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WINNING

Preferred Equity Income

3Y

Total Return

+16.0%

3Y

Sharpe Ratio

0.21

3Y

Max Drawdown

-7.9%

3Y

Win Rate

53.5%

3Y

Alpha

-61.3%

3Y

Comp. Score *

0.02

Risk Parameters

Max Allocation7.4%

Stop Loss20.0%

Take Profit8.0%

Max DD Tolerance7.9%

Rebalancemonthly

Execution Guidance

Order TypeLimit

Entry RuleBuy on ex-dividend date dips or when yield exceeds 5-year average.

TimingSAFE TO BUY. *

ScalingBuild position over 4-6 weeks. Reinvest all dividends.

Positions — Vol-Adjusted Sizing

Symbol	Action	Vol	Stop Loss	Take Profit	Size	Links
PFF	BUY	8%	10.0% below entry	4.0% above entry	14.9%	TV YH
PGX	BUY	8%	10.0% below entry	4.0% above entry	14.9%	TV YH
PFFD	BUY	8%	10.0% below entry	4.0% above entry	14.9%	TV YH
SHY	BUY	2%	10.0% below entry	4.0% above entry	14.9%	TV YH