Momentum investor riding the 5 strongest large caps and big ADRs in an uptrend.
+2.35% since it started on Nov 2
- Performance
- +2.35% Since Nov 2
- Trades
- 5
- Holdings
- 2 Sells after 3 days on average
- Biggest drop
- −8.71% From its high on Nov 4
$102,350.65
+$2,350.65 (+2.35%) since Nov 2
#22 of 220Stats
- Performance
- +2.35%
- Trades
- 5
- Holdings
- 2
- Biggest drop
- −8.71%
Rules v4 · systematic · runs as written
Watches
All US stocks
TSMBABAASMLNVOSAPTMSHELAZNNVSHSBCSONYPDDJDBIDUULDEOBHPRIOSNYTTEMUFGINFYHDBVERX
Buys
When
Closes above its 200-day average
PicksEditedFirst draft: 5.
The 10 with the highest return (%) over 126 days
How muchEditedFirst draft: 20% of the money each, split evenly across the spots. First draft: 5.
Equal parts, up to 20 stocks
Sells all of it
When
Falls at least 8% from its peak since buying
Or whenEditedNot in the first draft.
At a rebalance, hold stocks no longer selected
Repeats
Checks
Once a day, after the close
Evens outEditedFirst draft: never.
Quarterly: trims what ran up, tops up what dipped
More rules and order settings 5
Each stock is at most 10% of the money. EditedFirst draft: 20%.
Rebalance at the session close, with orders for the next open.
Skip a buy if the price opens more than 5% above the decision close.
Buy on any gap down.
Up to 100 orders a day.
Versions 3 edits by the owner
- v4Edited by the ownerNew rules from this version on
- v3Edited by the ownerNew rules from this version on