Concentrate Winners

Extreme concentration: top 3-5 strongest momentum stocks only

Concentrate in Winners

Total Return

+154.1%

Sharpe Ratio

1.18

Max Drawdown

-29.7%

Win Rate

53.4%

Alpha

+13.5%

Comp. Score *

0.51

Risk Parameters

Max Allocation10.8%

Stop Loss18.0%

Take Profit22.0%

Max DD Tolerance29.7%

Rebalanceweekly

Execution Guidance

Order TypeLimit

Entry RuleBuy on RSI pullback to 40-50 in confirmed uptrend. Never chase.

TimingSAFE TO BUY. *

ScalingEnter 50% initial, add 25% on first pullback, final 25% on trend confirmation.

Positions — Vol-Adjusted Sizing

Symbol	Action	Vol	Stop Loss	Take Profit	Size	Links
JPM	BUY	25%	19.3% below entry	23.5% above entry	10.1%	TV YH
PLTR	BUY	64%	40.0% below entry	58.8% above entry	4.0%	TV YH
LLY	BUY	38%	28.8% below entry	35.2% above entry	6.7%	TV YH
NVDA	BUY	49%	36.7% below entry	44.8% above entry	5.3%	TV YH
AMZN	BUY	33%	24.9% below entry	30.4% above entry	7.8%	TV YH

▶ 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 -32% drawdown to return 839% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return

212.6%

Avg 5Y Sharpe

0.86

10Y Return

839.1%

10Y Sharpe

0.9

HODL Composite

2.56

Consistency

92%

Suitable for passive

Yes