Growth core + consumer staples/dividend hedge + gold/bond buffer
Staples-Hedged Growth
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| GLD | BUY | 23% | 7.7% below entry | 13.5% above entry | 18.0% | TVYH |
| SHY | BUY | 2% | 4.0% below entry | 7.0% above entry | 34.6% | TVYH |
| XLP | BUY | 13% | 4.4% below entry | 7.7% above entry | 31.8% | TVYH |
| PG | BUY | 18% | 6.2% below entry | 10.9% above entry | 22.3% | TVYH |
| KO | BUY | 16% | 5.5% below entry | 9.7% above entry | 25.1% | TVYH |
| WMT | BUY | 23% | 7.9% below entry | 13.8% above entry | 17.6% | TVYH |
| COST | BUY | 21% | 6.9% below entry | 12.2% above entry | 20.0% | TVYH |
| PEP | BUY | 21% | 7.0% below entry | 12.2% above entry | 19.9% | TVYH |
| AAPL | BUY | 29% | 9.6% below entry | 16.9% above entry | 14.4% | TVYH |
| GOOGL | BUY | 30% | 10.1% below entry | 17.7% above entry | 13.8% | TVYH |
| META | BUY | 36% | 12.2% below entry | 21.4% above entry | 11.4% | TVYH |
| NVDA | BUY | 49% | 16.3% below entry | 28.7% above entry | 8.5% | TVYH |
| AMZN | BUY | 33% | 11.1% below entry | 19.5% above entry | 12.5% | 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 -22% drawdown to return 319% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.