Introducing The Chartist US
A recent article discussed the various portfolios contained inside our Chartist AU membership. Here we will introduce The Chartist US membership package and the portfolios contained within.
The free Daily Momentum Brief, provides a daily list of the top 25 and bottom 25 stocks on the S&P 500 ranked by our proprietary momentum indicator. This list can then be used in various ways to generate trading ideas. Some of these were discussed in this previous article.
Our recently launched US All Weather Portfolio is designed to provide low-volatility returns in diverse economic conditions while steering clear of prolonged asset downturns. To achieve this goal, the portfolio will use a variety of Exchange Traded Funds (ETFs) listed on the US Market. Signals are systematically generated on the first trading day of the month and require no monitoring intra-month. Nick and Trish Radge have 100% of their SMSF allocated across both the ASX and US All-Weather Portfolios.
The US Momentum Portfolio produces signals only on the first trading day of the month. This portfolio uses computer-generated buy and sell signals to ride longer-term bullish trends in US stocks. During sustained bear markets, such as the GFC, the strategy will revert to cash. It’s suitable for more experienced investors looking to add US exposure to an existing portfolio.
The US Trade Long Term has recently been added to our suite of portfolios. Originally a standalone product, it is now offered as part of The Chartist US and Chartist Pro (AU & US) memberships. The ‘high growth’ portfolio designed in 2018, aims to capture the future revolution in Technology and AI. This portfolio is an intermediate-term (6 – 8 months) active investment strategy that stays fully invested when the market is rising and automatically reverts to cash during sustained bearish markets such as witnessed during the 2008 crisis. This portfolio is separated into two halves, one weekly and one monthly, to dilute signal luck.
Our US High Frequency Portfolio is for advanced traders only. This is a short term, long only, mean reversion strategy with an average hold period of 4 days. It is designed to provide a high level of consistency by doing large amounts of transactions with minimal holding times to exploit its edge. The strategy trades the Russell 1000 universe. This portfolio attempts to buy stocks in strong uptrends that have experienced temporary weakness. It measures a specific level of weakness at which a near term bounce becomes more probable. If and when the desired bounce occurs, the strategy will exit positions quickly to lower exposure.
The Global Markets Chart Research service provides technical research and ideas on a broad range of global commodities, indices and stocks. Members use the service as guidance for the global market, or as stand-alone investment opportunities. The views and outlook of our analysts, Peter Hammersley and Scott Goddard, tend to be longer-term in nature and are an ideal foundation for investors wishing to make their own decisions.
The US Discretionary Portfolio is based on our free trading course New Traders Blueprint. Our analyst, Craig Fisher, identifies potential trading ideas on the US market using traditional technical analysis and his own experience. Being short-term in nature, the average trade is held for between 3-14 days. Trades as well as stoploss orders are placed outside of market hours and no intraday monitoring is required.
As with our Chartist AU membership, The Chartist US members get access to our complimentary portfolio tracking software Share Trade Tracker. Our education centre also has numerous webinars, courses and articles.
To view back tested statistics and live returns of our portfolios, sign up for our 14 day free trial to view our new Systematic Portfolio Guidebook. This provides detailed statistics and graphs as well as statistics on combined portfolios.
