Dan Loeb

Event-driven activist: catalyst plays + quality momentum, +24% in 2025

Total Return

+75.0%

Sharpe Ratio

1.05

Max Drawdown

-15.3%

Win Rate

52.8%

Alpha

-44.9%

Comp. Score *

0.22

Risk Parameters

Max Allocation11.5%

Stop Loss15.3%

Take Profit10.3%

Max DD Tolerance15.3%

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
NEE	BUY	26%	16.6% below entry	11.2% above entry	10.6%	TV YH
AMZN	BUY	34%	21.8% below entry	14.7% above entry	8.1%	TV YH
GOOGL	BUY	31%	20.0% below entry	13.5% above entry	8.8%	TV YH