Current Positions

Last update: Fri Jul 28 22:46:46 EDT 2017, see the Portfolios page (http://stockmarketsvane.com/?page_id=32) for historical transactions and charts.

Portfolios
US Trend Portfolio
US Enhanced Indexing ETF Portfolio
CAD Trend Portfolio
CAD Enhanced Indexing ETF Portfolio
Swing Trade Candidates
Stock Candidates Performance Long & Short
Stock Candidates Performance Long Only
Stock Candidates Performance Short Only
SMV Market Breadth Oscillator

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US Trend Portfolio

This porfolio buys US stocks that will grow over a long period of time, average holding period: 95 days, max positions: 15.

Pending Orders
SELL DDD 3D SYSTEMS ORD
BUY LRCX LAM RESEARCH ORD
Orders Executed Today
2017-07-28 SELL MXL MAXLINEAR CL A ORD@21.49 (26.22 22.01%)
2017-07-28 BUY NFLX NETFLIX ORD@184.03
Current Positions
2017-07-05 ABC AMERISOURCEBERGEN ORD@95.22 (93.97 -1.31%)
2017-05-23 CRM SALESFORCECOM ORD@88.49 (90.62 2.40%)
2017-05-31 DDD 3D SYSTEMS ORD@20.45 (16.90 -17.35%)
2017-03-08 EXAS EXACT SCIENCES ORD@21.94 (39.47 79.89%)
2016-11-14 FMC FMC ORD@52.76 (76.65 45.28%)
2017-02-24 HAS HASBRO ORD@97.78 (105.74 8.14%)
2016-11-18 IRWD IRONWOOD PHARMA CL A OR@16.11 (17.60 9.24%)
2017-03-22 KITE KITE PHARMA ORD@76.38 (111.43 45.88%)
2017-07-28 NFLX NETFLIX ORD@184.03 (184.03 0.00%)
2017-03-03 NTES NETEASE ADR REP 25 ORD@293.47 (313.79 6.92%)
2017-03-09 PF PINNACLE FOODS ORD@57.38 (59.78 4.18%)
2017-05-10 RBS ROYAL BANK SCOTLAND ADS@6.85 (6.59 -3.79%)
2017-03-20 SBAC SBA COMMUNICATIONS CL A@117.06 (137.64 17.58%)
2016-10-27 SGMS SCIENTIFIC GAMES CL A O@12.60 (38.70 207.14%)
2017-03-02 XRX XEROX ORD@28.50 (30.43 6.77%)


Performance
1 Day 5 Days 30 Days CAGR YTD 2016 2015 3 Years 5 Years 10 Years DrawDown
1.14% 4.59% 4.42% 26.68% 19.53% 1.89% 8.80% 11.09% 19.36% 22.48% -21.41%
3, 5 and 10 years performance is annualized.

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US Enhanced Indexing ETF Portfolio

This diversified ETF Portfolio can be traded in two different ways: 1) Passive Management by rebalancing a few times a year so that the money is invested following the Base Allocation column. 2) Enhanced Indexing by rebalancing the first trading day of every month based on the Current Allocation column. The goal of this strategy is not to beat a static allocation portfolio but is designed to reduce the drawdown during big market corrections, more info here..
Start date: 2004-01-02

Name
Base Allocation
Current Allocation
VANGUARD TOTAL STOCK MA(VTI) 45% 46%
ISHARES MSCI EAFE ETF(EFA) 10% 10%
ISHARES MSCI EMERGING M(EEM) 10% 10%
SELECT SECTOR UTI SELEC(XLU) 5% 5%
SPDR DOW JONES REIT ETF(RWR) 5% 5%
ISHARES 20 YR TREASURY(TLT) 10% 10%
ISHARES CORE US AGGREGATE BOND ETF(AGG) 14% 14%
SPDR GOLD SHARES ETF(GLD) 1% 0%


Performance
1 Day 5 Days 30 Days CAGR YTD 2016 2015 3 Years 5 Years 10 Years DrawDown
-0.00% -0.13% 0.94% 10.78% 10.71% 12.35% -5.90% 6.69% 8.69% 10.03% -16.36%
3, 5 and 10 years performance is annualized.

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CAD Trend Portfolio

This porfolio buys Canadian stocks that will grow over a long period of time, average holding period: 127 days, max positions: 15.

