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WINNING

Equal Weight Sp500

Equal weight top S&P 500 holdings — beats cap-weight by ~1%/year long term

3Y
Total Return
+124.8%
3Y
Sharpe Ratio
1.72
3Y
Max Drawdown
-14.6%
3Y
Win Rate
56.9%
3Y
Alpha
-34.4%
3Y
Comp. Score *
0.41
Risk Parameters
Max Allocation18.7%
Stop Loss14.6%
Take Profit15.5%
Max DD Tolerance14.6%
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
SymbolActionVol Stop LossTake ProfitSizeLinks
RSP BUY 14% 8.9% below entry 9.4% above entry 30.7% TVYH
AAPL BUY 29% 17.5% below entry 18.7% above entry 15.5% TVYH
MSFT BUY 28% 17.1% below entry 18.3% above entry 15.9% TVYH
NVDA BUY 47% 29.0% below entry 31.0% above entry 9.4% TVYH
AMZN BUY 34% 20.8% below entry 22.1% above entry 13.1% TVYH
GOOGL BUY 31% 19.1% below entry 20.4% above entry 14.2% TVYH
META BUY 37% 22.9% below entry 24.4% above entry 11.9% TVYH
BRK-B BUY 17% 10.4% below entry 11.1% above entry 26.0% TVYH
LLY BUY 38% 23.2% below entry 24.7% above entry 11.7% TVYH
UNH BUY 41% 24.9% below entry 26.6% above entry 10.9% TVYH
V BUY 22% 13.5% below entry 14.4% above entry 20.2% TVYH
JNJ BUY 19% 11.5% below entry 12.3% above entry 23.6% TVYH
XOM BUY 24% 14.9% below entry 15.9% above entry 18.3% TVYH
JPM BUY 25% 15.1% below entry 16.1% above entry 18.0% TVYH
PG BUY 19% 11.6% below entry 12.4% above entry 23.4% TVYH
HD BUY 32% 19.4% below entry 20.7% above entry 14.0% TVYH