Mega-cap AI concentration: $4B NVDA + $3.2B AMZN, $67B AUM
Ken Griffin (Citadel)
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| AVGO | BUY | 55% | 37.9% below entry | 34.6% above entry | 5.5% | TVYH |
| SPY | BUY | 17% | 11.8% below entry | 10.7% above entry | 17.7% | TVYH |
| QQQ | BUY | 22% | 14.9% below entry | 13.6% above entry | 13.9% | TVYH |
| GOOGL | BUY | 30% | 20.6% below entry | 18.8% above entry | 10.1% | TVYH |
| AAPL | BUY | 29% | 19.7% below entry | 18.0% above entry | 10.5% | TVYH |
| AMZN | BUY | 33% | 22.7% below entry | 20.7% above entry | 9.2% | TVYH |
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 -37% drawdown to return 562% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.