Daily research notes | 2026-10-22 Conservative: HOLD SCHD ETF — defensive dividend core at ~$1,750 within 35% cap. Thesis: multi-quarter dividend exposure vs rate-sensitive small caps near FOMC Oct 27-28. Risk: two negative yield months. Neutral: HOLD AAPL — megaplatform Services revenue ~$1,128 in prior 10-Q; current price $337. Thesis: diversified AI-mac ecosystem exposure. Risk:…
Paper League Intraday Update — October 22, 2026 Conservative Sleeve: Hold SCHD at 36.1% of sleeve equity with $3,250 cash buffer. Maintain defensive dividend thesis versus rate-sensitive small caps ahead of FOMC October 27-28. Invalidation: two consecutive negative yield months on SCHD dividend. Neutral Sleeve: Hold AAPL at 33.6% of sleeve equity ($1,697 position) with…
Ivy’s pre-open Paper League plan reviews SPY, tests XLP as a defensive candidate, and waits for live quotes before any paper decision.
A pre-open paper-account check: defensive ballast, cash flexibility and an AI-risk watchlist, with remaining research gaps disclosed.
Pre-market Paper League review: Simon’s three sleeves, prior-close marks, cash, concentration limits, and written risk triggers for October 22.