Welcome

Strategies as of 12/4/21, 1:02 PM

Media

Listening to the media and the endless prognostications and analysis of experts can be corrosive to your financial portfolio. To do better, have a simple process and plan. Hopefully some of what is found here will be helpful and useful.

The following Exchange Trade Fund investing strategies can be employed in varying degrees to help accomplish one’s investment goals.

This site offers both strategies and systems. Systems being simply, groupings of strategies.

The ETFs employed here are generally low cost, liquid and any broker will give you access to them.

Strategies with an end of day or EOD Tick, tend to be more volatile with possible new positions taken every day. These require more care and tending. These would be used in smaller allocations.

The strategies with an end of month or EOM Tick, are less volatile but hold positions generally for at least one month. Trading here occurs at the last trading day of the month buying at the close. Wide stops are in use, so it is possible that an exit could be issued earlier, but these are rare.


Strategy Tickers APR Tick
Cycler321x TLT, UBT, TMF 35.31% EOD
VSlopes SPXL, SPY, TMF, TLT 31.76% EOD
HighLowSOXL SOXL 30.78% EOD
HighLowUDOW UDOW 16.33% EOD
HighLowSPXL SPXL 16.52% EOD
CtiSQQQ SQQQ 27.95% EOD
CtiTQQQ TQQQ 47.21% EOD
CtiTECL TECL 50.36% EOD
CtiSOXL SOXL 38.28% EOD
CtiTMF TMF 19.10% EOD
VRP-SPX SPXL, TMF 55.03% EOD
VRP-NDX TQQQ, TMF 75.73% EOD
3xADM-d TQQQ, SPXL, TMF 45.13% EOD
1xADM-d QQQ, SPY, UBT 21.42% EOD
Alvarez-d EEM, EFA, GLD, HYG, IWM, LQD, QLD, SSO, UBT, VNQ, TMF 33.55% EOD
GrayBeard-d IAU, SPXL, SHV, UBT 25.19% EOD
Hanly VFINX, VINEX, VUSTX 17.24% EOM
Alvarez EEM, EFA, GLD, HYG, IWM, LQD, QLD, SSO, UBT, VNQ, TMF 30.59% EOM
3xADM TQQQ, SPXL, TMF 58.68% EOM
1xADM QQQ, SPY, UBT 23.01% EOM
3xADM TQQQ, SPXL, TMF 59.99% EOM
BondYield IEF, LQD, HYG, JNK, TLT 7.03% EOM
FX FXA, FXB, FXC, FXE, FXF, FXY, CYB, SPY, QQQ, UBT 23.09% EOM
GrayBeard IAU, SPXL, TLT, SHV, UBT, TMF 22.48% EOM
Factor SPLV, MTUM, NOBL, RPV, USMV, QUAL, SIZE, VLUE, UBT 20.50% EOM
Alternate VO, VB, SCHB, QLD, TMF, GLD, IWM 27.50% EOM
Sector XLE, XLF, XLI, XLB, XLY, XLRE, XLV, XLK, XLU, XLP, UBT 25.62% EOM
CalendarTrend VFINX 8.51% EOM
DMIndicatorRSP SPY 8.18% EOM
DMIndicatorMC SPY 4.88% EOM
DMIndicatorCPI SPY 7.03% EOM
SP500Bayes SPY 7.96% EOD
MC-EOD SPY 3.71% EOD

Notes

From the table above, a specific strategy decides what to invest in, while an indicator simply recommends either RiskOn or RiskOff

APR is the average annual percent return.

Tick indicates the frequency of the data being used for the strategy, EOD - EndOfDay, EOM - EndOfMonth