2020

Ranking for CW23 / 2020 / Preview. The market keeps grinding higher so far, ignoring all the recent worrying developments. Currently, about half of the portfolio is invested in Healthcare and Consumer Defensive. In this first week of June, it was also time for a rebalancing, but no changes have been necessary. The portfolio was unchanged in May, as it was almost fully in cash most of the time.

• Sold:

  • SLP (Simulations Plus, Inc.), gap >15%

• Bought:

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Ranking for CW22 / 2020 / Preview. This Tuesday, at the time of the ranking, the SPX was trading barely above the 200 day moving average. However, it closed slightly below the MA. Had the ranking been updated on Monday, no trades would have been necessary (allowed, that is). Since it was the S&P 500’s first day >200MA after the March correction, I decided

Ranking for CW20 / 2020 / Preview.

The S&P 500 is still below the MA200, so no new stocks may be purchased. It seems like these deep (and quick) V-shaped movements we have seen now for quite some time are detrimental to the strategy, because you exit the market at one point as per the rules but then you miss most of the quick recoveries.

The only remaining holding at the moment is NEM.

Ranking for CW14 / 2020 / Preview.

Finally March is over… Nothing to do today, as the S&P 500 is still well below the 200 day MA.
The only remaining position is NEM (Newmont Corporation).

Ranking for CW13 / 2020 / Preview.

Sorry I missed a few updates in the last weeks. Here’s a short summary:

Ranking for CW09 / 2020 / Preview.

Aha, here is the first real test to the model. Let’s tune out the news and stay the course! February was looking really good - until the last few days happened, that is. However, the S&P 500 is still clearly above the 200 day MA, so there is no need yet to scale out and go to cash. My gut might have a different opinion, but this also means it’s ok to open new positions. Here we go…

• Sold (no longer in Top 20%):
  • STT (State Street Corp. (S&P 500))
  • TKR (Timken Co (S&P 400))
• Sold (below 100 day MA):
  • FORM (FormFactor, Inc. (Barrons400))

Ranking for CW08 / 2020 / Preview.

The portfolio remains nearly fully invested.

• Sold (no longer in Top 20%):
  • BLDR (Builders FirstSource, Inc (Barrons400))
  • ALGN (Align Technology (S&P 500))

Ranking for CW07 / 2020 / Preview.

The portfolio remains nearly fully invested.

• Sold (no longer in Top 20%):
  • SRCL (Stericycle, Inc. (S&P 400))
  • URI (United Rentals, Inc. (S&P 500))
  • JBL (Jabil Circuit Inc (S&P 400))

Ranking for CW06 / 2020 / Preview.

The portfolio remains nearly fully invested. Today is the first Tuesday of February, so a rebalancing is due.

• Sold (no longer in Top 20%):

  • ABBV (AbbVie Inc. (S&P 500))

• Rebalancing (reduced):

  • ALGN (Align Technology (S&P 500))
  • AMD (Advanced Micro Devices Inc (S&P 500))

Ranking for CW05 / 2020 / Preview.

The S&P 500 is still well above its 200 day moving average, so the market signal continues to be green and we are allowed to buy new positions.

• Sold (no longer in Top 20%):

  • LEG (Leggett & Platt, Incorporated)
  • SHOO (Steven Madden, Ltd.)

• Bought

  • LITE (Lumentum Holdings Inc.)
  • TTD (The Trade Desk, Inc.)
  • CNC (Centene Corporation)