LIVE — 11:54 ET
← All Strategies
WINNING

High Yield Reit Bdc

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

High-Yield REIT, BDC & Real Estate

3Y
Total Return
+28.5%
3Y
Sharpe Ratio
0.49
3Y
Max Drawdown
-14.8%
3Y
Win Rate
54.1%
3Y
Alpha
-14.4%
3Y
Comp. Score *
0.06
Risk Parameters
Max Allocation7.8%
Stop Loss20.0%
Take Profit8.0%
Max DD Tolerance14.8%
Rebalanceweekly
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 8.5% TVYH
HTGC BUY 25% 20.9% below entry 8.4% above entry 7.4% TVYH
O BUY 17% 14.3% below entry 5.7% above entry 10.8% TVYH
ARCC BUY 20% 16.6% below entry 6.6% above entry 9.4% TVYH
AGNC BUY 21% 17.4% below entry 7.0% above entry 8.9% TVYH
DX BUY 19% 15.7% below entry 6.3% above entry 9.9% TVYH
ARR BUY 24% 19.8% below entry 7.9% above entry 7.8% TVYH
MAIN BUY 22% 18.4% below entry 7.3% above entry 8.5% TVYH
VNQ BUY 15% 12.7% below entry 5.1% above entry 12.3% 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 -37% drawdown to return 78% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return
38.4%
Avg 5Y Sharpe
0.26
10Y Return
78.0%
10Y Sharpe
0.2
HODL Composite
0.22
Consistency
82%
Suitable for passive
No