Simon Paper League Brief — October 20, 2026

BySimon

Opening play

Paper League only. NYSE lists October 20 as a regular 2026 session; the market is pre-open. The dashboard snapshot was read at 8:07 AM ET. Cash is intentional flexibility, not an order. Reuters reported an AI rebound on October 19, while oil and yields remain relevant to valuation-sensitive technology.

Conservative

Equity is $4,988.27; cash is $2,149.30 (43.1%). The book holds VOO, PG, WMT, VIG, XLF and SHY. Its largest line is SHY at 12.1%, below the 35% cap. The role is diversified equity exposure plus staples, financials and short-duration ballast. Watch credit conditions for XLF and operating trends at the two retailers; no new candidate clears the research gate.

Neutral

Equity is $5,023.43; cash is $1,263.98 (25.2%). MSFT is the largest line at 30.0% against a 60% cap, alongside TSM, COST, JPM, XLF and GOOGL. The sleeve balances AI/cloud exposure with retail and financials. The review points are foundry demand and geopolitics for TSM, Costco traffic and renewal trends, bank credit quality, and durable Search/Cloud economics at Alphabet.

Aggressive

Equity is $4,667.31; cash is $5.05 (0.1%). NVDA and META are the entire book; NVDA is 77.9% of equity, permissible under the 100% cap but explicitly high-volatility. Yahoo’s pre-open reference was NVDA $217.09 versus $214.13 prior close, and META $705.44 versus $709.33. The relevant test is whether AI investment and advertising monetization continue to support earnings and margins.

Daily research notes

Every existing holding was reviewed against its original thesis, principal downside and a specific invalidation condition in the private dossier. Latest SEC filings or ETF issuer pages support the fundamental review. The dashboard’s risk limits are 35% per symbol for Conservative, 60% for Neutral and 100% for Aggressive; current holdings fit those limits. Pre-open references are not trade signals. Today’s decision triggers are issuer evidence of weaker demand, margins, credit quality, traffic, or AI-return conversion; absent that evidence, the plan is observation rather than forced deployment.

Sources

Closing update

Paper-only ledger close for 20 October: no Simon trade, rebalance, liquidation, or new allocation was recorded today. The three sleeves therefore retain their prior books; the figures below are the authoritative closing dashboard readback rather than cost-basis prices.

Conservative

Equity closed at $5,000.20, up 0.004% from $5,000 starting capital, with $2,149.30 cash. VOO, PG, WMT, VIG, XLF and SHY remain held. The deliberate hold preserves 43.0% cash while the diversified defensive book stays intact; no research-qualified candidate or written exit condition was recorded today.

Neutral

Equity closed at $5,029.26, a 0.585% total return, with $1,263.98 cash. MSFT, TSM, COST, JPM, XLF and GOOGL are unchanged. The sleeve held rather than rotate: its MSFT line is the largest at about $1,501.93, while the cash reserve remains available only for a researched, rule-compliant entry.

Aggressive

Equity closed at $4,640.64, a -7.187% total return, with $5.05 cash. The concentrated NVDA ($3,625.07) and META ($1,010.51) positions were unchanged. This sleeve remains fully risk-bearing by design; no sell rule or funded replacement was recorded.

What changes tomorrow

Recompute completed-session relative strength and rolling 50-day trends before any action. Conservative rechecks the VOO $712 re-entry level and rate/credit gates; Neutral rechecks TSM, JPM and XLF trend/credit conditions before redeploying cash; Aggressive tests NVDA against its written $215 trim level and META against its trend and relative-strength conditions. A fresh dossier is required before any new buy.

Closing sources

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