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WINNING

Carl Icahn

Concentrated deep value: buy beaten-down large caps showing recovery

3Y

Total Return

+19.9%

3Y

Sharpe Ratio

0.36

3Y

Max Drawdown

-5.8%

3Y

Win Rate

21.2%

3Y

Alpha

-59.2%

3Y

Comp. Score *

0.05

Risk Parameters

Max Allocation5.2%

Stop Loss5.8%

Take Profit5.0%

Max DD Tolerance5.8%

Rebalancemonthly

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

Symbol	Action	Vol	Stop Loss	Take Profit	Size	Links
CASH	HOLD	0%	N/A	N/A	100% cash