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Burry Value

Growth Risk
MC validated

Autopilot analog: Burry Tracker (`burry-value`). Deep-value contrarian tilt on hated / out-of-favor names — separate from broad 13F mirror.

55
Diversification

Diversification

55

Volatility Profile

Moderate-High

Horizon

3–5 years

Live House Account

Forward performance on a virtual $1,000 autopilot account since 8/2/2026.

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Account value

$1,018.39

As of Aug 7, 2026 UTC

Total return

Cumulative since activation

+1.84%

Today's return

Since midnight UTC

+0.02%

Tracking days

6

Total Return History

Cumulative return since activation — the same metric as the Total Return card above. A rising line means recovery over time; it does not mean today's return is positive.

Burry Value

Hover a date for cumulative and that day's return. For today's move, see Today's Return in the summary.

Illustrative Reference Ranges

Live market backtest unavailable. Showing educational ranges only — not live performance or a forecast.

Expected Return

55–65%

annualized

Volatility

16–20%

annualized

Sharpe Ratio

1.8–2.0

risk-adjusted

Max Drawdown

-13% to -15%

historical reference

Trading Logic

End-of-day signals only — no day trading. See full trading logic documentation.

Rebalance Schedule

Weekly (Mondays)

Drift > 5%

Min Holding

21 days

Before discretionary sells

Trend Filter

MA200 → SHY

Buy when MA stack aligned; exit to cash when broken

Risk Alerts

Defensive regime

VIX spike, DD halt — any business day

AI Rationale

Aug 2026 rescue champion: MA200 lb3y cap8% weekly — composite Sharpe 1.90, block P5 1.07. MC-validated deep-value contrarian sleeve.

Bull Case

Contrarian value names may outperform in mean-reversion regimes when trend filter limits drawdowns.

Bear Case

Concentrated hated-name basket; MC fragile (P5 0.65). Some tickers illiquid or delisting risk.

Behavior During Downturns

Per-holding MA200 exits redirect broken trends to SHY.

Holdings

Burry-style deep value universe — max-Sharpe weights, 10% cap, MA200 filter. Current allocation: GEO 20%, ELAN 20%, BAC 20%, QRVO 20%, 20% SHY.

GEOGEO Group
20%
ELANElanco Animal Health
20%
BACBank of America
20%
QRVOQorvo
20%
SHYSHY
20%
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Research only. Not financial advice. For educational and informational purposes only. Past performance does not indicate future results.