LIVE — 11:53 ET
← All Strategies
WINNING

Open Source Ai Ecosystem

HuggingFace investors, Mistral proxy (ASML), open-source AI infrastructure. Monthly rebalance with momentum tilt.

Open-source AI ecosystem growing from 30% to 50%+ of global AI usage; ASML (11% Mistral ownership) and NVDA (4 direct investments) are best public proxies.

3Y
Total Return
+37.9%
3Y
Sharpe Ratio
0.39
3Y
Max Drawdown
-48.5%
3Y
Win Rate
50.9%
3Y
Alpha
-35.6%
3Y
Comp. Score *
0.47
Risk Parameters
Max Allocation4.2%
Stop Loss25.0%
Take Profit5.7%
Max DD Tolerance48.5%
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
QCOM BUY 38% 40.0% below entry 9.1% above entry 2.6% TVYH
AMD BUY 57% 40.0% below entry 13.5% above entry 1.8% TVYH
TSM BUY 42% 40.0% below entry 9.9% above entry 2.4% TVYH
AMZN BUY 33% 34.6% below entry 7.8% above entry 3.0% TVYH
AVGO BUY 55% 40.0% below entry 13.1% above entry 1.8% TVYH
CRM BUY 33% 35.1% below entry 8.0% above entry 3.0% TVYH
EQIX BUY 26% 26.9% below entry 6.1% above entry 3.9% TVYH
MU BUY 63% 40.0% below entry 14.9% above entry 1.6% TVYH
VRT BUY 67% 40.0% below entry 15.9% above entry 1.5% TVYH
NVDA BUY 49% 40.0% below entry 11.6% above entry 2.1% TVYH
NOW BUY 41% 40.0% below entry 9.7% above entry 2.5% TVYH
IBM BUY 30% 31.9% below entry 7.2% above entry 3.3% TVYH
META BUY 36% 38.0% below entry 8.6% above entry 2.8% TVYH
GOOGL BUY 30% 31.4% below entry 7.1% above entry 3.4% TVYH
ANET BUY 53% 40.0% below entry 12.5% above entry 1.9% TVYH
ASML BUY 32% 33.3% below entry 7.6% above entry 3.2% TVYH
INTC BUY 32% 33.3% below entry 7.6% above entry 3.2% TVYH
▶ For Passive Investors (Buy & Hold)

Strong long-horizon compounder. Suitable as a core or satellite holding (5-15% of portfolio). Rebalance quarterly or annually.

Avg 5Y Return
227.2%
Avg 5Y Sharpe
0.91
Avg 5Y Max DD
-39.8%
10Y Return (2015-2024)
929.6%
10Y Sharpe
0.93
10Y Max DD
-48.8%
HODL Composite
1.95
Windows Tested
28
Consistency
93%