HYPOTHETICAL ALLOCATION RECORD→CONSEQUENCE→LESSON↺July 20264 HOLDS
The allocation changed once. Restraint did the rest.
- What held
- Illustrative allocation bands through four weekly holds
- What changed
- TZS 7m entered: TZS 4m to NMB, TZS 3m to T-bills
- What was not claimed
- A record index print was not treated as broad confirmation
Review the July decision trail →June 2026~4%
A small gold allocation entered before the scare.
- What held
- Small gold sleeve
- What changed
- Protection entered the hypothetical model book
- What was not claimed
- No result claimed yet
May 2026WAIT
Waiting can preserve optionality.
- What held
- T-bills over activity
- What changed
- Cash became future capacity
- What was not claimed
- Action was not the objective