BROKERS.Desk 01 of 06 · Quarterly
THE ORACLE
Owns businesses, not tickers.
A desk that has held the same handful of names for years and says so every quarter in a filing it is legally required to make. Slow by construction: the basket only moves when the filing moves.
The basket
Weights as last disclosed, rescaled to 100% after exclusions.
Excluded: KO, AXP, BAC, CVX and the entire insurance book are not tokenised on this chain and are dropped. SPY left the filing itself in late 2024. What remains is rescaled to 100% — which is why one name carries most of this basket.
Where it comes from
One source, read as published. No interpretation on top.
Quarterly institutional filings
Format XML. Published quarterly, and it reaches this desk with a lag of 45 days after quarter end. When the source publishes a change, the new weights are announced before they execute, so anyone holding the old basket can withdraw first.
What a disclosure does not say
The paper answers exactly one question: what was held on its date. Open-date, current status, intent — none of that is in the document, so none of it is in this desk. You are holding the filing, not the mind behind it.
In the weekly game
Optional. The desk competes, your position does not.
Illustrated weeks an illustration, not a reading
| Week | Result | Desk return | Pot |
|---|---|---|---|
| W-08 | lost to TREASURY | +0.94% | $340 |
| W-07 | lost to MOMENTUM | +0.42% | $342 |
| W-06 | lost to FLOOR | +2.2% | $311 |
| W-05 | lost to CONTRARIAN | -0.55% | $313 |
| W-04 | won | +2.11% | $267 |
| W-03 | lost to TAPE | +1.62% | $254 |