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Strategies as of 11/25/2022 03:32:54 EDT

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 32.55% EOD
VSlopes SPXL, SPY, TMF, UBT, SSO, TLT 23.84% EOD
HighLowSOXL SOXL 25.90% EOD
HighLowUDOW UDOW 12.16% EOD
HighLowSPXL SPXL 13.89% EOD
AtrTQQQ TQQQ 26.28% EOD
AtrSPXL SPXL 21.79% EOD
CtiSQQQ SQQQ 28.92% EOD
CtiTQQQ TQQQ 42.49% EOD
CtiTECL TECL 48.10% EOD
CtiSOXL SOXL 38.32% EOD
CtiTMF TMF 17.88% EOD
VRP-SPX SPXL, SSO, SPY, TMF, TLT, UBT 40.13% EOD
VRP-NDX TQQQ, QLD, QQQ, TMF, TLT, UBT 44.75% EOD
3xADM-d TQQQ, SPXL, TMF, TIP, TBF 26.96% EOD
1xADM-d QQQ, SPY, UBT, TIP, TBF 14.09% EOD
Alvarez-d EEM, EFA, GLD, HYG, IWM, LQD, QLD, SSO, UBT, VNQ, TMF, TIP, TBF 30.53% EOD
GrayBeard-d IAU, SPXL, SHV, UBT, TIP, TBF 22.33% EOD
Hanly VFINX, VINEX, VUSTX 11.03% EOM
Alvarez EEM, EFA, GLD, HYG, IWM, LQD, QLD, SSO, UBT, VNQ, TMF, TBF 25.09% EOM
3xADM TQQQ, SPXL, TMF, TBF 43.52% EOM
1xADM QQQ, SPY, UBT, TBF 18.28% EOM
3xADM TQQQ, SPXL, TMF, TBF 48.86% EOM
BondYield IEF, LQD, HYG, JNK, TLT, TBF 5.17% EOM
Factor SPLV, MTUM, NOBL, RPV, USMV, QUAL, SIZE, VLUE, UBT, TBF 10.63% EOM
FX FXA, FXB, FXC, FXE, FXF, FXY, CYB, SPY, QQQ, UBT, TBF 15.89% EOM
GrayBeard IAU, SPXL, TQQQ, TLT, SHV, UBT, TMF, TBF 22.86% EOM
Alternate VO, VB, SCHB, QLD, TMF, GLD, IWM, TBF 23.13% EOM
Sector XLE, XLF, XLI, XLB, XLY, XLRE, XLV, XLK, XLU, XLP, UBT, TBF 19.65% EOM
CalendarTrend VFINX 9.29% EOM
DMIndicatorRSP SPY 7.31% EOM
DMIndicatorMC SPY 4.88% EOM
DMIndicatorKC SPY 6.19% EOM
DMIndicatorCPI SPY 7.05% EOM
SP500Bayes SPY 8.07% EOD
MC-EOD SPY 3.26% 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