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Automated Stock Portfolios
Fully automated and based on our score system.
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Pivot Bottom Plus
Started: Apr 15, 2024
Updated: Sep 13, 2024
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Golden Star Test
Premium
Started: Oct 03, 2023
Updated: Sep 13, 2024
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Aggressive Undervalued Stock
Premium
Started: Jan 02, 2020
Updated: Sep 13, 2024
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Jim Stromberg's Algorithm
Premium
Started: Jan 02, 2020
Updated: Sep 13, 2024
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Single Runner
Started: Feb 01, 2017
Updated: Sep 13, 2024
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About Portfolios
The automated stock portfolios work by picking the best stocks based on the scores from the StockInvest.us scoring system. The candidates are then filtered depending on the settings of the portfolio. Tickers in the portfolio will be sold if the score becomes negative or the stop-loss condition is met.
The stop-loss limit is a critical feature of the portfolio and is recalculated daily. The rule of thumb for the stop-loss is that it can't go down, only rise up. By doing so, your potential gains are secured against sudden drops in the shared prices.
Algorithm
We update our portfolios daily after the stock market closes and recalculate the stop-loss limit for the upcoming trading day.
Keep in mind that the portfolios are based on end-of-the-day prices so the purchase may differ from your calculation. Once a stock in the portfolio should be "sold," it will be replaced with the first candidate from the appropriate list.
You may get a different price than this system, which will use the end-of-the-day price for the new candidate in the portfolio.
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Disclaimer!
These portfolios are managed by our early BETA stage algorithms, and some errors may occur. All users should speak with their financial advisor before buying or selling any securities. Users should not base their investment decision upon StockInvest.us. By using the site you agree and are held liable for your own investment decisions and agree to the Terms of Use and Privacy Policy. Please read more here.