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
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.
SteadyStep Growth is a measured growth allocator built for smoother exposure rather than the sharpest possible momentum swing. It follows stored external source allocation evidence and presents a steadier rotation profile for users who want growth participation with a calmer dashboard story. The emphasis is on visible allocation history, current source-backed exposure, and how the model steps through market changes over time. It remains parked in research-only display mode until explicit promotion gates are passed.
Holdings Weight
Dashboard Signals
Allocation Over Time
| Date | Primary Holding | Target Weights | Equity | Turnover |
|---|---|---|---|---|
| 2005-01-01 | GOOG 50.00%4 target weights | GOOG 50.00%$CASH 30.00%XEL 16.00%SIRI 4.00% |
$25,000.00 | N/A |
| 2005-05-04 | GOOG 50.00%4 target weights | GOOG 50.00%$CASH 30.00%XEL 16.00%WBD 4.00% |
$27,275.20 | 70.00% |
| 2005-09-02 | ADP 50.00%3 target weights | ADP 50.00%$CASH 30.00%ISRG 20.00% |
$29,952.52 | 54.00% |
| 2006-02-01 | MSFT 50.00%4 target weights | MSFT 50.00%$CASH 30.00%ADP 16.00%WBD 4.00% |
$35,683.61 | 20.00% |
| 2006-06-01 | COST 50.00%3 target weights | COST 50.00%$CASH 30.00%MRVL 20.00% |
$36,721.64 | 20.00% |
| 2006-10-03 | COST 50.00%3 target weights | COST 50.00%$CASH 30.00%MRVL 20.00% |
$37,332.80 | 54.00% |
| 2007-02-02 | INTC 50.00%4 target weights | INTC 50.00%$CASH 30.00%MDLZ 16.00%AMD 4.00% |
$39,275.16 | 50.00% |
| 2007-06-04 | AAPL 50.00%4 target weights | AAPL 50.00%$CASH 30.00%XEL 16.00%REGN 4.00% |
$43,102.09 | 4.00% |
| 2007-11-01 | COST 50.00%3 target weights | COST 50.00%$CASH 30.00%ALGN 20.00% |
$58,638.02 | 66.00% |
| 2008-03-04 | COST 50.00%3 target weights | COST 50.00%$CASH 30.00%ADSK 20.00% |
$55,455.64 | 70.00% |
| 2008-07-02 | MDLZ 50.00%3 target weights | MDLZ 50.00%$CASH 30.00%AMD 20.00% |
$61,554.06 | 20.00% |
| 2008-11-01 | XEL 50.00%3 target weights | XEL 50.00%$CASH 30.00%MELI 20.00% |
$56,757.61 | 50.00% |
| 2009-04-02 | AAPL 50.00%4 target weights | AAPL 50.00%$CASH 30.00%XEL 16.00%AEP 4.00% |
$103,294.70 | 66.00% |
| 2009-08-04 | AAPL 50.00%4 target weights | AAPL 50.00%$CASH 30.00%MDLZ 16.00%AMZN 4.00% |
$116,585.40 | 20.00% |
| 2009-12-02 | GOOG 50.00%4 target weights | GOOG 50.00%$CASH 30.00%VRSK 16.00%PCAR 4.00% |
$126,025.50 | 70.00% |
| 2010-04-01 | ADP 50.00%3 target weights | ADP 50.00%$CASH 30.00%PAYX 20.00% |
$133,050.90 | 70.00% |
| 2010-08-03 | AAPL 50.00%4 target weights | AAPL 50.00%$CASH 30.00%MDLZ 16.00%NVDA 4.00% |
$137,284.30 | 70.00% |
| 2011-01-04 | AAPL 50.00%4 target weights | AAPL 50.00%$CASH 30.00%MDLZ 16.00%TSLA 4.00% |
$146,184.30 | 66.00% |
| 2011-05-02 | AAPL 50.00%4 target weights | AAPL 50.00%$CASH 30.00%VRSK 16.00%BKR 4.00% |
