The Breakout Hunter — Mandate History
« Back to PortfolioEvery rule change is published here in full — nothing about this portfolio's mandate changes without a visible, dated record.
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Revision 1
Approved
Effective Jul 15, 2026
– present
Universe: a fixed liquid-stock watchlist screened for minimum average daily volume. Entry: new 52-week high, confirmed by volume > 2x the 20-day average volume and a relative-strength percentile in the top decile of the universe. Position sizing: equal-weighted across 5-8 concurrent positions. Exit: an 8% trailing stop-loss from each position's high-water mark, or a rule-based partial profit-take (trim one-third) at +25% unrealized gain.