In-depth Information & Backtesting

Screening Methodology

3 different screens and Trading 7-9 stocks at a given time. The general premise I term as

"Value & Spark"

Buying value stocks that have recent growth & earnings prospects.

2008 - 2024 turning $10,000 into over $30,000,000 (ten thousand to 30 million)

Logarithmic Graph comparing stock performance to the SPX500

Total growth 1,167% or 68% average compound annually. Note that this is on an outdated less efficient model than the current daily updated model

Due to compounding growth $10,000 turns into over $735,000,000 (10 thousand to over 735 million)

Max downside -7%

Max upside 39%

Average monthly growth 5.5%

All Years are positive

Worst year 31%

Best year 180%

Average Yearly growth 68%

Here is a detailed image of the sector allocation system dating 7/12/2024 - 10/16/2024
Buy the top 5 sectors & short the bottom 5 sectors when appropriately determined by the Market Condition Model

Total growth is about 42% buying and short-selling Sectors.

Max downside volatility on a given week does not exceed -2%