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Singapore Alpha

Singapore heritage consumer + banks + REITs: AAA-rated income + growth

Singapore Alpha

3Y
Total Return
+50.4%
3Y
Sharpe Ratio
0.80
3Y
Max Drawdown
-10.6%
3Y
Win Rate
52.8%
3Y
Alpha
-6.5%
3Y
Comp. Score *
0.29
Risk Parameters
Max Allocation11.3%
Stop Loss11.6%
Take Profit8.8%
Max DD Tolerance10.6%
Rebalanceweekly
Execution Guidance
Order TypeLimit
Entry RuleBuy when local market index is above SMA200. FX matters — check currency trend.
TimingSAFE TO BUY. *
ScalingEnter in 3 tranches over 2-4 weeks. Currency hedging optional.
Positions — Vol-Adjusted Sizing
SymbolActionVol Stop LossTake ProfitSizeLinks
ME8U.SI BUY 15% 7.4% below entry 5.6% above entry 17.8% TVYH
O39.SI BUY 17% 8.1% below entry 6.1% above entry 16.2% TVYH
F34.SI BUY 18% 9.0% below entry 6.8% above entry 14.7% TVYH
A17U.SI BUY 15% 7.6% below entry 5.7% above entry 17.4% TVYH
C38U.SI BUY 15% 7.6% below entry 5.7% above entry 17.4% TVYH
Y92.SI BUY 20% 9.9% below entry 7.5% above entry 13.3% TVYH
AJBU.SI BUY 22% 10.5% below entry 7.9% above entry 12.5% TVYH
U11.SI BUY 17% 8.3% below entry 6.2% above entry 15.9% TVYH
N2IU.SI BUY 17% 8.4% below entry 6.4% above entry 15.6% TVYH
▶ For Passive Investors (Buy & Hold)

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 -28% drawdown to return 313% long-term. - Exit rule: Exit if MAS tightens aggressively or DBS/UOB credit quality deteriorates.

Avg 5Y Return
108.6%
Avg 5Y Sharpe
0.8
10Y Return
313.2%
10Y Sharpe
0.78
HODL Composite
0.93
Consistency
92%
Suitable for passive
Yes