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Published July 7th, 2021

A monthly strategy for trading the US stock market
Nick Radge trades the US Momentum Portfolio

US Momentum

A Long-Term Strategy that Trades Once a Month

The US Momentum Portfolio is an active investment strategy that attempts to keep users fully invested when the market is rising and automatically revert to cash during sustained bearish markets such as witnessed during the GFC.

The strategy is systematic meaning that it does not rely on human opinion or any type of discretionary analysis. It derives its buy and sell signals using non-disclosed mathematical algorithms tested over many years of data and market conditions.

To generate above-market returns using the US Momentum Portfolio, it is recommended the user apply the strategy for a minimum of 3 years to gain exposure to a full investment cycle.

How does it work?

The US Momentum Portfolio trades once a month and does not require any monitoring in the interim periods.

Signals are generated after the close of business on the last trading day each month.

Existing positions that do not meet the new months’ signals should be sold.

The number of positions will vary each month with a maximum number of 20. Sometimes the portfolio may hold excess cash.

On the next day’s open, new orders are placed to be executed At Market.

What’s the Performance?

The Chartist US Momentum performance
**Please read the Performance Disclaimer below

 

US Momentum Portfolio FAQs

How much does the US Momentum cost?

The US Momentum Portfolio is $660 incl. GST for a 12-month membership. The US Momentum Portfolio is also included in the Chartist Pro package.

What payment methods do you accept?

Payment is via credit card however we can also provide an invoice if you would like to pay via bank deposit.

Is the membership tax-deductible?

Check with your accountant or tax advisor.

When do you buy?

Buy ALL stocks listed to become 100% invested when you start following the strategy.

What broker do you use?

We use Interactive Brokers for this portfolio but you can use the discount or online broker of your choice.

Do you use leverage?

No.

Do you trade short?

No. Research and experience show that being in cash is more profitable and stress-free than attempting to trade bear markets.

 ** Performance Disclaimer

Important Information on Performance

PAST RESULTS ARE NOT INDICATIVE OF FUTURE PERFORMANCE.

Information containing hypothetical or simulated results has limitations and may not represent actual trading. Since the trades may not have actually been executed in the market, the results may under or over-compensate for the impact (if any) of certain market factors, such as lack of liquidity. Simulated trading programs are generally designed with the benefit of hindsight and without the need to predict which way the market may turn. No representation is made that any trading strategy will or is likely to achieve profits or losses similar to those shown.

Performance data shown assumes that securities are held for the specified time period, based on entry to exit price and entry and exit criteria. It does not allow for the initial entry fee or exit fee (when applicable) or the effect of dollar costs, inflation, taxation, broker fees, interest on margin, dividends, franking credits or membership fees. Different brokers, platforms and/or providers may offer different execution prices.

Returns are historical. Investment returns are volatile and future performance is not guaranteed. Performance figures are updated at irregular intervals and may not show the most recent data.

The material on this website is general in nature. It does not constitute personal investment advice or personal trading advice. Any advice or educational content provided is general in nature and does not take into account an individual’s objectives, risk profile or financial situation. Trading involves the risk of loss as well as the potential of profit. You should seek independent financial and taxation advice in deciding if trading is appropriate for you. Please also consider the appropriateness of the advice in light of your own objectives, financial situation or needs.

You specifically acknowledge and agree that your use of our online advisory services is at your own risk. While all material herein has been prepared based on information believed to be accurate at the time of publication, subsequent changes in circumstances and the market may occur at any time and may impact the accuracy of this information.

It is up to you to make the decision whether or not to act on a recommendation to trade. We provide information which may help you to make that decision.

The risk of loss in trading securities is limited to the amount invested. However, the risk of loss in trading derivatives or using leverage may not be limited. This means you may lose more than the amount required to hold and control the particular derivative or security.

The high degree of leverage that is often obtained in futures, options and contracts for difference can work against you as well as for you. The use of leverage can lead to large losses as well as gains.

This brief statement cannot disclose all the risks and other significant aspects of securities and derivatives markets.