Death Care Demographics

Funeral/death care companies benefiting from aging baby boomer demographics

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	24%	17.9% below entry	5.0% above entry	2.7%	TV YH
MATW	BUY	42%	31.6% below entry	8.7% above entry	1.5%	TV YH
CSV	BUY	29%	21.9% below entry	6.0% above entry	2.2%	TV YH