WINNING

Death Care Demographics

Funeral/death care companies benefiting from aging baby boomer demographics

Death rate is constant and aging demographics guarantee demand growth through 2040+. Recession-proof, people do not comparison-shop funerals

Total Return

+10.4%

Sharpe Ratio

0.04

Max Drawdown

-18.1%

Win Rate

53.5%

Alpha

-63.0%

Comp. Score *

0.01

Risk Parameters

Max Allocation2.7%

Stop Loss18.1%

Take Profit5.0%

Max DD Tolerance18.1%

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
SCI	BUY	23%	17.3% below entry	4.8% above entry	2.8%	TV YH
MATW	BUY	43%	32.4% below entry	8.9% above entry	1.5%	TV YH
CSV	BUY	26%	20.0% below entry	5.5% above entry	2.4%	TV YH

▶ For Passive Investors (Buy & Hold)

This strategy is not recommended for passive investing. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: Consider a -25% portfolio-level stop loss. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return

32.8%

Avg 5Y Sharpe

0.20

10Y Return

86.0%

10Y Sharpe

0.23

HODL Composite

0.19

Consistency

68%

Suitable for passive