Momentum

Trend-following: buy strength, cut losers fast

Momentum Trader

Total Return

+178.1%

Sharpe Ratio

1.42

Max Drawdown

-29.8%

Win Rate

51.9%

Alpha

+17.7%

Comp. Score *

0.57

Risk Parameters

Max Allocation12.5%

Stop Loss18.0%

Take Profit24.5%

Max DD Tolerance29.8%

Rebalanceweekly

Execution Guidance

Order TypeLimit

Entry RuleBuy on RSI pullback to 40-50 in confirmed uptrend. Never chase.

TimingSAFE TO BUY. *

ScalingEnter 50% initial, add 25% on first pullback, final 25% on trend confirmation.

Positions — Vol-Adjusted Sizing

Symbol	Action	Vol	Stop Loss	Take Profit	Size	Links
TSLA	BUY	62%	40.0% below entry	63.9% above entry	4.8%	TV YH
PLTR	BUY	64%	40.0% below entry	65.6% above entry	4.7%	TV YH
CRM	BUY	33%	25.3% below entry	34.3% above entry	8.9%	TV YH
NVDA	BUY	49%	36.7% below entry	50.0% above entry	6.1%	TV YH
AMZN	BUY	33%	24.9% below entry	33.8% above entry	9.0%	TV YH

▶ 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 -35% drawdown to return 707% long-term. - Exit rule: Exit if 3+ holdings break below their long-term trend simultaneously.

Avg 5Y Return

160.2%

Avg 5Y Sharpe

0.81

10Y Return

706.9%

10Y Sharpe

0.93

HODL Composite

2.19

Consistency

96%

Suitable for passive

Yes