Pending Orders
none
Orders Executed Today
none
Current Positions
2017-06-07 AC.TO AIR CANADA ORD@17.77 (19.04 7.14%)
2017-03-09 CFP.TO CANFOR ORD@17.94 (20.70 15.43%)
2017-07-18 CIX.TO CI FINANCIAL ORD@27.74 (27.00 -2.66%)
2017-01-19 D-UN.TO DREAM OFFICE REIT UNT@19.37 (19.87 2.58%)
2017-03-01 IFP.TO INTERFOR ORD@18.59 (19.68 5.86%)
2017-06-09 MG.TO MAGNA INTERNATIONAL ORD@61.20 (59.38 -2.97%)
2017-04-27 POU.TO PARAMOUNT RESOURCE ORD@17.49 (19.99 14.29%)
2017-03-23 QBR-B.TO QUEBECOR SUB VOTING CL@39.94 (43.97 10.09%)
2017-07-27 TRP.TO TRANSCANADA ORD@63.56 (63.50 -0.09%)
2017-03-10 WFT.TO WEST FRASER TIMBER ORD@57.40 (66.80 16.37%)


Performance
1 Day 5 Days 30 Days CAGR YTD 2016 2015 3 Years 5 Years 10 Years DrawDown
0.13% 0.33% 1.14% 16.51% -2.73% -0.25% -2.82% -0.53% 7.98% 8.89% -20.93%
3, 5 and 10 years performance is annualized.

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CAD Enhanced Indexing ETF Portfolio

This diversified ETF Portfolio can be traded in two different ways: 1) Passive Management by rebalancing a few times a year so that the money is invested following the Base Allocation column. 2) Enhanced Indexing by rebalancing the first trading day of every month based on the Current Allocation column. The goal of this strategy is not to beat a static allocation portfolio but is designed to reduce the drawdown during big market corrections, more info here..
Start date: 2013-10-01

Name
Base Allocation
Current Allocation
VANGUARD US TOTAL MARKE(VUN.TO) 45% 0%
VANGUARD ALL CAP INDEX(VCN.TO) 10% 0%
VNGRD FTSE DVLP AL CP E(VDU.TO) 10% 35%
BMO EQUAL WEIGHT UTILIT(ZUT.TO) 5% 30%
VANGUARD FTSE CAN CAPD(VRE.TO) 5% 0%
ISHARES CORE CANADIAN L(XLB.TO) 10% 35%
ISHARES CAND UNIVERSE B(XBB.TO) 14% 0%
ISHARES GLD BULLION HDG(CGL.TO) 1% 0%


Performance
1 Day 5 Days 30 Days CAGR YTD 2016 2015 3 Years DrawDown
-0.44% -1.36% -3.33% 12.52% 2.38% 12.12% 7.26% 9.83% -8.40%
3, 5 and 10 years performance is annualized.

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Swing Trade Candidates

Swing Trade Candidates are to be evaluated during the next trading day. They have a short term horizon of 1 to 10 days; the stock price has a good chance of moving quickly within a few days. See this post for more information on these trading ideas.

