Appendix A
The Weekly Decision Framework
Run it once a week, at the weekly close, on every position. Trend shows direction, reaction shows expectations, relative strength shows leadership.
Add
- Primary weekly uptrend intact, with higher highs and higher lows
- Pullback into a known weekly support zone
- A higher low forming and holding
- Relative strength intact or improving against the index
Hold
- Trend intact, volatility normal for the name
- No major structural break on the weekly chart
- News reactions neutral to positive
Reduce
- Parabolic extension far above the trend
- Repeated failures at the same highs
- Loss of leadership, lagging the index for weeks
Exit or reassess
- A weekly lower high and lower low
- Major support broken, with a failed retest
- Good news repeatedly sold