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WINNING

Li Ka Shing

Patient infrastructure/utility value: steady cash flows, geographic diversity

3Y
Total Return
+16.9%
3Y
Sharpe Ratio
0.18
3Y
Max Drawdown
-17.1%
3Y
Win Rate
52.3%
3Y
Alpha
-61.0%
3Y
Comp. Score *
0.03
Risk Parameters
Max Allocation5.3%
Stop Loss17.1%
Take Profit5.0%
Max DD Tolerance17.1%
Rebalancemonthly
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
AMT BUY 26% 18.8% below entry 5.5% above entry 4.8% TVYH
T BUY 24% 17.0% below entry 5.0% above entry 5.3% TVYH
VZ BUY 23% 16.6% below entry 4.9% above entry 5.4% TVYH
XLRE BUY 16% 11.4% below entry 3.3% above entry 7.9% TVYH
SO BUY 18% 12.6% below entry 3.7% above entry 7.1% TVYH