Getting Started with System Trader!
This page explains the System Trader offering at TrendInvestorPro. We cover the strategy reports, signal pages, articles page, publishing schedule and tools of the trade.
Getting Started with Chart Trader!
This page explains the Chart Trader offering at TrendInvestorPro. We cover the publishing schedule, navigation links, our philosophy and the tools of the trade.
Recent Posts from Chart Trader and System Trader:
Market-ETF Report – Large Techs Lead – Pennants/Flags Abound – XLU-XLP-KIE Set Up
Even though small-caps and mid-caps are dragging their feet, Nasdaq 100 stocks are leading with the highest percentage above their 200-day SMAs. This is a positive sign for large-cap stocks and stocks in the Technology sector. In addition, SPY and QQQ are holding their May 12th breakouts and 200-day SMA. Again, this is positive for large-caps and tech stocks. Small-caps and mid-caps are still
Rotation Investor ETF – Portfolio, Signals and Rank Table (Premium)
This page covers signals for the Rotation Investor Strategy for ETFs (RO-Investor-ETF). We first cover the Broad Breadth Model for stock market timing. A table then shows the current portfolio with a gain/loss column and the new entry/exit signals. The two sidebars make it easy to compare the current ranking with the prior week’s ranking. This page includes a complete ranking table with sortable columns, trend signals and rank values.
Rotation Investor ETF – Performance Metrics, Equity Curves, Yearly-Monthly Returns
The table below shows performance metrics for the Rotation Investor ETF Strategy (RO-Investor-ETF) and $SPX buy-and-hold. The strategy handily outperforms buy-and-hold (+12.73% vs 7.71%), and the strategy’s Maximum Drawdown (-21.71%) is less than half that of buy-and-hold (-56.40%). The Average Drawdown was
Rotation Investor ETF – Indicators, Universe, Methods, Signals and Tables
Rotation trading strategies capture the power of momentum by rotating into the strongest ETFs, and out those that are losing upward momentum. This report explains Rotation Investor ETF (RO-Investor-ETF), which trades 74 All-Weather ETFs using weekly signals. We cover the required conditions, trend indicator, momentum rank, rotation thresholds and exit signals.
Stock-Signals: S&P 500 Trend Composite Signals
This page shows Trend Composite signals for stocks in the S&P 500. The Trend Composite aggregate trend signals in five trend-following indicators. Recent signals appear at the top of the table. Users can also sort by different columns and single out specific sectors using the search function. Stocks in uptrends are color coded green for quick identification. This table includes the signal date, gain/loss since the signal and a chart link.
ETF-Signals: Trend & StochClose Strategy for All Weather ETFs (Premium)
Using a 270 ETF universe, this page covers Trend Composite signals for trend and StochClose values for ranking. Users can identify new trend signals, track existing signals and see the percentage change. Sortable columns make it easy to filter for uptrends and then sort by StochClose to rank trend strength. The table includes links to a StockCharts chart with corresponding indicators.
Rotation Investor Nasdaq 100 – Portfolio, Signals and Rank Table (Premium)
This page covers signals for the Rotation Investor Strategy for Nasdaq 100 stocks (RO-Investor-NDX). We first cover the NDX Breadth Model for timing. A table then shows the portfolio with a gain/loss column and the new entry/exit signals. The sidebar makes it easy to compare the current ranking with the prior week’s ranking. This page includes a complete ranking table with sortable columns, sector identifiers and rank values.
Rotation Investor S&P 500 – Portfolio, Signals and Rank Table (Premium)
This page covers signals for the Rotation Investor Strategy S&P 500 stocks (RO-Investor-SPX). We first cover the Broad Breadth Model for timing. A table then shows the portfolio with a gain/loss column and the new entry/exit signals. The sidebar makes it easy to compare the current ranking with the prior week’s ranking. This page includes a complete ranking table with sortable columns, sector identifiers and rank values.
Broad Breadth Model – Current Market Environment
Updated at the end of every week (usually Saturday mornings), this page shows charts and current signals for the three market timing models. The Composite Breadth Model is a broad-based breadth model, the SPX Breadth Model is geared towards large-caps and the NDX Breadth Model focuses on tech stocks. Traders can use these models to time different market segments and assess market conditions.
Rotation Investor Nasdaq 100 – Explaining the Indicators, Universe, Methods & Signals
Rotation trading strategies capture the power of momentum by rotating into the strongest stocks and out of stocks that are losing upward momentum. This report explains Rotation Investor NDX (RO-Investor-NDX), which trades Nasdaq 100 stocks using weekly signals. We cover the required conditions, trend indicators, momentum rank, rotation thresholds and exit signals. This report concludes with an overview of the signal pages and the ranking tables used to trade these strategies.
Rotation Investor S&P 500 – Performance Metrics, Equity Curves, Yearly-Monthly Returns
The table below shows performance metrics for the S&P 500 Rotation Investor Strategy (RO-Investor-SPX) and $SPX buy-and-hold. The strategy outperformed buy-and-hold with a significantly higher Compound Annual Return (CAR): +13.39% vs +7.76% (blue shading). Just as important, the strategy’s Maximum Drawdown
Rotation Investor Nasdaq 100 – Performance Metrics, Equity Curves, Yearly-Monthly Returns
The table below shows performance metrics for the Rotation Investor Nasdaq 100 Strategy (RO-Investor-NDX) and $NDX buy-and-hold. The strategy handily outperforms buy-and-hold (+18.03% vs +12.97%), and the strategy’s Maximum Drawdown (-21.52%) was less than half that of buy-and-hold
Rotation Investor S&P 500 – Explaining the Indicators, Universe, Methods & Signals
Rotation trading strategies capture the power of momentum by rotating into the strongest stocks and out of stocks that are losing upward momentum. This report explains the Rotation Investor SPX strategy (RO-Investor-SPX), which trades S&P 500 stocks using weekly signals. We cover the required conditions, trend indicators, momentum rank, rotation thresholds and exit signals. This report concludes with an overview of the signal pages and the ranking tables used to trade these strategies.