Category Symbol Entry Price Range Relative Strength
Swing Buy AA ALCOA ORD 30.29-35.64 5.11
AAPL APPLE ORD 127.07-149.50 1.75
AAR-UN.TO PURE INDUSTRIAL REAL ESTATE CL A UNT 5.45-6.42 -7.88
ABBV ABBVIE ORD 59.87-70.44 -5.11
ABT ABBOTT LABORATORIES ORD 42.16-49.61 -0.50
AGN ALLERGAN ORD 215.05-253.01 1.38
AGNC AMERICAN CAPITAL AGENCY REIT 17.92-21.09 -3.23
ALB ALBEMARLE ORD 99.02-116.50 9.00
AMAT APPLIED MATERIAL ORD 38.46-45.25 6.89
AMD ADVANCED MICRO DEVICES ORD 11.85-13.95 8.41
AMTD TD AMERITRADE HOLDING ORD 38.88-45.75 4.99
ARI APOLLO COMMERCIAL REAL EST FIN REIT 15.19-17.87 -6.01
ARMK ARAMARK ORD 33.52-39.44 -5.37
ASML ASML HOLDING ADR REP ORD 129.65-152.53 15.39
AUPH AURINIA PHARMACEUTICALS ORD 5.36-6.31 0.13
AVGO AVAGO TECHNOLOGIES ORD 212.81-250.37 4.67
AYA.TO AMAYA ORD 18.89-22.23 -4.80
BAC BANK OF AMERICA ORD 20.42-24.03 -3.49
BAM-A.TO BROOKFIELD ASSET MANAGEMENT CL A ORD 40.91-48.13 -8.89
BB.TO BLACKBERRY ORD 10.29-12.11 -9.21
BBRY BLACKBERRY ORD 8.26-9.72 -5.10
BC BRUNSWICK ORD 48.09-56.58 -11.95
BDN BRANDYWINE REALTY REIT 14.25-16.77 -5.13
BDX BECTON DICKINSON ORD 171.68-201.98 2.22
BEN FRANKLIN RESOURCES ORD 37.98-44.69 -1.99
BK BANK OF NEW YORK MELLON 44.76-52.66 0.93
BLL BALL ORD 35.60-41.89 -2.63
BNS.TO BANK NOVA SCOTIA ORD 65.90-77.54 -3.38
BOX BOX CL A ORD 16.35-19.24 4.23
BRCD BROCADE COMMUNICATIONS 10.69-12.58 -2.69
BSMX GRUP FIN STD MEX ADR RE 8.56-10.08 3.36
BSX BOSTON SCIENTIFIC ORD 22.95-27.01 -5.21
BX BLACKSTONE GROUP UNT 28.50-33.53 -1.52
BYD BOYD GAMING ORD 21.42-25.20 -1.22
CAA CALATLANTIC GROUP ORD 30.70-36.12 1.19
CAE.TO CAE ORD 17.83-20.98 -7.71
CBG CBRE GROUP CL A ORD 31.98-37.63 0.37
CCL CARNIVAL ORD 56.44-66.40 -0.39
CELG CELGENE ORD 113.98-134.10 -0.48
CENX CENTURY ALUMINUM ORD 14.28-16.80 4.16
CFG CITIZENS FINANCIAL GROU 29.69-34.94 -4.29
CIEN CIENA ORD 21.61-25.43 -2.23
CIT CIT GROUP ORD 40.66-47.84 -3.68
CMA COMERICA ORD 61.18-71.98 -3.41
CNHI CNH INDUSTRIAL ORD 9.73-11.45 -0.53
CNI CANADIAN NATIONAL RAILW 67.25-79.12 -4.72
CNR.TO CANADIAN NATIONAL RAILW 83.64-98.41 -8.97
CSX CSX ORD 42.49-49.99 -9.41
CTSH COGNIZANT TECHNOLOGY SO 58.92-69.32 2.50
CTXS CITRIX SYSTEMS ORD 67.75-79.71 -2.05
CX CEMEX ADR REP 10 PAR 8.16-9.61 1.03
CZR CAESARS ENTERTAINMENT O 10.54-12.40 -1.08
DAL DELTA AIR LINES ORD 42.78-50.33 -8.87
DAN DANA HOLDING ORD 19.80-23.30 2.13
DBEU DEUTSCH X TRKS MSCI ERP 23.41-27.55 -1.65
DD E I DU PONT DE NEMOURS 71.38-83.98 2.07
DDD 3D SYSTEMS ORD 14.36-16.90 -18.59
DHI D R HORTON ORD 30.47-35.85 3.79
DISH DISH NETWORK CL A ORD 54.34-63.94 -0.31
DK DELEK US HOLDINGS ORD 22.10-26.01 -4.37
DLPH DELPHI AUTOMOTIVE ORD 76.45-89.95 1.77
DOW DOW CHEMICAL ORD 55.82-65.68 2.43
DRG-UN.TO DREAM GLOBAL REAL ESTAT 8.73-10.28 -7.98
DRI DARDEN RESTAURANTS ORD 71.27-83.85 -10.92
EBAY EBAY ORD 30.54-35.94 1.84
EIX EDISON INTERNATIONAL OR 66.51-78.25 -2.19
