NASDAQ down -4.17%. Our portfolio is up +8.56%
[UPDATED 04 NOV 2016]
NEWS: WE WILL SOON LAUNCH AUTOPORTFOLIOS TO OUR WEBPAGE !
We were challenged to test our scoring system (Stocks to buy list) by a professional investor to see exactly how much it would yield.
We started with the 5 on top of the list AUG 23'rd. The criteria were simple:
1. Sell if stop-loss is triggered
2. Sell if recommendation turns negative.
3. Change with the first on top score list on day of sale.
Normally this is not the best way to do it. In our other portfolios we use criteria’s like risk, volume etc. But the main challenge here was just to test the ranking system. To make it more realistic there is added a 0.1% buy and sell fee for each transaction.
NB: Stop-loss is used in the way that you always move your stop-loss up as the stock goes up. (It can never become less and it should be changed when prices rise). We used our stop-loss which is calculated by our systems.
Since start the portfolio has now returned 8.56% while both Nasdaq and Dow Jones have returned negative values in the period. Below is some info.
|Value of portfolio||54.867,90|
Actual return: 8.56 %
Nasdaq: - 4.17%
Dow Jones: -3.55%