Current Positions

Last update: Fri Jun 23 22:54:58 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: 94 days, max positions: 15.

Pending Orders
none
Orders Executed Today
none
Current Positions
2017-05-23 CRM SALESFORCECOM ORD@88.49 (88.62 0.14%)
2017-05-31 DDD 3D SYSTEMS ORD@20.45 (21.93 7.23%)
2017-03-08 EXAS EXACT SCIENCES ORD@21.94 (35.50 61.85%)
2016-11-14 FMC FMC ORD@52.76 (74.78 41.73%)
2017-03-06 GEO GEO GROUP REIT@28.00 (30.47 8.82%)
2017-02-24 HAS HASBRO ORD@97.78 (111.91 14.45%)
2016-11-18 IRWD IRONWOOD PHARMA CL A OR@16.11 (19.58 21.53%)
2017-03-22 KITE KITE PHARMA ORD@76.38 (100.66 31.78%)
2016-11-28 MXL MAXLINEAR CL A ORD@21.49 (29.86 38.94%)
2017-03-03 NTES NETEASE ADR REP 25 ORD@293.47 (333.56 13.66%)
2017-03-09 PF PINNACLE FOODS ORD@57.38 (61.92 7.91%)
2017-05-10 RBS ROYAL BANK SCOTLAND ADS@6.85 (6.27 -8.46%)
2017-03-20 SBAC SBA COMMUNICATIONS CL A@117.06 (131.91 12.68%)
2016-10-27 SGMS SCIENTIFIC GAMES CL A O@12.60 (26.65 111.50%)
2017-03-02 XRX XEROX ORD@28.50 (28.44 -0.21%)


Performance
1 Day 5 Days 30 Days CAGR YTD 2016 2015 3 Years 5 Years 10 Years DrawDown
1.32% -8.57% 4.70% 26.57% 15.39% 1.89% 8.80% 9.52% 19.54% 21.74% -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% 11%
ISHARES MSCI EMERGING M(EEM) 10% 11%
SELECT SECTOR UTI SELEC(XLU) 5% 6%
SPDR DOW JONES REIT ETF(RWR) 5% 0%
ISHARES 20 YR TREASURY(TLT) 10% 11%
ISHARES CORE US AGGREGATE BOND ETF(AGG) 14% 14%
SPDR GOLD SHARES ETF(GLD) 1% 1%


Performance
1 Day 5 Days 30 Days CAGR YTD 2016 2015 3 Years 5 Years 10 Years DrawDown
0.18% -0.16% 0.80% 10.78% 9.64% 12.35% -5.90% 6.73% 9.03% 9.57% -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 (17.16 -3.43%)
2017-03-09 CFP.TO CANFOR ORD@17.94 (19.25 7.30%)
2016-10-13 CP.TO CANADIAN PACIFIC RAILWA@201.08 (211.25 5.05%)
2017-05-18 CSH-UN.TO CHARTWELL RETIREMENT RE@15.87 (16.05 1.13%)
2017-01-19 D-UN.TO DREAM OFFICE REIT UNT@19.37 (19.91 2.78%)
2017-03-01 IFP.TO INTERFOR ORD@18.59 (17.95 -3.38%)
2017-06-15 KEY.TO KEYERA ORD@41.12 (40.88 -0.58%)
2017-05-12 L.TO LOBLAW COMPANIES ORD@77.26 (73.01 -5.50%)
2017-06-09 MG.TO MAGNA INTERNATIONAL ORD@61.20 (59.77 -2.33%)
2017-04-27 POU.TO PARAMOUNT RESOURCE ORD@17.49 (19.34 10.57%)
2017-03-23 QBR-B.TO QUEBECOR SUB VOTING CL@39.94 (42.41 6.18%)
2017-05-04 SVC.TO SANDVINE ORD@3.14 (3.92 24.84%)
2017-05-17 TRI.TO THOMSON REUTERS ORD@58.64 (61.75 5.30%)
2016-06-09 TRP.TO TRANSCANADA ORD@55.15 (62.35 13.05%)
2017-03-10 WFT.TO WEST FRASER TIMBER ORD@57.40 (59.81 4.19%)


