📚 Monthly Reports Archive
Automated reporting system — all reports saved to memory with R&D Council analysis
| Day | Report | Time (ET) | Scope | Delivery |
|---|
| 1st | 🏛️ Command Center | 2:00 PM | Full empire snapshot | 📧 + 📱 |
| 2nd | 💵 US Treasuries | 10:00 AM | Portfolio + yield curve + Council recs | 📧 + 📱 |
| 3rd | 🏘️ Ocala Houses | 10:00 AM | Vacancies + pricing + tenant plan | 📧 + 📱 |
| 4th | 🩺 Health Report | 10:00 AM | Biometrics + labs + genetics | 📧 + 📱 |
| 5th | 📊 Portfolio Performance | 11:00 AM | 7 portfolios + global + technicals + trades | 📧 + 📱 + 📊 Visuals |
| 6th | 🧠 Council Synthesis | 2:00 PM | All reports → unified action memo | 📧 + 📱 |
|
| 10thQ | 📦 Quarterly Archive | 10:00 AM | Jan/Apr/Jul/Oct — 3-month rollup | 📧 + 📱 |
| 15thH | 📦 Semi-Annual Archive | 10:00 AM | Jan/Jul — 6-month deep review | 📧 + 📱 |
| 20thY | 📦 Annual Review | 10:00 AM | Jan only — full year-in-review | 📧 + 📱 + 📊 |
📅 March 2026 IN PROGRESS
First month of reporting system — partial data
✅ Daily market reports (Mon/Wed/Fri + Tue/Thu) running
✅ R&D Council inaugural memo (Mar 24)
✅ Command Center V4 built with full PFS
⏳ First full monthly cycle starts April 1st
📅 April 2026 IN PROGRESS
First full reporting cycle — reports generating daily
Click any PDF to open it directly. Generated on the 1st-7th of each month.
🔄 Auto-updated by scripts/generate-monthly-report-cards.py — last run: 2026-04-04 15:46 UTC
🏛️ Command Center Snapshot
Full empire snapshot — net worth, assets, liabilities, cash flow, all entities
April 2026 ⏳ PENDING — Apr 1
Report not yet generated for this month
💵 US Treasury Portfolio Report
Schwab + HSBC combined · Maturity ladder · Yield curve · Income schedule · Deployment scenarios
April 2026 ✅ DONE — Fri Apr 3
🏘️ Ocala Real Estate Portfolio Report
72-house SFR portfolio · Occupancy · Rent rolls · Vacancy analysis · Entity breakdown
April 2026 ✅ DONE — Fri Apr 3
🩺 Health Report
Biometrics · Sleep quality · Heart rate · HRV · Steps · Labs · Genetics insights
📊 Portfolio Performance Report
7 portfolios · Global allocation · Technicals · Trade log · Napkin AI visuals
April 2026 ⏳ PENDING — Apr 5
Report not yet generated for this month
🧠 Council Synthesis
All monthly reports → unified R&D Council action memo with cross-domain recommendations
April 2026 ⏳ PENDING — Apr 6
Report not yet generated for this month
📅 Wed Apr 1 — Midweek Investment Pulse
📅 Thu Apr 2 — Thursday Market Action
📅 Fri Apr 3 — Friday Week Close
📰 Sat Apr 4 — Saturday Newsletter Recap
📰 Sun Apr 5 — Sunday Barron's Processing
📅 Mon Apr 6 — Monday Weekly Recap
📅 Tue Apr 7 — Tuesday Market Action
📅 Wed Apr 8 — Wednesday Midweek Pulse + Bilello Week in Charts
📅 Thu Apr 9 — Thursday Market Action
📅 Fri Apr 10 — Friday Week Close
🤖 Sat Apr 11 — Special Research Memos (Final Versions)
Archive path: data/reports/2026-04/ · Patterns: wednesday-*.md, thursday-*.md, friday-*.md, saturday-*.md, monday-*.md, sunday-barrons-*.md
40 picks from 7 sources — updated Apr 8, 2026 — returns from recommendation date ·
📄 Full Tracker
📈 Total Picks
40
Across 7 sources
✅ Winners
26
65% hit rate — improving weekly
🏆 Best Pick
UTHR
+105.5%
Mauldin Economics (Apr 2026)
🏆 Top 10 Best Picks
| # | Ticker | Source | Return |
|---|
| 🥇 | UTHR | Mauldin | +105.5% |
| 🥈 | MSGS | Barron's | +37.6% |
| 🥉 | XOM | Barron's | +32.5% |
| 4 | GOOGL | All-In | +15.9% |
| 5 | META | All-In | +13.5% |
| 6 | ARM | All-In | +9.9% |
| 7 | BMY | Barron's | +9.4% |
| 8 | COF | Barron's W | +8.3% |
| 9 | EWZ | Mauldin | +8.1% |
| 10 | SLV | Mauldin | +7.8% |
📊 Source Scorecard
| Source | Picks | Hit Rate | Avg Return |
|---|
| All-In Podcast | 5 | 100% | +10.2% |
| Mauldin | 6 | 83% | +9.7% |
| Barron's Weekly | 5 | 100% | +3.5% |
| Barron's Top 10 | 10 | 40% | -0.6% |
| Katusa | 4 | 50% | -0.4% |
| Rational Optimist | 5 | 40% | -6.0% |
| Bahnsen | 5 | 60% | -6.6% |
📝 Updated Apr 8 with live Yahoo Finance prices. All-In & Mauldin leading.