Market-ETF Report – Silver and Silver Miners Lead – Copper Pops-Drops – Platinum Surges
Today’s report covers commodity ETFs and the Bitcoin ETF (IBIT), simply because they are leading in 2025. Year-to-date, nine of the top ten performing ETFs are commodity or crypto related. My focus list has 74 ETFs covering equities, commodities, bonds and crypto. The Aerospace & Defense ETF (ITA) is the only equity ETF in the top ten right now. The table below shows the 20 ETFs with
Broad Breadth Model – Methodology, Indicators, Signals & Performance (Premium)
The broad market environment is vitally important to strategies that trade stocks or equity ETFs. Bull and bear markets, however, are not just defined by the trend for the major indexes, such as the S&P 500. Instead, we must look within the indexes and use breadth indicators to quantify the environment for the majority stocks. We are trading individual stocks and equity ETFs, not the indexes. Analyze accordingly.
Market-ETF Video – SPY/QQQ Hold Gap Breakouts – Tech Leads – Metals Remain Strong
SPY, QQQ and XLK are leading the surge as their gap-breakouts hold. The broader market, however, remains mixed as small-caps and mid-caps lag. New highs are starting to appear with cybersecurity, defense and telecom leading the way. We are also seeing relative strength in blockchain and software. Precious metals remain strong with platinum joining the breakout parade. Copper perked up and Bitcoin is trading near new highs.
Market Regime – ZBT and 5/200 Cross Bullish – Long-term Breadth Mixed
The broad market environment is mixed, at best, and still bearish at worst. Keep in mind that SPY and QQQ are part of the broad market environment, but they are large-cap driven ETFs that do not always reflect conditions under the surface. Breadth indicators reflect conditions for the average stock. Just over 50% of S&P 500 stocks are above their 150 and 200 day SMAs. This
Market-ETF Report – Technical Timeline – Gaps Holding – Utes/Infra Breakout as XLI Leads
Here we go again. Negative tariff news on Friday weighed on stocks, and positive tariff news lifted stocks on Monday-Tuesday. Last week’s drop and today’s pop do not change the situation in the markets. SPY and QQQ broke out with gap-surges on May 12th. Even though May 12th represents another tariff-related event, these breakouts and gaps are holding, and bullish until proven otherwise. Short-term, stocks were
Two PGM’s Get Breakouts
PGM stands for the platinum group of metals, which includes ruthenium, rhodium, palladium, osmium, iridium and platinum. These metals have similar properties and are usually found together when mining. Palladium is a key metal for catalytic converters, and is also used in electronics and dental alloys. Platinum is mostly used for jewelry, and also for catalytic converters.
Market-ETF Report – Stocks Fall – Gold, Silver, IBIT & Yields Surge – Trailing Stops
Stocks were hit as SPY fell 1.69%, its largest 1-day decline since April 21st, which was just before the Zweig Breadth Thrust. We do not need to look far for the reasons. First, stocks were short-term overbought after the surge from April 22nd to May 20th. SPY was up over 16% in 20 days. Second, the 30-yr Treasury Yield surged above 5% and hit a new high
Market-ETF Vid – Mind the Gaps, 5/200 Cross and Overbought Condition – Gold/Silver Perk Up
Stocks started improving with the Zweig Breadth Thrust on April 24th and continued with a bullish 5/200 cross. Despite a strong advance, breadth has yet to expand to levels that signal a bull market. SPY and QQQ are holding their gaps and 200-day SMAs, but short-term overbought after big moves. We will show the key levels to watch. Elsewhere, year-to-date performance highlights the true leaders and metals are perking up.
Market Regime – Zweig and 5/200 Cross Bullish, but Long-term Breadth net Bearish
It seems as if there are conflicting signals in the stock market. The Zweig Breadth Thrust triggered bullish on April 24th and the 5/200 Filter Cross triggered bullish on May 15th, but the long-term trend and breadth indicators remain decidedly bearish. NDX %Above 200-day SMA ($NDXA200R) is the only indicator (of 15) to trigger bullish.
Market-ETF Report – Large-caps Lead – New Highs in XLI and ITA – Utes Extend on Breakout
The bullish evidence continues to build, but the long-term breadth indicators have yet to turn net bullish. SPY and QQQ showed signs of capitulation in early April and rebounded into mid April. A Zweig Breadth Thrust triggered on April 24th and several other thrust indicators turned bullish in May. We also saw SPY, QQQ and RSP break their 200-day SMAs. These are bullish indications for large-caps and, perhaps
Improve Performance with Smoothing and Filters – 200-day Cross for SPY/QQQ – An Added Twist
SPY and QQQ crossed above their 200-day SMAs with big moves on Monday, and held above these long-term moving averages the entire week. In addition, the 5-day SMA moved above the 200-day SMA to reverse the bearish trend signal from mid March. The V-Reversal since late March was extraordinary and SPY seems short-term overbought, but the 5/200 day SMA cross is a bullish signal