Dan Loeb

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

Dan Loeb (Third Point)

Total Return

+75.0%

Sharpe Ratio

1.05

Max Drawdown

-15.3%

Win Rate

53.5%

Alpha

-2.5%

Comp. Score *

0.22

Risk Parameters

Max Allocation11.5%

Stop Loss15.3%

Take Profit10.3%

Max DD Tolerance15.3%

Rebalanceweekly

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%	16.9% below entry	11.4% above entry	10.4%	TV YH
AMZN	BUY	33%	21.2% below entry	14.2% above entry	8.3%	TV YH
GOOGL	BUY	30%	19.2% below entry	12.9% above entry	9.1%	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 -19% drawdown to return 413% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return

129.3%

Avg 5Y Sharpe

0.91

10Y Return

413.0%

10Y Sharpe

0.94

HODL Composite

1.20

Consistency

89%

Suitable for passive

Yes