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Stock Trends: Portfolio
NASDAQ Bullish New High Portfolio
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Trading History

    

The Stock Trends NASDAQ Bullish New High trading strategy, defined below, has averaged 19% annual returns over the 28-year period January 1990 to December 2017!

 

ST NASDAQ Bullish New High Portfolio Strategy Performance - 1990 to 2017:
Year Avg Invested
Capital
Net Gain/(Loss) % Returns
ST
Portfolio *
S&P 500
Index
Difference
2017 102,264 6,465 6.3 19.4 -13.1
2016 41,509 7,306 18.5 9.5 9.0
2015 44,340 -9,580 -21.2 -1.3 -19.9
2014 38,113 -3,040 -7.9 13.4 -21.3
2013 68,868 13,869 20.0 31.3 -11.3
2012 51,509 -2,075 -4.0 11.5 -15.5
2011 36,038 -5,585 -15.3 0.0 -15.3
2010 82,075 4,299 5.3 12.8 -7.5
2009 36,792 10,022 28.0 29.1 -1.1
2008 10,566 -6,924 -64.3 -41.0 -23.3
2007 59,057 -586 -1.0 4.2 -5.2
2006 63,774 -3,436 -5.4 13.6 -19.0
2005 59,057 3,128 5.3 3.0 2.3
2004 65,283 55,024 83.4 10.4 73.0
2003 98,868 75,845 76.6 25.2 51.4
2002 67,170 -12,392 -18.3 -24.6 6.3
2001 84,717 4,628 5.4 -12.1 17.5
2000 35,283 22,512 64.0 -10.1 74.1
1999 28,679 6,992 24.2 19.5 4.7
1998 61,887 -12,768 -20.2 31.0 -51.2
1997 186,226 59,058 31.7 23.7 8.0
1996 131,321 18,785 14.3 22.9 -8.6
1995 128,868 53,924 42.4 34.1 8.3
1994 55,660 -21,279 -38.2 -1.5 -36.7
1993 136,226 25,507 18.5 7.1 11.4
1992 63,774 11,805 18.7 8.2 10.5
1991 57,736 31,630 54.6 23.7 30.9

* ST portfolio annual returns are based on average invested capital for the year.


You can review a history of ALL completed positions (i.e. a position is 'completed' when it it is bought and sold): Trading History

How can you too follow the Stock Trends NASDAQ Bullish New High Portfolio?... simply subscribe to Stock Trends Weekly Reporter for $19.95/mo (or choose one of our money-saving annual subscription plans). Each week we run our proprietary Stock Trends Portfolio Buy filter to find new acquisitions for this and other portfolios, and review the current portfolio holdings for our Sell signals - all published in weekly Portfolio reports made available to subscribers. 


STOCK TRENDS TSX BULLISH NEW HIGH
 TRADING STRATEGY


The trading criteria defined for the Stock Trends NASDAQ Bullish New High are as follows:

BUY a stock when:

  • tagged with a "Bullish" indicator (), and
  • weekly volume is above 100,000 shares, and volume of trading is at least twice the 13-week average volume (volume tagged as high - ), and
  • price movement on the week exceeds the comparative market index (+ sign beside the RSI), and
  • week closing price is at a new 52-week high, and
  • finally, limit the selection to stocks trading above $2 at the time of entry.

 

Note that transaction costs are factored into the cost of purchases and the net proceeds of sales at 1% in and 1% out, or 2% commission on a round trip. 

 

SELL criteria are as follows:

  • Sell Trigger #1: A Bearish Crossover ().
  • Sell Trigger #2: A Stop Loss provision is defined for each position held, setting the stop price at 15% below the highest closing price (minimum $0.50 below). If a stock is trading at or below the stop price at the end of a trading week, it is sold at the weekly closing price. Stop prices are moved up with any weekly increase in the stock's price, but, once increased, are never moved back down. 
  • Sell Trigger #3: When the Stock Trends indicator turns from Bullish () to Weak Bullish ().
  • Sell Trigger #5: When the RSI +/- indicator has been (-) for 3 consecutive weeks.


Stock Trends NASDAQ Bullish New High Portfolio has a winning percentage (the number of trades that provided positive returns as a percentage of the total number of trades) of 39%. What makes the system successful is the ratio of the average gains on positive return trades to the average losses on negative return trades. One way to represent this relationship and measure the profitability of a trading system is the Profit Factor:

 

Trading Statistics

 
Total # of positions taken: 979
# of winning positions (winning %): 379 (39%)
Average gain(%) per winning position: 25%
Average loss(%) per losing position: 10%
Profit factor**: 1.6
Maximum gain(%) on a position: 440%
Maximum loss(%): -51%
Annualized return on average invested capital: 18%
Average invested capital: $68,284
Average # of positions held: 7
Average # of weeks invested in each position: 10

* all trading stats compiled at December 31, 2017 

 **Profit Factor = (% of winning trades X average $ gains on winning trades) / ABSOLUTE VALUE[(% of losing trades X average $ losses on losing trades)]

 

Stock Trends NASDAQ Bullish New High Portfolio Distribution of Returns

 

 

 

 

 

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