Avoid IPO lock-up selling pressure, buy post-expiry recovery
IPO Lock-Up Expiry
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| KVYO | BUY | 59% | 40.0% below entry | 41.5% above entry | 3.8% | TVYH |
| CAVA | BUY | 58% | 40.0% below entry | 40.6% above entry | 3.9% | TVYH |
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 132% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.