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Hidden Monopoly

Natural monopolies in boring industries: credit ratings, data, waste, rail, HVAC

Hidden Monopoly Compounders

3Y
Total Return
+34.3%
3Y
Sharpe Ratio
0.52
3Y
Max Drawdown
-14.5%
3Y
Win Rate
52.2%
3Y
Alpha
-12.8%
3Y
Comp. Score *
0.05
Risk Parameters
Max Allocation6.8%
Stop Loss14.5%
Take Profit5.2%
Max DD Tolerance14.5%
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
NSC BUY 25% 15.0% below entry 5.3% above entry 6.6% TVYH
TT BUY 28% 17.0% below entry 6.1% above entry 5.8% TVYH
CSX BUY 24% 14.5% below entry 5.2% above entry 6.8% TVYH
MSCI BUY 27% 16.2% below entry 5.8% above entry 6.1% TVYH
MCO BUY 27% 16.1% below entry 5.8% above entry 6.1% TVYH
SPGI BUY 25% 15.1% below entry 5.4% above entry 6.6% TVYH
▶ For Passive Investors (Buy & Hold)

This strategy is suitable for passive investing. - 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 -34% drawdown to return 256% long-term. - Exit rule: Exit only if regulation breaks the monopoly (antitrust action).

Avg 5Y Return
97.6%
Avg 5Y Sharpe
0.63
10Y Return
256.0%
10Y Sharpe
0.63
HODL Composite
0.72
Consistency
89%
Suitable for passive
Yes