Backtest UI

Max distinct holdings (10) ZMHX

Z_MAX_HOLDINGS | portfolio management | portfolio | portfolio | proposed

LogicZ_MAX_HOLDINGS
Edge-15.7%
Samples13,223

Definition

Breadth cap: limits the number of distinct tickers in the portfolio. Pyramiding into an existing position bypasses this check; Z_MAX_POSITION_PCT and Z_MAX_COST_PCT gate the new lot. Value = max distinct tickers.

Logic Triples

No first-class ontology mapping yet. Showing fallback logic: Z_MAX_HOLDINGS

Strategies Using Atom

StrategyFamilyEdgeSignals
RS breakout aggressive: 1% risk, 15 holdings, monthly rebalance equity_curve - -
RS breakout conservative: 0.3% risk, 5 holdings, semi-annual rebalance equity_curve - -
RS breakout no breakout ranking equity_curve - -
RS breakout 42d rebalance (Stage 5) equity_curve - -
RS breakout with risk-based sizing and RS rebalance equity_curve - -
Legacy near-zone atom + upper-half execution, FV rank, BX gate tht_fair_value_cycle - -
Explicit upper-half, balanced confirmation rank, BX gate tht_fair_value_cycle - -
Explicit upper-half, balanced confirmation rank, entry-count throttle tht_fair_value_cycle - -
Explicit upper-half, FV + modest breakout rank, BX gate tht_fair_value_cycle - -
Explicit upper-half, FV + breakout/RS rank, BX gate tht_fair_value_cycle - -
Explicit upper-half, FV + BX slope rank, BX gate tht_fair_value_cycle - -
Explicit upper-half, FV + FVB slope rank, BX gate tht_fair_value_cycle - -
Explicit upper-half, FV rank, BX gate tht_fair_value_cycle - -
Explicit upper-half, FV rank, entry-count throttle tht_fair_value_cycle - -
Explicit upper-half, FV + modest ticker-sector RS rank, BX gate tht_fair_value_cycle - -
THT add first_revisit tht_fair_value_cycle - -
THT add none tht_fair_value_cycle - -
THT add profitable_bx tht_fair_value_cycle - -
THT add profitable_revisit tht_fair_value_cycle - -
THT breadth e1_c05 tht_fair_value_cycle - -
THT breadth e1_c10 tht_fair_value_cycle - -
THT breadth e2_c05 tht_fair_value_cycle - -
THT breadth e2_c10 tht_fair_value_cycle - -
THT breadth e2_c15 tht_fair_value_cycle - -
THT breadth e3_c10 tht_fair_value_cycle - -
THT breadth e3_c15 tht_fair_value_cycle - -
THT breadth e3_c20 tht_fair_value_cycle - -
THT 13-week — current FVB/BX tht_presenter_cycle - -
THT 13-week — 10% inverse market-cap tilt tht_presenter_cycle - -
THT 13-week — 20% inverse market-cap tilt tht_presenter_cycle - -
THT_CF_BX_ONLY tht_fair_value_cycle - -
THT_CF_CONFIRMED tht_fair_value_cycle - -
THT_CF_DEPTH tht_fair_value_cycle - -
THT_CF_FAILED_RECLAIM tht_fair_value_cycle - -
THT_CF_IMMEDIATE tht_fair_value_cycle - -
THT deploy risk 0.25%, cap 10% tht_fair_value_cycle - -
THT deploy risk 0.25%, cap 15% tht_fair_value_cycle - -
THT deploy risk 0.25%, cap 20% tht_fair_value_cycle - -
THT deploy risk 0.25%, cap 25% tht_fair_value_cycle - -
THT deploy risk 0.35%, cap 10% tht_fair_value_cycle - -
THT deploy risk 0.35%, cap 15% tht_fair_value_cycle - -
THT deploy risk 0.35%, cap 20% tht_fair_value_cycle - -
THT deploy risk 0.35%, cap 25% tht_fair_value_cycle - -
THT deploy risk 0.50%, cap 10% tht_fair_value_cycle - -
THT deploy risk 0.50%, cap 15% tht_fair_value_cycle - -
THT deploy risk 0.50%, cap 20% tht_fair_value_cycle - -
THT deploy risk 0.50%, cap 25% tht_fair_value_cycle - -
THT deploy risk 0.75%, cap 10% tht_fair_value_cycle - -
THT deploy risk 0.75%, cap 15% tht_fair_value_cycle - -
THT deploy risk 0.75%, cap 20% tht_fair_value_cycle - -
THT deploy risk 0.75%, cap 25% tht_fair_value_cycle - -
THT deploy risk 1.00%, cap 10% tht_fair_value_cycle - -
THT deploy risk 1.00%, cap 15% tht_fair_value_cycle - -
