Regulated Data

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

Regulated Data Infrastructure

Total Return

+11.1%

Sharpe Ratio

0.01

Max Drawdown

-13.1%

Win Rate

56.2%

Alpha

-19.6%

Comp. Score *

0.02

Risk Parameters

Max Allocation3.9%

Stop Loss13.1%

Take Profit5.0%

Max DD Tolerance13.1%

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
NDAQ	BUY	24%	13.2% below entry	5.1% above entry	3.9%	TV YH
MSCI	BUY	27%	14.7% below entry	5.6% above entry	3.5%	TV YH
MCO	BUY	27%	14.6% below entry	5.6% above entry	3.5%	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 -29% drawdown to return 145% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return

67.0%

Avg 5Y Sharpe

0.49

10Y Return

145.3%

10Y Sharpe

0.45

HODL Composite

0.44

Consistency

85%

Suitable for passive