Promote dynamic TQQQ volatility delever#111
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| TQQQ_GROWTH_INCOME_PROFILE: { | ||
| "benchmark_symbol": "QQQ", | ||
| "managed_symbols": ("TQQQ", "QQQ", "BOXX", "SCHD", "DGRO", "SGOV", "SPYI", "QQQI"), | ||
| "managed_symbols": ("TQQQ", "QQQM", "BOXX", "SCHD", "DGRO", "SGOV", "SPYI", "QQQI"), |
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Keep legacy QQQ sleeve managed during migration
When an account already holds the old default unlevered sleeve (QQQ), removing it from managed_symbols makes the entrypoint/plan stop targeting or selling that position while total_equity still includes its value. In that upgrade scenario the strategy will allocate new TQQQ/QQQM/BOXX targets off the full account equity but leave the existing QQQ holding unmanaged, producing excess NASDAQ exposure instead of rotating the sleeve to QQQM. Include QQQ as a managed/sell-only legacy symbol or otherwise emit a zero target until old holdings are liquidated.
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Summary
Tests