EMR EMERSON ELECTRIC ORD 50.60-59.53 -0.34
EPD ENTERPRISE PRODUCTS PAR 23.03-27.10 -1.34
ES EVERSOURCE ENERGY ORD 51.45-60.53 -2.58
ETN EATON ORD 66.66-78.43 0.04
EVHC ENVISION HEALTHCARE HOL 47.73-56.16 -11.95
EW EDWARDS LIFESCIENCES OR 98.18-115.51 -3.76
EXTR EXTREME NETWORKS ORD 7.67-9.03 -7.24
FDC FIRST DATA CL A ORD 15.72-18.50 -1.87
FDX FEDEX ORD 176.83-208.03 -5.64
FEYE FIREEYE ORD 12.98-15.28 -3.59
FLEX FLEXTRONICS INTERNATION 13.84-16.29 -2.60
FLIR FLIR SYSTEMS ORD 31.02-36.50 2.76
FTNT FORTINET ORD 31.84-37.47 -3.01
GLW CORNING ORD 24.86-29.25 -5.98
GRMN GARMIN ORD 43.62-51.32 -1.56
HAS HASBRO ORD 89.87-105.74 -6.22
HEFA ISHARES CURRENCY HEDG M 23.92-28.15 -3.07
HEZU ISHARES CRRNCY HDG MSCI 24.65-29.01 -3.32
HOLX HOLOGIC ORD 37.50-44.12 -5.29
HPE HEWLETT PACKARD ENTERPR 14.88-17.51 2.86
HPQ HP ORD 16.29-19.17 6.80
HRTX HERON THERAPEUTICS ORD 13.98-16.45 16.04
HUN HUNTSMAN ORD 22.89-26.94 3.38
IBN ICICI BANK ADR REP 2 OR 7.87-9.27 1.97
INFN INFINERA ORD 9.97-11.72 5.51
IP INTERNATIONAL PAPER ORD 46.52-54.74 -3.98
IVZ INVESCO ORD 29.20-34.36 -4.12
JPM JPMORGAN CHASE ORD 77.58-91.28 -2.16
JUNO JUNO THERAPEUTICS ORD 24.46-28.78 -7.03
KBH KB HOME ORD 19.58-23.04 -5.37
KEM KEMET ORD 14.04-16.52 27.57
KERX KERYX BIOPHARMACEUTICAL 6.02-7.09 -1.59
KEY KEYCORP ORD 15.22-17.91 -6.67
KEYS KEYSIGHT TECHNOLOGIES O 35.63-41.91 6.30
KLAC KLA TENCOR ORD 80.24-94.40 -0.26
KTOS KRATOS DEFENSE AND SECU 9.45-11.12 -9.01
LEN LENNAR CL A ORD 44.56-52.43 -2.81
LITE LUMENTUM HOLDINGS ORD 52.61-61.90 5.72
LPX LOUISIANA PACIFIC ORD 21.29-25.05 1.38
LRCX LAM RESEARCH ORD 137.36-161.60 11.22
LUK LEUCADIA ORD 22.14-26.05 -2.56
LUV SOUTHWEST AIRLINES ORD 48.07-56.56 -10.79
LVS LAS VEGAS SANDS ORD 52.08-61.28 -5.81
MA MASTERCARD CL A ORD 108.72-127.91 2.96
MCK MCKESSON ORD 138.13-162.51 -2.99
MDR MCDERMOTT INTERNATIONAL 5.83-6.87 -4.71
MDT MEDTRONIC ORD 71.64-84.29 -7.28
MFA MFA FINANCIAL REIT 7.19-8.46 -1.71
MG.TO MAGNA INTERNATIONAL ORD 50.47-59.38 -2.35
MGA MAGNA INTERNATIONAL ORD 40.57-47.74 2.30
MGM MGM RESORTS INTERNATION 28.16-33.14 -1.54
MMM 3M ORD 169.76-199.72 -6.21
MPC MARATHON PETROLEUM ORD 46.73-54.98 3.81
MPLX MPLX COM UNT 30.57-35.97 7.83
MRVL MARVELL TECHNOLOGY GROU 13.25-15.59 -9.66
MS MORGAN STANLEY ORD 39.66-46.66 1.96
MSFT MICROSOFT ORD 62.08-73.04 4.34
MTCH MATCH GROUP ORD 15.78-18.57 4.54
MTG MGIC INVESTMENT ORD 9.73-11.45 -0.35
MTU MITSUBISHI UFJ FINANCIA 5.35-6.30 -7.84
MU MICRON TECHNOLOGY ORD 24.88-29.28 -9.25
NTAP NETAPP ORD 36.96-43.49 6.15
NTRS NORTHERN TRUST ORD 74.17-87.26 -12.34
NWL NEWELL RUBBER ORD 44.25-52.07 -4.09
OI OWENS ILLINOIS ORD 20.36-23.95 -1.46
OLN OLIN ORD 25.71-30.25 -1.03
ON ON SEMICONDUCTOR ORD 12.81-15.08 3.74
ORCL ORACLE ORD 42.75-50.30 -2.11
PAH PLATFORM SPECIALTY PROD 11.27-13.26 2.10
PANW PALO ALTO NETWORKS ORD 113.64-133.70 -3.04
PAY VERIFONE SYSTEMS ORD 16.73-19.69 6.78