Performance
1 Day 5 Days 30 Days CAGR YTD 2016 2015 3 Years 5 Years 10 Years DrawDown
0.67% 1.33% -1.28% 16.43% -5.06% -0.25% -2.82% -1.32% 7.46% 8.44% -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% 47%
VANGUARD ALL CAP INDEX(VCN.TO) 10% 0%
VNGRD FTSE DVLP AL CP E(VDU.TO) 10% 12%
BMO EQUAL WEIGHT UTILIT(ZUT.TO) 5% 7%
VANGUARD FTSE CAN CAPD(VRE.TO) 5% 6%
ISHARES CORE CANADIAN L(XLB.TO) 10% 11%
ISHARES CAND UNIVERSE B(XBB.TO) 14% 15%
ISHARES GLD BULLION HDG(CGL.TO) 1% 2%


Performance
1 Day 5 Days 30 Days CAGR YTD 2016 2015 3 Years DrawDown
0.26% 0.13% -0.01% 14.23% 7.09% 12.12% 7.26% 11.97% -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 ACN ACCENTURE CL A ORD 104.32-122.74 -0.85
ADP AUTOMATIC DATA PROCESSING ORD 86.19-101.41 -0.32
AEE AMEREN ORD 47.54-55.94 -0.75
AEP AMERICAN ELECTRIC POWER ORD 60.81-71.55 0.49
AIG AMERICAN INTERNATIONAL GROUP ORD 53.56-63.02 -0.71
ALB ALBEMARLE ORD 89.12-104.85 -7.43
ALL ALLSTATE ORD 74.86-88.08 1.52
AME AMETEK ORD 51.36-60.43 -1.64
AMP AMERIPRISE FINANCE ORD 106.71-125.55 1.83
AON AON CL A ORD 112.54-132.40 1.03
APO APOLLO GLOBAL MANAGEMENT CL A ORD 23.20-27.30 -1.82
AXTA AXALTA COATING SYSTEMS 27.14-31.94 0.74
BAC BANK OF AMERICA ORD 19.39-22.82 -2.40
BBRY BLACKBERRY ORD 8.25-9.71 -14.01
BBVA BANCO BILBAO VIZCAYA AR 6.89-8.11 -4.24
BEN FRANKLIN RESOURCES ORD 37.38-43.98 4.90
BGCP BGC PARTNERS CL A ORD 10.10-11.89 0.71
BK BANK OF NEW YORK MELLON 41.79-49.16 3.21
BKD BROOKDALE SENIOR LIVING 12.61-14.84 4.98
BRK.B BERKSHIRE HATHWAY CL B 142.13-167.22 0.60
BTU PEABODY ENERGY ORD 19.55-23.01 -4.56
BUD ANHEUSER BUSCH ADR REP 96.30-113.30 -4.83
C CITIGROUP ORD 53.89-63.41 1.79
CB CHUBB ORD 123.12-144.85 0.90
CC CHEMOURS ORD 30.60-36.00 -15.47
CFG CITIZENS FINANCIAL GROU 29.31-34.49 -0.79
CHTR CHARTER COMMUNICATIONS 281.18-330.80 -1.44
CIT CIT GROUP ORD 40.63-47.81 1.40
CJT-DBB.TO CARGOJET 55 CONV UNSE 139.40-164.00 2.58
CMA COMERICA ORD 60.22-70.85 2.01
CMCSA COMCAST CL A ORD 33.57-39.50 -2.64
CME CME GROUP CL A ORD 105.50-124.12 4.56
CMI CUMMINS ORD 135.26-159.14 1.54
CMS CMS ENERGY ORD 40.21-47.31 -0.77
CNHI CNH INDUSTRIAL ORD 9.67-11.38 0.05
CNP CENTERPOINT ENERGY ORD 23.84-28.05 -1.02
CTLT CATALENT ORD 31.63-37.22 4.61
D DOMINION RESOURCES ORD 66.63-78.39 -3.74
DAN DANA HOLDING ORD 18.00-21.18 3.72
DB DEUTSCHE BANK N ORD 14.14-16.64 -12.28
DD E I DU PONT DE NEMOURS 68.84-80.99 4.09
DE DEERE ORD 105.06-123.60 0.39
DEI DOUGLAS EMMETT REIT 32.72-38.50 -0.07
DOW DOW CHEMICAL ORD 53.94-63.47 4.08
