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:
Rotation Investor S&P 500 – Ranking Table
This page covers the ranking table for the rotation strategy trading S&P 500 stocks (RO-Investor-SPX). The ranking table includes the sector and industry for sorting to find specific groups (housing, semiconductor). Table indicators include the Momentum Rank, Trend Filter (strong/not), Broad Breadth Model (bull/bear), the SPX momentum indicator and the 5-day change in momentum. The default sort puts the strongest stocks at the top and each stock includes a SharpChart link.
Rotation Investor Nasdaq 100 – Ranking Table
This page covers the ranking table for the rotation strategy trading Nasdaq 100 stocks (RO-Investor-NDX). The ranking table includes the sector and industry for sorting to find specific groups (software, semiconductor). Table indicators include the Momentum Rank, PPO Trend (up/down), Broad Breadth Model (bull/bear), the NDX momentum indicator and the 5-day change in momentum. The default sort puts the strongest stocks at the top and each stock includes a SharpChart link.
Rotation Investor ETF – Ranking Table (Premium)
This page covers the ranking table for the rotation strategy trading ETFs (RO-Investor-ETF). The ranking table shows the ETF universe with a sortable prefix, which makes it easy to find specific groups (tech ETFs, commodity ETFs). Table indicators include the Momentum Rank, Trend Trio (up/down), Broad Breadth Model (bull/bear), the momentum indicator and the 5-day change in momentum. The default sort puts the strongest ETFs at the top and each ETF includes a SharpChart link.
Market-ETF Video – NDX Stocks Lead – Flag/Pennant Breakouts – Commodities Still Leading
The broader market remains mixed with fewer than 50% of S&P 1500 stocks in long-term uptrends. Strength is concentrated in large-caps and large-cap tech stocks (Nasdaq 100). Several tech ETFs formed flag/pennant patterns the last two weeks and broke out. In an interesting twist, we are also seeing strength in Consumer Staples and Utilities, two defensive groups. Commodities remain strong, especially metals. Silver and Platinum broke out, while Palladium turned up.
Market Regime – ZBT and 5/200 Cross Bullish – Long-term Breadth Mixed
There is no change for the broad market environment, which is mixed, at best, and still bearish at worst. The weight of the evidence turns bearish in mid March and this signal has yet to be reversed. 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.
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 – Signals and Portfolio (Premium)
This page covers the signals and portfolio for the rotation strategy trading ETFs (RO-Investor-ETF). The strategy starts with our stock market breadth model to define ETF eligibility. There is a table showing the current portfolio, gain/loss and new entry/exit signals. Two sidebars make it easy to compare the current ranking with the prior week’s ranking, and see which ETFs made the cut. A second table shows the most recent closed positions with their gain/loss and bars traded.
Rotation Investor ETF – Performance Metrics, Returns and Drawdowns,
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 – Strategy Details, Indicators, Universe, Signals, Tables
RO-Investor-ETF is momentum rotation strategy that trades an all-weather ETF universe in bull markets and bear markets. This strategy starts with a breadth model for stock market timing. The strategy favors equity ETFs in bull markets, and bond ETFs in bear markets. With commodity and crypto ETFs in the universe, there is almost always a bull market somewhere. This report covers the trend indicator, the volatility condition, the ETF universe, the ranking indicator and the rotation rules. We also explain the signal/portfolio page and the ranking table.
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 – Signals & Portfolio
This page covers the signals and portfolio for the rotation strategy trading Nasdaq 100 stocks (RO-Investor-NDX). The strategy starts with our stock market breadth model to define the broad market environment. There is a table showing the current portfolio, gain/loss and new entry/exit signals. Two sidebars make it easy to compare the current ranking with the prior week’s ranking, and see which stocks made the cut. A second table shows the most recent closed positions with their gain/loss and bars traded.
Rotation Investor S&P 500 – Signals & Portfolio
This page covers the signals and portfolio for the rotation strategy trading S&P 500 stocks (RO-Investor-SPX). The strategy starts with our stock market breadth model to define the broad market environment. There is a table showing the current portfolio, gain/loss and new entry/exit signals. Two sidebars make it easy to compare the current ranking with the prior week’s ranking, and see which stocks made the cut. A second table shows the most recent closed positions with their gain/loss and bars traded.
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 – Strategy Details, Indicators, Signals, Rank Table
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 strategy that trades Nasdaq 100 stocks (RO-Investor-NDX). We cover the trend indicator, volatility condition, momentum rank, rotation threshold and exit signals. We also explain the signal/portfolio page and the ranking table.
Rotation Investor S&P 500 – Performance Metrics, Returns and Drawdowns
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, Returns and Drawdowns
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 – Strategy Details, Indicators, Universe, Signals, Tables
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 strategy that trades S&P 500 stocks (RO-Investor-SPX). We cover the trend filter, volatility condition, momentum rank, rotation threshold and exit signals. We also explain the signal/portfolio page and the ranking table.
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.