Growth

Disruptive innovation: high growth, buy dips in uptrends

Growth Investor

Total Return

+46.0%

Sharpe Ratio

0.47

Max Drawdown

-36.4%

Win Rate

47.8%

Alpha

-9.6%

Comp. Score *

0.12

Risk Parameters

Max Allocation5.3%

Stop Loss18.0%

Take Profit12.0%

Max DD Tolerance36.4%

Rebalanceweekly

Execution Guidance

Order TypeLimit

Entry RuleBuy on RSI pullback to 40-50 in confirmed uptrend. Never chase.

TimingSAFE TO BUY. *

ScalingEnter 50% initial, add 25% on first pullback, final 25% on trend confirmation.

Positions — Vol-Adjusted Sizing

Symbol	Action	Vol	Stop Loss	Take Profit	Size	Links
SNOW	BUY	54%	40.0% below entry	27.4% above entry	2.3%	TV YH
NET	BUY	52%	39.1% below entry	26.0% above entry	2.4%	TV YH
PLTR	BUY	64%	40.0% below entry	32.1% above entry	2.0%	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 -46% drawdown to return 86% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return

44.1%

Avg 5Y Sharpe

0.23

10Y Return

85.6%

10Y Sharpe

0.21

HODL Composite

0.20

Consistency

64%

Suitable for passive