Buy low-vol stocks in uptrends — quality minus junk
Quality Factor (Low Vol + Trend)
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| DUK | BUY | 16% | 8.5% below entry | 3.8% above entry | 12.8% | TVYH |
| MSFT | BUY | 24% | 12.5% below entry | 5.6% above entry | 8.6% | TVYH |
| NEE | BUY | 26% | 13.5% below entry | 6.0% above entry | 8.0% | TVYH |
| BRK-B | BUY | 18% | 9.1% below entry | 4.0% above entry | 11.9% | TVYH |
| KO | BUY | 16% | 8.4% below entry | 3.8% above entry | 12.8% | TVYH |
| TMO | BUY | 28% | 14.5% below entry | 6.5% above entry | 7.4% | TVYH |
| MCD | BUY | 18% | 9.3% below entry | 4.2% above entry | 11.6% | TVYH |
| GOOGL | BUY | 30% | 15.4% below entry | 6.9% above entry | 7.0% | TVYH |
This strategy is suitable for passive investing. - 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 -26% drawdown to return 257% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.