Welcome
Strategies as of 10/5/2022 03:33:26 EDT
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 |
32.00% |
EOD |
| VSlopes |
SPXL, SPY, TMF, UBT, SSO, TLT |
23.53% |
EOD |
| HighLowSOXL |
SOXL |
25.90% |
EOD |
| HighLowUDOW |
UDOW |
11.61% |
EOD |
| HighLowSPXL |
SPXL |
13.89% |
EOD |
| AtrTQQQ |
TQQQ |
27.21% |
EOD |
| AtrSPXL |
SPXL |
21.80% |
EOD |
| CtiSQQQ |
SQQQ |
28.45% |
EOD |
| CtiTQQQ |
TQQQ |
41.45% |
EOD |
| CtiTECL |
TECL |
46.89% |
EOD |
| CtiSOXL |
SOXL |
35.73% |
EOD |
| CtiTMF |
TMF |
17.88% |
EOD |
| VRP-SPX |
SPXL, SSO, SPY, TMF, TLT, UBT |
42.85% |
EOD |
| VRP-NDX |
TQQQ, QLD, QQQ, TMF, TLT, UBT |
48.11% |
EOD |
| 3xADM-d |
TQQQ, SPXL, TMF, TIP |
26.59% |
EOD |
| 1xADM-d |
QQQ, SPY, UBT, TIP |
13.95% |
EOD |
| Alvarez-d |
EEM, EFA, GLD, HYG, IWM, LQD, QLD, SSO, UBT, VNQ, TMF, TIP |
27.77% |
EOD |
| GrayBeard-d |
IAU, SPXL, SHV, UBT, TIP |
20.12% |
EOD |
| Hanly |
VFINX, VINEX, VUSTX |
11.03% |
EOM |
| Alvarez |
EEM, EFA, GLD, HYG, IWM, LQD, QLD, SSO, UBT, VNQ, TMF |
26.88% |
EOM |
| 3xADM |
TQQQ, SPXL, TMF |
45.46% |
EOM |
| 1xADM |
QQQ, SPY, UBT |
19.87% |
EOM |
| 3xADM |
TQQQ, SPXL, TMF |
50.91% |
EOM |
| BondYield |
IEF, LQD, HYG, JNK, TLT |
5.74% |
EOM |
| Factor |
SPLV, MTUM, NOBL, RPV, USMV, QUAL, SIZE, VLUE, UBT |
13.35% |
EOM |
| FX |
FXA, FXB, FXC, FXE, FXF, FXY, CYB, SPY, QQQ, UBT |
17.42% |
EOM |
| GrayBeard |
IAU, SPXL, TQQQ, TLT, SHV, UBT, TMF |
16.95% |
EOM |
| Alternate |
VO, VB, SCHB, QLD, TMF, GLD, IWM |
25.64% |
EOM |
| Sector |
XLE, XLF, XLI, XLB, XLY, XLRE, XLV, XLK, XLU, XLP, UBT |
21.59% |
EOM |
| CalendarTrend |
VFINX |
9.29% |
EOM |
| DMIndicatorRSP |
SPY |
7.31% |
EOM |
| DMIndicatorMC |
SPY |
4.88% |
EOM |
| DMIndicatorCPI |
SPY |
7.05% |
EOM |
| SP500Bayes |
SPY |
8.27% |
EOD |
| MC-EOD |
SPY |
3.39% |
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