DRE DUKE REALTY REIT 23.93-28.16 -3.01
DRH DIAMONDROCK HOSPITALITY 9.75-11.47 1.93
DUK DUKE ENERGY ORD 73.06-85.96 0.40
EA ELECTRONIC ARTS ORD 94.23-110.87 -3.16
ED CONSOLIDATED EDISON ORD 71.26-83.83 1.63
EDU NEW ORIENTL EDUCTN GRP 61.81-72.72 -0.94
EIX EDISON INTERNATIONAL OR 68.02-80.03 -0.46
EL ESTEE LAUDER CL A ORD 82.44-96.99 3.07
ENTG ENTEGRIS ORD 19.89-23.40 -3.66
EQR EQUITY RESIDENTIAL REIT 57.12-67.21 2.72
ES EVERSOURCE ENERGY ORD 52.91-62.25 0.10
ETFC E TRADE FINANCIAL ORD 30.80-36.24 2.42
ETR ENTERGY ORD 67.14-78.99 0.89
EWBC EAST WEST BANCORP ORD 47.77-56.21 0.62
EXC EXELON ORD 31.02-36.50 0.74
FBR FIBRIA CELULOSE ADR REP 8.68-10.22 -9.06
FCE.A FOREST CITY REALTY CL A 20.62-24.27 3.64
FCH FELCOR LODGING REIT 6.19-7.29 0.13
FIS FIDELITY NATIONAL INFOR 72.11-84.83 -1.16
FIVE FIVE BELOW ORD 40.73-47.91 -8.75
FULT FULTON FINANCIAL ORD 15.64-18.40 3.10
GD GENERAL DYNAMICS ORD 171.12-201.32 -0.45
GXP GREAT PLAINS ENERGY ORD 25.07-29.50 2.04
HBAN HUNTINGTON BANCSHARES O 10.80-12.71 -1.80
HD HOME DEPOT ORD 128.61-151.31 -3.85
HEFA ISHARES CURRENCY HEDG M 24.40-28.71 -0.46
HIG HARTFORD FINANCIAL SERV 43.73-51.45 2.91
HON HONEYWELL INTERNATIONAL 113.89-133.99 -0.39
HPP HUDSON PACIFIC PROPERTI 29.29-34.46 3.92
HSBC HSBC HOLDINGS ADR REP 5 36.85-43.36 -0.60
HSY HERSHEY FOODS ORD 93.33-109.81 -5.32
ITW ILLINOIS TOOL ORD 123.91-145.78 3.19
JNPR JUNIPER NETWORKS ORD 24.04-28.29 -4.46
JPM JPMORGAN CHASE ORD 73.83-86.86 1.20
KEM KEMET ORD 10.71-12.61 -7.90
KEY KEYCORP ORD 15.21-17.90 -1.88
KHC KRAFT HEINZ ORD 75.52-88.85 -4.82
LDOS LEIDOS HOLDINGS ORD 45.52-53.56 -3.40
LEN LENNAR CL A ORD 44.30-52.12 0.19
LHO LASALLE HOTEL PROPERTIE 26.18-30.81 5.57
LNC LINCOLN NATIONAL ORD 55.29-65.05 -1.32
LNT ALLIANT ENERGY ORD 35.23-41.45 -0.82
LOW LOWES COMPANIES ORD 64.65-76.07 -7.02
LUK LEUCADIA ORD 21.24-24.99 0.61
MET METLIFE ORD 44.42-52.25 1.53
MFC MANULIFE FINANCIAL ORD 15.13-17.81 0.80
MFC.TO MANULIFE FINANCIAL ORD 20.06-23.61 -0.93
MMC MARSH MCLENNAN ORD 66.35-78.06 1.43
MO ALTRIA GROUP ORD 65.01-76.49 2.60
MS MORGAN STANLEY ORD 37.13-43.69 1.92
NI NISOURCE ORD 21.93-25.81 0.53
NTRS NORTHERN TRUST ORD 79.90-94.01 5.93
OLN OLIN ORD 24.02-28.26 -7.29
PAYX PAYCHEX ORD 50.35-59.24 -0.35
PCG PGE ORD 57.82-68.03 0.53
PEG PUBLIC SERVICE ENTERPRI 37.03-43.57 -2.73
PFG PRINCIPAL FINANCIAL GRO 53.19-62.58 -0.68
PFGC PERFORMANCE FOOD GROUP 22.78-26.80 -6.35
PM PHILIP MORRIS INTERNATI 101.62-119.56 -0.50
PNC PNC FINANCIAL SERVICES 101.61-119.55 -2.12
