Gig Economy Saas

Gig platforms + SaaS disruptors: growth at reasonable price, high beta

Gig Economy & SaaS Disruptors

Total Return

+52.0%

Sharpe Ratio

0.55

Max Drawdown

-23.2%

Win Rate

47.3%

Alpha

-8.1%

Comp. Score *

0.11

Risk Parameters

Max Allocation6.3%

Stop Loss23.3%

Take Profit7.5%

Max DD Tolerance23.3%

Rebalanceweekly

Execution Guidance

Order TypeMarket

Entry RuleUse market orders for volatile names.

TimingSAFE TO BUY. *

ScalingEnter in 3 tranches over 1-2 weeks.

Positions — Vol-Adjusted Sizing

Symbol	Action	Vol	Stop Loss	Take Profit	Size	Links
UPWK	BUY	57%	40.0% below entry	18.0% above entry	2.6%	TV YH
TOST	BUY	46%	40.0% below entry	14.5% above entry	3.2%	TV YH
RKLB	BUY	104%	40.0% below entry	22.5% above entry	2.1%	TV YH
CFLT	BUY	63%	40.0% below entry	19.9% above entry	2.4%	TV YH

▶ 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 -44% drawdown to return 99% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return

40.9%

Avg 5Y Sharpe

0.18

10Y Return

99.1%

10Y Sharpe

0.26

HODL Composite

0.21

Consistency

64%

Suitable for passive