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DocFast session 119: BUG-098 fix, repo cleanup, session log

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Hoid 2026-03-02 17:12:40 +01:00
parent 33dff55d89
commit 64f64cd1ba
5 changed files with 42 additions and 8 deletions
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14
memory/real-portfolio.json
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@ -27,6 +27,16 @@
],
"totalInvested": 22200,
"priceHistory": [
{
"timestamp": "2026-03-02T16:00:00Z",
"PICK": 63.31,
"note": "4:00 PM Vienna - PICK down -1.6% to $63.31 (from $64.34). Defense ETFs remain +14% YTD despite intraday volatility. Oil/gold holding gains. Broad selloff continues; defensive positioning outperforming."
},
{
"timestamp": "2026-03-02T15:01:00Z",
"PICK": 64.34,
"note": "3:01 PM Vienna - PICK steady $64.34 (+0.33% today). Defense ETFs +14% YTD. US-Iran war escalating, Brent toward $80. Broad equities down >1%, defense/commodities safe-haven strength intact."
},
{
"timestamp": "2026-03-02T14:09:00Z",
"PICK": 64.34,
@ -55,6 +65,6 @@
"note": "RHM at €1,663.50; recent earnings miss (-22.78%). Gold/metals/mining outperforming in 2026. Defense sector stable amid geopolitical tensions."
}
],
"lastAnalysis": "2026-03-02T14:09:00Z",
"updateNote": "2:09 PM Vienna - PICK $64.34 (+0.33% today). Broad market down >1% (S&P, Nasdaq futures) as US-Iran war escalates & oil surges toward $80. Gold at $5,387 (22% YoY gain), silver spiking. Defense & commodities safe-haven outperformers. RHM thesis intact: Germany +45% defense budget 2026, NATO targeting 5% GDP by 2035. PICK miners benefit from commodity volatility & precious metals surge. No fresh opportunities identified—thesis alignment strong. HOLD all positions."
"lastAnalysis": "2026-03-02T15:01:00Z",
"updateNote": "3:01 PM Vienna - PICK $64.34 (+0.33% today). Defense ETFs up 14% YTD amid US-Iran escalation; oil toward $80/bbl, Strait of Hormuz disruption fears. Gold continues safe-haven run (+22% YoY). Broad equity selloff (-1%+) contrasts with defense/commodities strength. RHM thesis intact: German defense budget +45% in 2026, NATO 5% GDP target by 2035. PICK benefits from commodity volatility & precious metals demand. RHM.DE & DFNS.PA API gaps but geopolitical backdrop strongly favorable. No new opportunities identified—portfolio thesis aligned. HOLD all positions."
}