The Cerberus Experiment

A $30,000 Autonomous Performance Matrix & Compliance Study

Strategic Architecture

Defining the three-headed discovery engine

Safe Mode:
The Buffett Layer

  • Value Discipline: Strict acquisition of sub-$300 whole shares only.
  • Sizing Limit: Capped at 10% blocks to minimize capital volatility.
  • Selection Matrix: Targets Beta < 0.8 and P/E < 25 defensive blue chips.
  • Panic Hedge: Activates "Buffett Value Sweep" during market corrections.
Value Investing Stability Metaphor

Moderate Mode: Market Anchors

  • Index Tracking: Positions strictly in broad market ETFs (SPY, QQQ).
  • Fractional Slicing: Utilizes precise dollar-costing to bypass share price barriers.
  • Systematic Rebalance: Automated trimming if any asset drift exceeds 55% weight.
  • Control Logic: Acts as the baseline performance benchmark for the study.
Global Index Anchors

Aggressive Mode: Alpha Velocity

High Velocity Growth
  • Momentum Discovery: Autonomous 3-day velocity scanning across high-Beta assets.
  • Alpha Guard: Strict 8% trailing stop-loss hard-coded into execution files.
  • High-Beta Focus: Concentrated 20% blocks in technical earnings leaders.
  • Adaptive Shield: Tightens stops to 4% during account drawdowns to protect core cash.

Institutional Scaling Gate

$15K
Organic Growth Trigger

Strategy Expansion Logic

The moment any account demonstration grows past 50% yield, the Cerberus Advisor executes an "Institutional Pivot":


  • Ceiling Elevation: Safe Mode cap rises from $300 to $400/share.
  • Sizing Upgrade: Standard position blocks expand by 50% to compound wins.
  • Structure Maturity: Moderate Mode phases out fractional slices for whole blocks.

Dynamic Intervention Matrix

Drawdown

Threshold: < $8,500. Triggers aggressive capital preservation across all three heads to shield baseline principal.

Buffett Sweep

Safe Mode stays "Greedy when others are Fearful." Increases buy blocks to $1,200 for P/E < 16 fire sales during panics.

Alpha Shield

Aggressive Mode tightens trailing stops to an ultra-strict 4% and halves buying power until account health is restored.

Regulatory Integrity

Trade execution compliance and SEC safeguards

Trade Execution Compliance

Compliance Trap SEC/FINRA Mandate Cerberus Solution Status
PDT Rule Check $25,000 Equity req. EOD Check / Zero Intraday Scalping VERIFIED
T+1 Settlement Cash availability req. Hard-coded 24HR Cash Settlement Buffer VERIFIED
Wash Sale Trap 61-Day loss disallow. IRA Classification. Tax-sheltered environment. VERIFIED
Margin Deficits Reg-T 50% borrowing Zero-Leverage Cash Execution only VERIFIED

The Nate Herk Routine

06:00 AM

Premarket Scan: AI Discovery scans universe for P/E, Beta, and Momentum signals.

09:30 AM

Execution Phase: System places approved trades and sets trailing stop-loss guards.

03:00 PM

Risk Check: Midday rebalancing and adjustment of trailing peak values.

04:00 PM

The Recap: Ledger compile and SMS/Email stakeholder dispatch.

Unified Stakeholder Alerts

Weekly Ledger

Monospaced Executive Log dispatched every Friday. Net yields, drawdown history, and full audit trails.

Real-Time SMS

Instant buzz on phone lock-screens for all growth milestones and automated drawdown interventions.

Stakeholder Group

Synced delivery to the core registry (Architect, Father, Brother) to ensure zero informational friction.

Questions?

Ensuring 90 days of absolute institutional transparency.

CERBERUS ENGINE SANDBOX | v1.0.0 | SEC COMPLIANT EXECUTION