[2026-08-05 10:04][US] Market Close Report - Daily Stock Selection

This report features the daily stock selection list and technical charts generated using NYSE, NASDAQ, and S&P 500 stock market data.

1. Trend Reversal

Buy candidates rebounding from short-term oversold zones.

SymbolCompany NameMarket/IndexIndustryPrice
ISRGIntuitive Surgical IncNASDAQ (S&P 500)첨단 의료 장비 및 기술$368.27 (0.00%)
NOGNorthern Oil and Gas Inc.NYSE오일, 가스 탐사 및 생산$20.44 (0.00%)
MIRMirion Technologies Inc.NYSE산업용 기계 및 장비$16.17 (0.00%)
SOUNSoundHound AI Inc.NASDAQIT 서비스 및 컨설팅$6.51 (0.00%)
Intuitive Surgical Inc Chart
Northern Oil and Gas  Inc. Chart
Mirion Technologies  Inc. Chart
SoundHound AI  Inc. Chart

2. Trend Following

Trend-following candidates returning to an upward trend at moving average pullbacks after breaking out to new 1-month highs.

SymbolCompany NameMarket/IndexIndustryPrice
LADLithia Motors IncNYSE자동차 차량, 부품 및 서비스 소매$370.99 (0.00%)
PRIPrimerica Inc.NYSE생명 및 건강 보험$318.15 (0.00%)
CLHClean Harbors IncNYSE환경 서비스 및 장비$310.61 (0.00%)
ODCOil-Dri Corporation of AmericaNYSE개인 생활 필수 용품$98.22 (0.00%)
PBFPBF Energy Inc.NYSE오일, 가스 정제 및 마케팅$65.89 (0.00%)
MDLZMondelez International IncNASDAQ (S&P 500)식품 가공$62.08 (0.00%)
HMNHorace Mann Educators CorpNYSE손해보험$51.97 (0.00%)
SIRISirius XM Holdings Inc.NASDAQ방송$30.75 (0.00%)
HSTHost Hotels & Resorts Inc.NASDAQ (S&P 500)특수 REITs$24.98 (0.00%)
SLDESlide Insurance Holdings Inc.NASDAQ손해보험$20.65 (0.00%)
XNCRXencor Inc.NASDAQ생명 공학 및 의학 연구$19.92 (0.00%)
Lithia Motors Inc Chart
Primerica  Inc. Chart
Clean Harbors Inc Chart
Oil-Dri Corporation of America Chart
PBF Energy Inc. Chart
Mondelez International Inc Chart
Horace Mann Educators Corp Chart
Sirius XM Holdings Inc. Chart
Host Hotels & Resorts  Inc. Chart
Slide Insurance Holdings  Inc. Chart
Xencor  Inc. Chart

3. Dynamic Asset Allocation Portfolio (US)

Latest asset allocation weights calculated by the model for leading US stocks.

Ticker Company Name Sector / Industry Allocated Weight (%)
MSFT Microsoft Corporation Software 25.00%
SAP SAP SE ADR Software 25.00%
PLTR Palantir Technologies Inc. Software 25.00%
BABA Alibaba Group Holding Ltd ADR Internet Content & Info 25.00%
⚠️ Portfolio Rebalanced: Market shifts have triggered asset allocation updates today. Portfolio weights have been updated based on the current model.
Changes: Added [MSFT, PLTR, SAP, BABA], Removed [MU, WDC, LITE, STX]

4. US Portfolio Optimization (Top 5 Max Sharpe)

Dynamic portfolio optimization using PyPortfolioOpt (Max Sharpe Ratio).
Composed of the top 5 highly capital-efficient assets selected from the TOP 100 US stock universe based on the last 150 trading days of historical data.

Ticker Company Name Sector / Industry Allocated Weight (%)
CVX Chevron Corp Integrated Oil & Gas 29.03%
JNJ Johnson & Johnson Pharmaceuticals 22.17%
KO Coca-Cola Co Beverages - Non-Alcoholic 22.05%
SNDK SanDisk Corporation Computer Hardware 16.42%
BRK-A Berkshire Hathaway Inc Class A Financial - Conglomerates 10.32%

5. US Hybrid Alpha Portfolio (70:30 Strategy)

Advanced 6th strategy combining 70% Pure Momentum DAA (K=4 Dynamic Lookback) and 30% MVO Max Sharpe Top 5 for optimal compound growth and risk reduction.
Backtest Performance (5-Year): CAGR 53.34% | MDD -38.40% | Sharpe Ratio 1.45

Ticker Company Name Sector / Industry Allocated Weight (%)
SAP SAP SE ADR Software 17.50%
BABA Alibaba Group Holding Ltd ADR Internet Content & Info 17.50%
MSFT Microsoft Corporation Software 17.50%
PLTR Palantir Technologies Inc. Software 17.50%
CVX Chevron Corp Integrated Oil & Gas 8.71%
JNJ Johnson & Johnson Pharmaceuticals 6.65%
KO Coca-Cola Co Beverages - Non-Alcoholic 6.62%
SNDK SanDisk Corporation Computer Hardware 4.92%
BRK-A Berkshire Hathaway Inc Class A Financial - Conglomerates 3.10%

* This post is automatically generated and published by our quantitative data analysis engine.

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