Current Positions

Last update: Fri Apr 28 21:16:22 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
2017-03-08 EXAS EXACT SCIENCES ORD@21.94 (30.01 36.78%)
2016-11-23 EXEL EXELIXIS ORD@16.49 (22.40 35.83%)
2016-11-14 FMC FMC ORD@52.76 (73.23 38.79%)
2017-03-06 GEO GEO GROUP REIT@28.00 (33.32 19.00%)
2017-02-24 HAS HASBRO ORD@97.78 (99.11 1.36%)
2016-11-18 IRWD IRONWOOD PHARMA CL A OR@16.11 (16.32 1.30%)
2017-03-22 KITE KITE PHARMA ORD@76.38 (82.08 7.46%)
2016-11-28 MXL MAXLINEAR CL A ORD@21.49 (27.83 29.50%)
2017-03-03 NTES NETEASE ADR REP 25 ORD@293.47 (265.39 -9.56%)
2017-03-09 PF PINNACLE FOODS ORD@57.38 (58.15 1.34%)
2017-03-20 SBAC SBA COMMUNICATIONS CL A@117.06 (126.49 8.05%)
2016-10-27 SGMS SCIENTIFIC GAMES CL A O@12.60 (23.75 88.49%)
2016-06-28 SYMC SYMANTEC ORD@20.12 (31.63 57.12%)
2016-11-21 URI UNITED RENTAL ORD@93.86 (109.66 16.83%)
2017-03-02 XRX XEROX ORD@7.29 (7.19 -1.37%)


Performance
1 Day 5 Days 30 Days CAGR YTD 2016 2015 3 Years 5 Years 10 Years DrawDown
0.03% 2.06% 1.63% 26.41% 9.35% 1.89% 8.80% 9.90% 19.36% 21.77% -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% 47%
ISHARES MSCI EAFE ETF(EFA) 10% 12%
ISHARES MSCI EMERGING M(EEM) 10% 12%
SELECT SECTOR UTI SELEC(XLU) 5% 6%
SPDR DOW JONES REIT ETF(RWR) 5% 6%
ISHARES 20 YR TREASURY(TLT) 10% 0%
ISHARES CORE US AGGREGATE BOND ETF(AGG) 14% 15%
SPDR GOLD SHARES ETF(GLD) 1% 2%


Performance
1 Day 5 Days 30 Days CAGR YTD 2016 2015 3 Years 5 Years 10 Years DrawDown
-0.20% 1.05% 1.05% 10.72% 7.17% 12.35% -5.90% 7.31% 6.62% 9.29% -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
SELL KEL.TO KELT EXPLORATION ORD
Orders Executed Today
none
Current Positions
2017-02-13 CF.TO CANACCORD GENUITY GROUP@4.87 (5.09 4.51%)
2017-03-09 CFP.TO CANFOR ORD@17.94 (20.50 14.26%)
2016-10-13 CP.TO CANADIAN PACIFIC RAILWA@201.08 (209.16 4.01%)
2017-01-19 D-UN.TO DREAM OFFICE REIT UNT@19.37 (19.43 0.30%)
2017-03-06 HR-UN.TO H AND R REAL ESTATE INV@23.30 (23.16 -0.60%)
2017-03-01 IFP.TO INTERFOR ORD@18.59 (20.16 8.44%)
2016-10-13 KEL.TO KELT EXPLORATION ORD@6.29 (6.72 6.83%)
2016-12-01 LIF.TO LABRADOR IRON ORE ROYAL@17.75 (17.73 -0.11%)
2017-04-27 POU.TO PARAMOUNT RESOURCE ORD@17.49 (17.42 -0.40%)
2017-03-23 QBR-B.TO QUEBECOR SUB VOTING CL@39.94 (41.66 4.33%)
2016-07-25 RY.TO ROYAL BANK OF CANADA OR@79.87 (93.47 17.02%)
2016-06-09 TRP.TO TRANSCANADA ORD@55.15 (63.38 14.92%)
2017-03-10 WFT.TO WEST FRASER TIMBER ORD@57.40 (61.34 6.86%)


