Portfolio Allocation & TimingAJ Corridor Method

Report: Mar 8, 2026
10 Scale In
5 Heavy
Updated: Mar 13, 2026 20:29
Dashboard
Allocation Table
AJ Signals
Portfolio Value
$100,000
Target allocation
Deploy Now
$63,602
Based on current depths
Cash Reserve
$15,000
15.0% — dry powder for dips
Wtd Avg Upside
+24.3%
Weighted by target allocation
Wtd Beta
1.47
Portfolio risk level
Signals
10 In / 0 Out
Scale in vs scale out

Target Allocation

Calibrated Upside % (Risk-Adjusted)

Deployment Summary — Scale In by Depth

SCALE IN (heavy) — deep below support, deploy aggressively SCALE IN — within corridor, build gradually SCALE IN (light) — near/above median, starter only
Ticker Name Price Target Depth (σ) Weight Full Target $ Scale % Deploy Now $ ~Shares Action
MSFT Microsoft Corporation $396.09 $512 +2.33σ 22.4% $19,037 100% $19,037 48 SCALE IN (heavy)
AMZN Amazon.com, Inc. $207.75 $240 +2.05σ 9.4% $8,030 100% $8,030 38 SCALE IN (heavy)
PLTR Palantir Technologies $151.34 $216 +1.86σ 21.0% $17,817 97% $17,210 113 SCALE IN (heavy)
NVDA NVIDIA Corporation $180.50 $205 +1.75σ 4.9% $4,125 90% $3,713 20 SCALE IN (heavy)
META Meta Platforms, Inc. $612.90 $691 +1.62σ 8.5% $7,201 72% $5,212 8 SCALE IN (heavy)
ORCL Oracle Corporation $156.51 $199 +1.01σ 14.0% $11,902 40% $4,802 30 SCALE IN
AAPL Apple Inc. $251.26 $266 +0.91σ 4.6% $3,917 37% $1,466 5 SCALE IN
AVGO Broadcom Inc. $323.67 $361 +0.87σ 7.8% $6,621 36% $2,400 7 SCALE IN
AMD Advanced Micro Devices $193.31 $213 +0.59σ 4.3% $3,685 28% $1,023 5 SCALE IN
GOOGL Alphabet Inc. $301.86 $314 +0.55σ 3.1% $2,664 27% $709 2 SCALE IN
TSLA Tesla, Inc. $393.07 $366 -0.42σ 0.0% $0 11% $0 0 ON TARGET
TSM Taiwan Semiconductor M $337.96 $319 -0.55σ 0.0% $0 9% $0 0 ON TARGET
MU Micron Technology, Inc $422.11 $365 -0.91σ 0.0% $0 6% $0 0 ON TARGET

Playbook — Scaling Deployment Plan

1

Portfolio Overview

Total portfolio: $100,000  |  Cash reserve: $15,000 (15%)  |  Investable: $85,000

Deploy now (based on current depths): $63,602  |  Remaining dry powder: $21,398

AJ method: start small, scale in harder as stocks drop below -1.5σ support. Cash reserve is ammunition for heavy buying during deep dips.

2

Deploy Now — Scaled by Corridor Depth

Deeper stocks (more σ below median) get larger deployment. This IS the AJ method — lean in harder as price drops.

TickerPriceDepthScale %Deploy $~SharesCorridor Position
MSFT ★ $396.09 +2.3σ 100% $19,037 48 Extreme outlier — full allocation
AMZN ★ $207.75 +2.0σ 100% $8,030 38 Extreme outlier — full allocation
PLTR ★ $151.34 +1.9σ 97% $17,210 113 Deep below support — heavy buying
NVDA ★ $180.50 +1.8σ 90% $3,713 20 Deep below support — heavy buying
META ★ $612.90 +1.6σ 72% $5,212 8 At/below support — accelerating
ORCL $156.51 +1.0σ 40% $4,802 30 Lower corridor — moderate
AAPL $251.26 +0.9σ 37% $1,466 5 Mid-corridor — building
AVGO $323.67 +0.9σ 36% $2,400 7 Mid-corridor — building
AMD $193.31 +0.6σ 28% $1,023 5 Mid-corridor — building
GOOGL $301.86 +0.6σ 27% $709 2 Mid-corridor — building

Total initial deployment: $63,602  |  Remaining for scaling: $21,398

3

If Prices Drop Further — Scaling Schedule

AJ: "Allocation increases significantly for every 0.1σ beyond -1.5." These are your averaging-down levels.

