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Gaming Catalyst

Buy-the-rumor on game publishers: NTDOY, TTWO, EA momentum

Gaming Content Catalyst

3Y
Total Return
+20.3%
3Y
Sharpe Ratio
0.22
3Y
Max Drawdown
-23.7%
3Y
Win Rate
52.1%
3Y
Alpha
-16.7%
3Y
Comp. Score *
0.06
Risk Parameters
Max Allocation4.3%
Stop Loss23.7%
Take Profit5.0%
Max DD Tolerance23.7%
Rebalanceweekly
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
U BUY 76% 40.0% below entry 15.0% above entry 1.4% TVYH
TTWO BUY 30% 29.4% below entry 6.2% above entry 3.4% TVYH
EA BUY 26% 25.9% below entry 5.5% above entry 3.9% TVYH
WBD BUY 54% 40.0% below entry 11.4% above entry 1.9% TVYH
▶ For Passive Investors (Buy & Hold)

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 -24% drawdown to return 109% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return
53.0%
Avg 5Y Sharpe
0.4
10Y Return
108.7%
10Y Sharpe
0.33
HODL Composite
0.38
Consistency
75%
Suitable for passive
No