Performance
1 Day 5 Days 30 Days CAGR YTD 2016 2015 3 Years 5 Years 10 Years DrawDown
0.31% 0.39% 1.59% 16.72% -3.90% -0.25% -2.82% 0.22% 7.72% 8.73% -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% 45%
VANGUARD ALL CAP INDEX(VCN.TO) 10% 10%
VNGRD FTSE DVLP AL CP E(VDU.TO) 10% 10%
BMO EQUAL WEIGHT UTILIT(ZUT.TO) 5% 5%
VANGUARD FTSE CAN CAPD(VRE.TO) 5% 5%
ISHARES CORE CANADIAN L(XLB.TO) 10% 10%
ISHARES CAND UNIVERSE B(XBB.TO) 14% 14%
ISHARES GLD BULLION HDG(CGL.TO) 1% 1%


Performance
1 Day 5 Days 30 Days CAGR YTD 2016 2015 3 Years DrawDown
0.09% 1.58% 2.36% 14.95% 7.31% 12.12% 7.26% 12.87% -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 28.67-33.73 1.93
AAL AMERICAN AIRLINES GROUP ORD 36.22-42.62 1.40
ABT ABBOTT LABORATORIES ORD 37.09-43.64 -0.82
AC.TO AIR CANADA ORD 11.04-12.99 -4.85
ADI ANALOG DEVICES ORD 64.77-76.20 -6.07
AEE AMEREN ORD 46.48-54.69 1.22
AKTX AKARI THERAPEUTICS ADR REP 100 ORD 12.74-14.99 115.85
ALK ALASKA AIR GROUP ORD 72.32-85.08 -7.93
AMH AMERICAN HOMES 4 RENT CL A REIT 19.59-23.05 1.52
AMP AMERIPRISE FINANCE ORD 108.67-127.85 -0.17
AMTD TD AMERITRADE HOLDING ORD 32.52-38.27 -0.39
AXP AMERICAN EXPRESS ORD 67.36-79.25 1.27
AXTA AXALTA COATING SYSTEMS 26.66-31.37 -1.11
BAC BANK OF AMERICA ORD 19.83-23.34 -1.00
BANC BANC OF CALIFORNIA ORD 18.44-21.70 5.04
BBT BB AND T ORD 36.70-43.18 -3.31
BBVA BANCO BILBAO VIZCAYA AR 6.80-8.00 4.98
BC BRUNSWICK ORD 48.23-56.75 -6.02
BDN BRANDYWINE REALTY REIT 14.42-16.97 6.10
BK BANK OF NEW YORK MELLON 40.00-47.06 0.24
BMO.TO BANK OF MONTREAL ORD 82.16-96.66 -1.96
BRK.B BERKSHIRE HATHWAY CL B 140.42-165.21 -0.06
BTU PEABODY ENERGY ORD 21.59-25.41 1099.86
C CITIGROUP ORD 50.25-59.12 -1.07
CAG CONAGRA FOODS ORD 32.96-38.78 -2.50
CARA CARA THERAPEUTICS ORD 13.50-15.89 -14.07
CE CELANESE SR A ORD 73.98-87.04 -1.95
CHD CHURCH AND DWIGHT ORD 42.10-49.53 0.23
CHS CHICOS FAS ORD 11.74-13.82 -3.33
CL COLGATE PALMOLIVE ORD 61.23-72.04 -0.40
CMG CHIPOTLE MEXICAN GRILL 403.29-474.47 8.10
CNI CANADIAN NATIONAL RAILW 61.44-72.29 -1.03
CNQ CDN NATURAL RESOURCE OR 27.08-31.87 -0.89
CNQ.TO CDN NATURAL RESOURCE OR 36.95-43.48 1.40
COF CAPITAL ONE FINANCIAL O 68.32-80.38 -6.53
COL ROCKWELL COLLINS ORD 88.47-104.08 7.01
CRH.TO CRH MEDICAL ORD 6.82-8.03 -26.37
CTXS CITRIX SYSTEMS ORD 68.79-80.94 -2.54
D DOMINION RESOURCES ORD 65.81-77.43 1.24
DAL DELTA AIR LINES ORD 38.62-45.44 -0.57
DD E I DU PONT DE NEMOURS 67.78-79.75 -1.09
