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PROPOSAL — AWAITING RAJ vintage 2026-08-25 · re-validate before acting Rebalance Lab Position-sizing / rebalancing proposal: de-risk the top-three concentration
Problem. Single-name HOOD blowup ~$43k; correlated -30% AI tape ~$86.5k ($70-90k swing). No diversifying ballast inside the equity sleeve. (−30% AI tape ≈ $86,547; HOOD solo −40% ≈ $43,256)
Current concentration
Name % of real Notional Note HOOD 32.2% $108,140 Largest single name, unhedged TSLA 21.8% $72,576 Option delta (mostly LEAPs) net long TSLL 16.9% $56,724 2x leveraged TSLA tail AI cluster (6 names + tails) 68.4% correlated block
Proposed actions
HOOD sell · trim $15,548 / 150 sh Reduce 32.2% to ~22-25% of base; 150sh LT trim is the tax-optimized first step (extend later if needed).
tax: LT lot, cost $41.06, ~$9.4k realized LT gain
TSLA reduce_net_long_delta · sizetake profit modest $72,576 Cut option-delta weight from 21.8% toward low-teens without exiting the long thesis.
tax: Avoid unwinding deep-ITM LEAPs at a loss; LEAPs can't be sized down cheaply
TSLL sell · trim $30,000 / 3000 sh Cap the 2x leveraged TSLA tail: reduce ~16.9% to ~half (~8-9%); pair with harvest.
tax: Loss position; sell only losing lots (~$9.1k realized), wash-sale stay-out to 2026-09-23
CRWV sell · harvest exit $26,349 / 300 sh Full exit of crypto-mining correlated name; funds de-risk tax-neutrally.
tax: Clean all-ST loss harvest, ~$5.75k realized; stay out to 2026-09-23
Target allocation (% of real exposure)
HOOD ~23-25% TSLA_option_delta low-teens% TSLL ~8-9% CRWV 0 (harvested)% NBIS ~6-7% AMZN ~6-7% NVDA ~3-4% GOOGL ~3-4% top3_combined <~45 (from ~71)%
Tax-neutral loss harvest pairing
CRWV $5,753 TSLL $9,108 combined $14,861 combined offset $14,861
Trim ladder — profit-taking proposals (August vintage)
Name MV Gain Suggested trim Proceeds Next target HOOD $108,140 +325.8% 15.0% → 150 sh $16,221 next target 151.4 NBIS $21,911 +169.8% 15.0% → 15 sh $3,286 next target 306.68 AMZN $35,952 +24.6% 15.0% → 21 sh $5,432 next target 362.11 VG $17,052 +64.9% 15.0% → 180 sh $2,558 next target 19.89 NVDA $4,295 +98.4% 15.0% → 3 sh $644 next target 300.66
What not to do
Do not sell deep-ITM LEAPs to raise cash at a loss Do not over-trim into a wash sale (TSLL/CRWV stay-out to 2026-09-23) Do not chase diversification into unrelated low-conviction names Do not dump everything in one day; sequence the trims Read-only sizing proposal. No orders placed. Not tax or investment advice. Read-only: every action here waits for Raj’s explicit go; execution, if any, happens in the designated account only. Live lots in Tax , shock math in Stress Lab .