Systematic Trading Strategies and Next Level Trading Setups

Rotation Trader Nasdaq 100 – Portfolio, Signals and Rank Table (Premium)

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Rotation Trader S&P 500 – Portfolio, Signals and Rank Table (Premium)

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This page covers signals for the Rotation Trader Strategy for S&P 500 stocks (RO-Trader-SPX). We first cover the SPX 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.

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Rotation Investor Nasdaq 100 – Portfolio, Signals and Rank Table (Premium)

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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 Nasdaq 100 – Portfolio, Signals and Rank Table (Premium) Read More »

Rotation Investor S&P 500 – Portfolio, Signals and Rank Table (Premium)

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This page covers signals for the Rotation Investor Strategy S&P 500 stocks (RO-Investor-SPX). We first cover the SPX 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) Read More »

ETF-Signals: Trend Momo Profit Target Strategy for Stock ETFs (Premium)

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This page covers signals for the ETF Trend Momentum & Profit Target strategy trading 74 stock-based ETFs. We first cover the Composite Breadth Model for timing. A table then shows the portfolio with a gain/loss column, profit targets and new entry/exit signals. A sidebar shows the current ETF ranking and there is a separate table for closed positions. This page includes a complete ranking table with indicators and sortable columns.

ETF-Signals: Trend Momo Profit Target Strategy for Stock ETFs (Premium) Read More »

ETF-Signals: Trend & StochClose Strategy for All Weather ETFs (Premium)

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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.

ETF-Signals: Trend & StochClose Strategy for All Weather ETFs (Premium) Read More »

Market Timing Models – Weekly Signal Updates for Composite, SPX and NDX Breadth Models

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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.

Market Timing Models – Weekly Signal Updates for Composite, SPX and NDX Breadth Models Read More »

Understanding Equity Curve Performance and Setting Realistic Expectation (Premium)

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It is important to understand the ebb and flow of the equity curve when trading a strategy. How long is the strategy flat or down? How often do we see strong momentum runs? How often does the strategy experience double-digit drawdowns? How can we take advantage of drawdown? We will answer these questions and more.

Understanding Equity Curve Performance and Setting Realistic Expectation (Premium) Read More »

Do Overbought Filters Improve Performance for Momentum Rotation Strategies? (Premium)

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Buying stocks that seem overbought is difficult, but this is often required when trading a momentum-rotation strategy. By design, these strategies buy the strongest stocks and many seem “overbought”. Momentum is all about buying high and selling higher. This report will test the original Rotation Investor strategies with the addition of an overbought filter. In other words, we will avoid stocks that are overbought. Does this filter help or hurt performance?

Do Overbought Filters Improve Performance for Momentum Rotation Strategies? (Premium) Read More »

Rotation Investor or Rotation Trader? Comparing and Contrasting (Premium)

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This report explains the difference between the Rotation Trader strategies and the Rotation Investor Strategies. Key difference include: market timing models, trend indicators, rank indicators, positions, holding times and profit factors. In short, RO-Trader trades more often, has short holding periods and generates smaller average profits. RO-Investor trades less often, has longer holding periods and generates larger average profits.

Rotation Investor or Rotation Trader? Comparing and Contrasting (Premium) Read More »

Composite Breadth Model – Chart Signals, Performance Metrics and Methodology

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Market timing is an integral part of any strategy that trades or invests in stocks. The Composite Breadth Model uses breadth indicator based on small-caps, mid-caps and large-caps. It is a broad-based breadth model that extends beyond large-caps and tech stocks. We start with the chart signals and then show the performance metrics. This page concludes with an explanation of the model and several chart examples.

Composite Breadth Model – Chart Signals, Performance Metrics and Methodology Read More »

SystemTrader – How to Start Trading a Strategy – Good Times and Bad (Premium)

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Everyone has a trading plan until they go into drawdown. The Dual Momentum Rotation Strategies are off to a great start here in 2024. This is the easy part. Don’t forget that RISK is always lurking in the equity markets and this is something we must always take into account. There is no reward without risk.

SystemTrader – How to Start Trading a Strategy – Good Times and Bad (Premium) Read More »

SystemTrader – Diversification Benefits – Recency Bias – Dealing with Drawdowns – Tweaks (Premium)

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The Dual Momentum Rotation Strategies started out with a bang this year and produced big gains in the first three months. Market action then turned mixed with tech-related stocks falling sharply. The Nasdaq 100 strategy moved into a deep drawdown the last five weeks (NDX update here). The S&P 500 strategy is holding up well because

SystemTrader – Diversification Benefits – Recency Bias – Dealing with Drawdowns – Tweaks (Premium) Read More »

SPX and NDX Breadth Models – Chart Signals, Performance Metrics and Methodology

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This report covers the SPX Breadth Model and NDX Breadth Model. As the names suggest, they provide market timing signals for their respective rotation strategies. We show recent signals on the charts, analyze the long-term performance metrics and provide a signal breakdown. This page concludes with an explanation of the models and several chart examples with breadth indicators.

