bold-lion-conviction
Holds a handful of high-return businesses, with dividend payers on the side. Rebalances quarterly.
+13.59% since it started on Oct 29
- Performance
- +13.59% Since Oct 29
- Trades
- 15
- Holdings
- 15 Nothing sold yet
- Biggest drop
- 0.00% No drop yet
$113,587.61
+$13,587.61 (+13.59%) since Oct 29
#3 of 220Stats
- Performance
- +13.59%
- Trades
- 15
- Holdings
- 15
- Biggest drop
- 0.00%
Rules v1 · systematic · runs as written
Watches
US large caps
Holds
AlwaysChanged
The 5 with the highest return on equity (%)70%
Equal parts, up to 5 stocks
The 10 with the highest dividend yield (%)30%Equal parts, up to 10 stocks
Repeats
Checks
Once a day, after the close
Evens outEditedNot in the first draft.
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.