PBI PITNEY BOWES ORD 13.15-15.48 -1.00
PCAR PACCAR ORD 57.95-68.18 2.09
PCG PGE ORD 57.33-67.45 -0.26
PF PINNACLE FOODS ORD 50.81-59.78 -2.65
PPG PPG INDUSTRIES ORD 90.12-106.03 -5.60
PPL.TO PEMBINA PIPELINE ORD 36.12-42.50 -3.25
PSTG PURE STORAGE CL A ORD 10.39-12.22 -8.22
PX PRAXAIR ORD 112.42-132.26 -1.86
QIWI QIWI ADR REP CL B ORD 15.18-17.87 -29.24
QRVO QORVO ORD 58.65-69.00 5.02
QSR RESTAURANT BRANDS INTRN 51.23-60.28 -4.82
RCI-B.TO ROGERS COMMUNICATIONS C 54.71-64.37 1.89
RCL ROYAL CARIBBEAN CRUISES 96.38-113.39 1.47
RDN RADIAN GROUP ORD 14.68-17.28 3.64
RH RESTORATION HARDWARE HO 59.38-69.87 5.77
RHT RED HAT ORD 83.73-98.51 0.84
RLGY REALOGY HOLDINGS ORD 28.05-33.00 -0.08
RMD RESMED ORD 65.78-77.39 -1.92
S SPRINT ORD 6.98-8.22 -1.45
SFM SPROUTS FARMERS MARKET 20.34-23.93 3.39
SGMO SANGAMO BIOSCIENCES ORD 7.56-8.90 -2.30
SNY SANOFI ADR REP 1 12 OR 40.42-47.56 -3.54
SPLK SPLUNK ORD 51.05-60.06 1.64
SRPT SAREPTA THERAPEUTICS OR 34.68-40.81 19.99
ST SENSATA TECHNOLOGIES HO 38.19-44.93 3.71
STI SUNTRUST BANKS ORD 48.10-56.59 -2.70
STLD STEEL DYNAMICS ORD 29.87-35.15 -2.89
SVC.TO SANDVINE ORD 3.70-4.36 0.28
SWFT SWIFT TRANSPORTATION CL 21.52-25.32 -7.50
SWK STANLEY BLACK AND DECKE 118.89-139.88 -2.13
SWKS SKYWORKS SOLUTIONS ORD 89.89-105.76 7.71
TER TERADYNE ORD 29.30-34.48 11.49
TMHC TAYLOR MORRISON HOME CL 19.27-22.68 -6.56
TOL TOLL BROTHERS ORD 33.01-38.84 -2.47
TPH TRI POINTE GROUP ORD 11.37-13.38 0.22
TRP.TO TRANSCANADA ORD 53.97-63.50 0.28
TSEM TOWER SEMICONDUCTOR ORD 22.58-26.57 8.08
TSM TAIWAN SEMICONDUCTOR MN 30.48-35.86 0.71
TTMI TTM TECHNOLOGIES ORD 15.03-17.69 -1.39
TTPH TETRAPHASE PHARMACEUTIC 5.50-6.48 -18.25
TXN TEXAS INSTRUMENTS ORD 68.60-80.71 2.65
UBS UBS GROUP REG ORD 14.89-17.52 0.09
UMPQ UMPQUA HOLDINGS ORD 15.68-18.45 -2.94
UTX UNITED TECHNOLOGIES ORD 101.03-118.87 -4.58
V VISA CL A ORD 84.27-99.15 2.70
VIAV VIAVI SOLUTIONS ORD 9.35-11.00 1.86
VLO VALERO ENERGY ORD 56.68-66.69 -2.89
VLY VALLEY NATIONAL ORD 9.89-11.64 -4.64
VNTV VANTIV CL A ORD 54.41-64.01 -0.90
VRTX VERTEX PHARMACEUTICALS 131.02-154.15 18.84
VRX VALEANT PHARMACEUTICALS 14.31-16.84 -5.01
VRX.TO VALEANT PHARMACEUTICALS 17.81-20.95 -8.97
VSH VISHAY INTERTECH ORD 14.96-17.60 3.40
VSN.TO VERESEN ORD 15.51-18.25 -2.35
VTR VENTAS REIT 57.05-67.12 -5.31
WDC WESTERN DIGITAL ORD 72.22-84.97 -9.58
WDR WADDELL REED FINANCIAL 17.22-20.26 3.33
WEN WENDYS ORD 13.20-15.54 -0.87
WETF WISDOMTREE INVESTMENTS 8.61-10.13 -2.59
WNC WABASH NATL ORD 16.17-19.03 -15.56
WRK WESTROCK ORD 48.72-57.32 -0.51
WY WEYERHAEUSER REIT 27.99-32.94 -2.69
WYNN WYNN RESORTS ORD 109.31-128.60 -5.43
XL XL GROUP ORD 36.89-43.40 -3.97
XLNX XILINX ORD 54.11-63.67 -3.09
XRAY DENTSPLY INTERNATIONAL 53.25-62.65 -5.21
YNDX YANDEX CL A ORD 25.10-29.53 8.58
ZBH ZIMMER BIOMET HOLDINGS 105.21-123.78 -5.51
ZEB.TO BMO SPTSX EQUAL WEIGH 22.90-26.95 -2.59
Swing Sell ABEV AMBEV ADR REP ONE ORD 6.05-6.95 8.30
