LIVE — 11:54 ET
← All Strategies
WINNING

Water Monopoly

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

Water Infrastructure Monopoly

3Y
Total Return
+19.6%
3Y
Sharpe Ratio
0.22
3Y
Max Drawdown
-15.7%
3Y
Win Rate
51.9%
3Y
Alpha
-16.9%
3Y
Comp. Score *
0.02
Risk Parameters
Max Allocation4.1%
Stop Loss15.7%
Take Profit5.0%
Max DD Tolerance15.7%
Rebalanceweekly
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 20% 13.4% below entry 4.3% above entry 4.8% TVYH
WTS BUY 27% 17.6% below entry 5.6% above entry 3.7% TVYH
WTRG BUY 21% 14.1% below entry 4.5% above entry 4.6% TVYH
XYL BUY 25% 16.3% below entry 5.2% above entry 4.0% TVYH
PNR BUY 28% 18.7% below entry 6.0% above entry 3.5% TVYH
FELE BUY 28% 18.3% below entry 5.9% above entry 3.5% 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 -33% drawdown to return 92% long-term. - Exit rule: Exit only if regulation breaks the monopoly (antitrust action).

Avg 5Y Return
49.7%
Avg 5Y Sharpe
0.32
10Y Return
91.9%
10Y Sharpe
0.24
HODL Composite
0.29
Consistency
82%
Suitable for passive
No