LIVE — 21:27 ET
← All Strategies
WINNING

High Yield Reit Bdc

REITs + BDCs + RE tech: 6-8% yield, monthly income, dip accumulation

3Y
Total Return
+28.9%
3Y
Sharpe Ratio
0.50
3Y
Max Drawdown
-14.8%
3Y
Win Rate
54.1%
3Y
Alpha
-57.5%
3Y
Comp. Score *
0.06
Risk Parameters
Max Allocation7.8%
Stop Loss20.0%
Take Profit8.0%
Max DD Tolerance14.8%
Rebalancemonthly
Execution Guidance
Order TypeLimit
Entry RuleBuy on ex-dividend date dips or when yield exceeds 5-year average.
TimingSAFE TO BUY. *
ScalingBuild position over 4-6 weeks. Reinvest all dividends.
Positions — Vol-Adjusted Sizing
SymbolActionVol Stop LossTake ProfitSizeLinks
STAG BUY 22% 18.3% below entry 7.3% above entry 8.6% TVYH
HTGC BUY 24% 20.3% below entry 8.1% above entry 7.7% TVYH
O BUY 17% 14.5% below entry 5.8% above entry 10.8% TVYH
ARCC BUY 19% 16.3% below entry 6.5% above entry 9.6% TVYH
AGNC BUY 21% 17.5% below entry 7.0% above entry 9.0% TVYH
DX BUY 19% 15.7% below entry 6.3% above entry 10.0% TVYH
ARR BUY 23% 19.5% below entry 7.8% above entry 8.0% TVYH
MAIN BUY 23% 19.4% below entry 7.7% above entry 8.1% TVYH
VNQ BUY 15% 12.7% below entry 5.1% above entry 12.4% TVYH