ADP AUTOMATIC DATA PROCESSING ORD 117.38-134.98 13.39
AEG AEGON ADR 5.55-6.38 4.63
AIV APARTMENT INVESTMENT MGT CL A REIT 45.25-52.04 3.71
ALSN ALLISON TRANSMISSION HOLDINGS ORD 37.64-43.28 -0.99
ALXN ALEXION PHARMACEUTICALS ORD 137.99-158.68 10.40
BA BOEING ORD 241.27-277.46 19.88
BBL BHP BILLITON ADR REP 2 35.89-41.27 13.81
BBY BEST BUY ORD 57.64-66.28 -1.64
BHP BHP BILLITON ADR REP 2 41.14-47.31 13.22
BIDU BAIDU ADR REP 110 CL A 220.00-253.00 20.17
BRK.B BERKSHIRE HATHWAY CL B 174.00-200.10 0.47
BVN BUENAVENTURA ADR REP 1 12.50-14.37 11.43
CCI CROWN CASTLE INTERNATIO 100.58-115.66 -1.76
CCJ CAMECO ORD 10.56-12.14 9.56
CHTR CHARTER COMMUNICATIONS 370.26-425.79 7.98
CLVS CLOVIS ONCOLOGY ORD 98.01-112.72 4.24
COG CABOT OIL GAS ORD 25.50-29.32 0.43
COL ROCKWELL COLLINS ORD 113.73-130.78 6.87
COTY COTY CL A ORD 20.54-23.62 6.37
CPN CALPINE ORD 14.57-16.75 5.22
CUZ COUSINS PROPERTIES REIT 9.00-10.35 0.20
DDS DILLARDS CL A ORD 78.87-90.70 30.36
DE DEERE ORD 128.91-148.24 3.44
DIS WALT DISNEY ORD 109.96-126.45 1.72
DRE DUKE REALTY REIT 28.87-33.20 2.11
EXC EXELON ORD 38.40-44.16 4.84
FB FACEBOOK CL A ORD 172.45-198.31 11.87
FE FIRSTENERGY ORD 32.15-36.97 9.25
FNF FIDELITY NATIONAL FINAN 48.36-55.61 6.03
FTS.TO FORTIS ORD 45.07-51.83 -3.93
GILD GILEAD SCIENCES ORD 75.94-87.33 4.86
GXP GREAT PLAINS ENERGY ORD 30.74-35.35 2.97
HAIN HAIN CELESTIAL GROUP OR 45.00-51.75 23.53
ING ING GROEP ADR REP 1 ORD 18.66-21.45 4.94
KOS KOSMOS ENERGY ORD 6.60-7.59 2.29
LBTYA LIBERTY GLOBAL CL A ORD 33.59-38.62 3.62
LBTYK LIBERTY GLOBAL CL C ORD 32.62-37.51 3.71
LKQ LKQ ORD 34.53-39.70 3.45
LYV LIVE NATION ENTERTAINME 37.48-43.10 5.92
MDRX ALLSCRIPTS HEALTHCARE S 12.51-14.38 -4.71
MTDR MATADOR RESOURCES ORD 24.74-28.45 15.45
NOK NOKIA ADR REPSG 1 SER A 6.40-7.36 1.42
NOW SERVICENOW ORD 111.65-128.39 3.20
NWSA NEWS CL A ORD 14.39-16.54 3.50
PEG PUBLIC SERVICE ENTERPRI 44.96-51.70 2.45
PGRE PARAMOUNT GROUP REIT 16.37-18.82 -1.07
PLD PROLOGIS REIT 61.55-70.78 2.57
PPC PILGRIMS PRIDE ORD 24.22-27.85 8.69
RCII RENTACENTER ORD 13.20-15.18 11.10
RDS.A ROYAL DUTCH SHELL ADR R 55.74-64.10 2.49
RDS.B ROYAL DUTCH SHELL ADR R 56.97-65.51 2.02
RTN RAYTHEON ORD 172.02-197.82 4.92
SBGI SINCLAIR BROADCAST GROU 36.75-42.26 7.40
SCSS SELECT COMFORT ORD 33.66-38.72 -7.72
SHOR SHORETEL ORD 7.50-8.62 25.90
SPWR SUNPOWER ORD 11.35-13.05 17.29
STO STATOIL ADR REP 1 ORD 18.61-21.40 9.80
SU SUNCOR ENERGY ORD 32.46-37.32 7.99
TGNA TEGNA ORD 15.35-17.65 3.19
TIF TIFFANY ORD 96.33-110.79 1.82
TK TEEKAY ORD 9.72-11.17 41.48
TOT TOTAL ADR REP 1 ORD 50.61-58.20 -0.80
VFC VF ORD 61.85-71.12 6.34
VIV TELEFONICA BRASIL ADR R 15.02-17.27 9.04
VOYA VOYA FINANCIAL ORD 39.00-44.85 2.14
WBMD WEBMD HEALTH ORD 66.18-76.10 10.92
WMB WILLIAMS ORD 31.99-36.78 5.04
WMT WAL MART STORES ORD 79.81-91.78 2.80
WUBA 58COM ADR REP 2 CL A O 51.43-59.14 13.53

