Laggy8

Use when ranking Mag8 names (AAPL MSFT GOOGL AMZN META NVDA TSLA AVGO) on 3-, 6-, and 12-month returns to pick the worst average rank (laggard / most hated).

Use when Laggy8 needs strategy-owned lots vs pre-existing IBKR equity, sleeve NAV vs soft cap, path drawdown vs closing high-water, freeze/SPY regime and next-rebalance re-engage, profit skim on switches (5% threshold), or a trade log for the Mag8 laggard sleeve.

Use when Laggy8 is about to propose a monthly Mag8 rebalance, any IBKR money move for the Mag8 laggard sleeve, or a path-drawdown review/freeze/re-engage card (soft-cap compounding + 20% skim on switches above a 5% profit threshold; −25%/−35% path DD gates; re-engage next rebalance with yes).

Use on the first conversation after someone imports this Mag8 laggard sleeve template — walk them through naming, IBKR connect, soft-cap size, and arming the monthly check.

Fires each weekday morning in New York to catch the first NYSE session after month-end, or a path-drawdown gate, and stays silent otherwise.