DISCK DISCOVERY COMMUNICATION 23.78-27.98 0.98
DOV DOVER ORD 67.04-78.88 -0.26
DOW DOW CHEMICAL ORD 53.38-62.80 -0.93
DRH DIAMONDROCK HOSPITALITY 9.35-11.01 0.77
EIX EDISON INTERNATIONAL OR 67.97-79.97 1.82
ELOS SYNERON MEDICAL ORD 9.30-10.95 4.52
ES EVERSOURCE ENERGY ORD 50.49-59.40 2.55
ETFC E TRADE FINANCIAL ORD 29.36-34.55 0.28
EWBC EAST WEST BANCORP ORD 46.12-54.27 4.67
EXPD EXPEDITORS INTERNATIONA 47.67-56.09 0.29
FANG DIAMONDBACK ENERGY ORD 84.86-99.83 -1.53
FBHS FORTUNE BRANDS HOME AND 54.17-63.74 5.76
FCE.A FOREST CITY REALTY CL A 19.21-22.60 4.74
FHN FIRST HORIZON NATIONAL 15.59-18.35 -1.53
FITB FIFTH THIRD BANCORP ORD 20.76-24.43 -3.83
FLEX FLEXTRONICS INTERNATION 13.14-15.46 -6.70
FLO FLOWERS FOODS ORD 16.66-19.61 1.93
FMC FMC ORD 62.24-73.23 20.29
FNB FNB ORD 12.10-14.24 -4.28
FOX TWENTY FIRST CENTURY FO 25.38-29.86 -4.49
FULT FULTON FINANCIAL ORD 15.68-18.45 4.00
GPT GRAMERCY PROPERTY REIT 23.62-27.79 8.76
GS GOLDMAN SACHS GROUP ORD 190.23-223.80 -1.98
HAS HASBRO ORD 84.24-99.11 0.75
HBAN HUNTINGTON BANCSHARES O 10.93-12.86 -4.15
HCN WELLTOWER ORD 60.72-71.44 2.15
HFC HOLLYFRONTIER ORD 23.91-28.14 1.36
ICE INTERCONTINENTAL EXCHAN 51.17-60.20 1.50
INVN INVENSENSE ORD 10.93-12.86 2.56
IPG INTERPUBLIC GROUP OF CO 20.03-23.57 -2.88
IRWD IRONWOOD PHARMA CL A OR 13.87-16.32 -6.93
ISBC INVESTORS BANCORP ORD 11.77-13.85 -2.26
JBHT JB HUNT TRANSPORT SERVI 76.21-89.66 -1.21
JBL JABIL CIRCUIT ORD 24.66-29.02 1.09
JPM JPMORGAN CHASE ORD 73.95-87.00 -1.06
KBH KB HOME ORD 17.51-20.60 4.27
KEL.TO KELT EXPLORATION ORD 5.71-6.72 2.27
KEY KEYCORP ORD 15.50-18.24 2.60
KHC KRAFT HEINZ ORD 76.83-90.39 0.45
KMB KIMBERLY CLARK ORD 110.28-129.75 -0.66
KS KAPSTONE PAPER AND PACK 17.92-21.09 -6.56
KTOS KRATOS DEFENSE AND SECU 6.47-7.62 -2.32
LAZ LAZARD CL A ORD 36.49-42.94 -5.12
LEG LEGGETT PLATT ORD 44.65-52.54 5.44
LEN LENNAR CL A ORD 42.92-50.50 -0.33
LITE LUMENTUM HOLDINGS ORD 36.33-42.75 -19.17
LMT LOCKHEED MARTIN ORD 229.03-269.45 0.82
LNT ALLIANT ENERGY ORD 33.42-39.32 0.59
LPX LOUISIANA PACIFIC ORD 21.87-25.74 6.45
LUK LEUCADIA ORD 21.58-25.39 -2.12
MBT MOBILE TELESYSTEMS ADR 8.77-10.32 -5.55
MCHP MICROCHIP TECHNOLOGY OR 64.24-75.58 3.52
MIK MICHAELS COMPANIES ORD 19.85-23.36 4.40
MJN MEAD JOHNSON NUTRITION 75.41-88.72 0.91
MPLX MPLX COM UNT 29.94-35.23 0.05
MS MORGAN STANLEY ORD 36.86-43.37 1.09
MTG MGIC INVESTMENT ORD 8.95-10.54 6.40
MXIM MAXIM INTEGRATED PRODUC 37.52-44.15 -0.49
