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Stock Trends: Portfolio
NYSE Portfolio #2
Current Portfolio Report
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Trading History

   

The Stock Trends NYSE Portfolio #2 trading strategy, defined below, has averaged 16% annual returns over the 28-year period February 1990 to December 2017!

 

ST NYSE Portfolio #2 Strategy Performance - 1990 to 2017:
Year Avg Invested
Capital
Net Gain/(Loss) % Returns
ST
Portfolio *
S&P 500
Index
Difference
2017 379,811 29,356 7.7 19.4 -11.7
2016 478,113 78,851 16.5 9.5 7.0
2015 238,491 -52,453 -22.0 -1.3 -20.7
2014 327,925 -33,240 -10.1 13.4 -23.5
2013 516,981 151,428 29.3 31.3 -2.0
2012 363,585 -12,893 -3.6 11.5 -15.1
2011 326,415 -27,329 -8.3 0.0 -8.3
2010 399,811 34,546 8.7 12.8 -4.1
2009 405,472 209,746 51.8 29.1 22.7
2008 155,849 -148,907 -94.1 -41.0 -53.1
2007 290,943 130,461 44.5 4.2 40.3
2006 317,547 51,816 16.5 13.6 2.9
2005 259,434 37,887 14.6 3.0 11.6
2004 253,208 35,559 14.2 10.4 3.8
2003 234,717 123,862 53.2 25.2 28.0
2002 145,283 -3,428 -2.3 -24.6 22.3
2001 175,472 -26,438 -15.0 -12.1 -2.9
2000 191,887 110,526 57.1 -10.1 67.2
1999 283,208 59,264 20.8 19.5 1.3
1998 134,528 24,600 18.3 31.0 -12.7
1997 187,736 67,386 35.7 23.7 12.0
1996 149,057 42,729 28.8 22.9 5.9
1995 165,283 39,146 23.6 34.1 -10.5
1994 119,245 -26,272 -22.0 -1.5 -20.5
1993 199,245 58,612 29.3 7.1 22.2
1992 169,434 69,644 41.2 8.2 33.0
1991 263,774 119,860 45.1 23.7 21.4

* 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 NYSE Portfolio #2?... 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 NYSE 
PORTFOLIO #2 TRADING STRATEGY


The trading criteria defined for the Stock Trends NYSE Portfolio #2 are as follows:

BUY a stock when:

  • tagged been tagged with a "Weak Bearish" indicator () for at least three (3) weeks, 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
  • RSI is at least 100, and price movement on the week exceeds the comparative market index (+ sign beside the RSI), and
  • a moving average crossover is likely in the coming weeks, 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 #6: When the Stock Trends indicator turns from a Weak Bearish () to Bearish ().
  • Sell Trigger #7: When the Stock Trends indicator has been Weak Bullish () for 4 consecutive weeks.

 

Stock Trends NYSE Portfolio #2 has a winning percentage (the number of trades that provided positive returns as a percentage of the total number of trades) of 42%. 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: 1,253
# of winning positions (winning %): 531 (42.4%)
Average gain(%) per winning position: 42%
Average loss(%) per losing position: 15%
Profit factor**: 2.1
Maximum gain(%) on a position: 526%
Maximum loss(%): -74%
Annualized return on average invested capital: 16%
Average invested capital: $257,121
Average # of positions held: 26
Average # of weeks invested in each position: 30

* 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 NYSE Portfolio #2 Distribution of Returns

 

 

 

 

 

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