KISS Weekly Watchlist — Week of 6 July 2026

Bullish Clear. Four rotation leaders, shares only, each with its own volatility-based risk ceiling.

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HOW THIS WEEK’S LIST IS BUILT

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Regime: BULLISH CLEAR. Full deployment within caps — up to 4 positions

(3% total open risk), spread across the firmest rotation leaders, one per

sector: Materials/Industrials, Health Care, Financials, Real Estate.

v3 rules: SHARES ONLY (option…