SPX and NDX Breadth Models – Chart Signals, Performance Metrics and Methodology Read More »

Breadth Indicators for Capitulation, Thrusts, Bull/Bear Markets, Oversold Conditions and Signals (Premium)

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This reports covers breadth indicators to identify three market stages. First, we have the bottoming stage when we see signs of capitulation and a bullish thrust off the lows. Second, we have the trend stage that identifies a bull market for stocks. Third, we have the pullback stage within a bull market.

Breadth Indicators for Capitulation, Thrusts, Bull/Bear Markets, Oversold Conditions and Signals (Premium) Read More »

Finding Bullish Setup Zones within Bigger Uptrends – Requirements, Considerations, Conditions, Setups and Signals (Premium)

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This report will show how to find bullish setup zones for trading pullbacks within the bigger uptrend. This is trading in the direction of the bigger uptrend. We are only focused on uptrends and bullish setups. In addition, there are two requirements: the broad market trend must be up and the stock must be

Finding Bullish Setup Zones within Bigger Uptrends – Requirements, Considerations, Conditions, Setups and Signals (Premium) Read More »

ChartTrader – Broad Breadth Model – SPX-NDX Breadth Model – Yield Spreads (Premium)

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This report covers the broad market environment and will be updated every Friday. We start with the breadth models to define the broad market environment (bull market or bear market). The first model covers the broader market, while the second model emphasizes the Nasdaq 100. And finally, we finish with yield spreads to assess conditions in the credit markets.

ChartTrader – Broad Breadth Model – SPX-NDX Breadth Model – Yield Spreads (Premium) Read More »

ChartTrader – Overbought Conditions – Price Surges – Volatility Spikes – SPY, QQQ & MAGS – Key Tech ETFs and Stocks (Premium)

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Today’s report starts with short-term overbought conditions, the 12 day surge and the increase in volatility. We then turn to the long-term trends for SPY, QQQ and MAGS. Several tech-related ETFs and tech stocks broke short-term resistance levels and we will set the key levels to watch going forward. Analysis covers SOXX, IGV, CIBR, NVDA, AVGO, AMAT, GOOGL, MSFT and more.

ChartTrader – Overbought Conditions – Price Surges – Volatility Spikes – SPY, QQQ & MAGS – Key Tech ETFs and Stocks (Premium) Read More »

ChartTrader – Healthcare and Biotech Continue to Lead – Three Healthcare Stocks with Breakouts  (Premium)

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This report starts with the leaders over the last ten days and the leaders based on 52-week highs. Large-cap tech stocks led the 10-day surge, but Healthcare, Consumer Staples and Biotech are leading on charts. We then analyze the Healthcare SPDR, Biotech ETF and three Healthcare stocks (CAH, INCY, ILMN)

ChartTrader – Healthcare and Biotech Continue to Lead – Three Healthcare Stocks with Breakouts  (Premium) Read More »

ChartTrader – Healthcare Sector Leads – 3 Healthcare Breakouts – GOOGL, MSFT and Six Tech ETFs Test Key SMAs (Premium)

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This report starts with the Healthcare SPDR because it is one of the leading sectors right now. Also notice that the Consumer Staples SPDR, Utilities SPDR and Real Estate SPDR are also leading with new highs this week. Leadership from the defensive sectors points to some risk

ChartTrader – Healthcare Sector Leads – 3 Healthcare Breakouts – GOOGL, MSFT and Six Tech ETFs Test Key SMAs (Premium) Read More »

ChartTrader – Nikkei Unwind – SPY/QQQ/MAGS Corrections – VIX – Symbols: NVDA, AVGO, GEHC, ABT (Premium)

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This report starts a long-term look at the Nikkei, which started breaking down in July. US stocks rebounded after sharp declines on August 5th, but they have yet to fully recover and remain in short-term downtrends. We will look at the corrections in SPY, QQQ and MAGS.

ChartTrader – Nikkei Unwind – SPY/QQQ/MAGS Corrections – VIX – Symbols: NVDA, AVGO, GEHC, ABT (Premium) Read More »

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