[LEONARDZIR]

June 2024

US Momo. -1.41%
TLT. +3.3%
Daily Futures. +0.16%
Weekly Trend Stocks. -1.75%
Discretionary. +0.8%
US all weather. + 1.3%
Total. approx +1%

Just came back from fly fishing for trout on the Missouri River in Montana. The Missouri is a blue ribbon river for trout fishing in the US. Great fishing, gorgeous scenery. A bonus on this trip was no cellphone reception for several days. So no internet and no trading or investing , just fishing.

[LEONARDZIR]

May 2024
 TLT.  + 14.91%
Weekly. Trending Stocks +1.76%
Futures -2.34%
USMOMO. + 7.46%
ALL WEATHER. +1.4%
DAILY TREND Stocks + 2.38%

TRADING PORTFOLIO  + 3.4%

Daily trend stocks is my discretionary trading. Mulling whether I want to continue discretionary trading.

 

[LEONARDZIR]

April 2024

TLT  -3.72%
Weekly timing stocks  -11%
All Weather  -3.68%
Daily Trading Stocks -0.8%
Daily Trend Futures  +7.15%
US MOMO -3.75%

Total portfolio -1.9%

Bad April for stocks but excellent April for Trending Futures. Impressed with how the Futures portfolio (low correlation with Stocks) helped moderate losses from my stock portfolio. Mulling over the appropriate allocation  to futures vs. Stock systems. Currently 26% futures/74%.
 

[LEONARDZIR]

March 2024

TLT  -.64%
Weekly trending stocks  +1.4%
All Weather US   +4.29%
Daily trading Stocks   -.05%
Daily Trend futures +1.8%
US MOMO +6.27%

Trading account  +2.6%

[LEONARDZIR]

February 2024

All Weather:  +8%
TLT. + 9.18%
US momo. +14.66%
Daily Trending Stocks +6%
Daily Trending Futures ~0.2%
Weekly Trend Stocks :+11.87%

Total Trading Aacount + 5.8%

[LEONARDZIR]

Nick,
Those are incredible statistics. ROR 31% with 10% drawdown is grail like. Any chance you will offer it up as a product?

[LEONARDZIR]

Scott, thanks, you’re right.

[LEONARDZIR]

Jan. 2024

TLT  +3.68%
Daily Trend Stock

[LEONARDZIR]

Scott,
I stopped trading Vix/VXX mostly because I decided I was trading too many systems and wanted to cut back. I did have good results and haven’t ruled out trading the Vix/Vxx systems in the future. 

[LEONARDZIR]

TLT. not TILT

[LEONARDZIR]

Dec. 2023

TlLT + 6.89%
Daily Trend Futures. -2%
Daily Trend Stocks. +6.44%
US Momo  + 11.1%
ETF portfolio. +4.1%

Total Account +3.5%

Another good month for me. Daily Trend Stocks which is mostly discretionary benefited from continued strong uptrends in Tech Stocks. I was waiting to switch the ETF portfolio from fixed 50/50 stocks/bonds to AllWeather but haven’t settled on formula to use.

[LEONARDZIR]

A followup on my prior post. On the systematic side I increased my allotment to TLT. On the discretionary side I have been trading Nasdaq stocks for my trend trading and will continue to do so if the cup and handle continues to play out. Had a really good November holding stocks like MSFT, and AAPL all in good uptrends as wellas qqq and TQQQ.

[LEONARDZIR]

As a piece of information I just noticed that Peter Brandt points out a massive Cup and Handle on the weekly chart of the Nasdaq. It is worth checking out. If you follow chart patterns the Target for the qqq is 516 or about 33% above the recent highs. Should be really good nes for TLT.

[LEONARDZIR]

November 2023

TLT    +3.94%
Daily Trend futures   0.0%
Daily Trend Stocks +3.6%
ETF Portfolio 5.8%

Total Account  +4.9%

Made a number of changes in October. Moved a significant amount of my ETF portfolio to buy and hold (50%stocks/50% bonds). Will consider switching  into Nick’s all weather portfolio when he makes it available on the chartist site. Did not trade the VIX system I mentioned in Sept although it did well in November.. Switched to trend trading stocks on a daily  basis from a weekly basis.  Strong November for equity markets led to nice returns for me this past month. I continue to watch the 70 or so systems in AllocateSmartly. Most had a down year in 2022 and surprisingly most are sitting with little or no no gains in 2023 despite the SPY up 19%.

[LEONARDZIR]

No I haven’t. However he provides spreadsheets that I used to test the results of using different indicator combos and allocations on each system.

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