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WINNING

Utility Infra Income

Utilities, data centers, telecom: steady income, buy dips for yield

3Y
Total Return
+38.2%
3Y
Sharpe Ratio
0.71
3Y
Max Drawdown
-13.3%
3Y
Win Rate
56.1%
3Y
Alpha
-55.0%
3Y
Comp. Score *
0.16
Risk Parameters
Max Allocation9.6%
Stop Loss20.0%
Take Profit9.1%
Max DD Tolerance13.3%
Rebalancemonthly
Execution Guidance
Order TypeLimit
Entry RuleBuy on ex-dividend date dips or when yield exceeds 5-year average.
TimingSAFE TO BUY. *
ScalingBuild position over 4-6 weeks. Reinvest all dividends.
Positions — Vol-Adjusted Sizing
SymbolActionVol Stop LossTake ProfitSizeLinks
EQIX BUY 25% 21.4% below entry 9.8% above entry 8.9% TVYH
COST BUY 21% 17.4% below entry 7.9% above entry 11.0% TVYH
SO BUY 18% 14.7% below entry 6.7% above entry 13.0% TVYH
DUK BUY 17% 14.1% below entry 6.5% above entry 13.5% TVYH
TMUS BUY 28% 23.3% below entry 10.6% above entry 8.2% TVYH
VZ BUY 23% 19.4% below entry 8.9% above entry 9.8% TVYH
PPL BUY 18% 14.8% below entry 6.8% above entry 12.9% TVYH
DLR BUY 27% 22.7% below entry 10.4% above entry 8.4% TVYH