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DocFast session 120: bug triage, staging audit, all systems nominal

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Hoid 2026-03-02 20:04:25 +01:00
parent 64f64cd1ba
commit c186e238d8
6 changed files with 42 additions and 37 deletions
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14
memory/real-portfolio.json
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@ -27,6 +27,16 @@
],
"totalInvested": 22200,
"priceHistory": [
{
"timestamp": "2026-03-02T18:02:00Z",
"PICK": 63.65,
"note": "6:02 PM Vienna - PICK $63.65 (-1.07% to close). Defense sector confirmed outperforming on live Iran escalation (Bloomberg/CNBC). RHM earnings March 11 catalyst. HOLD all."
},
{
"timestamp": "2026-03-02T17:12:00Z",
"PICK": 63.61,
"note": "5:12 PM Vienna - PICK close $63.61 (-1.13% today from $64.34). Defense sector rallying on Iran conflict (LMT/NOC/RTX +3-7%). RHM earnings March 11. Broad market down, safe-haven assets leading. HOLD thesis intact."
},
{
"timestamp": "2026-03-02T16:00:00Z",
"PICK": 63.31,
@ -65,6 +75,6 @@
"note": "RHM at €1,663.50; recent earnings miss (-22.78%). Gold/metals/mining outperforming in 2026. Defense sector stable amid geopolitical tensions."
}
],
"lastAnalysis": "2026-03-02T15:01:00Z",
"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."
"lastAnalysis": "2026-03-02T18:02:00Z",
"updateNote": "6:02 PM Vienna - PICK $63.65 (-1.07% to close, down from $64.34 open). Defense sector confirmed rallying on live Iran conflict (Bloomberg/CNBC reporting energy & defense stocks jumping). Broad market weakness with safe-haven rotation intact. RHM earnings catalyst March 11 (recent miss but NATO defense budget tailwinds +45% 2026). Portfolio thesis holding: geopolitical premium + real assets outperformance. HOLD all positions—no compelling rotation opportunities. Monitor RHM earnings catalyst closely."
}