NA.TO NATIONAL BANK OF CANADA 45.09-53.05 -4.03
NAVI NAVIENT ORD 12.92-15.20 3.43
NTES NETEASE ADR REP 25 ORD 225.58-265.39 -4.78
NTRS NORTHERN TRUST ORD 76.50-90.00 4.44
OGE OGE ENERGY ORD 29.56-34.78 0.12
OHI OMEGA HEALTHCARE REIT 28.05-33.00 1.25
OKE ONEOK ORD 44.71-52.61 -2.98
OLN OLIN ORD 27.31-32.13 0.27
ON ON SEMICONDUCTOR ORD 12.05-14.18 -6.82
ONB OLD NATIONAL BANCORP OR 14.28-16.80 -2.78
OZRK BANK OF OZARKS ORD 40.34-47.47 -7.68
PEG PUBLIC SERVICE ENTERPRI 37.44-44.05 1.53
PENN PENN NATIONAL GAMING OR 15.70-18.48 1.27
PG PROCTER GAMBLE ORD 74.23-87.33 -1.96
PH PARKER HANNIFIN ORD 136.68-160.80 1.68
PIR PIER 1 IMPORTS ORD 5.72-6.74 -4.90
PNC PNC FINANCIAL SERVICES 101.78-119.75 -0.24
PNRA PANERA BREAD CL A ORD 265.77-312.68 23.62
PPL.TO PEMBINA PIPELINE ORD 36.97-43.50 4.37
PRTK PARATEK PHARMACEUTICALS 18.23-21.45 15.31
PSEC PROSPECT CAPITAL ORD 7.90-9.30 4.09
PVH PVH ORD 85.87-101.03 -1.27
PVTB PRIVATEBANCORP ORD 49.10-57.77 -0.86
QRVO QORVO ORD 57.82-68.03 -0.29
RDN RADIAN GROUP ORD 14.34-16.87 -4.47
RHI ROBERT HALF ORD 39.14-46.05 -4.06
RSG REPUBLIC SERVICES ORD 53.54-62.99 1.49
RY ROYAL BANK OF CANADA OR 58.20-68.48 -5.45
RY.TO ROYAL BANK OF CANADA OR 79.44-93.47 -3.27
SALT SCORPIO BULKERS ORD 6.33-7.45 -19.10
SAVE SPIRIT AIRLINES ORD 48.67-57.27 10.95
SBGI SINCLAIR BROADCAST GROU 33.53-39.45 -2.44
SCHW CHARLES SCHWAB ORD 33.02-38.85 -4.34
SCSS SELECT COMFORT ORD 26.26-30.90 27.13
SERV SERVICEMASTER GLOBAL HO 32.38-38.10 -7.17
SFM SPROUTS FARMERS MARKET 18.96-22.31 -0.88
SKX SKECHERS USA CL A ORD 21.46-25.25 -7.82
SLM SLM ORD 10.65-12.54 3.08
SSNC SS AND C TECHNOLOGIES H 31.22-36.74 4.62
STL STERLING BAN ORD 19.76-23.25 -2.30
STX SEAGATE TECHNOLOGY ORD 35.81-42.13 -9.36
SUN SUNOCO UNT 25.83-30.39 30.20
SWFT SWIFT TRANSPORTATION CL 20.89-24.58 21.59
SWKS SKYWORKS SOLUTIONS ORD 84.77-99.74 2.85
TCB TCF FINANCIAL ORD 14.03-16.51 -2.06
TCW.TO TRICAN WELL SERVICE ORD 3.18-3.75 -5.03
TD.TO TORONTO DOMINION ORD 54.59-64.23 -1.78
TEF TELEFONICA ADR REP ONE 9.43-11.10 0.60
TGNA TEGNA ORD 21.65-25.48 -0.24
TIF TIFFANY ORD 77.90-91.65 -2.55
TOT TOTAL ADR REP 1 ORD 43.49-51.16 3.43
TRGP TARGA RESOURCES ORD 46.86-55.13 -5.43
TS TENARIS ADR REP 2 ORD 26.54-31.23 -7.46
TSU TIM PARTICIPACS ADR REP 13.69-16.11 1.65
TWX TIME WARNER ORD 84.37-99.26 2.47
TXN TEXAS INSTRUMENTS ORD 67.30-79.18 -1.07
TXT TEXTRON ORD 39.66-46.66 -0.17
UAL UNITED CONTINENTAL HOLD 59.67-70.21 0.42
URI UNITED RENTAL ORD 93.21-109.66 -10.46