📅 Weekly Updates
Week of March 29, 2026
38 picks tracked • 6 winners • Best: XOM +46.2% (Barron's) • Worst: FLUT -54.3% (Barron's)
Sunday Barron's added: UPS, COF, CB, TSN, JHG • 9 new tickers to TOP CBS
🤖 AI Disruption & US Treasury Yields
4 experts (Harris, Mostaque, Gawdat, Musk) · 4 scenarios with coupon reinvestment · $64.3M → $91M expected · Dark theme, 8 charts
April 11, 2026 (V8c Final) ✅ DONE
Scenarios: A Japanificación ($107M) · B Estanflación ($64M) · C Abundancia ($98M) · D Musk 10x ($79M) · EV: $91M (+41%)
🚀 Model A: How AI Doubled $1M in 11 Days
Quant Model A deep-dive · $1M→$1.99M (+99.46%) in 11 trading days · 5 phases · Strategy breakdown · Dark theme, 7 charts
April 11, 2026 (V5b Final) ✅ DONE
Apr 2026 tariff crisis · Model A vs Model B vs S&P 500 · Momentum + Mean Reversion + Leveraged ETFs
📦 Quarterly
1
Next: July 10, 2026 (Q2)
📦 Semi-Annual
0
First: Jul 15, 2026 (H1)
📦 Annual
0
First: Jan 20, 2027 (2026)
memory/
├── command-center/ 🏛️ Monthly empire snapshots
│ └── YYYY-MM.md
├── treasuries/ 💵 Treasury portfolio reports
│ └── YYYY-MM.md
├── ocala/ 🏘️ Ocala houses & vacancy reports
│ └── YYYY-MM.md
├── health/ 🩺 Health & biometrics reports
│ └── YYYY-MM.md
├── portfolios/ 📊 Portfolio performance + visuals
│ ├── YYYY-MM.md
│ └── YYYY-MM/ (Napkin AI charts)
├── dallas/ 🏗️ Dallas Copernico reports
│ └── YYYY-MM.md
├── alfred/ 🏢 Hello Alfred reports
│ └── YYYY-MM.md
├── council-memos/ 🧠 R&D Council synthesis memos
│ └── YYYY-MM.md
├── rd-council/ 🧠 Daily council memos
│ └── YYYY-MM-DD.md
├── archives/
│ ├── quarterly/ 📦 Q1/Q2/Q3/Q4 rollups
│ │ ├── YYYY-QX.md
│ │ └── YYYY-QX/ (visuals)
│ ├── semester/ 📦 H1/H2 deep reviews
│ │ ├── YYYY-HX.md
│ │ └── YYYY-HX/ (visuals)
│ └── annual/ 📦 Full year reviews
│ ├── YYYY.md
│ └── YYYY/ (visuals)
└── YYYY-MM-DD.md 📝 Daily conversation logs
Daily: R&D Council morning memo (8 AM ET) → memory/rd-council/
Monthly 1st-5th: Individual reports generated → saved to memory/
Monthly 6th: Council reads ALL reports → produces unified action memo → memory/council-memos/
Quarterly: 3 months of reports + council memos → compiled archive + performance analysis
Semi-Annual: 6 months + 2 quarterly archives → deep strategic review
Annual: 12 months + 4 quarterlies + 2 semesters → full year-in-review + next year goals
Every report feeds the Council. Every Council memo drives action. Every archive tracks progress.
Carlos Blanco — Automated Reporting System — Powered by OpenClaw + R&D Council