Public trading strategy
A competitive final auction for the UK's biggest port operator tells you that to
Created
Thesis
A competitive final auction for the UK's biggest port operator tells you that top-tier institutional money is eager to lock up long-duration infrastructure at almost any price. Private equity managers like KKR and Apollo earn fees based on the assets they manage, so winning — or even bidding aggressively — on a multi-billion dollar deal signals deal flow and fee growth is coming back. Port assets also throw off steady cash regardless of the economic cycle, making them exactly the kind of asset managers want when markets look shaky. If the sale closes at a rich price, it re-rates the value of similar infrastructure the buyers already own.
Strategy approach
A competitive final auction for the UK's biggest port operator tells you that top-tier institutional money is eager to lock up long-duration infrastructure at almost any price. Private equity managers like KKR and Apollo earn fees based on the assets they manage, so winning — or even bidding aggressively — on a multi-billion dollar deal signals deal flow and fee growth is coming back. Port assets also throw off steady cash regardless of the economic cycle, making them exactly the kind of asset managers want when markets look shaky. If the sale closes at a rich price, it re-rates the value of similar infrastructure the buyers already own. Decision analysis profile: value. Required dimensions: valuation_method, valuation_sensitivity, business_economics, cash_quality, balance_sheet_leverage,…
Markets and timeframes
Latest published rule evaluation
Evaluated . This is a dated rule snapshot, not a live price or trade execution confirmation.
APO · 1d
1 of 4 published entry conditions marked met.
- Price above EMA (50) — met
- EMA (50) crossed above EMA (20) — near
- RSI (14) below 50 — near
- OBV crossed above Donchian (20) — unknown
- RSI (14) above 75 — far
- Price below EMA (50) — near
BAM · 1d
1 of 4 published entry conditions marked met.
- Price above EMA (50) — met
- EMA (50) crossed above EMA (20) — near
- RSI (14) below 50 — near
- OBV crossed above Donchian (20) — unknown
- RSI (14) above 75 — far
- Price below EMA (50) — far
KKR · 1d
2 of 4 published entry conditions marked met.
- Price above EMA (50) — met
- EMA (50) crossed above EMA (20) — near
- RSI (14) below 50 — met
- OBV crossed above Donchian (20) — unknown
- RSI (14) above 75 — far
- Price below EMA (50) — near
Entry and exit at a glance
These are the named rules in the shared configuration. Review the full conditions below before using a strategy.
- Entry: EMA/RSI/OBV/DONCHIAN Crossover Long (APO@1d) (4 conditions)
- Entry: EMA/RSI/OBV/DONCHIAN Crossover Long (KKR@1d) (4 conditions)
- Entry: EMA/RSI/OBV/DONCHIAN Crossover Long (BAM@1d) (4 conditions)
- Exit: Overbought RSI Exit (APO@1d) (3 conditions)
- Exit: Overbought RSI Exit (KKR@1d) (3 conditions)
- Exit: Overbought RSI Exit (BAM@1d) (3 conditions)
- Exit: TP: Near Resistance[2] (APO@1d) (1 condition)
- Exit: TP: Near Resistance[2] (KKR@1d) (1 condition)
- Exit: TP: Near Resistance[2] (BAM@1d) (1 condition)
- Exit: SL: Below Support[2] (APO@1d) (1 condition)
- Exit: SL: Below Support[2] (KKR@1d) (1 condition)
- Exit: SL: Below Support[2] (BAM@1d) (1 condition)
- Exit: Stop Loss at 2.5% (1 condition)
- Exit: Take Profit at 5.0% (1 condition)
Shared strategy rules
Rule configuration
{
"data_dependencies": [
{
"symbol": "STOCK:APO",
"timeframe": "1d"
},
{
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
{
"symbol": "STOCK:BAM",
"timeframe": "1d"
}
],
"entry_rules": [
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:APO",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"chart_ref": {
"symbol": "STOCK:APO",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:APO",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
},
"operator": "crossed_above",
"right": {
"chart_ref": {
"symbol": "STOCK:APO",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 20
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:APO",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "less_than",
"right": {
"type": "constant",
"value": 50
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:APO",
"timeframe": "1d"
},
"indicator": {
"name": "obv"
},
"type": "indicator"
},
"operator": "crossed_above",
"right": {
"chart_ref": {
"symbol": "STOCK:APO",
"timeframe": "1d"
},
"field": "upper",
"indicator": {
"name": "donchian",
"period": 20
},
"type": "indicator"
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1_apo",
"name": "EMA/RSI/OBV/DONCHIAN Crossover Long (APO@1d)",
"priority": 1,
"trade_symbol": "STOCK:APO"
},
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"chart_ref": {
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
},
"operator": "crossed_above",
"right": {
"chart_ref": {
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 20
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "less_than",
"right": {
"type": "constant",
"value": 50
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