USG USG ORD 25.75-30.30 -3.64
V VISA CL A ORD 77.53-91.22 3.70
VIAB VIACOM CL B ORD 36.17-42.56 -6.97
VLO VALERO ENERGY ORD 54.91-64.61 -1.22
VLY VALLEY NATIONAL ORD 9.99-11.76 0.30
VNTV VANTIV CL A ORD 52.73-62.04 -2.20
VOYA VOYA FINANCIAL ORD 31.77-37.38 -0.59
WFC WELLS FARGO ORD 45.76-53.84 -3.04
WPZ WILLIAMS PARTNERS UNT 34.79-40.93 3.13
WSM WILLIAMS SONOMA ORD 45.94-54.05 4.30
WY WEYERHAEUSER REIT 28.78-33.87 1.17
ZION ZIONS BANCORPORATION OR 34.02-40.03 -4.32
Swing Sell ABB ABB ADR REP 1 ORD 24.60-28.29 6.61
ACN ACCENTURE CL A ORD 121.30-139.49 1.86
AEM AGNICO EAGLE ORD 47.83-55.00 14.37
AEM.TO AGNICO EAGLE ORD 65.25-75.03 16.93
AER AERCAP HOLDINGS ORD 46.00-52.91 1.43
AET AETNA ORD 135.07-155.33 7.64
AGN ALLERGAN ORD 243.86-280.43 2.91
AKBA AKEBIA THERAPEUTICS ORD 13.18-15.15 44.01
AKRX AKORN ORD 33.45-38.46 38.59
ALSN ALLISON TRANSMISSION HOLDINGS ORD 38.68-44.48 8.33
ALXN ALEXION PHARMACEUTICALS ORD 127.78-146.94 5.88
AMX AMERICA MOVIL ADR REP 20 SR L ORD 15.39-17.69 7.72
AMZN AMAZON COM ORD 924.99-1063.73 6.77
ARCC ARES CAPITAL ORD 17.60-20.24 2.89
ATVI ACTIVISION BLIZZARD ORD 52.25-60.08 5.32
BAM-A.TO BROOKFIELD ASSET MANAGEMENT CL A ORD 50.46-58.02 4.47
BB.TO BLACKBERRY ORD 12.75-14.66 38.76
BBD BANCO BRADESCO ADR REPS 10.55-12.13 3.44
BCR C R BARD ORD 307.48-353.60 24.93
BDX BECTON DICKINSON ORD 186.97-215.01 2.99
BLMN BLOOMIN BRANDS ORD 21.69-24.94 11.71
BOX BOX CL A ORD 17.24-19.82 6.79
BSBR BANCO SANTANDER BRASIL 8.57-9.85 -2.37
BSX BOSTON SCIENTIFIC ORD 26.38-30.33 9.11
BWA BORGWARNER ORD 42.28-48.62 1.98
CCL CARNIVAL ORD 61.77-71.03 5.40
CERN CERNER ORD 64.75-74.46 10.65
CIT CIT GROUP ORD 46.31-53.25 8.14
CNHI CNH INDUSTRIAL ORD 11.10-12.76 16.24
COST COSTCO WHOLESALE ORD 177.52-204.14 6.95
CRBP CORBUS PHARMACEUTICALS 7.20-8.28 -8.21
CRM SALESFORCECOM ORD 86.12-99.03 5.53
CSCO CISCO SYSTEMS ORD 34.07-39.18 2.19
CTRP CTRIPCOM INTERNATL 8 A 50.50-58.08 2.87
CTSH COGNIZANT TECHNOLOGY SO 60.23-69.26 2.89
CUZ COUSINS PROPERTIES REIT 8.49-9.76 5.26
CZR CAESARS ENTERTAINMENT O 11.10-12.76 18.06
DLPH DELPHI AUTOMOTIVE ORD 80.40-92.46 0.48
EA ELECTRONIC ARTS ORD 94.82-109.04 6.27
EBAY EBAY ORD 33.41-38.42 0.36
EW EDWARDS LIFESCIENCES OR 109.67-126.12 18.06
EXEL EXELIXIS ORD 22.40-25.76 6.88
FB FACEBOOK CL A ORD 150.25-172.78 6.72
FIG FORTRESS INVESTMENT GRO 8.04-9.24 2.60
FIS FIDELITY NATIONAL INFOR 84.19-96.81 6.39
GM GENERAL MOTORS ORD 34.64-39.83 -0.95
