Subscription Monopoly

Sticky subscriptions nobody cancels: CRM, ADP, NFLX, SPOT — predictable cash flow machines

Subscription Monopoly (Recurring Revenue)

Total Return

+57.2%

Sharpe Ratio

0.75

Max Drawdown

-20.1%

Win Rate

55.0%

Alpha

-6.8%

Comp. Score *

0.20

Risk Parameters

Max Allocation8.4%

Stop Loss16.1%

Take Profit12.0%

Max DD Tolerance20.1%

Rebalanceweekly

Execution Guidance

Order TypeLimit

Entry RuleBuy on RSI pullback to 40-50 in confirmed uptrend. Never chase.

TimingSAFE TO BUY. *

ScalingEnter 50% initial, add 25% on first pullback, final 25% on trend confirmation.

Positions — Vol-Adjusted Sizing

Symbol	Action	Vol	Stop Loss	Take Profit	Size	Links
ZM	BUY	35%	23.9% below entry	17.8% above entry	5.7%	TV YH
CRM	BUY	33%	22.6% below entry	16.8% above entry	6.0%	TV YH

▶ 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 -21% drawdown to return 500% long-term. - Exit rule: Exit only if regulation breaks the monopoly (antitrust action).

Avg 5Y Return

166.4%

Avg 5Y Sharpe

0.88

10Y Return

499.8%

10Y Sharpe

0.86

HODL Composite

1.47

Consistency

89%

Suitable for passive

Yes