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Telecom Equipment 5G

5G infrastructure: equipment oligopoly + semiconductor + test & measurement

Telecom Equipment & 5G

3Y
Total Return
+46.8%
3Y
Sharpe Ratio
0.59
3Y
Max Drawdown
-15.6%
3Y
Win Rate
50.3%
3Y
Alpha
-9.4%
3Y
Comp. Score *
0.09
Risk Parameters
Max Allocation7.2%
Stop Loss15.6%
Take Profit6.8%
Max DD Tolerance15.6%
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
SymbolActionVol Stop LossTake ProfitSizeLinks
ERIC BUY 34% 22.1% below entry 9.7% above entry 5.1% TVYH
LITE BUY 77% 40.0% below entry 20.5% above entry 2.4% TVYH
VIAV BUY 50% 32.6% below entry 14.3% above entry 3.4% TVYH
QCOM BUY 38% 25.2% below entry 11.0% above entry 4.5% TVYH
NOK BUY 38% 24.9% below entry 10.9% above entry 4.5% TVYH
KEYS BUY 38% 25.0% below entry 11.0% above entry 4.5% TVYH
▶ 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 -27% drawdown to return 23% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return
24.6%
Avg 5Y Sharpe
0.08
10Y Return
23.2%
10Y Sharpe
-0.05
HODL Composite
0.10
Consistency
57%
Suitable for passive
No