GOOG ALPHABET CL C ORD 905.96-1041.85 10.17
GRUB GRUBHUB ORD 42.98-49.42 30.95
HD HOME DEPOT ORD 156.10-179.51 7.44
HIG HARTFORD FINANCIAL SERV 48.36-55.61 2.37
HOLX HOLOGIC ORD 45.15-51.92 6.93
HPE HEWLETT PACKARD ENTERPR 18.62-21.42 6.49
HPQ HP ORD 18.82-21.64 7.84
HUM HUMANA ORD 221.98-255.27 8.52
IRDM IRIDIUM COMMUNICATIONS 10.60-12.19 12.79
IT GARTNER ORD 114.09-131.20 6.13
JNPR JUNIPER NETWORKS ORD 30.07-34.58 9.77
KCG KCG HOLDINGS CL A ORD 19.90-22.88 11.77
KKR KKR AND CO UNT 18.98-21.82 4.54
LABU DIREXION DALY SP BIOTC 51.75-59.52 10.16
LL LUMBER LIQUIDATORS HOLD 24.55-28.23 25.52
MDT MEDTRONIC ORD 83.08-95.55 3.81
MDXG MIMEDX GROUP ORD 12.68-14.59 35.64
MRU.TO METRO ORD 46.78-53.79 15.29
MSFT MICROSOFT ORD 68.46-78.72 5.40
NCLH NORWEGIAN CRUISE LINE H 53.93-62.01 6.46
NOK NOKIA ADR REPSG 1 SER A 5.73-6.58 8.72
NOW SERVICENOW ORD 94.48-108.65 9.89
NVS NOVARTIS ADR REPSG 1 OR 77.03-88.58 4.25
NXPI NXP SEMICONDUCTORS ORD 105.75-121.61 3.14
OGC.TO OCEANAGOLD ORD 4.45-5.11 13.59
PFE PFIZER ORD 33.91-39.00 -0.03
PLNT PLANET FITNESS CL A ORD 20.80-23.92 8.05
PTCT PTC THERAPEUTICS ORD 12.15-13.97 31.58
PYPL PAYPAL HOLDINGS ORD 47.72-54.87 10.82
Q QUINTILES TRANSNATIONAL 84.28-96.92 6.66
RBS ROYAL BANK SCOTLAND ADS 6.84-7.86 13.90
RCL ROYAL CARIBBEAN CRUISES 106.60-122.59 8.19
SALE RETAILMENOT SRS 1 ORD 11.60-13.34 42.68
SBAC SBA COMMUNICATIONS CL A 126.49-145.46 7.58
SNY SANOFI ADR REP 1 12 OR 47.30-54.39 6.68
SYMC SYMANTEC ORD 31.63-36.37 4.41
TEL TE CONNECTIVITY ORD 77.37-88.97 4.55
TMHC TAYLOR MORRISON HOME CL 23.10-26.56 8.96
TRI THOMSON REUTERS ORD 45.43-52.24 5.75
TRI.TO THOMSON REUTERS ORD 62.03-71.33 8.27
TRMB TRIMBLE NAVIGATION ORD 35.43-40.74 11.25
TRUE TRUECAR ORD 17.52-20.14 13.52
UBS UBS GROUP REG ORD 17.01-19.56 7.79
UNH UNITEDHEALTH GRP ORD 174.88-201.11 7.21
UTX UNITED TECHNOLOGIES ORD 118.99-136.83 7.03
VG VONAGE HOLDINGS ORD 6.71-7.71 8.40
WB WEIBO ADR REP 1 CL A OR 55.86-64.23 7.68
WBA WALGREEN BOOTS ALLIANCE 86.54-99.52 5.09
WHR WHIRLPOOL ORD 185.67-213.53 10.34
WTW WEIGHT WATCHERS INTERNA 20.87-24.01 36.27
XRX XEROX ORD 7.19-8.26 -1.35
YNDX YANDEX CL A ORD 27.26-31.34 24.79

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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
2017-04-26 SHORT BCS BARCLAYS ADR REP 4 ORD@11.46 (10.81 6.01%)
2017-04-25 SHORT CCK CROWN HOLDINGS ORD@55.92 (56.09 -0.30%)
2017-04-25 SHORT FB FACEBOOK CL A ORD@146.49 (150.25 -2.50%)
