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📘 SUNSET Reactivation Protocol v1.0
Policy Name: SUNSET Reactivation Protocol
Version: v1.0
Status: ✅ LOCKED
Effective Date: December 21, 2025
Applies To: Micro Harvesting Portfolio (SUNSET-classified stocks only)
1. Purpose
This protocol governs the exceptional reactivation of stocks previously classified as SUNSET.
Its objectives are to:
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Prevent emotional or breakeven-driven reentry
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Ensure reactivation is evidence-based and deliberate
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Preserve the finality and integrity of SUNSET decisions
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Reintroduce stocks under controlled, probationary conditions
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Maintain governance consistency across portfolio cycles
Reactivation is not an entitlement. It is a governed exception.
2. Principle of SUNSET Finality
SUNSET represents deliberate deactivation, not temporary suspension.
Default state of a SUNSET stock:
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Inactive
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Non-operational
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Non-eligible for harvesting or level consideration
Reactivation is permitted only when new conditions invalidate the original SUNSET rationale.
3. Reactivation Is Not a Level Promotion
A reactivated stock:
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Does not re-enter at its previous level
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Does not inherit historical trust or status
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Does not bypass probation
All reactivations must begin at:
Level 1 — Probe / Discovery
Past history is archived, not reused.
4. Eligibility Conditions for Reactivation
A SUNSET stock may be considered for reactivation only if all of the following conditions are met:
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Structural Change Confirmed
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Verified business model change, or
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Sustained dividend initiation or policy shift, or
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Confirmed macro regime change, or
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Multi-quarter technical structure reversal
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Time Separation
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A minimum of one full calendar quarter has elapsed since SUNSET classification
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Fresh Thesis Requirement
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The original SUNSET rationale is no longer applicable
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A new, testable thesis is explicitly documented
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Portfolio Capacity Confirmation
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Reactivation does not violate deployment or Level 6 concentration limits
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Reactivation does not crowd out higher-quality active positions
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Failure to meet any condition prohibits reactivation.
5. Reactivation Mechanics
Upon approval:
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The stock is added as Level 1 — Probe
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Capital allocation follows Level 1 sizing rules only
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No averaging based on legacy cost
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Legacy anchor prices are ignored
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Legacy unrealized losses or gains are irrelevant
Reactivation is treated as a new position, not a repair.
6. Explicit Prohibitions
The portfolio manager shall not:
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Reactivate to recover prior losses
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Reactivate due to familiarity, nostalgia, or boredom
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Use SUNSET stocks as “waiting room” trades
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Fast-track promotion due to prior experience with the stock
Any such action constitutes a governance violation.
7. Review Timing and Authority
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Reactivation reviews may occur only at quarter-end or during a documented strategy review
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Intraday or ad-hoc reactivations are prohibited
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Absence of approval defaults to continued SUNSET status
8. Documentation Requirement
Each reactivation decision shall be logged with:
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Original SUNSET date
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Reason for original SUNSET classification
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New eligibility trigger
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Summary of the new thesis
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Assigned level (always Level 1)
No performance justification is required.
9. Relationship to Other Protocols
This protocol operates in conjunction with:
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SUNSET Governance Protocol v1.0
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Level Promotion / Demotion Protocol v1.0
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Harvesting Policy v1.0
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Removal Is Neutral Principle
In case of conflict:
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SUNSET finality rules prevail unless reactivation eligibility is formally satisfied.
10. Meta-Rule
SUNSET closes a chapter.
Reactivation starts a new book.
Change Log
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v1.0 — December 21, 2025
Initial codification and lock-in of the SUNSET Reactivation Protocol.
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