PPC PILGRIMS PRIDE ORD 19.41-22.84 -2.23
PPL PPL ORD 33.00-38.83 -3.24
PRU PRUDENTIAL FINANCIAL OR 87.85-103.36 -3.06
QRVO QORVO ORD 59.44-69.94 -11.83
RBS ROYAL BANK SCOTLAND ADS 5.32-6.27 -9.42
RCII RENTACENTER ORD 9.52-11.20 -0.03
RF REGIONS FINANCIAL ORD 11.53-13.57 -5.53
RXN REXNORD ORD 19.58-23.04 -0.22
SAN BANCO SANTANDER ADR REP 5.51-6.48 -2.52
SCHW CHARLES SCHWAB ORD 35.37-41.62 5.04
SNPS SYNOPSYS ORD 63.20-74.36 0.56
SO SOUTHERN ORD 42.36-49.84 -1.86
SPR SPIRIT AEROSYSTEMS HLDG 47.66-56.08 1.86
SRE SEMPRA ENERGY ORD 95.88-112.81 -2.07
ST SENSATA TECHNOLOGIES HO 34.91-41.08 -0.52
STI SUNTRUST BANKS ORD 46.26-54.43 -0.76
STL STERLING BAN ORD 19.12-22.50 1.71
STM STMICROELECTRONICS ADR 12.71-14.96 -9.56
STT STATE STREET ORD 74.15-87.24 5.64
SYMC SYMANTEC ORD 24.25-28.53 -5.30
TEL TE CONNECTIVITY ORD 66.95-78.76 0.20
TMO THERMO FISHER SCIENTIFI 148.27-174.44 0.33
TMUS T MOBILE US ORD 53.89-63.40 -7.13
TRV TRAVELERS COMPANIES ORD 108.51-127.66 2.62
TTWO TAKE TWO INTERACTIVE SO 61.94-72.88 -7.75
TWO TWO HARBORS INVESTMENT 8.78-10.34 1.91
UAL UNITED CONTINENTAL HOLD 65.27-76.79 -6.23
UBS UBS GROUP REG ORD 13.65-16.06 -1.54
UDR UDR REIT 33.71-39.66 3.01
UMPQ UMPQUA HOLDINGS ORD 15.31-18.02 2.52
UNM UNUM ORD 38.34-45.11 -1.19
USB US BANCORP ORD 43.15-50.77 -2.49
VG VONAGE HOLDINGS ORD 5.64-6.64 -6.77
VLY VALLEY NATIONAL ORD 9.64-11.35 -2.03
WBS WEBSTER FINANCIAL ORD 42.61-50.13 -0.20
WCN WASTE CONNECTIONS ORD 55.12-64.85 3.14
WEC WEC ENERGY GROUP ORD 53.94-63.46 1.00
WMT WAL MART STORES ORD 63.61-74.83 -4.99
XEL XCEL ENERGY ORD 40.06-47.13 -0.83
ZION ZIONS BANCORPORATION OR 35.64-41.93 2.00
Swing Sell AAOI APPLIED OPTOELECTRONICS ORD 65.87-75.75 -3.52
AAR-UN.TO PURE INDUSTRIAL REAL ESTATE CL A UNT 7.02-8.07 4.52
ABY ABENGOA YIELD ORD 21.24-24.42 2.29
AEM AGNICO EAGLE ORD 47.84-55.01 -1.40
ALGN ALIGN TECHNOLOGY ORD 153.50-176.52 8.00
ALXN ALEXION PHARMACEUTICALS ORD 126.07-144.98 27.42
AQN.TO ALGONQUIN POWER AND UTILITIES ORD 14.19-16.31 2.41
ARMK ARAMARK ORD 41.46-47.67 11.37
BA BOEING ORD 202.23-232.56 7.54
BAX BAXTER INTERNATIONAL OR 61.38-70.58 3.22
BCRX BIOCRYST PHARMACEUTICAL 6.12-7.03 -9.62
BIIB BIOGEN ORD 280.32-322.36 10.25
BTO.TO B2GOLD ORD 3.92-4.50 17.51
BZUN BAOZUN ADR REP CL A ORD 23.05-26.50 9.41
CAH CARDINAL HEALTH ORD 79.68-91.63 7.93
CARA CARA THERAPEUTICS ORD 22.65-26.04 34.98
CCP CARE CAPITAL PROPERTIES 27.58-31.71 1.66
CELG CELGENE ORD 134.31-154.45 14.49
CERN CERNER ORD 68.32-78.56 4.38
CG.TO CENTERRA GOLD ORD 7.11-8.17 -9.75
