Video summary

The HTLB System

Main summary

Key takeaways

Finance

Finance-focused summary (HTLB system)

Core claims & objective

The speaker describes the HTLB system as a proprietary/“sacred” framework to decode and track big investors’ equity trades in near real time (via “HTLB trackers” using bulk deals). The system is then used to generate swing trades and “investment trades” with claimed aims:

  • ~20% ROI per trade (swing/option-based structure mentioned)
  • ~100%+ ROI per annum (overall long-horizon claim, based on reported backtests)
  • “Negligible” drawdowns (repeatedly emphasized)

Disclosures / cautions

  • The transcript repeatedly warns that details are not fully shareable because the system is confidential.
  • No explicit “not financial advice” disclaimer appears in the provided subtitles.
  • Results are claimed to be based on verified P&Ls / ledgers allegedly available in the description and via appointments.

Tickers / instruments / indices mentioned

Equities

  • Tata Motors
  • Newland Labs (referred as “Newand/New land Lab”)
  • “Sinari” (exact ticker unclear; referenced in a context involving investments)
  • Shri Pastronics (exact ticker unclear)
  • El Cargo Logistics (exact ticker unclear)
  • Dazzling Ropeway (exact ticker unclear)
  • Delton Cables (exact ticker unclear)
  • Sudarshan Chemical (exact ticker unclear)
  • State Bank of India (SBI)

Indices / benchmarks

  • CNX 100 (described as the Top 100 companies average; “CNX00” appears as a possible NIFTY 100 / CNX 100 reference)

Derivatives / instruments

  • Futures
  • Options
  • IV / IVs (implied volatility) and vega-positive concepts
  • Pledging collateral / collateral margins
  • Gold (collateral-margin approach mentioned; exact product unclear, e.g., “e-blade gold”)

Key numbers & performance metrics cited (as stated)

Big-investor return examples (2020–2025/2026 window)

Claims of returns for multiple investors (identities sometimes garbled):

  • ~500% ROI (example: “Mr. Cadia”)
  • ~587% ROI over ~5 years (example: “Mr. Mahindra Gdaral”)
  • ~382% (example: “sharat kalsha”)
  • ~1,900% growth rate for one case: net worth described around ₹6,300 cr
  • Generalized claim: “~100% ROI per annum on average” for these players

HTLB system backtest / testing claims

  • “200+ counters” tested, minimum 4–5 years each (speaker claims very large effective “testing years”)
  • Average system metrics (as stated):
    • Average ROI: ~302%
    • Average max drawdown: ~0.57%
    • Risk-reward ratio: ~1:1200 (transcript mentions “1276 … 1 is to 1200”)
    • Capital scaling (claimed):
      • 5x in ~1.5 years
      • 10x in ~2.25 to 5 years (range given)

Example: Newland Labs

  • Horizon described as roughly 2019–2025/2026
  • Claimed capital growth: ₹40 lakh → ~₹6.3 cr (~1,593% ROI)
  • “Investment time” claimed: ~3 years (with additional periods described as “out of investment”)
  • Max drawdown: ~0.3%

Swing/option structure numbers

  • Swing target: around a 3.5% move in underlying → ~20% ROI
  • Premium / carry if price stays near range:
    • Speaker cites around ~7% (described as “premium” / “interest”)
  • Drawdown management:
    • If price drops and the reference line breaks, positions are closed.
    • Large down moves: claims IVs rise and system becomes vega-positive
      • Mentions IV expansion could materially increase payoff (examples: “~25 becomes 50”, “~100% ROI jackpot”)
  • Live testing claim (≈1 year):
    • Oct 2023 → Oct 2024
    • ~80 trades
    • ~76 hit profit
    • Only 1–4 loss trades (as described)

Framework / methodology (step-by-step elements)

A) Tracker layer: decoding “big player” trades

Use HTLB trackers to monitor institutional/big investor activity:

  • Analyze bulk deals and map executions to the investor’s account structures.
  • For each counter, identify:
    • Trade date within ~24 hours
    • % holding
    • Previous holdings vs additions (new position vs add-on)

Motivation: investor trades would otherwise be visible only after quarterly results.

