Patient infrastructure/utility value: steady cash flows, geographic diversity
Li Ka-shing (Infrastructure Value)
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| AMT | BUY | 25% | 18.4% below entry | 5.3% above entry | 4.7% | TVYH |
| T | BUY | 22% | 16.2% below entry | 4.7% above entry | 5.4% | TVYH |
| VZ | BUY | 22% | 16.3% below entry | 4.7% above entry | 5.4% | TVYH |
| XLRE | BUY | 16% | 11.6% below entry | 3.4% above entry | 7.5% | TVYH |
| SO | BUY | 17% | 12.5% below entry | 3.6% above entry | 7.0% | 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 -19% drawdown to return 81% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.