ModestInvestor

Thought I'd share this post and wondered if others had any thoughts? Or a similar simple strategy of buying out of favour funds/trusts? I've been using a refined strategy of buying funds/trusts which are out of favour with some safety restrictions on leverage and markets for several years and it has outperformed general markets on average 👍 https://moneysandi.com/buy-worst-funds-investment-strategy-test/

The New Year Gold Rush! Can it be that gold has seasonal trends? Will there be a New Year gold rush? I looked at some figures I had from 2006 to 2016, calculated the average price and then plotted this on a graph. In fact in the period from 1st January until the end of February the average price increase was 5.75% and occurred in 9 out of 11 years. I set out to further research and refine this trade: The New Year Gold Rush (moneysandi.com) $GOLD #gold

Thanks. A really interesting video and some interesting statistics and analysis. I haven't the time to go back and analyse whether a strong November increases the chance of there not being a Santa rally, although one of the slides highlights that the negative Santa Rally years were tied with poor November returns for the market such as 2000, 2008 etc which seems a contradiction. Would I short and back against it happening? When it occurs in over 80% of years... absolutely not. The Santa Rally – Christmas Growth in the Stock Market. (moneysandi.com)

The Santa Rally – Christmas Growth in the Stock Market. You may well of heard of the ‘Santa Rally’. It’s a commonly discussed stock market theory. It is the basic concept that the stock markets, particularly the major indices, show positive returns on the run up to Christmas and the New year. Myth or legend? We look at the stats. As you can see from the below table the FTSE100 rose in price in 12 of the 15 years. That’s 80% of the time. The average difference was 1.95% https://moneysandi.com/the-santa-rally-christmas-growth-in-the-stock-market/ Anyone had any experience of trading this? #trading #money #trader #investing #investment #crypto #stockmarket #stocks #business #invest #entrepreneur #finance #investor #daytrader #daytrading #trade #wallstreet #wealth #santarally #finance

Thanks, that's really interesting. I'll keep an eye out for such opportunites. Thanks, that's really interesting, I'll keep an eye out for this. I wonder at what point you'd sell out and take profits?.

On a recent podcast I heard about how Renaissance Technologies a top hedge fund founded by Jim Simons started with a simple formula. The idea was basically that if a stock traded up one day then it was more likely to trade up the next day. The opposite also should be true, if the close is lower than the open on one day, the next day is more likely to close lower. (Perhaps there’s a better name for this strategy like ‘Buy the Green Days’, but it doesn’t seem to be talked about much. It has similarities to buying the first green day pattern, but it’s not identical). I thought, this sounds way too simple, but could there possibly be something in this? I decided to do a very quick check with data on the S&P 500 , FTSE 100 and Apple. https://moneysandi.com/daily-up-up-or-down-down-trading-strategy/ After this tiny bit of research, I decided to not look into this further, even if you are leveraged the percentages are way too small to make a valid trading strategy. Perhaps it worked in the past or perhaps it works when coupled with other indicators, but on it’s own this is probably a waste of time. I'd love to hear if anyone has any other theories that work? or even don't work?

Good luck, I'd love to hear what you find. My small piece of research showed that it's often not a good strategy to follow momentum, however some people do profit from greater fool theory. I believe, have found and have read of mean reversion opportunities that are sensible and profitable. I have personally found mean reversion in funds/trusts to be more profitable than momentum investing.

🚀 Does Momentum Investing Work on Funds? Momentum investing is simply a strategy whereby you buy investments such as stocks that have performed well and sell the investments which have performed poorly. The idea behind it is that you catch trends when they are rising and are out when they are falling. 📈 There are many ways of deciding when to enter the trend such as technical indicators including moving averages. In this test we are looking simply at reviewing the best performers on an annual basis in the hope that they will continue this in the next year. moneysandi.com/does-momentum-investing-work-on-funds/ Figures are a few years old, but still relevant. Let me know your thoughts.

