TSX Financials Bullish Crossover

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TSX Financials Bullish Crossover

Current Strategy Summary

Buys: 0 Sells: 0
Holdings: 0

Performance

2020 ytd: -106.6%
1 week: +0.0%
1 year: -79.2%
*5 year: -3.1%
*10 year: +1.8%
*since inception (27.2yrs): +10.8%
*avg annual return

Current Portfolio Report Portfolio History Report
(subscribers only - Login ID and password required)  

 

The TSX Financials Bullish Crossover Portfolio trading strategy:
BUY a TSX-listed Financials stock when:
tagged with a “Bullish Crossover”  indicator
SELL a stock when:
tagged with a “Bearish Crossover”  indicator
 
 
The money management rules for the portfolio are as follows:

Exposure to each position is limited to $10,000.

Transaction costs are factored into the cost of purchases and the net proceeds of sales at 1% in and 1% out, or 2% commission on a round trip.
 

Applying this very simple trading system on the Stock Trends 25-year historical data of TSX-listed financial stocks generates the following results:
 

ST TSX Financials Bullish Crossovers Portfolio Strategy Performance - 1995 to 2019:

Year Avg Invested Capital ($) Net Gain/(Loss) ($) ST Portfolio (%)* S&P/TSX(%) Difference (%)
2019 15,283 873 5.8 20.7 -14.9
2018 98,491 -18,067 -18.0 -12.3 -5.7
2017 135,660 989 0.7 6.0 -5.3
2016 125,660 9,256 7.4 17.5 -10.1
2015 70,566 -16,264 -23.1 -8.9 -14.2
2014 180,377 17,511 9.7 7.5 2.2
2013 171,132 48,118 28.2 10.3 17.9
2012 104,151 -9,428 -9.1 3.0 -12.1
2011 107,547 -10,754 -9.8 -11.1 1.3
2010 137,358 -5,219 -3.8 14.5 -18.3
2009 110,189 31,497 28.9 41.4 -12.5
2008 30,943 -26,357 -84.1 -39.9 -44.2
2007 162,264 16,457 10.1 7.1 3.0
2006 166,226 31,005 18.7 14.3 4.4
2005 182,075 47,016 25.8 21.9 3.9
2004 150,566 15,229 10.1 13.5 -3.4
2003 134,717 31,261 23.4 23.1 0.3
2002 75,660 -16,330 -21.3 -13.6 -7.7
2001 96,226 8,244 8.5 -13.8 22.3
2000 84,528 32,090 38.4 5.6 32.8
1999 33,019 -13,445 -40.4 29.6 -70.0
1998 73,019 -34,410 -46.4 -1.1 -45.3
1997 109,623 89,681 81.7 11.5 70.2
1996 101,698 70,469 69.4 25.1 44.3
1995 87,358 13,809 15.8 11.6 4.2
 
 
 

Trading Statistics

  
Total # of positions taken: 314
# of winning positions (winning %): 145 (46.2%)
Average gain(%) per winning position: 34%
Average loss(%) per losing position: 10%
Profit factor**: 2.8
Maximum gain(%) on a position: 370%
Maximum loss(%): -73%
Annualized return on average invested capital: 11.4%
Average invested capital: $109,109
Average # of positions held: 11
Average # of weeks invested in each position: 46

* all trading stats compiled at December 31, 2019

 **Profit Factor = (% of winning trades X average $ gains on winning trades) / ABSOLUTE VALUE[(% of losing trades X average $ losses on losing trades)]

 

 

 

 

  

The current TSX Financials Bullish Crossover Portfolio report is published weekly. It shows current holdings, as well as current buy and sell transactions. Investors can follow the report to emulate the performance of the portfolio or use this model portfolio to adjust their own holdings in these important Nasdaq stocks.
 

Subscription Plans

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STWR - Monthly

$19.95/month

Monthly subscription plan to Stock Trends Weekly Reporter - pay your monthly subscription fees by having them automatically charged (PayPal only). Subscribers may cancel before the end of any subscription month.

STWR - 1 Year Prepaid Subscription

$199/year

1 Year Prepaid subscription to Stock Trends Weekly Reporter. Save 16% off monthly rate!

STWR - 2 Year Prepaid Subscription

$299/2 years

2 Year Prepaid subscription to Stock Trends Weekly Reporter. Save 37% off monthly rate!

STWR - 3 Year Prepaid Subscription

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3 Year Prepaid subscription to Stock Trends Weekly Reporter. Save 44% off monthly rate!