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Volatility Premium

Long low-vol stocks, avoid high-vol: harvesting the low-volatility anomaly

3Y
Total Return
+11.6%
3Y
Sharpe Ratio
-0.01
3Y
Max Drawdown
-6.7%
3Y
Win Rate
53.3%
3Y
Alpha
-62.6%
3Y
Comp. Score *
0.02
Risk Parameters
Max Allocation0.0%
Stop Loss6.7%
Take Profit5.0%
Max DD Tolerance6.7%
Rebalancemonthly
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
SPLV BUY 12% 3.4% below entry 3.0% above entry 0.0% TVYH
JNJ BUY 19% 5.3% below entry 4.0% above entry 0.0% TVYH
PEP BUY 21% 5.9% below entry 4.4% above entry 0.0% TVYH