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LOSING

Water Scarcity

Water infrastructure and technology: secular scarcity mega-trend

3Y
Total Return
-8.3%
3Y
Sharpe Ratio
-0.76
3Y
Max Drawdown
-14.1%
3Y
Win Rate
43.5%
3Y
Alpha
-69.2%
3Y
Comp. Score *
0.00
Risk Parameters
Max Allocation0.0%
Stop Loss14.1%
Take Profit5.0%
Max DD Tolerance14.1%
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
YORW BUY 22% 12.8% below entry 4.5% above entry 0.0% TVYH
A BUY 31% 18.4% below entry 6.5% above entry 0.0% TVYH
CGW BUY 14% 8.5% below entry 3.0% above entry 0.0% TVYH
ECL BUY 21% 12.4% below entry 4.4% above entry 0.0% TVYH