There are four types of reports for this Group. They are the same format for stocks and ETFs.
1. All Orders (daily), showing trading signals for each stock or ETF, including both long and short positions.
2. Portfolio Order sheets (daily), giving the new entries, close-outs, and current positions for each sample portfolio.
3. Daily NAVs by market (monthly), showing the running historic performance of each stock and ETF (in alphabetic order).
4. Daily NAVs by sample portfolio (monthly), showing the running historic performance of that portfolio with a summary table or results at the end.
All Orders Report
The All Orders report is in alphabetic order and is shown below for a small sample of stocks on the close of trading November 13, 2013. Execution is always expected on the following open; therefore the new order for Cigna, “Buy 47.84” shares will be executed on November 14. This position adds to the current position of 26.61 shares. For traders interested in both longs and shorts, this report will show “Short” positions, although short sales in stocks and ETFs are not included in the sample portfolios. Note that Target (TGT) is current short but nearly all shares will be bought on the next open. The I-Ratio is the annualized return divided by the annualized risk for the past 3 years and can be used to select the best stocks if you are creating your own portfolio.
Daily Portfolio “All” Orders
The Trend Stocks Orders For A 10-Stock Portfolio
This is a new format, not yet available for the two other daily programs. Stocks are listed alphabetically, and the current position or todays action is shown in the Position and Action columns. The program only takes long positions and those positions that we were holding yesterday are shown as “Long.” For tomorrow, it shows that we will buy 78 shares of Apple (AAPL) and exit all 149 shares of Reynolds (RAI). Both trades are done on the open of the next trading day.
Note that there are two columns, Shares if New and Current Shares. If you are a new member, then enter the Shares if New. If you are already a member then you should be holding the Current Shares. For investors just joining the program, the initial position size will be different from the position size at the original entry point. The size shown in Shares if New is calculated as the investment per market (in this case $10,000) divided by yesterday's closing price. When exiting positions not entered with the same size as the Program, you will need to track your own position size and place the correct order. Once new positions appear, you should be in-line with the Program.
The Trend ETF Orders for a 10-ETF Portfolio
The Order Sheet for the ETF program is exactly the same format as the Stock program shown above.
Portfolio NAVs (updated monthly)
We track the daily performance of the sample portfolios and post the running NAVs and a summary of results. This can be used to blend with other portfolios or compare your own choice of markets. You can build your own portfolios using the individual market NAVs shown in the next section. The sample below shows only the last few days of performance, along with the summary of results at the bottom. A separate article on this website gives detailed instructions for creating your own portfolio.
NAV Table of All Markets (Updated Monthly)
In order to create your own portfolios, we provide a full table of cumulative returns for each market, one table for stocks, and one for ETFs, each in alphabetic order (except that the ETF table begins with the four major US index markets. NAVs start at 100 at the inception of the simulation period. The following is a small piece of the stock table showing the most recent results. Not all ETFs are shown. A separate article on this website gives detailed instructions for creating your own portfolio.
All Orders reports have the following disclaimers:
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