Welcome

Strategies as of 5/27/2022 03:33:34 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 32.26% EOD
VSlopes SPXL, SPY, TMF, UBT, SSO, TLT 24.68% EOD
HighLowSOXL SOXL 26.02% EOD
HighLowUDOW UDOW 12.17% EOD
HighLowSPXL SPXL 16.14% EOD
AtrTQQQ TQQQ 28.67% EOD
AtrSPXL SPXL 18.77% EOD
CtiSQQQ SQQQ 23.68% EOD
CtiTQQQ TQQQ 37.61% EOD
CtiTECL TECL 40.96% EOD
CtiSOXL SOXL 32.22% EOD
CtiTMF TMF 13.89% EOD
VRP-SPX SPXL, SSO, SPY, TMF, TLT, UBT 43.73% EOD
VRP-NDX TQQQ, QLD, QQQ, TMF, TLT, UBT 48.99% EOD
3xADM-d TQQQ, SPXL, TMF 35.02% EOD
1xADM-d QQQ, SPY, UBT 16.13% EOD
Alvarez-d EEM, EFA, GLD, HYG, IWM, LQD, QLD, SSO, UBT, VNQ, TMF 27.88% EOD
GrayBeard-d IAU, SPXL, SHV, UBT 21.37% EOD
Hanly VFINX, VINEX, VUSTX 16.30% 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 19.88% EOM
3xADM TQQQ, SPXL, TMF 50.91% EOM
BondYield IEF, LQD, HYG, JNK, TLT 6.76% EOM
Factor SPLV, MTUM, NOBL, RPV, USMV, QUAL, SIZE, VLUE, UBT 13.34% EOM
FX FXA, FXB, FXC, FXE, FXF, FXY, CYB, SPY, QQQ, UBT 17.42% EOM
GrayBeard IAU, SPXL, TQQQ, TLT, SHV, UBT, TMF 19.50% EOM
Alternate VO, VB, SCHB, QLD, TMF, GLD, IWM 29.12% EOM
Sector XLE, XLF, XLI, XLB, XLY, XLRE, XLV, XLK, XLU, XLP, UBT 21.61% EOM
CalendarTrend VFINX 8.57% EOM
DMIndicatorRSP SPY 7.30% EOM
DMIndicatorMC SPY 4.86% EOM
DMIndicatorCPI SPY 7.05% EOM
SP500Bayes SPY 8.48% EOD
MC-EOD SPY 3.63% 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