Hidden Monopoly

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

Total Return

+35.5%

Sharpe Ratio

0.54

Max Drawdown

-14.4%

Win Rate

52.2%

Alpha

-55.7%

Comp. Score *

0.05

Risk Parameters

Max Allocation7.0%

Stop Loss14.4%

Take Profit5.3%

Max DD Tolerance14.4%

Rebalancemonthly

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

Symbol	Action	Vol	Stop Loss	Take Profit	Size	Links
NSC	BUY	25%	14.9% below entry	5.5% above entry	6.8%	TV YH
TT	BUY	28%	17.1% below entry	6.3% above entry	5.9%	TV YH
CSX	BUY	24%	14.4% below entry	5.4% above entry	7.0%	TV YH
MSCI	BUY	28%	16.7% below entry	6.2% above entry	6.0%	TV YH
MCO	BUY	26%	16.0% below entry	5.9% above entry	6.3%	TV YH
SPGI	BUY	26%	15.7% below entry	5.8% above entry	6.4%	TV YH