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Warflation Hedge

Geopolitical oil inflation: long energy midstream + defense, short duration. 6-8% yield + appreciation.

Warflation Hedge (Oil Conflict Regime)

3Y
Total Return
+15.7%
3Y
Sharpe Ratio
0.15
3Y
Max Drawdown
-12.4%
3Y
Win Rate
54.7%
3Y
Alpha
-18.1%
3Y
Comp. Score *
0.10
Risk Parameters
Max Allocation6.1%
Stop Loss15.0%
Take Profit5.0%
Max DD Tolerance12.4%
Rebalanceweekly
Execution Guidance
Order TypeLimit
Entry RuleAlways hold some. Add more when SPY breaks below SMA200.
TimingSAFE TO BUY. *
ScalingMaintain 5-15% allocation. Add during fear, trim during euphoria.
Positions — Vol-Adjusted Sizing
SymbolActionVol Stop LossTake ProfitSizeLinks
EPD BUY 17% 10.8% below entry 3.6% above entry 8.5% TVYH
LMT BUY 25% 15.8% below entry 5.3% above entry 5.8% TVYH
SHY BUY 2% 7.5% below entry 3.0% above entry 12.3% TVYH
ET BUY 23% 14.4% below entry 4.8% above entry 6.4% TVYH
WMB BUY 25% 15.5% below entry 5.2% above entry 5.9% TVYH
MPLX BUY 18% 11.5% below entry 3.8% above entry 8.0% TVYH
OKE BUY 28% 17.9% below entry 6.0% above entry 5.1% TVYH
RTX BUY 25% 15.7% below entry 5.2% above entry 5.9% TVYH
NOC BUY 26% 16.1% below entry 5.4% above entry 5.7% TVYH
ITA BUY 21% 13.5% below entry 4.5% above entry 6.8% 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 -14% drawdown to return 151% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return
57.1%
Avg 5Y Sharpe
0.51
10Y Return
150.9%
10Y Sharpe
0.56
HODL Composite
0.49
Consistency
82%
Suitable for passive
No