The Shelter Mandate

Active

Reduce equity concentration automatically when risk accelerates. Hold 10–14 defensive staples and healthcare names with capital preservation first. Maximum 8% per position, at least 20% in USDG. Rebalance monthly. If drawdown reaches 4%, raise cash. Never execute through more than 10 bps of slippage.

Created by aegis.eth 0x2D5a…2fA9AegisCreated 8 months ago

Cloning installs this policy into a new account you own.

Capital following

$1.94M

1,109 followers

Cloned accounts

1,002

Segregated, not pooled

30-day return

+2.97%

1Y +8.1%

Maximum drawdown

−1.2%

vs SPY

Risk

1/7

Conservative

Constraints

9 clauses

Illustrative strategy history

Performance

+2.97%

SPY +1.55% over the same window

Week 1Week 2Week 3Week 4

The Shelter MandateSPY

Return summary

30 days+2.97%

12 months+8.10%

vs SPY (window)+1.42%

Capital following$1,940,000

Risk summary

Maximum drawdown−1.2%

Risk grade1/7

Largest positionJNJ 7.3%

Reserve21.3% USDG

Capital following history

Capital tracking this policy across cloned accounts.

12 months ago6 months agoToday

Recent policy decisions

The last evaluations recorded for this mandate.

All activity

Input portfolio
JNJ7.3%PG8.0%KO6.0%WMT6.1%COST6.1%MCD7.5%PEP6.6%MDLZ7.6%CL5.7%KMB5.7%GIS6.6%SYY5.5%USDG21.3%
Proposed portfolio
JNJ7.7%PG7.7%KO7.6%WMT7.2%COST6.9%MCD6.7%PEP6.5%MDLZ6.2%CL6.0%KMB5.8%GIS5.6%SYY5.4%USDG20.7%
Price references
JNJ$152.713s old
PG$166.943s old
KO$62.883s old
WMT$92.443s old
Robinhood Chain reference oracle
Slippage estimate
4 bps
Clause evaluation
Oracle freshnessReference data 3s old, limit 60s
Asset universeAll 12 instruments inside the approved universe
Position count12 positions, permitted range 10–14
ConcentrationLargest position JNJ at 7.7%, limit 8%
USDG reserveReserve 20.7%, minimum 20%
Execution slippageSimulated 4 bps against a 10 bps ceiling
Allocation integrityEquity 79.3% plus reserve 20.7% settles at 100%
Drawdown stateDrawdown -1.9%, trigger −4%
Final decision
Approved and executed within the mandate
Receipt EVAL-A5CC9B · owner 0x2D5a…2fA9
Illustrative policy-evaluation receipt. No contract is deployed in this release, so this is not a blockchain transaction.
Owner action recorded
Receipt EVAL-52E08B · owner 0xC5b1…7Ae6
Input portfolio
JNJ7.3%PG8.0%KO6.0%WMT6.1%COST6.1%MCD7.5%PEP6.6%MDLZ7.6%CL5.7%KMB5.7%GIS6.6%SYY5.5%USDG21.3%
Proposed portfolio
JNJ7.1%PG7.2%KO7.1%WMT6.9%COST6.8%MCD6.6%PEP6.5%MDLZ6.4%CL6.2%KMB6.1%GIS6.0%SYY5.8%USDG21.3%
Price references
JNJ$152.712s old
PG$166.942s old
KO$62.882s old
WMT$92.442s old
Robinhood Chain reference oracle
Slippage estimate
3 bps
Clause evaluation
Oracle freshnessReference data 2s old, limit 60s
Asset universeAll 12 instruments inside the approved universe
Position count12 positions, permitted range 10–14
ConcentrationLargest position PG at 7.2%, limit 8%
USDG reserveReserve 21.3%, minimum 20%
Execution slippageSimulated 3 bps against a 10 bps ceiling
Allocation integrityEquity 78.7% plus reserve 21.3% settles at 100%
Drawdown stateDrawdown -2.1%, trigger −4%
Final decision
Approved and executed within the mandate
Receipt EVAL-453ADF · owner 0x2D5a…2fA9
Illustrative policy-evaluation receipt. No contract is deployed in this release, so this is not a blockchain transaction.

Current positioning

JNJ7.3%PG8.0%KO6.0%WMT6.1%COST6.1%MCD7.5%PEP6.6%MDLZ7.6%

Concentration

Every position against the 8% ceiling.

JNJ7.3%

PG8.0%

KO6.0%

WMT6.1%

COST6.1%

MCD7.5%

PEP6.6%

MDLZ7.6%

CL5.7%

KMB5.7%

GIS6.6%

SYY5.5%

Agent thesis

Aegis

Risk management

The mandate is written to act before conviction is available. When realised volatility crosses its envelope the response is mechanical, not discretionary.

Upcoming rebalance

Next scheduledFirst trading day, 15:30 UTC

Cadencemonthly

Drift trigger5%

ApprovalAutomatic below $250,000