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Stock Trends: Portfolio
NASDAQ Weak Bearish Breakout Portfolio
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Trading History

      

The Stock Trends NASDAQ Weak Bearish Breakout trading strategy, defined below, has averaged 29% annual returns over the 28-year period January 1990 to December 2017!

 

ST NASDAQ Weak Bearish Breakout Portfolio Strategy Performance - 1991 to 2017:
Year Avg Invested
Capital
Net Gain/(Loss) % Returns
ST
Portfolio *
S&P 500
Index
Difference
2017 110,000 7,814 7.1 19.4 -12.3
2016 95,472 37,039 38.8 9.5 29.3
2015 110,377 -12,231 -11.1 -1.3 -9.8
2014 103,774 -21,292 -20.6 13.4 -34.0
2013 71,698 49,938 69.8 31.3 38.5
2012 59,057 -2,838 -4.8 11.5 -16.3
2011 68,491 -21,485 -31.2 0.0 -31.2
2010 52,642 27,366 52.5 12.8 39.7
2009 111,698 54,497 48.3 29.1 19.2
2008 68,302 -53,650 -77.3 -41.0 -36.3
2007 197,358 -52,534 -26.3 4.2 -30.5
2006 256,604 14,015 5.5 13.6 -8.1
2005 205,472 70,533 34.4 3.0 31.4
2004 115,094 79,859 70.9 10.4 60.5
2003 124,151 142,205 114.3 25.2 89.1
2002 96,981 10,057 10.4 -24.6 35.0
2001 133,774 49,437 36.9 -12.1 49.0
2000 89,434 29,578 33.7 -10.1 43.8
1999 117,170 113,237 96.9 19.5 77.4
1998 107,170 29,962 27.9 31.0 -3.1
1997 211,887 89,244 41.8 23.7 18.1
1996 136,604 26,380 19.4 22.9 -3.5
1995 176,226 81,344 45.8 34.1 11.7
1994 135,283 28,840 21.2 -1.5 22.7
1993 192,453 -10,709 -5.6 7.1 -12.7
1992 139,623 135,959 98.9 8.2 90.7
1991 91,887 32,543 35.5 23.7 11.8

* 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 Weak Bearish Breakout 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 NASDAQ WEAK BEARISH BREAKOUT
 TRADING STRATEGY


The trading criteria defined for the Stock Trends NASDAQ Weak Bearish Breakout are as follows:

BUY a stock when:

  • tagged with a "Weak Bearish" indicator (), and
  • weekly volume is above 500,000 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 the 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 #2: A Stop Loss provision is defined for each position held, setting the stop price at 20% 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. 

Stock Trends NASDAQ Weak Bearish Breakout Portfolio has a winning percentage (the number of trades that provided positive returns as a percentage of the total number of trades) of 36%. 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 (completed) positions taken: 500
# of winning positions (winning %): 182 (36.4%)
Average gain(%) per winning position: 85%
Average loss(%) per losing position: 18%
Profit factor**: 2.7
Maximum gain(%) on a position: 1,107%
Maximum loss(%): -81%
Annualized return on average invested capital: 28.8%
Average invested capital: $121,985
Average # of positions held: 13
Average # of weeks invested in each position: 36

* 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 Weak Bearish Breakout Portfolio Distribution of Returns

 

 

 

 

 

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