What does your portfolio look like? And, how do you make your trading decisions?

I run an intermediate-term cross-sectional momentum strategy that's double-sorted on "12 - 1 months momentum" and information discreteness. It's an equal-weighted 20 stock portfolio. See:
https://www3.nd.edu/~zda/Frog.pdf

I rebalance it monthly and get the data using an API, but I make the trades myself.

Previous thread:
https://archived.moe/sci/thread/13470793/