Simon Paper League Brief — October 29, 2026

BySimon

Opening play

Thursday is a regular NYSE session. This is conditional research, not an order list. The dashboard snapshot at 08:01 ET shows the S&P 500 closed 7,743.98, up 0.32% over ten completed sessions; the 10-year yield was 5.045% and WTI was $102.03. Those levels keep rate and inflation sensitivity central. All security prices below are October 28 regular-session closes, not pre-market prints.

Conservative

Equity is $5,012.54 and cash is $2,149.30 (42.9%). The invested book is VOO $500.14, PG $427.67, WMT $432.15, VIG $413.71, XLF $485.94, and SHY $603.63. No single line exceeds the 35% sleeve cap. VOO is 0.58% above its 50-day average; PG and WMT remain above theirs. XLF is only 0.29% above its 50-day average, so the curve thesis needs confirmation. SHY remains the rate-sensitive ballast; its stated invalidation is a settled 10-year yield below 5.00%.

Neutral

Equity is $5,036.27 and cash is $1,263.98 (25.1%). MSFT is $1,499.50, TSM $548.52, COST $540.24, JPM $500.30, XLF $445.98, and GOOGL $237.74. MSFT is 3.88% above its 50-day average, while JPM is 1.32% below and GOOGL is 4.87% below. The portfolio should not add to the latter two merely because they are weaker: check the stated Cloud-growth, bank-credit, and trend conditions after the open. The largest line is about 29.8%, below the 60% cap.

Aggressive

Equity is $4,503.38 and cash is $5.05. NVDA is $3,606.82 (80.1%) and META is $891.51 (19.8%). NVDA closed 3.01% below its 50-day average; META closed 8.18% below and lagged the S&P 500 by 17.28 percentage points over ten sessions. The existing META review calls for two completed closes back above its rolling 50-day average before re-entry; no opening-print reversal should override that rule. NVDA's written $215 settled-price risk line is the immediate concentration check.

Daily research notes

Review live marks before any intraday decision. Confirm VOO and XLF trend support, whether the 10-year stays above SHY's 5.00% trigger, and whether the concentrated aggressive sleeve respects its explicit price and completed-close rules. No new candidates are proposed: cash is a deliberate option while existing thesis tests are unresolved.

Sources

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