Buts recherchés.txt Buts recherchés - Stocks qui ne sont - Info-Fin

Buts recherchés.txt Buts recherchés - Stocks qui ne sont - Info-Fin

Buts recherchés.txt
Buts recherchés
- Stocks qui ne sont pas des Penny Stocks, avec un bon volume et dont la
majorité payent des dividendes (SP500).
- Achats synchronisés avec un marché en hausse (Confirmed Up).
- Achats aussi synchronisés avec un secteur et une industrie en hausse.
- Une certaine protection contre les baisses du marché. Max DD de 25% alors
que le marché a baissé de 50% en 2 occasions (2001-2002 et 2008-2009)
- Pas trop de transactions: une moyenne de 8.5 transactions par année sur 20
ans.
Pge p
Portfolio Summary for:
AGR-Challenge Entry
Current Values as of 26/02/2016
$100,000.00
$733,641.11
$733,641.11
$395,450.54
$0.00
$1,129,091.65
$1,029,091.65
1,029.09 %
52.05 %
27.20 %
Investment
Buying Power
Cash
Equity
Margin
Total Value
Net
Gain / Loss %
Annualized RR
Max Drawdown
Winners / Losers
Long Positions (Current)
Short Positions (Current)
All Positions (Current)
Long Positions (Closed)
Short Positions (Closed)
All Positions (Closed)
Overall
Winners
3
0
3
86
0
86
89
Losers
0
0
0
83
0
83
83
Total
3
0
3
169
0
169
172
% Winners
100.00 %
0.00 %
100.00 %
50.89 %
0.00 %
50.89 %
51.74 %
Best / Worst Trades
Description
Long 2,621 shares of AAPL
Long 2,250 shares of LUV
Net Gain / (Loss)
$169,134.20
-$14,779.90
Fees
Commission
Interest Received / (Paid)
-$3,392.95
$0.00
Portfolio Value
Gain / (Loss) on Positions
1000000
1,200K
1,129.09K
1,000K
800000
800K
600000
600K
400000
400K
200000
200K
0
1997
2002
2007
Open
Closed
All
2012
Long
Short
07/12/2015
29/10/1996
Highest Portfolio Value
Lowest Portfolio Value
Current Positions by Symbol
$1,256,887.44
$96,055.29
Current Positions by Industry
JNJ: 29.5%
Drug (Ethical): 29.5%
Internet (Svc Provider):
40.33%
GOOGL: 40.33%
TRV: 30.17%
OverAll
Insurance (Prop
\Casualty): 30.17%
BackTest Settings for:
AGR-Challenge Entry
Account
Initial Investment:
Commission:
Margin:
Interest:
Place Trades At:
$100,000.00
$9.95 per trade
Don't Use Margin
Don't Account for Interest
Next Day's Open
Market Timing
Confirmed Calls
Automation Rules (C/UP):
Direction:
Search:
Stop Criteria:
Simulate Intraday Stops:
Optimum Number Of Positions To Hold:
Automatically replace closed positions:
When opening new positions:
Turn Action:
Amount To Invest When Replacing Positions:
Lots:
Duplicate Policy:
Don't buy if stock violates stop criteria at purchase:
Max Stocks Per Industry:
Max Stocks Per Sector:
Max % Average Volume:
Buy Long
AGR-Long
Rec="S"
N/A
10
Automatically replace closed positions
Try to open all positions the first available day.
Close specific positions when entering this situation
Invest average portfolio value
Odd Lots
Don’t repurchase the same stock for 31 days after sale
YES - Box checked
N/A
N/A
2.00 %
Automation Rules (C/DN):
Direction:
No Action
Test Period
Start Date:
End Date:
Description
20/05/1996
26/02/2016