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Global Financial Infra

Payment rails + mega-banks + Japanese trading houses + Singapore banks — backbone of world finance

Global Financial Infrastructure

3Y
Total Return
+58.7%
3Y
Sharpe Ratio
0.96
3Y
Max Drawdown
-19.8%
3Y
Win Rate
55.6%
3Y
Alpha
-6.6%
3Y
Comp. Score *
0.20
Risk Parameters
Max Allocation11.4%
Stop Loss19.8%
Take Profit8.4%
Max DD Tolerance19.8%
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
D05.SI BUY 19% 15.6% below entry 6.6% above entry 14.5% TVYH
JPM BUY 25% 21.2% below entry 8.9% above entry 10.7% TVYH
BK BUY 23% 18.8% below entry 7.9% above entry 12.0% TVYH
GS BUY 31% 26.0% below entry 11.0% above entry 8.7% TVYH
AXP BUY 30% 24.8% below entry 10.5% above entry 9.1% TVYH
O39.SI BUY 17% 13.8% below entry 5.8% above entry 16.4% TVYH
ITOCY BUY 30% 24.6% below entry 10.4% above entry 9.2% TVYH
MITSY BUY 31% 26.1% below entry 11.0% above entry 8.7% TVYH
COF BUY 37% 30.6% below entry 12.9% above entry 7.4% TVYH
V BUY 22% 18.0% below entry 7.6% above entry 12.5% TVYH
MA BUY 22% 17.9% below entry 7.6% above entry 12.6% TVYH
U11.SI BUY 17% 14.1% below entry 5.9% above entry 16.1% 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 -20% drawdown to return 94% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return
35.4%
Avg 5Y Sharpe
0.22
10Y Return
93.7%
10Y Sharpe
0.29
HODL Composite
0.28
Consistency
75%
Suitable for passive
No