Oil Down Tech Up

When energy crashes, capital rotates to tech. Lower oil = lower costs + Fed easing expectations.

Oil Down → Tech Up (Inverse Rotation)

Total Return

+54.5%

Sharpe Ratio

0.97

Max Drawdown

-27.2%

Win Rate

55.5%

Alpha

-7.5%

Comp. Score *

0.22

Risk Parameters

Max Allocation12.6%

Stop Loss15.0%

Take Profit8.0%

Max DD Tolerance27.2%

Rebalanceweekly

Execution Guidance

Order TypeMarket

Entry RuleEnter immediately when trigger fires. Speed matters more than price.

TimingWAIT FOR SIGNAL: Only enter when oil/energy is crashing. *

ScalingFull position at trigger. No scaling — the signal is binary.

Positions — Vol-Adjusted Sizing

Symbol	Action	Vol	Stop Loss	Take Profit	Size	Links
MSFT	BUY	24%	15.3% below entry	8.2% above entry	12.4%	TV YH
GOOGL	BUY	30%	18.8% below entry	10.1% above entry	10.1%	TV YH
AAPL	BUY	29%	18.0% below entry	9.6% above entry	10.5%	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 -27% drawdown to return 322% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return

96.0%

Avg 5Y Sharpe

0.69

10Y Return

321.6%

10Y Sharpe

0.79

HODL Composite

0.92

Consistency

85%

Suitable for passive

Yes