LIVE — 11:23 ET
← All Strategies
WINNING

Serial Acquirer

TDG/HEI/ROP: 15-25% CAGR machines that look expensive on P/E but are cheap on FCF

3Y
Total Return
+24.4%
3Y
Sharpe Ratio
0.33
3Y
Max Drawdown
-15.7%
3Y
Win Rate
53.1%
3Y
Alpha
-58.8%
3Y
Comp. Score *
0.03
Risk Parameters
Max Allocation5.4%
Stop Loss15.7%
Take Profit5.0%
Max DD Tolerance15.7%
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
SymbolActionVol Stop LossTake ProfitSizeLinks
HEI BUY 31% 20.2% below entry 6.4% above entry 4.2% TVYH
AME BUY 24% 15.5% below entry 4.9% above entry 5.5% TVYH
NDSN BUY 25% 16.7% below entry 5.3% above entry 5.1% TVYH
DHR BUY 30% 20.0% below entry 6.4% above entry 4.2% TVYH
IEX BUY 26% 17.2% below entry 5.5% above entry 4.9% TVYH