PLTR — now at $151.34 (+1.9σ), target weight 21.0% = $17,817
If drops toDepthScale %Buy more $Cumulative $
$146.60 +2.0σ 100% $891 $17,817
NVDA — now at $180.50 (+1.8σ), target weight 4.9% = $4,125
If drops toDepthScale %Buy more $Cumulative $
$177.00 +2.0σ 100% $206 $4,125
META — now at $612.90 (+1.6σ), target weight 8.5% = $7,201
If drops toDepthScale %Buy more $Cumulative $
$604.00 +1.8σ 95% $720 $6,841
$594.33 +2.0σ 100% $360 $7,201
4

Do Not Hold — Negative Calibrated Upside

These stocks have negative risk-adjusted upside. The model says avoid them entirely.

TSLA (-3.5%)TSM (-4.4%)MU (-6.1%)
5

Weekly Routine

  1. Sunday/Monday: AJ publishes new corridor data. Pass it to Claude to update targets and regenerate.
  2. Review depths: Which stocks moved deeper? Increase allocation. Which recovered? Hold/trim.
  3. Execute tranches: Buy the next tranche for any stock that hit a new depth level.
  4. Capital shifts: If one stock is a deep outlier, consider trimming overweight positions to fund it.
  5. Log trades: Update share counts so the scaling engine stays accurate.
  6. Monthly: Review multipliers and risk appetite. Has your conviction changed?

Full Allocation & Timing Detail

90D corridor position 1Y corridor position Position: 0 = at support, 1 = at target, >1 = above target
Ticker Name Price Beta 90D Tgt 1Y Tgt Wt 90/1Y NTM Tgt Upside Mult Cal. Up Weight Target $ Shares Value Delta Pos 90D Pos 1Y Rank Action
MSFT Microsoft Corporatio $396.09 1.11 $471 $539 40/60 $512 +29.2% 1.0 +26.3% 22.4% $19,037 0 $0 +$19,037
-0.15
-0.76 		#1 SCALE IN (heavy)
AMZN Amazon.com, Inc. $207.75 1.42 $237 $244 50/50 $240 +15.8% 1.0 +11.1% 9.4% $8,030 0 $0 +$8,030
-0.22
-0.51 		#2 SCALE IN (heavy)
PLTR Palantir Technologie $151.34 1.74 $184 $230 30/70 $216 +42.9% 1.0 +24.6% 21.0% $17,817 0 $0 +$17,817
0.32
-0.46 		#5 SCALE IN (heavy)
NVDA NVIDIA Corporation $180.50 2.38 $196 $214 50/50 $205 +13.6% 1.0 +5.7% 4.9% $4,125 0 $0 +$4,125
-0.41
-0.08 		#4 SCALE IN (heavy)
META Meta Platforms, Inc. $612.90 1.28 $671 $711 50/50 $691 +12.7% 1.0 +10.0% 8.5% $7,201 0 $0 +$7,201
-0.66
0.11 		#3 SCALE IN (heavy)
ORCL Oracle Corporation $156.51 1.65 $184 $209 40/60 $199 +27.1% 1.0 +16.5% 14.0% $11,902 0 $0 +$11,902
0.30
0.34 		#7 SCALE IN
AAPL Apple Inc. $251.26 1.12 $272 $261 50/50 $266 +6.1% 1.0 +5.4% 4.6% $3,917 0 $0 +$3,917
-0.22
0.70 		#6 SCALE IN
AVGO Broadcom Inc. $323.67 1.26 $353 $369 50/50 $361 +11.5% 1.0 +9.2% 7.8% $6,621 0 $0 +$6,621
0.41
0.42 		#9 SCALE IN
AMD Advanced Micro Devic $193.31 2.02 $230 $202 40/60 $213 +10.3% 1.0 +5.1% 4.3% $3,685 0 $0 +$3,685
-0.22
0.86 		#8 SCALE IN
GOOGL Alphabet Inc. $301.86 1.11 $328 $259 80/20 $314 +4.1% 1.0 +3.7% 3.1% $2,664 0 $0 +$2,664
-0.24
1.52 		#10 SCALE IN
TSLA Tesla, Inc. $393.07 1.93 $440 $335 30/70 $366 -6.8% 1.0 -3.5% 0.0% $0 0 $0 $0
-0.20
1.49 		#11 ON TARGET
TSM Taiwan Semiconductor $337.96 1.28 $346 $301 40/60 $319 -5.6% 1.0 -4.4% 0.0% $0 0 $0 $0
0.76
1.58 		#12 ON TARGET
MU Micron Technology, I $422.11 1.54 $382 $216 90/10 $365 -13.4% 0.7 -6.1% 0.0% $0 0 $0 $0
1.45
2.66 		#13 ON TARGET

