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WINNING

Pre Ipo Innovation Funds

Private company exposure via AGIX, BSTZ, DXYZ, ARKK, ARKW (holds Anthropic, SpaceX, xAI)

Private company exposure via public ETFs and closed-end funds.

3Y
Total Return
+164.4%
3Y
Sharpe Ratio
0.87
3Y
Max Drawdown
-53.9%
3Y
Win Rate
52.3%
3Y
Alpha
-27.9%
3Y
Comp. Score *
0.21
Risk Parameters
Max Allocation9.4%
Stop Loss25.0%
Take Profit19.2%
Max DD Tolerance53.9%
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
BSTZ BUY 24% 25.1% below entry 19.3% above entry 9.4% TVYH
ARKK BUY 41% 40.0% below entry 33.4% above entry 5.4% TVYH
ARKW BUY 37% 38.7% below entry 29.8% above entry 6.1% TVYH
DXYZ BUY 116% 40.0% below entry 57.6% above entry 3.1% TVYH
AGIX BUY 29% 30.8% below entry 23.6% above entry 7.7% TVYH
▶ For Passive Investors (Buy & Hold)

This strategy provides unique private company exposure through public markets. Consider allocating 5-8% of portfolio. Hold for 3-5 years through IPO cycles. Simplest passive approach: Split equally between AGIX (KraneShares AI -- holds Anthropic, SpaceX, xAI), BSTZ (BlackRock Science & Tech Trust -- holds Anthropic at NAV discount), and ARKK (ARK Innovation -- broadest disruptive tech exposure). These three give diversified pre-IPO access. Warning: AGIX launched mid-2024, DXYZ launched in 2024 -- many early windows rely solely on ARKK/ARKW/BSTZ. The 2022 drawdown (-58%) reflects the post-COVID tech crash that hit ARK funds hardest. The strategy's real thesis (private company exposure via AGIX/BSTZ) is only testable from 2024 onward.

Avg 5Y Return
111.6%
Avg 5Y Sharpe
0.55
Avg 5Y Max DD
-45.9%
10Y Return (2015-2024)
278.8%
10Y Sharpe
0.46
10Y Max DD
-66.9%
HODL Composite
0.53
Windows Tested
28
Consistency
82%