B) Setup layer: HTLB delta + index comparison for bullishness

The system uses chart/score conditions and comparisons:

  1. HTLB delta (weekly frame for investment trades; also referenced in swing logic)

    • Built from many inputs from multiple platforms:
      • Claims ~68 data points tracked via 16 engines
    • Color output:
      • Green = bullish
      • Red = not bullish / below threshold
    • Built over ~2.5 years on TradingView constraints (speaker claims other signals are computed externally)

  2. Comparison chart vs CNX 100

    • Compare stock movement to CNX 100 (NIFTY 100 / top-100 average).
    • Claims:
      • If the stock outperforms consistently, “HTLB1 line” turns green and moves above a dotted line (index benchmark)
    • Conditions described:
      • HTLB1 must be above dotted line + green + rising

C) Entry rule (“cross over” confirmation)

For investment trades (weekly):

  • Wait for alignment:
    • HTLB1 (rising)
    • HTLB delta (green)
  • Enter when price breaks above a prior peak after the “bullish bend/crossover” setup.
  • Use a reference line as the trigger level (targets/exits tied to it).

D) Targeting and exit rule (investment portion)

  • Target: claimed as ~100% move from entry (doubling) using the reference line.
  • Exit / stop: if price closes below the reference line with bearish/red sign.
  • Partial profit-taking approach:
    • Close/lock ~50% at the doubling target
    • Keep remaining ~50% to run until the thesis breaks / disinvestment threshold

E) Money management (investment trades example)

  • Partial allocation plan: e.g., initial tranche ₹10 lakhs for a ₹40 lakh example
  • Add on subsequent HTLB setups (multiple sequences/trades)
  • Capital rotation concept: reinvest recovered capital into later trades

F) Swing-trades layer (daily timeframe + options/hedging)

Swing setup uses:

  • Daily timeframe
  • Trend/valuation/range logic:
    • Includes index comparison plus HTLB delta green
    • Pullback rule:
      • Price must come near a “blue line” (undervalued zone) while directional indicators remain bullish

Execution:

  • Alert-based entries intraday: set an alert at trigger price; enter when hit after market close setup.

Derivatives execution recommendation (against futures):

  • Speaker strongly discourages buying futures due to 1:1 payoff and costs (interest/premiums).
  • Instead, uses options with hedging to create a vega-positive profile:
    • Aim: ~20% ROI with ~3.5% underlying move
    • If price stays: earn premium/carry (~7%)
    • If price drops: IV expansion can offset/benefit

G) “Sequential trading” / compounding with minimal drawdowns

  • If one trade temporarily goes against you, the system continues subsequent signals so outcomes “net out.”
  • Target math adjustment:
    • If there is a small loss (example mentioned: “one point”), it’s added to the next target so recovery happens when the target is hit.
  • Speaker claims this structure keeps losses “covered back” by later trades.

Explicit recommendations / cautions stated

  • Strong recommendation: “Never buy futures from now ever”
  • Only trade when:
    • HTLB1 above dotted line + green + rising
    • HTLB delta green
  • Avoid trades when signals are red or too far from the blue line (swing setup)
  • Partial exit: book ~50% at the doubling target, let remainder run
  • Downside handling: close positions when price closes below the reference line (red/bearish)

Presenters / sources (from transcript)

  • Presenter: Wun
    • Mentioned background: ~15 years working with institutional funds; described as an institutional/expiry specialist
  • Names referenced as big investors whose trades are allegedly decoded (subtitle errors make exact mapping unclear):
    • Vijay Kedia
    • Others referenced: Rakesh Jhunjhunwala, Mr. Mahindra…, Mr. Cadia…, Mukul…, Sharat…, Sangeeta…, Mindar…, Lal…
  • No clear external organization sources are cited beyond market references like CNX 100 and TradingView.

Original video