^

Stock Candidates Performance Long & Short

[BETA, work in progress] This performance was obtained by randomly selecting up to 10 simultaneous Swing Trade Candidates and trading them in the following manner: BUY if price at close the next day is below today’s price close, SELL if the value of RSI(2) crosses 50 or price crosses ma(200) on any subsequent days, SELL/COVER if target or stop is not reached after 40 days, history can be found here, average holding period: 6 days, max positions: 10.

Pending Orders
none
Orders Executed Today
none
Current Positions
2017-07-24 AAL AMERICAN AIRLINES GROUP ORD@51.28 (50.49 -1.54%)
2017-07-28 SHORT BVN BUENAVENTURA ADR REP 1@12.50 (12.50 0.00%)
2017-07-26 CSIQ CANADIAN SOLAR ORD@16.55 (16.78 1.38%)
2017-07-28 DRI DARDEN RESTAURANTS ORD@83.85 (83.85 0.00%)
2017-07-28 EPD ENTERPRISE PRODUCTS PAR@27.10 (27.10 0.00%)
2017-07-26 GPK GRAPHIC PACKAGING HOLDI@13.12 (13.15 0.22%)
2017-07-25 SHORT NYT NEW YORK TIMES CL A ORD@18.40 (19.30 -4.66%)
2017-07-28 QIWI QIWI ADR REP CL B ORD@17.87 (17.87 0.00%)
2017-07-18 SHORT SEDG SOLAREDGE TECHNOLOGIES@22.10 (22.80 -3.07%)
2017-07-21 UAL UNITED CONTINENTAL HOLD@71.57 (67.88 -5.15%)


Performance
1 Day 5 Days 30 Days CAGR YTD 2016 2015 3 Years 5 Years 10 Years DrawDown
0.51% 0.10% -3.54% 32.26% -1.09% 32.09% 27.41% 14.05% 16.15% 28.67% -21.98%
3, 5 and 10 years performance is annualized.