Turn Of The Month Trading Strategy (2023 Update) The TOM Strategy is a well-documented strategy for trading indices such as the S&P 500 & FTSE 100. The idea is simply that the markets make greater than average positive moves from the last part of the month to the early part of the next month. A common rule is go long at the close on the 5th last trading day (T-4) & sell at the close of the 3rd (T+3). Many tests have been done over the years and it has be shown to give a positive return, often more favourable than a buy and hold strategy. See our full write up and analysis. Including our test on 2022 data, https://moneysandi.com/turn-of-the-month-trading-strategy-2023-update/ Has anyone tried it? Let me know how you got on if so.

The Magic Formula stocks should outperform the general stock market. What is it? Does it still work today? Our free review & analysis. Let me know your thoughts. Have you tried it? Can you trade it well using IG ? Beating The Market With The Magic Formula Investing Strategy (moneysandi.com) If you have other strategies for investing trading, I'd love to hear them.

Thanks Anda, it's pretty close, but not quite.Good screener though. thanks.

Hi all, Does anyone know where I can run a (Free) stock screen or get a stock list with intrinsic value (DCF fair value or similar)? I'd like to pull data then start analysing the ones by the largest % difference of intrinsic value to current market price. I can see Guru Focus does this but don't want to pay for this ideally. thanks

What is everyone's favourite stock screener for investing in US stocks? We have highlighted 4 of the best free stock screeners for Investing in US Stocks and indeed global stocks. The best will probably come down to personal preference. 📖 Full blog post: https://moneysandi.com/best-free-stock-screeners-for-investing-in-us-stocks/

We did a quick valuation using metrics such as P/E, PEG, P/S and PFCF ratios all showed that it is, but is this fair? ARK invest say it’ll hit $3,000 per share by 2025 Is an $800 Billion Tesla stock valuation too high? (A quick valuation) 📖 Full blog post: https://moneysandi.com/800-billion-tesla-stock-valuation-too-high/ #investing #Tesla #TSLA #Teslastock #Elonmusk

Bit late for 2019, but to answer the above questions I wrote an article: Santa Rally – Christmas Growth in the Stock Market

hi all, i am testing some really tight stops. I juts wondered what is the actual trigger for a stop to happen. Is it the mid price (actual price)? or is it the sell price if I have bought a stock & buy price if I have sold? many thanks

Recently only I have been receiving LR Prem. fees (column when you download trade history). What are these please? many thanks .

Thanks Elle. Much appreciated, yes i do alerts for individual stocks , it'll just take a long time to set a few thousand. But yes thanks for the advice i have found a few stock screeners which actually include technicals too... https://finviz.com/screener.ashx?v=141&f=ta_sma200_pa&o=country https://www.zacks.com/screening/stock-screener https://uk.finance.yahoo.com/screener/ https://uk.tradingview.com/screener/ https://uk.investing.com/stock-screener/ https://uk.advfn.com/cmn/tl/movers.php3

Hi all I have 2 major questions really. I want to invest probably long term in potentially superperfomance stocks. having read several books investing in the trend follwoing breakouts from consolidation can be a great strategy. 1. Does anyone have any tips for finding and trading/investing in these shares without paying for breakout alerts form other sites? 2. Is it possible to set alerts for many stocks at once on IG around this? Could be when the 150 day EMA crosses over the 200 day EMA for example.

haha Captain that's amazing, I'm not sure I'll try that one myself though Yes I did exactly that, well since 2000 and adjusted dates and works out at 90% success rate.

Hi Fellow Traders, I’m sure we’ve all heard of them, the Monday Effect, the Santa rally to name just a couple. The trading perceptions that supposedly happen repeatedly every year, week or with an event such as Christmas or Holiday seasons. I personally have found the Santa Rally to have some basis to it. Even just simply buying the FTSE100 on the 1st of December and selling before the New Year should overall show a positive expectation. I believe the Monday Effect to also be marginally true, but the difference is so slim that it can’t be traded without any other indicators. My question to you all is what trades like this do you have that happen over and over again? It could be something that you know to be true and rely upon, or It could be theories that you believe to be utter rubbish. The more ridiculous the better! As long as it’s tradeable on IG I’d love to hear them?