CHGG CHEGG ORD 12.77-14.68 6.75
CHKP CHECK POINT SOFTWARE TE 113.95-131.04 1.72
CIEN CIENA ORD 26.42-30.38 12.87
CNC CENTENE ORD 84.15-96.77 11.26
COG CABOT OIL GAS ORD 23.74-27.30 3.33
COMM COMMSCOPE HOLDING ORD 38.08-43.79 1.94
CORT CORCEPT THERAPEUTICS OR 12.53-14.40 6.90
CREE CREE ORD 25.35-29.15 3.76
CRTO CRITEO ADR REP ORD 50.16-57.69 -9.98
CSCO CISCO SYSTEMS ORD 32.09-36.90 1.50
CSIQ CANADIAN SOLAR ORD 15.78-18.14 14.45
DATA TABLEAU SOFTWARE CL A O 66.50-76.47 3.10
DLR DIGITAL REALTY REIT ORD 120.54-138.62 0.93
DOC PHYSICIANS REALTY REIT 21.64-24.88 5.10
DVAX DYNAVAX TECHNOLOGIES OR 9.95-11.44 78.71
EBAY EBAY ORD 35.57-40.90 0.43
EGHT 8X8 ORD 15.10-17.36 14.26
ERIC ERICSSON SPON ADR REP 1 7.25-8.33 2.27
ETSY ETSY ORD 15.24-17.52 15.06
EVHC ENVISION HEALTHCARE HOL 60.65-69.74 7.68
EXPE EXPEDIA ORD 154.42-177.59 5.54
FEYE FIREEYE ORD 15.67-18.02 5.74
FNF FIDELITY NATIONAL FINAN 44.58-51.26 5.96
FOLD AMICUS THERAPEUTICS ORD 10.43-12.00 25.37
FOR FORESTAR GROUP ORD 17.65-20.29 24.17
FSLR FIRST SOLAR ORD 39.74-45.70 4.18
FTS.TO FORTIS ORD 46.66-53.67 4.90
GIB-A.TO CGI GROUP CL A ORD 67.94-78.13 2.05
GIL.TO GILDAN ACTIVEWEAR A ORD 41.64-47.88 7.68
GLPI GAMING AND LEISURE PROP 38.47-44.24 4.89
GLYC GLYCOMIMETICS ORD 13.41-15.42 -4.01
GPN GLOBAL PAYMENTS ORD 91.26-104.94 -1.76
GRUB GRUBHUB ORD 47.70-54.85 12.07
GSM FERROGLOBE ORD 11.09-12.75 4.35
HALO HALOZYME THERAPEUTICS O 14.89-17.12 17.61
HCP HCP REIT 33.39-38.39 5.30
HR HEALTHCARE REAL REIT 36.04-41.44 6.82
HUN HUNTSMAN ORD 25.74-29.60 2.97
IMG.TO IAMGOLD ORD 7.04-8.09 19.98
INCY INCYTE ORD 136.28-156.72 -2.09
INO INOVIO PHARMACEUTICALS 8.20-9.43 2.06
IONS IONIS PHARMACEUTICALS O 54.97-63.21 18.03
IPXL IMPAX LABORATORIES ORD 16.70-19.20 4.80
JD JDCOM ADR REP 2 CL A O 42.95-49.39 4.14
JKS JINKOSOLAR HLDG ADR REP 20.77-23.88 -3.77
JNJ JOHNSON JOHNSON ORD 136.42-156.89 6.41
JUNO JUNO THERAPEUTICS ORD 29.00-33.35 13.07
K.TO KINROSS GOLD ORD 5.62-6.46 -1.96
KERX KERYX BIOPHARMACEUTICAL 6.75-7.76 4.58
KITE KITE PHARMA ORD 100.66-115.75 33.81
KTOS KRATOS DEFENSE AND SECU 11.56-13.29 4.05
LABU DIREXION DALY SP BIOTC 71.90-82.68 50.68
LITE LUMENTUM HOLDINGS ORD 64.00-73.60 12.81
LUV SOUTHWEST AIRLINES ORD 61.92-71.20 1.08
MA MASTERCARD CL A ORD 124.01-142.61 1.15
MBLY MOBILEYE ORD 62.95-72.39 1.35
MCK MCKESSON ORD 166.96-192.00 2.27
MDR MCDERMOTT INTERNATIONAL 7.13-8.19 13.70
MDRX ALLSCRIPTS HEALTHCARE S 12.79-14.70 10.75
MDT MEDTRONIC ORD 89.20-102.58 3.66
