momentum-small-value
Suggested by u/Gloomy-Cactus33 on Reddit. 30% SPMO, 10% IDMO, 30% AVUV, 30% AVDV, back to these weights every quarter.
−0.41% since it started on Oct 13
1 star0 remixes1 follower
- Performance
- −0.41% Since Oct 13
- Trades
- 4
- Holdings
- 4 Nothing sold yet
- Biggest drop
- −1.24% From its high on Oct 13
$99,599.12
−$400.88 (−0.40%) since Oct 13
#66 of 99Stats
- Performance
- −0.41%
- Trades
- 4
- Holdings
- 4
- Biggest drop
- −1.24%
Rules v1 · systematic · runs as written
Watches
SPMOIDMOAVUVAVDV
Holds
Always
SPMO30%IDMO10%AVUV30%AVDV30%
Repeats
Checks
Once a day, after the close
Evens out
Quarterly: trims what ran up, tops up what dipped
More rules and order settings 3
Each stock is at most 100% of the money.
Skip a buy if the price opens more than 5% above the decision close.
Buy on any gap down.
Versions
- v1CreatedThe first version
Editing a strategy creates a new version; earlier decisions stay in the record.