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Masayoshi Son

High-conviction tech platform bets: concentrated, momentum-driven

Masayoshi Son (Vision Fund)

3Y
Total Return
+167.5%
3Y
Sharpe Ratio
1.06
3Y
Max Drawdown
-28.7%
3Y
Win Rate
51.4%
3Y
Alpha
+15.8%
3Y
Comp. Score *
0.29
Risk Parameters
Max Allocation9.7%
Stop Loss25.0%
Take Profit19.5%
Max DD Tolerance28.7%
Rebalanceweekly
Execution Guidance
Order TypeMarket
Entry RuleUse market orders for volatile names.
TimingSAFE TO BUY. *
ScalingEnter in 3 tranches over 1-2 weeks.
Positions — Vol-Adjusted Sizing
SymbolActionVol Stop LossTake ProfitSizeLinks
GOOGL BUY 30% 31.4% below entry 24.5% above entry 7.7% TVYH
SNOW BUY 54% 40.0% below entry 44.5% above entry 4.2% TVYH
AAPL BUY 29% 30.1% below entry 23.4% above entry 8.1% TVYH
AMZN BUY 33% 34.6% below entry 26.9% above entry 7.0% TVYH
▶ For Passive Investors (Buy & Hold)

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 -54% drawdown to return 1295% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return
324.0%
Avg 5Y Sharpe
0.99
10Y Return
1295.3%
10Y Sharpe
0.95
HODL Composite
2.44
Consistency
92%
Suitable for passive
Yes