AJ Notes

MSFT Screened 2nd most attractive (1Y). Strengthening volume. 1Y captures fuller recovery.
AMZN 3rd most attractive (1Y). Capital-intensive model.
PLTR AJ's #1 pick (1Y). 90D stretched after rally — trust longer view for target.
ORCL +5% this week. Market has 'fully priced out' strong guidance. 1Y captures upside if it delivers.
AAPL Growth limited but premium from iPhone real estate.
AVGO 2nd least attractive (90D).
AMD 3rd most attractive on aggressive guidance. AJ: CEO track record inconsistent.
GOOGL AJ: 90D more representative. 1Y polluted by outdated 'Search is dead' narrative.
TSLA Least attractive (1Y). Not adjusted for SpaceX IPO. 1Y is more sober view.
TSM Overheated per AJ. 1Y more realistic post-pullback.
MU Corridor method NOT suitable (depression→supercycle). 1Y data irrelevant. Multiplier reduced.

AJ Weekly Signals — Mar 8, 2026

Best Buys (1Y)

PLTR (#1)MSFT (#2)AMZN (#3)

Best Buys (90D)

NVDA (#1)AMD (#2)GOOGL (#3)

Least Attractive (1Y)

TSLAGOOGLTSM

Least Attractive (90D)

PLTRAVGOTSM

Top Performers This Week

PLTR +15%ORCL +5%MSFT +4%

Worst Performers This Week

MU -10%TSM -10%GOOGL -4%

Most Long-Term Upside

PLTRTSLAAMD

Least Long-Term Upside

GOOGLAAPL

How the Corridor + Scaling Method Works

Allocation Engine (what % of portfolio each stock deserves):
Calibrated Upside = (Upside% / Beta) × Multiplier → normalized to target weights.
This determines the "full target" for each stock. Recalculated live as prices move.

Depth (σ) = (Target - Price) / σ where σ = (Target - Support) / 1.5
Positive depth = below median (buy zone). Negative = above median (sell zone).

Scaling Engine (how much of the target to deploy NOW):
Buy little within 1.5σ. Below -1.5σ support, allocation increases ~15% per 0.1σ.
This is AJ's key insight: you don't buy the full target at once. You scale in gradually, going heavier as the stock drops further into outlier territory.

Capital Shifts: When one stock is a deep outlier, shift capital FROM overweight positions INTO the outlier. It's about relative attractiveness, not absolute quality. A mediocre company at a deep discount can be a better buy than a great company priced to perfection.

Unwinding: Mirror of entry. Sell slowly as price rises above median, accelerating as it moves further above target.