Concentrated deep value: buy beaten-down large caps showing recovery
Carl Icahn (Activist Value)
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| AAPL | FLAT | 29% | 7.0% below entry | 6.0% above entry | 4.2% | TVYH |
| MSFT | FLAT | 24% | 5.9% below entry | 5.1% above entry | 5.0% | TVYH |
| META | FLAT | 36% | 8.8% below entry | 7.6% above entry | 3.3% | TVYH |
| AMZN | FLAT | 33% | 8.0% below entry | 6.9% above entry | 3.7% | TVYH |
| GOOGL | FLAT | 30% | 7.3% below entry | 6.3% above entry | 4.0% | TVYH |
| XOM | FLAT | 24% | 5.7% below entry | 4.9% above entry | 5.1% | TVYH |
| CVX | FLAT | 23% | 5.7% below entry | 4.9% above entry | 5.2% | TVYH |
| OXY | FLAT | 34% | 8.2% below entry | 7.0% above entry | 3.6% | TVYH |
| DVN | FLAT | 37% | 8.9% below entry | 7.7% above entry | 3.3% | TVYH |
| JPM | FLAT | 25% | 6.2% below entry | 5.3% above entry | 4.7% | TVYH |
| BAC | FLAT | 26% | 6.3% below entry | 5.4% above entry | 4.7% | TVYH |
| C | FLAT | 32% | 7.8% below entry | 6.7% above entry | 3.8% | TVYH |
This strategy has moderate long-term potential but requires monitoring. - 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 -18% drawdown to return 35% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.