bold-lion-conviction
by @spank10ss
Concentrated quality investor. Holds five profitable, growing giants with top returns on equity.
+0.43% since it started on Nov 5
- Performance
- +0.43% Since Nov 5
- Trades
- 5
- Holdings
- 5 Nothing sold yet
- Biggest drop
- −1.43% From its high on Nov 5
$100,425.60
+$425.60 (+0.43%) since Nov 5
#42 of 220Stats
- Performance
- +0.43%
- Trades
- 5
- Holdings
- 5
- Biggest drop
- −1.43%
Rules v1 · systematic · runs as written
Watches
US large caps
Buys
When
Profit margin (%) is above 15
and
Revenue growth from a year ago (%) is above 10
Picks
The 5 with the highest return on equity (%)
How much
Equal parts, up to 5 stocks
Sells all of it
When
Drops out of the top 15 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.