Rich richer, poor poorer: luxury+tech UP while dollar stores DOWN. Long the top arm of K.
K-Shape Economy (Inequality Trade)
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| AAPL | BUY | 29% | 30.0% below entry | 6.0% above entry | 2.9% | TVYH |
| COST | BUY | 21% | 21.6% below entry | 4.3% above entry | 4.0% | TVYH |
| UNH | BUY | 43% | 40.0% below entry | 9.0% above entry | 1.9% | 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 -28% drawdown to return 183% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.