Buy energy Sep-Oct, sell Apr. CVX 82% win, +245% 10Y
Energy Seasonal (Sep→Apr) 4Y (2022-2025)
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| CVX | BUY | 23% | 24.4% below entry | 5.3% above entry | 7.6% | TVYH |
| XOM | BUY | 23% | 24.5% below entry | 5.3% above entry | 7.6% | TVYH |
| XLE | BUY | 23% | 23.8% below entry | 5.2% above entry | 7.8% | TVYH |
| OXY | BUY | 33% | 35.0% below entry | 7.6% above entry | 5.3% | TVYH |
| DVN | BUY | 37% | 38.5% below entry | 8.4% above entry | 4.8% | TVYH |
This strategy has moderate long-term potential but requires more active monitoring than a pure passive approach. Entry: Wait for a pullback before entering. Buy in 3 tranches over 2-4 weeks to average your entry price. Rebalance: Check monthly. This strategy is more volatile and needs closer attention. Exit rules: - 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 -61% drawdown to return 36% over the long term. Stopping out would have locked in losses. - Exit rule: Review annually. Exit if the strategy underperforms its benchmark for 3 consecutive years with no clear reason to hold.