NASDAQ ST-IM Select Bullish Crossover

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NASDAQ ST-IM Select Bullish Crossover

Current Strategy Summary

Buys: 0 Sells: 0
Holdings: 6

Performance

2020 ytd: -70.0%
1 week: +0.3%
1 year: -70.6%
*5 year: -2.9%
*10 year: +3.7%
*since inception (16.9yrs): +9.3%
*avg annual return

Current Portfolio Report Portfolio History Report
(subscribers only - Login ID and password required)  

The Stock Trends NASDAQ ST-IM Select Bullish Crossover Portfolio trading strategy, defined below, has averaged 12.6% annual returns over the 16-year period from January 2004 to December 2019!

 

NASDAQ ST-IM Select Bullish Crossover Portfolio Strategy Performance - 2005 to 2019:

Year Avg Invested Capital ($) Net Gain/(Loss) ($) ST Portfolio (%)* S&P 500 (%) Difference (%)
2019 79,811 -12,542 -16.0 30.3 -46.3
2018 154,717 25,701 16.5 -7.0 23.5
2017 186,792 25,094 13.4 19.4 -6.0
2016 137,170 7,187 5.3 9.5 -4.2
2015 121,509 -12,355 -10.1 -1.3 -8.8
2014 178,868 3,950 2.2 13.4 -11.2
2013 197,736 98,803 50.4 31.3 19.1
2012 125,472 8,867 7.1 11.5 -4.4
2011 148,679 -26,915 -17.9 0.0 -17.9
2010 204,717 67,849 33.2 12.8 20.4
2009 139,245 64,436 47.0 29.1 17.9
2008 34,528 -32,082 -91.2 -41.0 -50.2
2007 86,038 9,945 11.5 4.2 7.3
2006 100,000 10,077 10.1 13.6 -3.5
2005 79,245 19,852 25.2 3.0 22.2

* 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 is bought and sold): Trading History

How can you too follow the Stock Trends NASDAQ ST-IM Select Bullish Crossover 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 ST-IM SELECT BULLISH CROSSOVER PORTFOLIO TRADING STRATEGY


The trading criteria defined for the Stock Trends NASDAQ ST-IM Select Bullish Crossover Portfolio are as follows:

BUY a stock when:

 

Stock Trends Inference Model 'Select' stocks must have Stock Trends indicator combinations that have a lower limit of its mean return confidence interval above the base period mean random return for all three periods: 4-week, 13-week, and 40-week. Base period mean returns are: 4-week[ 0% ], 13-week[ 2.19% ], 40-week[ 6.45% ]. The assumed probability distribution is a normal curve. Probability of exceeding the 13-week base period random returns must be >= 55%.

 

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 (). 

 

Stock Trends NASDAQ ST-IM Select Bullish Crossover Portfolio has a winning percentage (the number of trades that provided positive returns as a percentage of the total number of trades) of 40%. 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: 281
# of winning positions (winning %): 113 (40%)
Average gain(%) per winning position: 43%
Average loss(%) per losing position: 14%
Profit factor**: 2.0
Maximum gain(%) on a position: 268%
Maximum loss(%): -67%
Annualized return on average invested capital: 12.6%
Average invested capital: $125,051
Average # of positions held: 13
Average # of weeks invested in each position: 37

* all trading stats compiled at December 31, 2019 

 **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 ST-IM Bullish Crossover Portfolio Distribution of Returns

 

 

Subscription Plans

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STWR - Monthly

$19.95/month

Monthly subscription plan to Stock Trends Weekly Reporter - pay your monthly subscription fees by having them automatically charged (PayPal only). Subscribers may cancel before the end of any subscription month.

STWR - 1 Year Prepaid Subscription

$199/year

1 Year Prepaid subscription to Stock Trends Weekly Reporter. Save 16% off monthly rate!

STWR - 2 Year Prepaid Subscription

$299/2 years

2 Year Prepaid subscription to Stock Trends Weekly Reporter. Save 37% off monthly rate!

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3 Year Prepaid subscription to Stock Trends Weekly Reporter. Save 44% off monthly rate!