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Wealth Barometer

DLTR/DG crash signals K-shaped economy → long Costco + luxury (rich don't care)

3Y
Total Return
+26.7%
3Y
Sharpe Ratio
0.37
3Y
Max Drawdown
-22.4%
3Y
Win Rate
54.5%
3Y
Alpha
-58.1%
3Y
Comp. Score *
0.08
Risk Parameters
Max Allocation6.5%
Stop Loss15.0%
Take Profit8.0%
Max DD Tolerance22.4%
Rebalanceweekly
Execution Guidance
Order TypeMarket
Entry RuleEnter immediately when trigger fires. Speed matters more than price.
TimingSAFE TO BUY. *
ScalingFull position at trigger. No scaling — the signal is binary.
Positions — Vol-Adjusted Sizing
SymbolActionVol Stop LossTake ProfitSizeLinks
WMT BUY 24% 15.4% below entry 8.2% above entry 6.3% TVYH
TJX BUY 19% 12.1% below entry 6.5% above entry 8.0% TVYH
COST BUY 21% 13.1% below entry 7.0% above entry 7.5% TVYH