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================================================================================ QUANTITATIVE PORTFOLIO ALLOCATION - AGGRESSIVE 2-WEEK

Budget: €1271.97 (~$1096.53 USD) Period: Dec 8-19, 2025 | FOMC: Dec 17 (HIGH RISK) Target: 3-4x SPY | Max Loss: 10% | Broker: DEGIRO (no fractional)

SCENARIO A: 3-POSITION CONCENTRATED

Ticker | Sector | Price | Beta | Shares | Cost (€) | Weight | Exp Ret | Comp Score

PLTR | Technology | $181.76 | 1.50 | 2 | €421.68 | 53.1% | 3.4% | 3.55
CRSP | Healthcare | $56.88 | 1.73 | 3 | €197.94 | 26.6% | 3.6% | 3.75
GMED | Healthcare | $91.10 | 1.07 | 3 | €317.03 | 20.4% | 2.5% | 3.20

Invested: €936.65 Cash: €335.32 Fees: €12.00 Exp Return: 3.30% Portfolio Beta: 1.40 Portfolio Vol: 13.12% Portfolio Sharpe: 0.251 Max 10% Loss Prob: 23.8% Avg 10% Loss Prob: 14.8%

SCENARIO B: 4-POSITION DIVERSIFIED

Ticker | Sector | Price | Beta | Shares | Cost (€) | Weight | Exp Ret | Comp Score

PLTR | Technology | $181.76 | 1.50 | 1 | €210.84 | 16.6% | 3.4% | 3.55
CRSP | Healthcare | $56.88 | 1.73 | 4 | €263.92 | 20.7% | 3.6% | 3.75
GMED | Healthcare | $91.10 | 1.07 | 3 | €317.03 | 24.9% | 2.5% | 3.20
ANF | Consumer Cyclic | $94.87 | 1.85 | 2 | €220.10 | 17.3% | 3.0% | 3.20

Invested: €1011.89 Cash: €260.08 Fees: €16.00 Exp Return: 2.47% Portfolio Beta: 1.50 Portfolio Vol: 15.45% Portfolio Sharpe: 0.160 Max 10% Loss Prob: 23.8% Avg 10% Loss Prob: 18.6%

RECOMMENDATION & RATIONALE

RECOMMENDATION: Scenario A (3 positions) Rationale: Higher expected return with similar risk profile

KEY QUANTITATIVE FACTORS CONSIDERED:

Composite Score (0-5): Momentum + Volatility + Quality
Sharpe Ratio: Risk-adjusted return
FOMC Risk: Probability of 10% loss around Dec 17 meeting
Price Affordability: Whole shares only on DEGIRO
Sector Diversification: Mix of Tech, Healthcare, Consumer

FOMC RISK MANAGEMENT STRATEGIES:

Conservative: Close all by Dec 16 EOD
Moderate: Reduce 50% before Dec 17
Aggressive: Hold with 6-8% stop losses

EXECUTION NOTES:

Max allowable loss: €127.20 (10%)
Individual position stops: 6-8%
Monitor daily for earnings announcements
Final exit: Dec 19 regardless of P&L

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