Value + momentum + quality composite factor ranking
Multi-Factor Smart Beta 3Y
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| META | BUY | 36% | 28.7% below entry | 9.4% above entry | 5.6% | TVYH |
| MA | BUY | 22% | 17.2% below entry | 5.6% above entry | 9.3% | TVYH |
| JNJ | BUY | 18% | 14.2% below entry | 4.7% above entry | 11.3% | TVYH |
| CVX | BUY | 23% | 18.5% below entry | 6.1% above entry | 8.6% | TVYH |
| PG | BUY | 18% | 14.7% below entry | 4.8% above entry | 10.9% | TVYH |
| MSFT | BUY | 24% | 19.5% below entry | 6.4% above entry | 8.2% | TVYH |
| HD | BUY | 23% | 18.1% below entry | 5.9% above entry | 8.9% | TVYH |
| V | BUY | 22% | 17.3% below entry | 5.7% above entry | 9.3% | TVYH |
| MRK | BUY | 27% | 21.8% below entry | 7.1% above entry | 7.4% | TVYH |
| UNH | BUY | 43% | 34.5% below entry | 11.3% above entry | 4.6% | TVYH |
| COST | BUY | 20% | 16.3% below entry | 5.4% above entry | 9.8% | TVYH |
| AMZN | BUY | 33% | 26.0% below entry | 8.5% above entry | 6.2% | TVYH |
Moderate long-term performer. Consider as a diversifier (2-5% of portfolio). Rebalance quarterly; trim if concentration exceeds target.