MGM MGM RESORTS INTERNATION 34.16-39.28 7.54
MOMO MOMO ADR REP 2 CL A ORD 39.35-45.25 1.88
MRK MERCK CO ORD 66.16-76.08 1.16
MRVL MARVELL TECHNOLOGY GROU 17.67-20.32 3.74
MSI MOTOROLA SOLUTIONS ORD 88.64-101.93 7.18
MYL MYLAN ORD 39.03-44.88 -2.56
NFLX NETFLIX ORD 158.02-181.72 -3.64
NKTR NEKTAR THERAPEUTICS ORD 19.99-22.98 -7.58
NLY ANNALY CAPITAL MANAGEME 12.60-14.49 6.31
NOW SERVICENOW ORD 107.79-123.95 2.56
NRG NRG ENERGY ORD 17.39-19.99 5.15
NTAP NETAPP ORD 39.87-45.85 -3.22
NTES NETEASE ADR REP 25 ORD 333.56-383.59 13.12
NVDQ NOVADAQ TECHNOLOGIES OR 11.78-13.54 59.27
NVS NOVARTIS ADR REPSG 1 OR 86.33-99.29 5.57
NXPI NXP SEMICONDUCTORS ORD 109.98-126.47 1.32
OHI OMEGA HEALTHCARE REIT 34.13-39.24 6.12
ORCL ORACLE ORD 50.95-58.59 12.16
PANW PALO ALTO NETWORKS ORD 138.41-159.17 17.09
PF PINNACLE FOODS ORD 61.92-71.20 0.71
PFE PFIZER ORD 34.16-39.29 5.68
PLNT PLANET FITNESS CL A ORD 24.25-27.88 12.33
PTC PTC ORD 58.89-67.72 0.72
PTLA PORTOLA PHARMACEUTICALS 56.06-64.46 47.23
PYPL PAYPAL HOLDINGS ORD 54.33-62.47 6.11
Q QUINTILES TRANSNATIONAL 91.08-104.74 6.97
QSR RESTAURANT BRANDS INTRN 62.15-71.47 1.40
RDUS RADIUS HEALTH ORD 47.12-54.18 29.60
RH RESTORATION HARDWARE HO 59.45-68.36 4.03
RHT RED HAT ORD 99.42-114.33 11.43
RICE RICE ENERGY ORD 25.65-29.49 24.74
RLGY REALOGY HOLDINGS ORD 31.63-36.37 3.69
RUN SUNRUN ORD 6.75-7.76 36.91
RXDX IGNYTA ORD 11.00-12.65 55.46
SBRA SABRA HEALTH CARE REIT 24.95-28.69 4.93
SHOP SHOPIFY CL A SUB VTG OR 94.48-108.65 4.16
SKX SKECHERS USA CL A ORD 28.85-33.17 18.90
SPWR SUNPOWER ORD 9.16-10.53 10.74
SVM.TO SILVERCORP METAL ORD 4.09-4.70 -0.56
SYNA SYNAPTICS ORD 59.99-68.98 6.56
TA.TO TRANSALTA ORD 8.01-9.21 4.55
TDC TERADATA ORD 29.76-34.22 2.59
TSLA TESLA MOTORS ORD 383.45-440.96 20.46
TSM TAIWAN SEMICONDUCTOR MN 36.73-42.23 2.70
TWTR TWITTER ORD 18.50-21.27 2.50
TXG.TO TOREX GOLD RESOURCES OR 26.18-30.10 16.68
VEEV VEEVA SYSTEMS CL A ORD 63.82-73.39 2.80
VMW VMWARE CL A ORD 90.92-104.55 -6.60
VRX VALEANT PHARMACEUTICALS 15.80-18.17 22.97
VRX.TO VALEANT PHARMACEUTICALS 20.93-24.06 20.77
VTR VENTAS REIT 71.72-82.47 6.10
WDAY WORKDAY CL A ORD 103.33-118.82 2.25
WTW WEIGHT WATCHERS INTERNA 33.31-38.30 22.03
WUBA 58COM ADR REP 2 CL A O 43.30-49.79 -6.22
XLNX XILINX ORD 67.53-77.65 2.64
YNDX YANDEX CL A ORD 27.55-31.68 -1.53
YUM YUM BRANDS ORD 74.82-86.04 3.16
Z ZILLOW GROUP CL C ORD 51.04-58.69 17.50
ZEN ZENDESK ORD 29.59-34.02 14.57
ZIOP ZIOPHARM ONCOLGY ORD 6.23-7.16 -5.73

^

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
