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Stock Trends: Portfolio
NASDAQ Portfolio #2
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Trading History

   

The Stock Trends NASDAQ Portfolio #2 trading strategy, defined below, has averaged 19.6% annual returns over the 28-year period January 1990 to December 2017!

 

ST NASDAQ Portfolio #2 Strategy Performance - 1991 to 2017:
Year Avg Invested
Capital
Net Gain/(Loss) % Returns
ST
Portfolio *
S&P 500
Index
Difference
2017 473,585 186,424 39.5 19.4 20.1
2016 392,830 20,958 5.3 9.5 -4.2
2015 361,887 -75,778 -20.9 -1.3 -19.6
2014 374,717 -62,528 -16.7 13.4 -30.1
2013 510,189 188,855 37.0 31.3 5.7
2012 366,415 59,263 16.1 11.5 4.6
2011 378,302 -29,838 -7.8 0.0 -7.8
2010 414,906 29,753 7.3 12.8 -5.5
2009 489,245 137,291 27.9 29.1 -1.2
2008 236,226 -176,195 -73.4 -41.0 -32.4
2007 616,038 94,891 15.3 4.2 11.1
2006 641,698 12,784 2.0 13.6 -11.6
2005 695,660 -42,278 -6.1 3.0 -9.1
2004 345,283 150,434 45.5 10.4 35.1
2003 334,528 425,802 127.5 25.2 102.3
2002 186,981 -50,669 -27.1 -24.6 -2.5
2001 221,509 -11,713 -5.3 -12.1 6.8
2000 256,038 -79,579 -30.8 -10.1 -20.7
1999 361,321 535,945 148.2 19.5 128.7
1998 218,491 44,578 20.6 31.0 -10.4
1997 284,340 109,413 38.4 23.7 14.7
1996 168,868 34,975 20.8 22.9 -2.1
1995 182,075 111,029 60.6 34.1 26.5
1994 72,264 14,898 20.8 -1.5 22.3
1993 137,170 32,569 23.7 7.1 16.6
1992 77,358 -5,880 -7.8 8.2 -16.0
1991 84,906 51,136 60.0 23.7 36.3

* 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 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 NASDAQ 
PORTFOLIO #2 TRADING STRATEGY


The trading criteria defined for the Stock Trends NASDAQ 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 NASDAQ Portfolio #2 has a winning percentage (the number of trades that provided positive returns as a percentage of the total number of trades) of 38%. 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: 2,020
# of winning positions (winning %): 770 (38%)
Average gain(%) per winning position: 54%
Average loss(%) per losing position: 20%
Profit factor**: 1.7
Maximum gain(%) on a position: 771%
Maximum loss(%): -86%
Annualized return on average invested capital: 19.6%
Average invested capital: $316,691
Average # of positions held: 32
Average # of weeks invested in each position: 23

* 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 Portfolio #2 Distribution of Returns

 

 

 

 

 

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