Preferred Equity Income

Total Return

+16.0%

Sharpe Ratio

0.21

Max Drawdown

-7.9%

Win Rate

50.0%

Alpha

+0.0%

Comp. Score *

0.02

Risk Parameters

Max Allocation0.0%

Stop Loss20.0%

Take Profit8.0%

Max DD Tolerance7.9%

Rebalanceweekly

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

▶ For Passive Investors (Buy & Hold)

This strategy is NOT recommended for passive investing. If you still want exposure: Limit to 5% of your portfolio maximum.

Avg 5Y Return

12.7%

Avg 5Y Sharpe

-0.16

Avg 5Y Max DD

-22.7%

10Y Return (2015-2024)

25.6%

10Y Sharpe

-0.14

10Y Max DD

-28.2%

HODL Composite

0.03

Windows Tested

Consistency

36%