NASDAQ 100 Bullish Crossover

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NASDAQ 100 Bullish Crossover

Current Strategy Summary

Buys: 1 Sells: 1
Holdings: 74

Performance

2020 ytd: +12.6%
1 week: +3.8%
1 year: +16.5%
*5 year: +12.3%
*10 year: +15.1%
*since inception (30.1yrs): +37.7%
*avg annual return

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

 

The Nasdaq 100 Bullish Crossover Portfolio trading strategy:
BUY a component stock of the Nasdaq 100 index when:
tagged with a “Bullish Crossover”  indicator
SELL a stock when:
tagged with a “Bearish Crossover”  indicator
 
* This strategy makes adjustments for changes in the components of the index, however, existing portfolio stock holdings that are removed from the index remain as holdings until the sell signal is triggered.
 
The money management rules for the portfolio are as follows:

Exposure on 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 29-year historical data of current components of the Nasdaq 100 index generates the following results:
 
 

 

Nasdaq 100 Bullish Crossover Portfolio strategy Performance - 1991 to 2019:

Year Avg Invested Capital ($) Net Gain/(Loss) ($) ST Portfolio (%)* S&P 500 (%) Difference (%)
Since inception $ 487,262 $ 5,484,972 +38.7% +8.3% +30.4%
2019 504,717 72,054 14.3 30.3 -16.0
2018 601,509 -24,416 -4.0 -7.0 3.0
2017 695,094 222,002 31.9 19.4 12.5
2016 549,623 33,934 6.2 9.5 -3.3
2015 599,623 17,622 2.9 -1.3 4.2
2014 679,245 147,872 21.8 13.4 8.4
2013 758,113 337,504 44.5 31.3 13.2
2012 594,906 27,404 4.6 11.5 -6.9
2011 651,509 57,169 8.7 0.0 8.7
2010 710,000 293,078 41.5 12.8 28.7
2009 538,868 334,573 62.8 29.1 33.7
2008 292,453 -274,194 -92.2 -41.0 -51.2
2007 652,453 267,529 40.8 4.2 36.6
2006 537,358 277,678 51.9 13.6 38.3
2005 540,377 374,813 69.5 3.0 66.5
2004 514,340 336,848 65.6 10.4 55.2
2003 583,774 381,092 65.6 25.2 40.4
2002 358,302 -96,097 -26.7 -24.6 -2.1
2001 331,132 -92,757 -28.1 -12.1 -16.0
2000 453,962 176,662 38.7 -10.1 48.8
1999 493,962 1,010,427 204.4 19.5 184.9
1998 361,887 545,055 150.8 31.0 119.8
1997 465,094 146,248 31.5 23.7 7.8
1996 308,302 87,487 28.5 22.9 5.6
1995 394,340 316,414 80.2 34.1 46.1
1994 252,264 28,947 11.5 -1.5 13.0
1993 276,226 119,425 43.4 7.1 36.3
1992 231,887 180,025 78.1 8.2 69.9
1991 238,868 172,947 72.4 23.7 48.7

* ST portfolio annual returns are based on average invested capital for the year.

 

Trading Statistics

  
Total # of positions taken: 1,637
# of winning positions (winning %): 774 (47%)
Average gain(%) per winning position: 87%
Average loss(%) per losing position: 15%
Profit factor**: 5.4
Maximum gain(%) on a position: 5,258%
Maximum loss(%): -67%
Annualized return on average invested capital: 38.7%
Average invested capital: $487,262
Average # of positions held: 49
Average # of weeks invested in each position: 45

* 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)]

 

 

 Stock Trends NASDAQ 100 Bullish Crossover Distribution of Returns

 

  

The current Nasdaq 100 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

STWR - Monthly

$19.95

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

$199.00

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

STWR - 2 Year Prepaid Subscription

$299.00

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

STWR - 3 Year Prepaid Subscription

$399.00

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

 
 

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

$399/3 years

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