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Utility Infra Income

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

Utility & Infrastructure Income

3Y
Total Return
+37.4%
3Y
Sharpe Ratio
0.69
3Y
Max Drawdown
-13.4%
3Y
Win Rate
56.1%
3Y
Alpha
-11.9%
3Y
Comp. Score *
0.16
Risk Parameters
Max Allocation9.4%
Stop Loss20.0%
Take Profit9.0%
Max DD Tolerance13.4%
Rebalanceweekly
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 26% 21.5% below entry 9.7% above entry 8.8% TVYH
COST BUY 21% 17.3% below entry 7.8% above entry 10.9% TVYH
SO BUY 17% 14.5% below entry 6.5% above entry 13.0% TVYH
DUK BUY 16% 13.8% below entry 6.2% above entry 13.7% TVYH
TMUS BUY 25% 21.3% below entry 9.6% above entry 8.8% TVYH
VZ BUY 22% 18.9% below entry 8.5% above entry 10.0% TVYH
PPL BUY 17% 14.4% below entry 6.4% above entry 13.1% TVYH
DLR BUY 26% 21.7% below entry 9.7% above entry 8.7% TVYH
▶ 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 -19% drawdown to return 190% long-term. - Exit rule: Exit if yield drops below historical average for 2 quarters. Reinvest all dividends.

Avg 5Y Return
67.0%
Avg 5Y Sharpe
0.59
10Y Return
190.2%
10Y Sharpe
0.63
HODL Composite
0.61
Consistency
92%
Suitable for passive
Yes