^

Stock Candidates Performance Long Only

[BETA, work in progress] This performance was obtained by randomly selecting up to 10 simultaneous Swing Trade Candidates and trading them in the following manner: BUY if price at close the next day is below today’s price close, SELL if the value of RSI(2) crosses 50 or price crosses ma(200) on any subsequent days, SELL/COVER if target or stop is not reached after 40 days, history can be found here, average holding period: 5 days, max positions: 10.

Pending Orders
none
Orders Executed Today
none
Current Positions
2017-07-24 AAL AMERICAN AIRLINES GROUP ORD@51.28 (50.49 -1.54%)
2017-07-26 CSIQ CANADIAN SOLAR ORD@16.55 (16.78 1.38%)
2017-07-28 EPD ENTERPRISE PRODUCTS PAR@27.10 (27.10 0.00%)
2017-07-26 GPK GRAPHIC PACKAGING HOLDI@13.12 (13.15 0.22%)
2017-07-26 GSK GLAXOSMITHKLINE ADR REP@40.85 (40.93 0.19%)
2017-07-25 IR INGERSOLL RAND ORD@90.47 (88.54 -2.13%)
2017-07-25 MRVL MARVELL TECHNOLOGY GROU@16.00 (15.59 -2.56%)
2017-07-28 QIWI QIWI ADR REP CL B ORD@17.87 (17.87 0.00%)
2017-07-21 UAL UNITED CONTINENTAL HOLD@71.57 (67.88 -5.15%)
2017-07-26 ZBH ZIMMER BIOMET HOLDINGS@128.70 (123.78 -3.82%)


Performance
1 Day 5 Days 30 Days CAGR YTD 2016 2015 3 Years 5 Years 10 Years DrawDown
0.07% -0.31% -0.09% 33.05% 4.58% 5.57% 29.28% 16.44% 21.87% 22.60% -31.89%
3, 5 and 10 years performance is annualized.

^

Stock Candidates Performance Short Only

[BETA, work in progress] This performance was obtained by randomly selecting up to 10 simultaneous Swing Trade Candidates and trading them in the following manner: BUY if price at close the next day is below today’s price close, SELL if the value of RSI(2) crosses 50 or price crosses ma(200) on any subsequent days, SELL/COVER if target or stop is not reached after 40 days, history can be found here, average holding period: 6 days, max positions: 10.

Pending Orders
none
Orders Executed Today
none
Current Positions
2017-07-26 SHORT AMZN AMAZON COM ORD@1052.80 (1020.04 3.21%)
2017-07-28 SHORT BVN BUENAVENTURA ADR REP 1@12.50 (12.50 0.00%)
2017-07-27 SHORT EL ESTEE LAUDER CL A ORD@99.53 (99.00 0.53%)
2017-07-26 SHORT FCX FREEPORT MCMORAN ORD@15.06 (14.60 3.15%)
2017-07-27 SHORT HAIN HAIN CELESTIAL GROUP OR@44.86 (45.00 -0.31%)
2017-07-26 SHORT ING ING GROEP ADR REP 1 ORD@18.43 (18.66 -1.23%)
2017-07-25 SHORT NYT NEW YORK TIMES CL A ORD@18.40 (19.30 -4.66%)
2017-07-18 SHORT SEDG SOLAREDGE TECHNOLOGIES@22.10 (22.80 -3.07%)
2017-07-11 SHORT UCTT ULTRA CLEAN HOLDINGS OR@21.34 (24.36 -12.39%)
2017-07-21 SHORT VFC VF ORD@58.65 (61.85 -5.17%)


Performance
1 Day 5 Days 30 Days CAGR YTD 2016 2015 3 Years 5 Years 10 Years DrawDown
0.30% 1.31% 0.01% 8.18% -7.62% 7.22% 10.11% -2.27% -5.08% 9.24% -49.48%
3, 5 and 10 years performance is annualized.

^

SMV Market Breadth Oscillator

For more information about the SMV Market Breadth Oscillator, see this post: A Different Market Breadth Oscillator

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