$146,871.50 | 4.00% |
| 2011-09-03 | PEP 50.00%3 target weights | PEP 50.00%$CASH 30.00%AMAT 20.00% |
$147,510.20 | 54.00% |
| 2012-01-03 | AAPL 50.00%4 target weights | AAPL 50.00%$CASH 30.00%VRSK 16.00%MELI 4.00% |
$160,323.10 | 20.00% |
| 2012-05-02 | COST 50.00%3 target weights | COST 50.00%$CASH 30.00%NFLX 20.00% |
$188,703.60 | 50.00% |
| 2012-10-03 | GOOG 50.00%4 target weights | GOOG 50.00%$CASH 30.00%COST 16.00%ENPH 4.00% |
$201,871.70 | 50.00% |
| 2013-02-02 | GOOG 50.00%4 target weights | GOOG 50.00%$CASH 30.00%PEP 16.00%AAPL 4.00% |
$227,271.50 | 16.00% |
| 2013-06-04 | MDLZ 50.00%3 target weights | MDLZ 50.00%$CASH 30.00%ENPH 20.00% |
$251,514.10 | 50.00% |
| 2013-10-02 | AAPL 50.00%4 target weights | AAPL 50.00%$CASH 30.00%MDLZ 16.00%MRVL 4.00% |
$260,727.60 | 70.00% |
| 2014-02-03 | ADP 50.00%3 target weights | ADP 50.00%$CASH 30.00%ENPH 20.00% |
$276,616.10 | 70.00% |
| 2014-07-01 | AAPL 50.00%4 target weights | AAPL 50.00%$CASH 30.00%PEP 16.00%SGEN 4.00% |
$339,486.50 | 20.00% |
| 2014-11-04 | AAPL 50.00%3 target weights | AAPL 50.00%$CASH 33.33%VRSK 16.67% |
$346,085.70 | 4.00% |
| 2015-03-02 | AAPL 50.00%3 target weights | AAPL 50.00%$CASH 33.33%XEL 16.67% |
$372,420.60 | 70.00% |
| 2015-07-06 | ADP 50.00%3 target weights | ADP 50.00%$CASH 30.00%KHC 20.00% |
$341,872.60 | 20.00% |
| 2015-12-01 | AMZN 50.00%4 target weights | AMZN 50.00%$CASH 30.00%MDLZ 16.00%SGEN 4.00% |
$379,706.00 | 20.00% |
| 2016-04-01 | AAPL 50.00%4 target weights | AAPL 50.00%$CASH 30.00%MDLZ 16.00%MAR 4.00% |
$435,140.10 | 4.00% |
| 2016-08-03 | AAPL 50.00%3 target weights | AAPL 50.00%$CASH 33.33%ADP 16.67% |
$487,239.80 | 4.00% |
| 2016-12-01 | $CASH 50.00%2 target weights | $CASH 50.00%MDLZ 50.00% |
$508,395.10 | 66.67% |
| 2017-04-04 | AAPL 50.00%4 target weights | AAPL 50.00%$CASH 30.00%ADP 16.00%LULU 4.00% |
$594,999.90 | 16.00% |
| 2017-09-05 | $CASH 50.00%2 target weights | $CASH 50.00%MDLZ 50.00% |
$626,750.90 | 50.00% |
| 2018-01-02 | AMZN 50.00%4 target weights | AMZN 50.00%$CASH 30.00%XEL 16.00%TTD 4.00% |
$613,504.60 | 50.00% |
| 2018-05-01 | AMZN 50.00%4 target weights | AMZN 50.00%$CASH 30.00%PEP 16.00%ODFL 4.00% |
$635,658.80 | 70.00% |
| 2018-09-04 | PEP 50.00%3 target weights | PEP 50.00%$CASH 30.00%DLTR 20.00% |
$632,442.90 | 50.00% |
| 2019-01-02 | XEL 50.00%3 target weights | XEL 50.00%$CASH 30.00%WBA 20.00% |
$800,672.30 | 70.00% |
| 2019-06-01 | COST 50.00%3 target weights | COST 50.00%$CASH 30.00%KHC 20.00% |
$927,289.30 | 20.00% |
| 2019-10-01 | VRSK 50.00%3 target weights | VRSK 50.00%$CASH 30.00%ENPH 20.00% |
$982,795.40 | 20.00% |
| 2020-02-03 | TSLA 50.00%3 target weights | TSLA 50.00%$CASH 33.33%COST 16.67% |
$1,155,239.00 | 70.00% |
| 2020-06-03 | TSLA 50.00%4 target weights | TSLA 50.00%$CASH 30.00%COST 16.00%ENPH 4.00% |
