I stopped trading my weekly ETF multi-strategy system last year as it was underperforming the strategies I developed in RealTest. I wondered if there was a way to salvage all the work I had put into my ETF system. Late last year, I thought of an alternate method for...
Investing Update for the Week Ending February 10, 2023
I don't have time to post much this week besides the allocation weights of my model. My Tactical Asset Model Allocations
Stock Trades for the Week Ending May 13, 2022
May 11 Targa Resources (TRGP) - Shares Purchased Very few stocks pass my screens lately. TRGP passed my best-performing screen so I decided to purchase an appropriate position size. Asset Class Allocations for ETF Investing The asset allocation models I use...
Stock Trades for the Week Ending April 29, 2022
April 25 Cabot Corp (CBT) - Shares Sold My trailing stop was triggered and my shares were sold for $65.69 resulting in a 1.0% profit in 18 days. Asset Class Allocations for ETF Investing With recent declines in many of the ETF asset class prices, it comes as no...
Stock Trades for the Week Ending April 22, 2022
April 18 Apple (AAPL) - Shares Purchased I purchased AAPL shares with a position size of 3.0% and then set up a 6% trailing loss. These two values combined lead to a maximum loss of 0.18% (3% x 6%) of my portfolio if the share price declines immediately after purchase...
Stock Trades for the Week Ending April 15, 2022
April 11 The Greenbrier Companies (GBX) - Shares Purchased (1/2 Position) I bought shares of GBX and set up an 8% trailing stop. Nvidia (NVDA) - Put Purchased to Close Trade I'm guilty of letting this losing trade run too far before I closed it. I sold the put...
Stock Trades for the Week Ending April 08, 2022
April 04 Morgan Stanley (MS) - Sold Naked Puts Marvell Technologies (MRVL) - Shares Purchased and Covered Calls Sold April 06 Pan American Silver (PAAS) - Shares Purchased (1/2 Position) April 07 Marvell Technology - Sold Shares This trade went...
Stock Trades for the Week Ending April 01, 2022
April 01 Nvidia (NVDA) - Sold Naked Puts For the first time in months, I sold naked puts. As noted in the next section, my allocation model currently has a low allocation to US stocks. That combined with extraordinarily few stocks meeting my criteria resulted in me...
Stock Trades for the Week Ending March 11, 2022
March 07 Reliance Steel (RS) - Shares Sold I sold my RS shares for a profit of 21%. March 10 Metlife (MET) - Shares Purchased I bought half a position of MET and established a 7% trailing stop. Asset Class Allocations for ETF Investing My asset...
(No) Stock Trades for the Week Ending March 04, 2022
I had no stock trades this week. At this point, I am holding only one stock which is Reliance Steel (RS) for which I have a 21% open profit at today's close. Asset Class Allocations for ETF Investing My asset allocation models provided the same allocations as...