00%APP 3.00%PLTR 3.00%SHOP 3.00% |
$2,211,293.00 | 9.00% |
| 2026-01-02 | $CASH 97.00%2 target weights | $CASH 97.00%COST 3.00% |
$2,204,588.00 | 6.00% |
| 2026-01-13 | $CASH 97.00%2 target weights | $CASH 97.00%ADP 3.00% |
$2,208,570.00 | 3.00% |
| 2026-01-20 | $CASH 97.00%2 target weights | $CASH 97.00%CSCO 3.00% |
$2,208,017.00 | 3.00% |
| 2026-01-28 | $CASH 97.00%2 target weights | $CASH 97.00%BKNG 3.00% |
$2,214,873.00 | 3.00% |
| 2026-02-05 | $CASH 97.00%2 target weights | $CASH 97.00%GOOG 3.00% |
$2,212,240.00 | 3.00% |
| 2026-02-12 | $CASH 100.00%1 target weights | $CASH 100.00% |
$2,214,162.00 | 3.00% |
| 2026-02-18 | $CASH 73.00%10 target weights | $CASH 73.00%AMD 3.00%FTNT 3.00%GILD 3.00%HON 3.00%INTC 3.00%MSTR 3.00%+3 more |
$2,216,684.00 | 27.00% |
| 2026-02-20 | $CASH 97.00%2 target weights | $CASH 97.00%ADBE 3.00% |
$2,218,736.00 | 9.00% |
| 2026-02-24 | $CASH 97.00%2 target weights | $CASH 97.00%AVGO 3.00% |
$2,215,938.00 | 12.00% |
| 2026-02-27 | $CASH 94.00%3 target weights | $CASH 94.00%META 3.00%QQQ 3.00% |
$2,217,560.00 | 6.00% |
| 2026-03-06 | $CASH 97.00%2 target weights | $CASH 97.00%GILD 3.00% |
$2,209,000.00 | 12.00% |
| 2026-03-12 | $CASH 97.00%2 target weights | $CASH 97.00%ORLY 3.00% |
$2,206,164.00 | 3.00% |
| 2026-03-17 | $CASH 94.00%3 target weights | $CASH 94.00%PEP 3.00%VRTX 3.00% |
$2,209,277.00 | 6.00% |
| 2026-03-24 | $CASH 94.00%3 target weights | $CASH 94.00%BKNG 3.00%SNPS 3.00% |
$2,209,518.00 | 9.00% |
| 2026-03-30 | $CASH 94.00%3 target weights | $CASH 94.00%AAPL 3.00%CSCO 3.00% |
$2,195,192.00 | 9.00% |
| 2026-04-08 | $CASH 97.00%2 target weights | $CASH 97.00%PLTR 3.00% |
$2,195,866.00 | 6.00% |
| 2026-04-10 | $CASH 88.00%5 target weights | $CASH 88.00%COST 3.00%DASH 3.00%MSFT 3.00%PANW 3.00% |
$2,190,427.00 | 12.00% |
| 2026-04-21 | $CASH 94.00%3 target weights | $CASH 94.00%CTAS 3.00%GLD 3.00% |
$2,195,654.00 | 6.00% |
| 2026-04-23 | $CASH 97.00%2 target weights | $CASH 97.00%ADP 3.00% |
$2,197,860.00 | 9.00% |