THT deploy risk 1.00%, cap 20% tht_fair_value_cycle - -
THT deploy risk 1.00%, cap 25% tht_fair_value_cycle - -
THT entry lower_half tht_fair_value_cycle - -
THT entry near_control tht_fair_value_cycle - -
THT entry strict tht_fair_value_cycle - -
THT entry strict_fill tht_fair_value_cycle - -
THT entry upper_half tht_fair_value_cycle - -
THT entry upper_limit tht_fair_value_cycle - -
Episode/10% baseline tht_fair_value_cycle - -
SPY BX permission, top 1 tht_fair_value_cycle - -
SPY BX, top 1, profitable adds tht_fair_value_cycle - -
SPY BX permission, top 2 tht_fair_value_cycle - -
SPY BX, top 2, profitable adds tht_fair_value_cycle - -
SPY BX permission, top 3 tht_fair_value_cycle - -
SPY BX, top 3, profitable adds tht_fair_value_cycle - -
SPY BX permission, top 5 tht_fair_value_cycle - -
SPY BX, top 5, profitable adds tht_fair_value_cycle - -
Throttle, sector cap, profitable adds tht_fair_value_cycle - -
Full policy, fair-value ranking only tht_fair_value_cycle - -
Top 3, SPY FV-basis permission tht_fair_value_cycle - -
Top 3, SPY BX and FV permission tht_fair_value_cycle - -
Top 3, SPY BX permission tht_fair_value_cycle - -
Top 3/1/0 SPY context throttle tht_fair_value_cycle - -
Top 3 and 15% weekly deployment tht_fair_value_cycle - -
Top 3, profitable revisit adds tht_fair_value_cycle - -
Top 3, max 2 per sector tht_fair_value_cycle - -
Presenter THT allocation U0/EQ — top-200 PIT; equal 3.33% entry; no add tht_presenter_cycle - -
Presenter THT allocation U0/S33 — top-200 PIT; 1.11% starter + 2.22% profitable add tht_presenter_cycle - -
Presenter THT allocation U0/S50 — top-200 PIT; 1.67% starter + 1.67% profitable add tht_presenter_cycle - -
Presenter THT allocation U0/S67 — top-200 PIT; 2.22% starter + 1.11% profitable add tht_presenter_cycle - -
Presenter THT allocation U1/EQ — S&P 500 + Nasdaq-100 PIT; equal 3.33% entry; no add tht_presenter_cycle - -
Presenter THT allocation U1/S33 — S&P 500 + Nasdaq-100 PIT; 1.11% starter + 2.22% profitable add tht_presenter_cycle - -
Presenter THT allocation U1/S50 — S&P 500 + Nasdaq-100 PIT; 1.67% starter + 1.67% profitable add tht_presenter_cycle - -
Presenter THT allocation U1/S67 — S&P 500 + Nasdaq-100 PIT; 2.22% starter + 1.11% profitable add tht_presenter_cycle - -
Presenter THT allocation U2/EQ — top-1,000 PIT; equal 3.33% entry; no add tht_presenter_cycle - -
Presenter THT allocation U2/S33 — top-1,000 PIT; 1.11% starter + 2.22% profitable add tht_presenter_cycle - -
Presenter THT allocation U2/S50 — top-1,000 PIT; 1.67% starter + 1.67% profitable add tht_presenter_cycle - -
Presenter THT allocation U2/S67 — top-1,000 PIT; 2.22% starter + 1.11% profitable add tht_presenter_cycle - -
Presenter THT AR U1/R21_1 — S&P 500 + Nasdaq-100 union; three-week / one-name replacement tht_presenter_cycle - -
Presenter THT AR U1/R21_2 — S&P 500 + Nasdaq-100 union; three-week / two-name replacement tht_presenter_cycle - -
Presenter THT AR U1/R42_1 — S&P 500 + Nasdaq-100 union; six-week / one-name replacement tht_presenter_cycle - -
Presenter THT AR U1/R42_2 — S&P 500 + Nasdaq-100 union; six-week / two-name replacement tht_presenter_cycle - -
Presenter THT AR U2/R21_1 — top-1000 PIT; three-week / one-name replacement tht_presenter_cycle - -
Presenter THT AR U2/R21_2 — top-1000 PIT; three-week / two-name replacement tht_presenter_cycle - -
Presenter THT AR U2/R42_1 — top-1000 PIT; six-week / one-name replacement tht_presenter_cycle - -
Presenter THT AR U2/R42_2 — top-1000 PIT; six-week / two-name replacement tht_presenter_cycle - -
Presenter THT B0 — 20 holdings / 5% initial / 15% cost cap tht_presenter_cycle - -