Regulated Data

VRSK/SPGI/MSCI: regulatory-required data monopolies, 85-95% subscription, 100%+ NRR

Total Return

+11.7%

Sharpe Ratio

0.03

Max Drawdown

-13.0%

Win Rate

56.2%

Alpha

-62.6%

Comp. Score *

0.02

Risk Parameters

Max Allocation4.1%

Stop Loss13.0%

Take Profit5.0%

Max DD Tolerance13.0%

Rebalancemonthly

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
NDAQ	BUY	25%	13.6% below entry	5.2% above entry	3.9%	TV YH
MSCI	BUY	28%	15.1% below entry	5.8% above entry	3.5%	TV YH
MCO	BUY	26%	14.4% below entry	5.5% above entry	3.7%	TV YH