ETF-Signals: Trend Momo Profit Target Strategy for Stock ETFs (Premium)
This table is for the Trend & Normalized ROC strategy that trades 74 stock-based ETFs. It tracks the Composite Breadth Model, Trend Composite, eSlope and Normalized ROC.
ETF-Signals: Trend & StochClose Strategy for All Weather ETFs (Premium)
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Stock-Signals: Rotation Strategy Nasdaq 100 (Premium)
Traders can use this page to run a rotation strategy that trades stocks in the Nasdaq 100. The page starts with a signal summary for the last two weeks. This includes recent entries and exits. We then show the ranking table for the current week.
Stock-Signals: Rotation Strategy S&P 500 (Premium)
Traders can use this page to run a rotation strategy that trades stocks in the S&P 500 (excluding financials). The page starts with a signal summary for the last two weeks. This includes recent entries and exits. We then show the ranking tables for the current week and prior week.
Stock-Signals: Mean-Reversion Setups for Russell 1000 (Premium)
This is the signal table for Mean-Reversion Strategy that trades stocks in the Russell 1000. The default sort places current MR-Setups at the top with three column sorts. These are Conditions (Pass), Oversold (MR-Setup) and StdDev (entry preference).
ETF-Strategy: Trend Momentum Profit Target Strategy for Stock-Based ETFs – UPDATES (Premium)
This report updates the Trend and Momentum Strategy that trades 74 stock-based ETFs. This strategy went through a rough patch from January 2022 to May 2023, but rebounded the last two months
ETF-Signals: Mean-Reversion Strategy for MasterList ETFs (Premium)
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Stock-Signals: S&P 500 Trend Composite Signals (Free)
The Trend Composite is a trend indicator that aggregate signals in five indicators. Bollinger Bands (125,1), Keltner Channels (125,2), 5-day Rate-of-Change of 125-day SMA, StochClose (125,5) and CCI-Close (125). Click on any column heading to sort. This table is updated every Friday before the open.
Stock-Strategy: Rotation Strategy for NDX/SPX Stocks – UPDATES (Premium)
Today’s report will update performance for the Rotation Strategies that trade stocks in the S&P 500 and the Nasdaq 100. Performance from 2007 until 2021 was stellar, but performance since 2022 has been subpar. 2022 was a down year and the strategies recouped
ChartTrader – Long-term Uptrends and Short-term Overbought, QQQ Starts to Lag, Symbols: TSLA, VRTX, NOC, LMT (Premium)
SPY and QQQ are in long-term uptrends as both recorded 52-week highs over the last few weeks. Small-caps are in long-term trading ranges, but short-term uptrends as IWM and IJR surged the last six weeks. Overall, stocks are short-term
ChartTrader – Large-caps Get Extended, Small-caps Surge, QQQ Lags, Symbols: CSCO, QCOM, HOLX, UHS (Premium)
making big gains (11-15%). Almost all stock-based ETFs are up over this five week period with many up more than 10%. Energy-related ETFs are down, as are ETFs related to some commodities
Market Timing – Composite Breadth Model
This page shows the current Market Regime using the Composite Breadth Model and the situation in the credit markets with yield spreads. These indicators are very different, but they go hand in hand when assessing the state of the financial markets.
ChartTrader – QQQ/SPY Slow after Being Overbought, Small-caps Consolidate, Symbols: USO, XLE, XES, FANG, PKG, AMGN, REGN (Premium)
There is no change in the broad market situation. QQQ is leading because it recorded a 52-week high in November. SPY is not far behind, but it has yet to exceed its July highs. Both are short-term overbought after sharp advances from late October to late November.
ChartTrader – Thrust vs Trend, QQQ Gets Extended, Symbols:XLK, HACK, SMH, IGV, URI, VRTX, GPN, PANW (Premium)
The broader market remains mixed. The S&P 500 SPDR (SPY) is performing well because it is weighted by market cap and Nasdaq 100 stocks account for a third of the ETF. The Nasdaq 100 ETF (QQQ) is performing well because tech stocks are leading the market and the tech sector
SystemTrader – Testing the Zweig Breadth Thrust using other Indexes – Adding Beta and Diversification to the Strategy (Premium)
Today’s report will put the Zweig Breadth Thrust indicators for the various indexes to the test. My default breadth index is the S&P 1500 because it covers all bases and represents a broad swath of the US stock market. We can also generate ZBT signals using
Charting the S&P 1500 Zweig Breadth Thrust using Advance-Decline Percent (Free)
StockCharts users can chart the Zweig Breadth Thrust for the S&P 1500 or any other index that has Advance-Decline Percent data. All we have to do its convert the Zweig Breadth Thrust levels to their equivalents using Advance-Decline Percent.
Getting Started with TrendInvestorPro!
This page shows users how to navigate the website and explains the offerings. We cover the publishing schedule for Chart Trader and signal updates for System Trader. Attention then turns to my trading and analysis style and the tools of the trade.
Breadth Charts and ChartList – Get an Edge with Inside Information
Breadth indicators are also referred to as market internals. As the “vital signs” for an index or sector, breadth indicators reflect aggregate performance for the individual components. As such, breadth indicators can provide leading signals by strengthening before a bottom or weakening ahead of a top. After all, the whole is only as good as the sum of the parts
Ordinary Dividends: To Adjust or Not to Adjust
Dividends may seem like harmless add-ons when it comes to price data, but they can have big effects over time. The biggest problem is that dividend adjustments create artificial prices that do not reflect reality at the time of the actual trade. There are also short-term problems as moving average values, price highs and price lows also shift after an adjustment.
ETF Liquidity Considerations – Volume, Dollar-Volume, Liquidity of Holdings, Bid-Ask Spread and Liquidity Grades
There are two things to consider for ETF liquidity. First, there is the actual trading volume for the ETF. Second, there is the trading volume for the holdings in the ETF. Hat-tip to Joe H. for enlightening me on this aspect. An ETF with relatively low trading volume can
A Dozen Books that Influenced my Analysis Process, Understanding of Markets and Trading Mindset (Free)
While there are too many influences to list in one post, this commentary features a dozen books that helped me over the years. These books cover technical analysis, trend-momentum strategies, insights from great traders and the mindset required to stay in the game.