2017-04-28 SHORT FIG FORTRESS INVESTMENT GRO@8.04 (8.04 0.00%)
2017-04-28 SHORT JNPR JUNIPER NETWORKS ORD@30.07 (30.07 0.00%)
2017-04-26 SHORT NOW SERVICENOW ORD@90.92 (94.48 -3.76%)
2017-04-18 SHORT PLAY DAVE BUSTERS ENTERTAINM@60.44 (64.01 -5.57%)
2017-04-26 SHORT TMUS T MOBILE US ORD@67.58 (67.26 0.46%)
2017-04-28 TRGP TARGA RESOURCES ORD@55.13 (55.13 0.00%)
2017-04-20 SHORT TTWO TAKE TWO INTERACTIVE SO@62.03 (62.85 -1.30%)


Performance
1 Day 5 Days 30 Days CAGR YTD 2016 2015 3 Years 5 Years 10 Years DrawDown
0.58% 0.62% 2.08% 28.45% 2.53% 13.45% 26.49% 13.03% 9.35% 21.25% -26.70%
3, 5 and 10 years performance is annualized.

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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
2017-04-28 AKTX AKARI THERAPEUTICS ADR REP 100 ORD@14.99 (14.99 0.00%)
2017-04-27 CAG CONAGRA FOODS ORD@38.81 (38.78 -0.07%)
2017-04-27 DOC PHYSICIANS REALTY REIT@19.87 (19.64 -1.15%)
2017-04-25 GPT GRAMERCY PROPERTY REIT@28.15 (27.79 -1.27%)
2017-04-26 HCN WELLTOWER ORD@71.83 (71.44 -0.54%)
2017-04-27 IPG INTERPUBLIC GROUP OF CO@24.12 (23.57 -2.28%)
2017-04-25 MDCO MEDICINES ORD@49.11 (49.32 0.42%)
2017-04-26 MPW MEDICAL PROPERTIES REIT@13.55 (13.07 -3.54%)
2017-04-28 SKX SKECHERS USA CL A ORD@25.25 (25.25 0.00%)
2017-04-28 TRGP TARGA RESOURCES ORD@55.13 (55.13 0.00%)


Performance
1 Day 5 Days 30 Days CAGR YTD 2016 2015 3 Years 5 Years 10 Years DrawDown
-0.70% 1.09% 0.15% 32.23% 7.17% 5.80% 28.41% 15.81% 18.89% 22.86% -32.41%
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
2017-04-21 SHORT ADSK AUTODESK ORD@88.58 (90.07 -1.65%)
2017-04-26 SHORT BCS BARCLAYS ADR REP 4 ORD@11.46 (10.81 6.01%)
2017-04-24 SHORT BERY BERRY PLASTICS GROUP OR@49.65 (50.00 -0.70%)
2017-04-27 SHORT CRM SALESFORCECOM ORD@85.85 (86.12 -0.31%)
2017-04-28 SHORT FIG FORTRESS INVESTMENT GRO@8.04 (8.04 0.00%)
2017-04-28 SHORT JNPR JUNIPER NETWORKS ORD@30.07 (30.07 0.00%)
2017-04-19 SHORT MCD MCDONALDS ORD@132.64 (139.92 -5.20%)
2017-04-18 SHORT PLAY DAVE BUSTERS ENTERTAINM@60.44 (64.01 -5.57%)
2017-04-26 SHORT TMUS T MOBILE US ORD@67.58 (67.26 0.46%)
2017-04-20 SHORT TTWO TAKE TWO INTERACTIVE SO@62.03 (62.85 -1.30%)


Performance
1 Day 5 Days 30 Days CAGR YTD 2016 2015 3 Years 5 Years 10 Years DrawDown
0.93% -0.12% 4.05% 11.10% -2.03% 16.59% 15.79% 12.23% 3.40% 13.29% -47.49%
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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