"indicator": {
"name": "obv"
},
"type": "indicator"
},
"operator": "crossed_above",
"right": {
"chart_ref": {
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
"field": "upper",
"indicator": {
"name": "donchian",
"period": 20
},
"type": "indicator"
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1_kkr",
"name": "EMA/RSI/OBV/DONCHIAN Crossover Long (KKR@1d)",
"priority": 2,
"trade_symbol": "STOCK:KKR"
},
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:BAM",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"chart_ref": {
"symbol": "STOCK:BAM",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:BAM",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
},
"operator": "crossed_above",
"right": {
"chart_ref": {
"symbol": "STOCK:BAM",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 20
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:BAM",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "less_than",
"right": {
"type": "constant",
"value": 50
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:BAM",
"timeframe": "1d"
},
"indicator": {
"name": "obv"
},
"type": "indicator"
},
"operator": "crossed_above",
"right": {
"chart_ref": {
"symbol": "STOCK:BAM",
"timeframe": "1d"
},
"field": "upper",
"indicator": {
"name": "donchian",
"period": 20
},
"type": "indicator"
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1_bam",
"name": "EMA/RSI/OBV/DONCHIAN Crossover Long (BAM@1d)",
"priority": 3,
"trade_symbol": "STOCK:BAM"
}
],
"exit_rules": [
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:APO",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 75
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:APO",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:APO",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
}
},
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 60
}
}
],
"enabled": true,
"id": "exit_1_apo",
"name": "Overbought RSI Exit (APO@1d)",
"priority": 1,
"purpose": "signal",
"target_symbol": "STOCK:APO"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 75
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
}
},
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 60
}
}
],
"enabled": true,
"id": "exit_1_kkr",
"name": "Overbought RSI Exit (KKR@1d)",
"priority": 2,
"purpose": "signal",
"target_symbol": "STOCK:KKR"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:BAM",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 75
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:BAM",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:BAM",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
}
},
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 60
}
}
],
"enabled": true,
"id": "exit_1_bam",
"name": "Overbought RSI Exit (BAM@1d)",
"priority": 3,
"purpose": "signal",
"target_symbol": "STOCK:BAM"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:APO",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than_or_equal",
"right": {
"rank": 2,
"type": "resistance_level"
}
}
],
"enabled": true,
"id": "exit_2_apo",
"name": "TP: Near Resistance[2] (APO@1d)",
"priority": 97,
"purpose": "take_profit",
"target_symbol": "STOCK:APO"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than_or_equal",
"right": {
"rank": 2,
"type": "resistance_level"
}
}
],
"enabled": true,
"id": "exit_2_kkr",
"name": "TP: Near Resistance[2] (KKR@1d)",
"priority": 98,
"purpose": "take_profit",
"target_symbol": "STOCK:KKR"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:BAM",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than_or_equal",
"right": {
"rank": 2,
"type": "resistance_level"
}
}
],
"enabled": true,
"id": "exit_2_bam",
"name": "TP: Near Resistance[2] (BAM@1d)",
"priority": 99,
"purpose": "take_profit",
"target_symbol": "STOCK:BAM"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:APO",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_above",
"right": {
"rank": 2,
"type": "support_level"
}
}
],
"enabled": true,
"id": "exit_3_apo",
"name": "SL: Below Support[2] (APO@1d)",
"priority": 100,
"purpose": "stop_loss",
"target_symbol": "STOCK:APO"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_above",
"right": {
"rank": 2,
"type": "support_level"
}
}
],
"enabled": true,
"id": "exit_3_kkr",
"name": "SL: Below Support[2] (KKR@1d)",
"priority": 101,
"purpose": "stop_loss",
"target_symbol": "STOCK:KKR"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:BAM",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_above",
"right": {
"rank": 2,
"type": "support_level"
}
}
],
"enabled": true,
"id": "exit_3_bam",
"name": "SL: Below Support[2] (BAM@1d)",
"priority": 102,
"purpose": "stop_loss",
"target_symbol": "STOCK:BAM"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"field": "unrealized_pnl_percent",
"type": "position"
},
"operator": "less_than_or_equal",
"right": {
"type": "constant",
"value": -2.504
}
}
],
"enabled": true,
"id": "exit_4",
"name": "Stop Loss at 2.5%",
"priority": 100,
"purpose": "stop_loss"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"field": "unrealized_pnl_percent",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 5.008
