Portfolio - Mekongzon

Portfolio Execution

Desk

Execution view for current weights, caps, targets, and required adjustment gaps.

Regime: Expansion Risk: Moderate Core 45% Attack 30% Cash 10%

Add / Build

HPG, SSI, TCB

Hold

MWG

Reduce / Trim

None

Ticker	Sector	Weight	Cap	Target	Gap	Action	Status	Note
GMD	Logistics	8%	3%	8%	0%	Monitor	Accumulating	Logistics rotation
HPG	Steel	12%	6%	6%	-6%	Build	Positive	Materials leader
MWG	Retail	10%	5%	5%	-5%	Hold	Positive	Consumer growth
SSI	Securities	12%	6%	6%	-6%	Build	Positive	Attack beta
TCB	Banking	18%	6%	6%	-12%	Build	Positive	Core bank

Allocation Caps

Discipline

Allocation Engine

Regime Score75.5

LabelRisk-On

Rotation Spread4.8

Exposure Cap85%

Core 45% / Attack 30% / Pilot 15%
Expansion: giữ core lớn, cho phép tăng attack ở nhóm dẫn dắt.
Drivers: sector 66.1 · stock 74.2

Sector Scorecard

Sector	Score	Stance	Rotation
Securities	71.7	Build	66.1
Banking	69.6	Build	61.3
Steel	66.8	Build	58.8
Retail	61	Neutral	53.8
Energy	57.5	Neutral	50.7
Industrial Parks	57	Neutral	50.2
Logistics	54.3	Neutral	47.8
Real Estate	36.5	Underweight	30.3

Watchlist Workflow

Execution

Watchlist Workflow

Stage	Ticker	Owner	Next Step	Status
Build	TCB	Desk	Nâng dần đến % nếu tín hiệu giữ được	Active
Build	SSI	Desk	Nâng dần đến % nếu tín hiệu giữ được	Active
Build	HPG	Desk	Nâng dần đến % nếu tín hiệu giữ được	Active
Pilot	GMD	Desk	Theo dõi rotation logistics	Watch

Ticker Allocation Caps

Ticker	Bucket	Raw Target	Cap	Final	Cap Note
SSI	Attack	10%	6%	6%	Capped by regime/ticker risk.
TCB	Attack	10%	6%	6%	Capped by regime/ticker risk.
HPG	Attack	10%	6%	6%	Capped by regime/ticker risk.
MWG	Build	10%	5%	5%	Capped by regime/ticker risk.
VCB	Build	3%	5%	3%	Within cap.
KBC	Build	3%	5%	3%	Within cap.
GMD	Pilot	9%	3%	3%	Capped by regime/ticker risk.
GAS	Pilot	2%	3%	2%	Within cap.
VNM	Pilot	2%	3%	2%	Within cap.
NVL	Avoid	0%	0%	0%	Within cap.