Pre Ipo Innovation Funds

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

Total Return

+162.2%

Sharpe Ratio

0.87

Max Drawdown

-53.9%

Win Rate

52.3%

Alpha

-28.3%

Comp. Score *

0.20

Risk Parameters

Max Allocation9.4%

Stop Loss25.0%

Take Profit19.0%

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

Symbol	Action	Vol	Stop Loss	Take Profit	Size	Links
BSTZ	BUY	26%	27.7% below entry	21.1% above entry	8.5%	TV YH
ARKK	BUY	41%	40.0% below entry	32.5% above entry	5.5%	TV YH
ARKW	BUY	36%	37.9% below entry	28.8% above entry	6.2%	TV YH
DXYZ	BUY	118%	40.0% below entry	57.1% above entry	3.1%	TV YH
AGIX	BUY	30%	31.6% below entry	24.0% above entry	7.4%	TV YH