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Bill Ackman

Ultra-concentrated compounders: 11 positions, 40% AI, 34% return 2025

Bill Ackman (Pershing Square)

3Y
Total Return
+96.8%
3Y
Sharpe Ratio
1.28
3Y
Max Drawdown
-14.8%
3Y
Win Rate
55.7%
3Y
Alpha
+2.3%
3Y
Comp. Score *
0.32
Risk Parameters
Max Allocation12.8%
Stop Loss14.8%
Take Profit12.7%
Max DD Tolerance14.8%
Rebalanceweekly
Execution Guidance
Order TypeLimit
Entry RuleBuy 0.5% below market in uptrend.
TimingSAFE TO BUY. *
ScalingEnter in 3 tranches over 1-2 weeks.
Positions — Vol-Adjusted Sizing
SymbolActionVol Stop LossTake ProfitSizeLinks
BN BUY 32% 19.7% below entry 16.9% above entry 9.7% TVYH
GOOGL BUY 30% 18.6% below entry 16.0% above entry 10.2% TVYH
AMZN BUY 33% 20.5% below entry 17.6% above entry 9.3% TVYH
MSFT BUY 24% 15.1% below entry 13.0% above entry 12.5% TVYH
AAPL BUY 29% 17.8% below entry 15.3% above entry 10.7% TVYH
HLT BUY 24% 15.0% below entry 12.9% above entry 12.6% TVYH
BRK-B BUY 18% 11.0% below entry 9.4% above entry 17.3% TVYH
▶ For Passive Investors (Buy & Hold)

This strategy is suitable for passive investing. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: NO price-based stop loss. This strategy recovered from -27% drawdown to return 353% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return
100.0%
Avg 5Y Sharpe
0.64
10Y Return
353.2%
10Y Sharpe
0.73
HODL Composite
1.04
Consistency
92%
Suitable for passive
Yes