Growth at reasonable price: moderate momentum, low vol, buy what you know
Peter Lynch (GARP)
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| MSFT | BUY | 24% | 17.6% below entry | 5.1% above entry | 5.1% | TVYH |
| AMZN | BUY | 33% | 23.8% below entry | 6.9% above entry | 3.8% | TVYH |
| LOW | BUY | 25% | 18.0% below entry | 5.2% above entry | 5.0% | TVYH |
| MCD | BUY | 18% | 13.1% below entry | 3.8% above entry | 6.9% | TVYH |
This strategy has moderate long-term potential but requires monitoring. - 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 -26% drawdown to return 208% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.