2024 Investing Results
Indices:
TSX +18.0%
DOW +12.9%
S&P +23.3%
NAS +28.6%
TSX +18.0%
DOW +12.9%
S&P +23.3%
NAS +28.6%
Personal: 22.4%
I operate a variety of strategies in my own accounts including some of the plays described below, as well as some BnH (Buy & Hold) of good dividend paying stocks. While this doesn’t offer the blow away possibilities that the index ETF play may produce, it is sufficient for my current needs.
3/8 Rising Tide: 19.0%
This play works on the “Rising Tide” theory using the 3/8 crossover on the weekly chart.
Note: I have eliminated some sectors (GD, Miners, HC).
Trading Plan: Plan your trade; trade your plan!
1. TSX must be IN.
2. Sector must be IN. Pick best 3 sectors.
3. Stock must be IN. Pick up to 2 stocks per sector to a max of 5 holdings.
4. Take a bias toward sectors and stocks that have recently crossed over.
5. Buy when the 3 crosses over the 8.
6. Sell when the 8 crosses over the 3.
7. Also use a 6% TStop on advisory basis.
Index ETFs: 33.3%
Also assessed BnH of index ETFs: 38.6%
X: 34.8%
S: 40.9%
Q: 40.1%
Also assessed BnH of index ETFs: 38.6%
X: 34.8%
S: 40.9%
Q: 40.1%
This technical play operates on weekly charting of the 3 and 8 EMAs for each of the leveraged ETFs in question: HXU, HSU, HQU.
-I buy when the 3EMA rises above the 8EMA on the weekly chart. I watch the charts during the day if it’s getting close and place a buy/sell near the end of the trading day.
-I sell when the 8EMA moves above the 3EMA, and for additional safety, I watch them against a 6% TStop, but refuse to use a hard Trailing Stop.
-I also watch the daily charting of the crossovers as an early indicator in reflection of these volatile times!
-BnH has surpassed the trading strategy two of the three years I’ve been monitoring this, but the other year it lost 40.1%! This year the difference was between 33.3% and 38.6%. I’m willing to accommodate my ability to sleep at night for that potential 5.3% gap!
-I buy when the 3EMA rises above the 8EMA on the weekly chart. I watch the charts during the day if it’s getting close and place a buy/sell near the end of the trading day.
-I sell when the 8EMA moves above the 3EMA, and for additional safety, I watch them against a 6% TStop, but refuse to use a hard Trailing Stop.
-I also watch the daily charting of the crossovers as an early indicator in reflection of these volatile times!
-BnH has surpassed the trading strategy two of the three years I’ve been monitoring this, but the other year it lost 40.1%! This year the difference was between 33.3% and 38.6%. I’m willing to accommodate my ability to sleep at night for that potential 5.3% gap!
5/13 Daily: 16.9% I have decided to eliminate this play as it tended to gravitate to the same batch of equities as the 3/8 Rising Tide play.
This technical play operates on daily charting of the 5 and 13 EMAs . The 200 SMA is also used as the criterion for a general uptrend.
Leveraged ETFs are not considered for this play.
This technical play operates on daily charting of the 5 and 13 EMAs . The 200 SMA is also used as the criterion for a general uptrend.
Leveraged ETFs are not considered for this play.
BUY rules
-During a general uptrend (TSX and equity under consideration both above 200-SMA) I buy the equity when the 5-EMA rises above the 13-EMA.
-When a buy is imminent, I watch the charts during the day, and place a buy when the value crosses above the 13-EMA
-During a general uptrend (TSX and equity under consideration both above 200-SMA) I buy the equity when the 5-EMA rises above the 13-EMA.
-When a buy is imminent, I watch the charts during the day, and place a buy when the value crosses above the 13-EMA
SELL rule
-I sell when the 5-EMA drops below the 13-EMA.
-I sell when the 5-EMA drops below the 13-EMA.
I have other plays, but I haven’t used any of them this year. They tend to use more time and require more monitoring. I can manage what I’m currently doing in a few minutes each day, and perhaps another 15 minutes on the weekend.
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