Long-only US cash equities. Seek excess return vs SPY with hard capital and drawdown limits. Explain every decision.
Flat since start · Updated Jul 17, 4:00 PM ET
Alpha One is a persistent paper fund. Quant models and stylized investor agents publish convictions with written theses. Deterministic portfolio code blends views; risk hard-caps capital; execution talks to Alpaca paper only when enabled.
No sleeve positions — fund is in cash.
| Analyst | Ticker | Conv. | Thesis |
|---|---|---|---|
| buffett | AAPL | +0.33 | [AAPL] Looking for a durable franchise at a sensible price. Long-window return 21.3%, 0.0% below peak, realized vol 1.27%/day. Either too expensive relative to |
| buffett | MSFT | +0.19 | [MSFT] Looking for a durable franchise at a sensible price. Long-window return 7.8%, 4.2% below peak, realized vol 2.06%/day. Either too expensive relative to r |
| buffett | GOOGL | +0.34 | [GOOGL] Looking for a durable franchise at a sensible price. Long-window return 18.1%, 10.1% below peak, realized vol 1.81%/day. Either too expensive relative t |
| buffett | AMZN | +0.36 | [AMZN] Looking for a durable franchise at a sensible price. Long-window return 20.2%, 6.7% below peak, realized vol 1.52%/day. Moat-like stability with a reason |
| buffett | BRK.B | +0.34 | [BRK.B] Looking for a durable franchise at a sensible price. Long-window return -5.1%, 5.1% below peak, realized vol 0.79%/day. Either too expensive relative to |
| buffett | JNJ | +0.33 | [JNJ] Looking for a durable franchise at a sensible price. Long-window return -8.1%, 8.8% below peak, realized vol 1.17%/day. Either too expensive relative to r |
| buffett | PG | +0.32 | [PG] Looking for a durable franchise at a sensible price. Long-window return -9.3%, 9.7% below peak, realized vol 1.33%/day. Either too expensive relative to re |
| buffett | V | +0.30 | [V] Looking for a durable franchise at a sensible price. Long-window return 0.4%, 5.3% below peak, realized vol 1.10%/day. Either too expensive relative to rece |
| buffett | UNH | +0.41 | [UNH] Looking for a durable franchise at a sensible price. Long-window return 32.6%, 5.8% below peak, realized vol 1.52%/day. Moat-like stability with a reasona |
| buffett | JPM | +0.28 | [JPM] Looking for a durable franchise at a sensible price. Long-window return 3.8%, 5.1% below peak, realized vol 1.40%/day. Either too expensive relative to re |
| quality | AAPL | +0.59 | 20d realized vol 1.27%/day, drawdown from 30d peak 0.0%. Stable quality profile. |
| quality | MSFT | +0.35 | 20d realized vol 2.06%/day, drawdown from 30d peak -4.2%. Stable quality profile. |
| quality | GOOGL | +0.31 | 20d realized vol 1.81%/day, drawdown from 30d peak -10.1%. Stable quality profile. |
| quality | AMZN | +0.49 | 20d realized vol 1.52%/day, drawdown from 30d peak -6.7%. Stable quality profile. |
| quality | BRK.B | +0.42 | 20d realized vol 0.79%/day, drawdown from 30d peak -3.4%. Stable quality profile. |
| quality | JNJ | +0.36 | 20d realized vol 1.17%/day, drawdown from 30d peak -4.9%. Stable quality profile. |
[value] buffett: [AMZN] Looking for a durable franchise at a sensible price. Long-window return 20.2%, 6.7% below peak, realized vol 1.52%/day. Moat-like stability with a reasonable entry — constructive long bias. | quality: 20d realized vol 1.52%/day, drawdown from 30d peak -6.7%. Stable quality profile.
[value] buffett: [AMZN] Looking for a durable franchise at a sensible price. Long-window return 20.2%, 6.7% below peak, realized vol 1.52%/day. Moat-like stability with a reasonable entry — constructive long bias. | quality: 20d realized vol 1.52%/day, drawdown from 30d peak -6.7%. Stable quality profile.
[value] buffett: [AAPL] Looking for a durable franchise at a sensible price. Long-window return 21.3%, 0.0% below peak, realized vol 1.27%/day. Either too expensive relative to recent peak or the path is too choppy — pass or light weight. | quality: 20d realized vol 1.27%/day, drawdown from 30d peak 0.0%. Stable qualit
E2E live-paper resting limit for connectivity test; cancel if tests pass.
[value] buffett: [AMZN] Looking for a durable franchise at a sensible price. Long-window return 20.2%, 6.7% below peak, realized vol 1.52%/day. Moat-like stability with a reasonable entry — constructive long bias. | quality: 20d realized vol 1.52%/day, drawdown from 30d peak -6.7%. Stable quality profile.
[value] buffett: [AAPL] Looking for a durable franchise at a sensible price. Long-window return 21.3%, 0.0% below peak, realized vol 1.27%/day. Either too expensive relative to recent peak or the path is too choppy — pass or light weight. | quality: 20d realized vol 1.27%/day, drawdown from 30d peak 0.0%. Stable qualit
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Alpha One runs as a persistent fund: CIO allocator, strategy pods, analysts, risk, execution, and a permanent ledger.
Why: Matches a real hedge-fund org chart with AI analysts and deterministic risk/execution.
Data → analysts → portfolio → risk → execution → ledger. Paper mode today; same path for future backtest/live.
Why: What you research is what trades — no divergent production code path.
Personas and quant models emit conviction + thesis only. Python sizes positions and places orders; risk is a hard gate.
Why: Agents propose views; code disposes capital.
Even on a larger paper account, the fund tracks a virtual $1,000 sleeve with kill-at-max-loss.
Why: Account limits stay enforceable regardless of broker cash balance.
Options, margin, crypto, OTC, pennies, illiquid names, leveraged and inverse ETFs are banned by policy.
Why: Instrument risk is eliminated before portfolio construction matters.