2017-06-20 SHORT BMY BRISTOL MYERS SQUIBB OR@55.66 (56.64 -1.73%)
2017-06-21 DE DEERE ORD@124.78 (123.60 -0.94%)
2017-06-22 SHORT DLR DIGITAL REALTY REIT ORD@120.42 (120.54 -0.09%)
2017-06-15 SHORT HCN WELLTOWER ORD@74.67 (77.43 -3.56%)
2017-06-20 LVLT LEVEL 3 COMMUNICATIONS@60.46 (60.06 -0.66%)
2017-06-20 SHORT OMER OMEROS ORD@24.89 (25.70 -3.18%)
2017-06-22 ORI OLD REPUBLIC INTERNATIO@19.65 (19.74 0.45%)
2017-06-23 PEG PUBLIC SERVICE ENTERPRI@43.57 (43.57 0.00%)
2017-06-21 SHORT PLNT PLANET FITNESS CL A ORD@23.57 (24.25 -2.80%)
2017-06-06 SHORT ZBH ZIMMER BIOMET HOLDINGS@124.17 (129.09 -3.81%)


Performance
1 Day 5 Days 30 Days CAGR YTD 2016 2015 3 Years 5 Years 10 Years DrawDown
0.42% -0.91% -1.92% 31.85% 0.90% 29.12% 30.92% 18.44% 16.04% 29.00% -21.31%
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
2017-06-20 APH AMPHENOL CL A ORD@74.95 (75.08 0.17%)
2017-06-22 C CITIGROUP ORD@63.62 (63.41 -0.33%)
2017-06-20 COST COSTCO WHOLESALE ORD@162.90 (157.13 -3.54%)
2017-06-21 DE DEERE ORD@124.78 (123.60 -0.94%)
2017-06-20 HPP HUDSON PACIFIC PROPERTI@35.05 (34.46 -1.68%)
2017-06-20 LVLT LEVEL 3 COMMUNICATIONS@60.46 (60.06 -0.66%)
2017-06-20 ONB OLD NATIONAL BANCORP OR@16.90 (16.40 -2.95%)
2017-06-22 ORI OLD REPUBLIC INTERNATIO@19.65 (19.74 0.45%)
2017-06-23 PEG PUBLIC SERVICE ENTERPRI@43.57 (43.57 0.00%)
2017-06-19 TGI TRIUMPH GROUP ORD@31.30 (29.60 -5.43%)


Performance
1 Day 5 Days 30 Days CAGR YTD 2016 2015 3 Years 5 Years 10 Years DrawDown
-0.04% 0.90% 2.50% 30.69% 2.81% 6.21% 20.77% 11.45% 19.45% 19.82% -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
2017-06-16 SHORT ABBV ABBVIE ORD@71.05 (72.64 -2.18%)
2017-06-20 SHORT BMY BRISTOL MYERS SQUIBB OR@55.66 (56.64 -1.73%)
2017-06-22 SHORT DLR DIGITAL REALTY REIT ORD@120.42 (120.54 -0.09%)
2017-06-23 SHORT EBAY EBAY ORD@35.57 (35.57 0.00%)
2017-06-15 SHORT HCN WELLTOWER ORD@74.67 (77.43 -3.56%)
2017-06-22 SHORT KTOS KRATOS DEFENSE AND SECU@11.35 (11.56 -1.81%)
2017-06-12 SHORT MDT MEDTRONIC ORD@87.63 (89.20 -1.76%)
2017-06-21 SHORT OHI OMEGA HEALTHCARE REIT@33.50 (34.13 -1.81%)
2017-06-21 SHORT PLNT PLANET FITNESS CL A ORD@23.57 (24.25 -2.80%)
2017-06-21 SHORT PRXL PAREXEL INTERNATIONAL O@87.25 (86.80 0.51%)


Performance
1 Day 5 Days 30 Days CAGR YTD 2016 2015 3 Years 5 Years 10 Years DrawDown
-0.22% -0.82% -0.13% 8.09% -8.50% 5.08% 7.50% 0.41% -6.52% 8.44% -48.21%
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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