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WINNING

Masayoshi Son

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

3Y
Total Return
+164.2%
3Y
Sharpe Ratio
1.04
3Y
Max Drawdown
-28.7%
3Y
Win Rate
51.7%
3Y
Alpha
-27.1%
3Y
Comp. Score *
0.29
Risk Parameters
Max Allocation9.7%
Stop Loss25.0%
Take Profit19.2%
Max DD Tolerance28.7%
Rebalancemonthly
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 31% 32.8% below entry 25.2% above entry 7.4% TVYH
SNOW BUY 59% 40.0% below entry 47.8% above entry 3.9% TVYH
AAPL BUY 29% 30.1% below entry 23.1% above entry 8.0% TVYH
AMZN BUY 34% 35.6% below entry 27.3% above entry 6.8% TVYH