Common rules — apply at every stage, not repeated above
Surge entry — add 1 tranche, any stage, not at full (either scenario)
Scenario 1 — Explosive rally
Clean surge above resistance or MA200 — momentum, no hesitation
Holds above lowest opening of breakout candle for 3 days
→ Add 1 tranche (4% core / 7% growth)
Scenario 2 — Continuation add
EMA20 above MA50 above MA200, held 3 days
Price holds above lowest closing — no break below during hold
→ Add 1 tranche per signal — repeat until full position reached
Pre-earnings — at full position only
Core at 4 tranches (16%) → reduce to 3 tranches (12% current portfolio)
Growth at full 10% → reduce to 5% (fixed, current portfolio)
→ Act before announcement — do not wait for Friday review
Fundamental override — any stage, highest priority
Overrides ALL technical signals immediately
Core: reduce to 1 tranche (4%) immediately
Growth: reduce to Entry 1 level (3%) immediately
→ If continues: reclassify and apply growth exit rules
Weekly Friday review — always
Adjust trailing SL: 5% below current MA50 (update price level)
Recalculate TP: 30% above current EMA20 (dynamic target)
Check earnings dates for the coming 7 days
Verify portfolio has not crossed next $20k recalibration band