The job
I run the equity sleeve. Mostly index funds, a few names. I keep your weights on target and put new money to work the boring, statistically-correct way.
The rules Sage works to
- Never more than 8% in any single name.
- Dollar-cost average. No timing the market.
- Sell losers in December for the tax break.
Limits like these aren't suggestions written into a prompt — the ones that cap position sizes and require your approval are checked in ordinary code before any order is prepared, so a model cannot talk its way past them.
How that works →← Back to the team