Companies that tax every transaction: payments, exchanges, ratings, logistics
Toll Booth Economy
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| NDAQ | BUY | 24% | 14.3% below entry | 5.7% above entry | 8.1% | TVYH |
| CME | BUY | 18% | 10.8% below entry | 4.3% above entry | 10.7% | TVYH |
| CHRW | BUY | 36% | 21.3% below entry | 8.5% above entry | 5.4% | TVYH |
| A | BUY | 29% | 17.0% below entry | 6.8% above entry | 6.8% | TVYH |
| MCO | BUY | 27% | 15.7% below entry | 6.3% above entry | 7.4% | 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 -33% drawdown to return 185% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.