}
}
],
"enabled": true,
"id": "exit_5",
"name": "Take Profit at 5.0%",
"priority": 100,
"purpose": "take_profit"
}
],
"position_sizing": {
"max_position_percent": 25,
"method": {
"risk_percent": 2.504,
"support_stop_rank": 2,
"type": "fixed_risk"
},
"min_position_value": 100
},
"trigger_timeframe": "1d",
"version": 1
}Indicator configuration
{
"indicators": [
{
"name": "ema",
"period": 50
},
{
"name": "ema",
"period": 20
},
{
"name": "donchian",
"period": 20
},
{
"name": "obv"
},
{
"name": "rsi",
"period": 14
},
{
"name": "ema",
"period": 50
},
{
"name": "ema",
"period": 20
},
{
"name": "donchian",
"period": 20
},
{
"name": "obv"
},
{
"name": "rsi",
"period": 14
},
{
"name": "ema",
"period": 50
},
{
"name": "ema",
"period": 20
},
{
"name": "donchian",
"period": 20
},
{
"name": "obv"
},
{
"name": "rsi",
"period": 14
}
]
}Parsed strategy
{
"data_dependencies": [
{
"symbol": "STOCK:APO",
"timeframe": "1d"
},
{
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
{
"symbol": "STOCK:BAM",
"timeframe": "1d"
}
],
"entry_rules": [
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:APO",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"chart_ref": {
"symbol": "STOCK:APO",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:APO",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
},
"operator": "crossed_above",
"right": {
"chart_ref": {
"symbol": "STOCK:APO",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 20
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:APO",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "less_than",
"right": {
"type": "constant",
"value": 50
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:APO",
"timeframe": "1d"
},
"indicator": {
"name": "obv"
},
"type": "indicator"
},
"operator": "crossed_above",
"right": {
"chart_ref": {
"symbol": "STOCK:APO",
"timeframe": "1d"
},
"field": "upper",
"indicator": {
"name": "donchian",
"period": 20
},
"type": "indicator"
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1_apo",
"name": "EMA/RSI/OBV/DONCHIAN Crossover Long (APO@1d)",
"priority": 1,
"trade_symbol": "STOCK:APO"
},
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"chart_ref": {
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
},
"operator": "crossed_above",
"right": {
"chart_ref": {
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 20
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "less_than",
"right": {
"type": "constant",
"value": 50
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
"indicator": {
"name": "obv"
},
"type": "indicator"
},
"operator": "crossed_above",
"right": {
"chart_ref": {
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
"field": "upper",
"indicator": {
"name": "donchian",
"period": 20
},
"type": "indicator"
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1_kkr",
"name": "EMA/RSI/OBV/DONCHIAN Crossover Long (KKR@1d)",
"priority": 2,
"trade_symbol": "STOCK:KKR"
},
{
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:BAM",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than",
"right": {
"chart_ref": {
"symbol": "STOCK:BAM",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:BAM",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
},
"operator": "crossed_above",
"right": {
"chart_ref": {
"symbol": "STOCK:BAM",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 20
},
"type": "indicator"
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:BAM",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "less_than",
"right": {
"type": "constant",
"value": 50
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:BAM",
"timeframe": "1d"
},
"indicator": {
"name": "obv"
},
"type": "indicator"
},
"operator": "crossed_above",
"right": {
"chart_ref": {
"symbol": "STOCK:BAM",
"timeframe": "1d"
},
"field": "upper",
"indicator": {
"name": "donchian",
"period": 20
},
"type": "indicator"
}
}
],
"direction": "long",
"enabled": true,
"id": "entry_1_bam",
"name": "EMA/RSI/OBV/DONCHIAN Crossover Long (BAM@1d)",
"priority": 3,
"trade_symbol": "STOCK:BAM"
}
],
"exit_rules": [
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:APO",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
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},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 75
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:APO",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:APO",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
}
},
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 60
}
}
],
"enabled": true,
"id": "exit_1_apo",
"name": "Overbought RSI Exit (APO@1d)",
"priority": 1,
"purpose": "signal",
"target_symbol": "STOCK:APO"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 75
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
}
},
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 60
}
}
],
"enabled": true,
"id": "exit_1_kkr",
"name": "Overbought RSI Exit (KKR@1d)",
"priority": 2,
"purpose": "signal",
"target_symbol": "STOCK:KKR"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:BAM",
"timeframe": "1d"
