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Infrastructure Boom

Infrastructure spending: construction, 5G, data centers, utilities

Infrastructure Boom

3Y
Total Return
+36.6%
3Y
Sharpe Ratio
0.55
3Y
Max Drawdown
-12.6%
3Y
Win Rate
50.9%
3Y
Alpha
-12.1%
3Y
Comp. Score *
0.15
Risk Parameters
Max Allocation6.7%
Stop Loss12.6%
Take Profit5.5%
Max DD Tolerance12.6%
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
DUK BUY 16% 8.7% below entry 3.8% above entry 9.7% TVYH
EQIX BUY 26% 13.6% below entry 5.9% above entry 6.2% TVYH
TMUS BUY 25% 13.5% below entry 5.9% above entry 6.3% TVYH
VZ BUY 22% 11.9% below entry 5.2% above entry 7.1% TVYH
AMT BUY 25% 13.5% below entry 5.9% above entry 6.2% TVYH
CCI BUY 26% 13.9% below entry 6.1% above entry 6.1% TVYH
DE BUY 29% 15.2% below entry 6.6% above entry 5.5% TVYH
SO BUY 17% 9.2% below entry 4.0% above entry 9.2% TVYH
T BUY 22% 11.9% below entry 5.2% above entry 7.1% TVYH
DLR BUY 26% 13.7% below entry 6.0% above entry 6.1% 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 -32% drawdown to return 251% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return
82.6%
Avg 5Y Sharpe
0.58
10Y Return
250.9%
10Y Sharpe
0.62
HODL Composite
0.73
Consistency
92%
Suitable for passive
Yes