Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MIBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MIBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Investment Strategies / Mechanical Investing
Unthreaded | Threaded | Whole Thread (149) |
Author: Pandrea   😊 😞
Number: of 6131 
Subject: Re: Chart: timing with Nas100 RS screen
Date: 06/12/26 7:09 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 3
I've been trying to boil this thread down to something I understand and can calculate on my own using BarChart and Stockcharts websites.
Could I get a reality check? - Does the below seem reasonable or am I missing something important?
Many thanks in advance!

---
Nasdaq-100 stocks:
* Each month, trade on the 2nd to last day of the month, using the previous day's Nasdaq-100 closing prices
* On Trading Day (at or near open), check to make sure that SPY is above its 325 trading day MA. If not, sit in Ultra-Short Bond ETF while out of market
* Keep any existing holdings that are still in the top-12 9-month performance rankings (let winners run)
* Pick/Hold the Top 9-month performance Nasdaq-100 stocks, filling to five positions (Note: 9-12 months performance all seem to work)
-- Don't enter a position on trade day if that particular stock's 5-day share volume (not dollar volume) is less than its 60-day share volume;
-- Alternative to improve recovery time with small loss of CAGR: Skip a pick if its dollar volume ADV20/ADV700 is declining (Question: 20-day ADV < 700-day, right?)
* Buy each month (and continue to own unchanged stocks) as long as SPY is above its 325 MA on trading day.
-- TS Option: Place a 35% trailing stop on each stock
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to Pandrea here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 6,115 posts about Mechanical Investing. The article-length ones it recommended most:
Dividend investing · 52 recs · 2025
Non-Mag7 screen · 34 recs · 2025
OT - Div yields and returns · 32 recs · 2024
Using AI to generate backtesting programs · 30 recs · 2025
Rankings for 19Dec2022 · 29 recs · 2022
Unthreaded | Threaded | Whole Thread (149) |


Announcements
Mechanical Investing FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of MI | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community