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Water Monopoly

Regulated water monopolies: $45B EPA mandate, AWK below fair value, 8-9% rate base growth guaranteed

3Y
Total Return
+20.1%
3Y
Sharpe Ratio
0.23
3Y
Max Drawdown
-15.6%
3Y
Win Rate
51.9%
3Y
Alpha
-60.0%
3Y
Comp. Score *
0.02
Risk Parameters
Max Allocation4.2%
Stop Loss15.6%
Take Profit5.0%
Max DD Tolerance15.6%
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
ECL BUY 21% 13.7% below entry 4.4% above entry 4.8% TVYH
WTS BUY 28% 18.1% below entry 5.8% above entry 3.6% TVYH
WTRG BUY 22% 14.2% below entry 4.6% above entry 4.6% TVYH
XYL BUY 25% 16.5% below entry 5.3% above entry 4.0% TVYH
PNR BUY 31% 20.3% below entry 6.5% above entry 3.2% TVYH
FELE BUY 27% 18.0% below entry 5.8% above entry 3.7% TVYH