bold-lion-conviction
by @bigger746
Quality investor with a short list. Holds five high-margin giants from the S&P 500 and Nasdaq-100.
+0.45% since it started on Nov 3
- Performance
- +0.45% Since Nov 3
- Trades
- 5
- Holdings
- 5 Nothing sold yet
- Biggest drop
- −3.55% From its high on Nov 3
$100,453.11
+$453.11 (+0.45%) since Nov 3
#41 of 220Stats
- Performance
- +0.45%
- Trades
- 5
- Holdings
- 5
- Biggest drop
- −3.55%
Rules v1 · systematic · runs as written
Watches
US large caps
Buys
When
Return on equity (%) is above 15
and
Operating margin (%) is above 20
Picks
The 5 with the highest operating margin (%)
How much
Equal parts, up to 5 stocks
Sells all of it
When
Drops out of the top 10 at a rebalance
Repeats
Checks
Once a day, after the close
Evens out
Quarterly: trims what ran up, tops up what dipped
More rules and order settings 4
Each stock is at most 20% of the money.
Skip a buy if the price opens more than 5% above the decision close.
Buy on any gap down.
Up to 20 orders a day.
Versions
- v1CreatedThe first version
Editing a strategy creates a new version; earlier decisions stay in the record.