FAQ

Do you trade these portfolios?

Yes! But not all of them all the time, after due diligence I sometimes do not agree with what the algorithms say so I can skip some trades.

What are the reasons to sell?

All of the portfolios have different reasons for exiting a position. Here are the most common for the Trend portfolios:

  • Trailing stop was triggered during the day. All trend positions have a “soft” trailing stop which means that if a stock price gets below the trailing stop value, the position will be sold the next day.
  • Market wide stop was triggered during the day, if there is a strong market correction all positions in that market will be sold.
  • System was updated and current position is not meeting the new criteria, this should be preceded by a blog post explaining the change.

And here are the most common reasons to sell for the Swing portfolios:

  • The stock reached its upswing target. Note that the Swing portfolios can exit early on good long positions (In and out in ~5 days), this is because they were designed to capture a fast upswing and move on to other stocks with similar fast upswing potential, you should not interpret a swing portfolio sell order as a negative signal for the stock if you are invested for the long term.
  • The stock dropped too much, when the price gets below a predefined moving average the system exits the position.
  • The stock price is not moving fast enough.
  • Market wide stop was triggered during the day, if there is a strong market correction all positions in that market will be sold.
  • System was updated and current position is not meeting the new criteria, this should be preceded by a blog post explaining the change.

Which portfolio should I trade?

It depends! The swing portfolios have a lot of trades so you better pay cheap commissions before following it. If you don’t want to log on to your trading platform every day, the trend portfolios is the way to go. Also you must take into account the mindset of trading these portfolios, what to expect:
Swing Portfolios:

  • 60% – 65% profitable transactions¬†
  • Average win amount is slightly bigger than average loss amount
  • Biggest loosing streak: 9¬†consecutive losses in a period of 10 years

Trend Portfolios:

  • 40% – 50% profitable transactions
  • Average win amount is much bigger than average loss amount
  • Biggest loosing streak: 12 consecutive losses in a period of 10 years

Are you doing this blog to sell something? Why are you doing this?

I’m not selling anything at the moment, I choose to publish the results of my work daily because it keeps me motivated to get better, and hopefully give others some good trading ideas! I might share some trading systems in the future through e-books but not until I find the discipline to write one blog post a week.

How should I trade your portfolios?

Every trading day my trading systems will analyze the end-of-day data of all the markets and the results will be posted on the Current Positions page, each portfolio has a “pending orders” sections that are to be executed at the end of the next trading day. If you are an experienced trader you might find better deals during the day, but the systems will always take the end of day price.

How can I contact you privately?

See the Contact Us link above.

What software are you using?

I wrote my own charting, back testing and portfolio management software in java, screenshots on this site are usually generated by my charting software which is using the excellent java charting library JFreeChart

Is your software available?

No, I have a demanding full time job and family and I don’t have time to polish it enough for public consumption (and provide the inevitable customer support once it’s out!).

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