Prince Alwaleed

Global blue-chip contrarian: buy iconic brands during crises

Prince Alwaleed (Kingdom Holding)

Total Return

+46.5%

Sharpe Ratio

1.04

Max Drawdown

-10.2%

Win Rate

35.8%

Alpha

-9.5%

Comp. Score *

0.35

Risk Parameters

Max Allocation9.8%

Stop Loss10.2%

Take Profit6.8%

Max DD Tolerance10.2%

Rebalanceweekly

Execution Guidance

Order TypeLimit

Entry RuleBuy 0.5% below market in uptrend.

TimingSAFE TO BUY. *

ScalingEnter in 3 tranches over 1-2 weeks.

Positions — Vol-Adjusted Sizing

Symbol	Action	Vol	Stop Loss	Take Profit	Size	Links
MA	BUY	22%	9.3% below entry	6.2% above entry	10.8%	TV YH
DIS	BUY	27%	11.8% below entry	7.8% above entry	8.5%	TV YH

▶ For Passive Investors (Buy & Hold)

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 -35% drawdown to return 105% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return

36.3%

Avg 5Y Sharpe

0.24

10Y Return

105.3%

10Y Sharpe

0.29

HODL Composite

0.84

Consistency

75%

Suitable for passive