},
"indicator": {
"name": "rsi",
"period": 14
},
"type": "indicator"
},
"operator": "greater_than",
"right": {
"type": "constant",
"value": 75
}
},
{
"left": {
"chart_ref": {
"symbol": "STOCK:BAM",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "less_than",
"right": {
"chart_ref": {
"symbol": "STOCK:BAM",
"timeframe": "1d"
},
"indicator": {
"name": "ema",
"period": 50
},
"type": "indicator"
}
},
{
"left": {
"field": "holding_period_bars",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 60
}
}
],
"enabled": true,
"id": "exit_1_bam",
"name": "Overbought RSI Exit (BAM@1d)",
"priority": 3,
"purpose": "signal",
"target_symbol": "STOCK:BAM"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:APO",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than_or_equal",
"right": {
"rank": 2,
"type": "resistance_level"
}
}
],
"enabled": true,
"id": "exit_2_apo",
"name": "TP: Near Resistance[2] (APO@1d)",
"priority": 97,
"purpose": "take_profit",
"target_symbol": "STOCK:APO"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than_or_equal",
"right": {
"rank": 2,
"type": "resistance_level"
}
}
],
"enabled": true,
"id": "exit_2_kkr",
"name": "TP: Near Resistance[2] (KKR@1d)",
"priority": 98,
"purpose": "take_profit",
"target_symbol": "STOCK:KKR"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:BAM",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "greater_than_or_equal",
"right": {
"rank": 2,
"type": "resistance_level"
}
}
],
"enabled": true,
"id": "exit_2_bam",
"name": "TP: Near Resistance[2] (BAM@1d)",
"priority": 99,
"purpose": "take_profit",
"target_symbol": "STOCK:BAM"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:APO",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_above",
"right": {
"rank": 2,
"type": "support_level"
}
}
],
"enabled": true,
"id": "exit_3_apo",
"name": "SL: Below Support[2] (APO@1d)",
"priority": 100,
"purpose": "stop_loss",
"target_symbol": "STOCK:APO"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:KKR",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_above",
"right": {
"rank": 2,
"type": "support_level"
}
}
],
"enabled": true,
"id": "exit_3_kkr",
"name": "SL: Below Support[2] (KKR@1d)",
"priority": 101,
"purpose": "stop_loss",
"target_symbol": "STOCK:KKR"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"chart_ref": {
"symbol": "STOCK:BAM",
"timeframe": "1d"
},
"field": "close",
"type": "price"
},
"operator": "crossed_above",
"right": {
"rank": 2,
"type": "support_level"
}
}
],
"enabled": true,
"id": "exit_3_bam",
"name": "SL: Below Support[2] (BAM@1d)",
"priority": 102,
"purpose": "stop_loss",
"target_symbol": "STOCK:BAM"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"field": "unrealized_pnl_percent",
"type": "position"
},
"operator": "less_than_or_equal",
"right": {
"type": "constant",
"value": -2.504
}
}
],
"enabled": true,
"id": "exit_4",
"name": "Stop Loss at 2.5%",
"priority": 100,
"purpose": "stop_loss"
},
{
"applies_to": "both",
"conditions": [
{
"left": {
"field": "unrealized_pnl_percent",
"type": "position"
},
"operator": "greater_than_or_equal",
"right": {
"type": "constant",
"value": 5.008
}
}
],
"enabled": true,
"id": "exit_5",
"name": "Take Profit at 5.0%",
"priority": 100,
"purpose": "take_profit"
}
],
"position_sizing": {
"max_position_percent": 25,
"method": {
"risk_percent": 2.504,
"support_stop_rank": 2,
"type": "fixed_risk"
},
"min_position_value": 100
},
"trigger_timeframe": "1d",
"version": 1
}Strategy instructions
Trading agent generated from recommendation idea 'A competitive final auction for the UK's biggest port operator tells you that top-tier institutional money is eager to lock up long-duration infrastructure at almost any price. Private equity managers like KKR and Apollo earn fees based on the assets they'. Thesis: A competitive final auction for the UK's biggest port operator tells you that top-tier institutional money is eager to lock up long-duration infrastructure at almost any price. Private equity managers like KKR and Apollo earn fees based on the assets they manage, so winning — or even bidding aggressively — on a multi-billion dollar deal signals deal flow and fee growth is coming back. Port assets also throw off steady cash regardless of the economic cycle, making them exactly the kind of asset managers want when markets look shaky. If the sale closes at a rich price, it re-rates the value of similar infrastructure the buyers already own.
Performance
No trade count, win rate, or realized P&L figures are provided in this public preview. The thesis and shared rules do not establish a performance record.
What this public preview can establish
- The dated rule snapshot above shows the conditions evaluated at that time. It does not prove a current trigger or executed trade.
- Technical strategy fields are shared above. Inspect the actual conditions and check when they were evaluated before relying on them.
- No trade count, win rate, or P&L figure is published in this preview. It cannot establish a performance record.
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