Each asset contributes equal risk, with momentum filter
Equal Risk Contribution (ERC)
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| GLD | BUY | 23% | 9.0% below entry | 5.0% above entry | 10.5% | TVYH |
| EEM | BUY | 19% | 7.5% below entry | 4.2% above entry | 12.6% | TVYH |
| SPY | BUY | 17% | 6.7% below entry | 3.7% above entry | 14.1% | TVYH |
| QQQ | BUY | 22% | 8.5% below entry | 4.8% above entry | 11.1% | TVYH |
| IEF | BUY | 6% | 4.7% below entry | 3.0% above entry | 20.3% | TVYH |
| EFA | BUY | 16% | 6.4% below entry | 3.6% above entry | 14.8% | TVYH |
| IWM | BUY | 22% | 8.8% below entry | 4.9% above entry | 10.8% | TVYH |
This strategy has moderate long-term potential but requires monitoring. - 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 -30% drawdown to return 17% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.