$1,464,336.00 | 20.00% |
| 2020-11-04 | NVDA 50.00%4 target weights | NVDA 50.00%$CASH 30.00%MDLZ 16.00%DXCM 4.00% |
$2,228,866.00 | 66.00% |
| 2021-03-02 | VRSK 50.00%3 target weights | VRSK 50.00%$CASH 30.00%CSGP 20.00% |
$2,792,645.00 | 20.00% |
| 2021-07-02 | NVDA 50.00%4 target weights | NVDA 50.00%$CASH 30.00%MDLZ 16.00%CSGP 4.00% |
$3,428,499.00 | 20.00% |
| 2021-11-01 | TSLA 50.00%4 target weights | TSLA 50.00%$CASH 30.00%XEL 16.00%GFS 4.00% |
$4,330,026.00 | 16.00% |
| 2022-03-01 | VRSK 50.00%3 target weights | VRSK 50.00%$CASH 30.00%BKNG 20.00% |
$4,148,260.00 | 20.00% |
| 2022-08-02 | TSLA 50.00%3 target weights | TSLA 50.00%$CASH 33.33%PEP 16.67% |
$4,237,774.00 | 16.67% |
| 2022-12-02 | AMD 50.00%3 target weights | AMD 50.00%$CASH 33.33%MDLZ 16.67% |
$4,712,130.00 | 66.67% |
| 2023-04-01 | TSLA 50.00%4 target weights | TSLA 50.00%$CASH 30.00%MDLZ 16.00%CDNS 4.00% |
$4,972,972.00 | 4.00% |
| 2023-08-01 | NVDA 50.00%3 target weights | NVDA 50.00%$CASH 45.24%INTU 4.76% |
$5,996,152.00 | 16.67% |
| 2023-12-01 | $CASH 50.00%2 target weights | $CASH 50.00%CTAS 50.00% |
$5,875,735.00 | 50.00% |
| 2024-05-01 | $CASH 50.00%2 target weights | $CASH 50.00%AZN 50.00% |
$7,798,832.00 | 50.00% |
| 2024-09-03 | $CASH 50.00%2 target weights | $CASH 50.00%ADP 50.00% |
$9,429,040.00 | 20.00% |
| 2025-01-06 | $CASH 50.00%2 target weights | $CASH 50.00%AMZN 50.00% |
$11,698,810.00 | 50.00% |
| 2025-05-01 | CRWD 50.00%3 target weights | CRWD 50.00%$CASH 45.24%NFLX 4.76% |
$10,757,930.00 | 50.00% |
| 2025-09-02 | $CASH 100.00%1 target weights | $CASH 100.00% |
$11,173,470.00 | 54.76% |
| 2026-01-20 | $CASH 100.00%1 target weights | $CASH 100.00% |
$12,187,600.00 | 50.00% |
| 2026-01-26 | MU 50.00%3 target weights | MU 50.00%$CASH 45.24%MNST 4.76% |
$11,928,450.00 | 4.76% |
| 2026-02-03 | $CASH 100.00%1 target weights | $CASH 100.00% |
$12,357,020.00 | 50.00% |
| 2026-02-12 | $CASH 50.00%2 target weights | $CASH 50.00%ROST 50.00% |
$12,902,480.00 | 50.00% |
| 2026-02-26 | XEL 50.00%3 target weights | XEL 50.00%$CASH 30.00%AEP 20.00% |
$12,846,630.00 | 54.00% |
| 2026-03-06 | $CASH 100.00%1 target weights | $CASH 100.00% |
$12,610,470.00 | 50.00% |
| 2026-03-16 | $CASH 50.00%2 target weights | $CASH 50.00%AEP 50.00% |
$12,707,860.00 | 50.00% |
| 2026-03-30 | $CASH 100.00%1 target weights | $CASH 100.00% |
$12,452,840.00 | 50.00% |
| 2026-04-13 | AVGO 50.00%3 target weights | AVGO 50.00%$CASH 45.24%KLAC 4.76% |
$12,818,360.00 | 54.76% |
| 2026-04-23 | $CASH 50.00%2 target weights | $CASH 50.00%AMZN 50.00% |
$13,362,130.00 | 54.76% |
| 2026-05-07 | MU 50.00%3 target weights | MU 50.00%$CASH 45.24%AAPL 4.76% |
$14,547,320.00 | 4.76% |
| 2026-05-19 | $CASH 50.00%2 target weights | $CASH 50.00%COST 50.00% |
$15,465,620.00 | 50.00% |