|
Strategy |
Summary |
|
Passive annual ETF asset allocation |
Use asset allocation to be fully invested in 10 ETFs that
cover the entire world market of stocks and bonds and then
rebalance once a year. Rebalance your portfolio in mid
November to be pre-positioned for the portfolio rebalancing
and new institutional money that generates the "January
effect" |
|
100x200 crossover system |
Focus on highly liquid US main and sector indices and select
world indices. Use a combination of long term moving average
crossovers to follow large trends, using the 200 day SMA as
a signal to go to exit positions and preserve capital. Keep
money fully invested in long term uptrends around the world |
|
NLNTF Mutual Funds |
Monitor the performance of 1800+ world-wide No Load, No
Transfer Fee Mutual Funds on a weekly basis. Remain fully
invested in those funds that are consistently outperforming
their peers. Implement at a deep discount broker like
Scottrade or Ameritrade. Use the NLNTF Star report |
|
ETFs matching the NLNTF strategy |
Use ETFs to match the NLNTF strategy. Identifies ETFs in the
same asset class and/or geographical area for long term
trend following, generally using a 10% trailing stop |
|
Triple Screen system |
Search for buying opportunities in very strong sectors that
have pulled back to the 20 period Moving Average, such that
we have a favorable reward to risk ratio if all it will do
is retest the previous swing high. Enter when price
action shows a resumption of the trend could be occurring.
Normally a tight stop, this trade can often transition into
a longer term buy trend following position with proper trade
and risk management |
|
Windows of Opportunity |
Search for buying opportunities in very strong sectors that
have had a 1 period sharp pull back from a short term moving
average. We look for a favorable reward to risk ratio for a
retest of the previous swing high. Enter when price
action shows a resumption of the trend could be occurring.
Normally a 1 to 3 period trade, with tight stops. |
|
"Washed out" sectors |
Look for sectors and large cap stocks that are extremely
oversold on both an annual and 2 week time periods, but
who's price performance indicates a market reversal.
Often occurs after violent selloffs. Look for favorable risk
reward ratios for a retest of the previous resistance level.
Normally a tight stop and a short term trade. |
|
ETF RSI swing system |
Trade in the direction of the long term trend in US indices,
long only, when the indices are extremely oversold and
rising volatility indicates excessive fear in the
marketplace. Hold the trade until the index has
reverted to the mean. |
|
ETF Volatility system |
Trade in the direction of the long term trend in US indices,
long only, when the indices are extremely oversold and
rising volatility indicates excessive fear in the
marketplace. Hold the trade until the index has
reverted to the mean. |
|
ETF Oscillating Index system |
Trade in the direction of the long term trend in US indices,
long only, when the indices are extremely oversold.
Hold the trade until the index reverses and takes out a
fairly tight trailing stop. (Look
for this system in January 2006) |
|
Intraday Pivot point trading |
Use futures trading based Pivot Point support and resistance
level calculations to find intraday channel trading
opportunities. Can also be used to fine tune intraday
buy and sell points in the other strategies that focus on US
indices |
|
Reference reports |
Daily summaries of useful technical indicators for groups of
ETFs and stocks. I use these reports to check the
pulse of sectors and regions to look for trends and
standouts. I like to look for stocks and ETFs that
have extreme readings, either positive or negative as likely
candidates for volatile short term moves. |
