60% passive core (SPY+BND) + 40% active satellite (momentum+themes)
Core-Satellite Portfolio
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| SPY | BUY | 17% | 8.4% below entry | 9.9% above entry | 22.9% | TVYH |
| BND | BUY | 5% | 5.8% below entry | 6.9% above entry | 32.9% | TVYH |
| AVGO | BUY | 55% | 26.9% below entry | 31.8% above entry | 7.1% | TVYH |
| LLY | BUY | 38% | 18.6% below entry | 22.1% above entry | 10.3% | TVYH |
| GLD | BUY | 23% | 11.2% below entry | 13.3% above entry | 17.1% | TVYH |
| XLE | BUY | 23% | 11.1% below entry | 13.2% above entry | 17.2% | TVYH |
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 -20% drawdown to return 271% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.