Advanced Top Microcap Strategy

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Portfolio Re-Balances: May 10, 2021

Portfolio re-balances are listed below. Portfolios are listed by strategy first and then by chronological order. *** Ignore the number of shares below. In P123 a portfolio dollar value has to be entered for tracking purposes. Most of the portfolios below are either based on a $50K or $100K portfolio. ———————————————————————————– QEDGE: Conservative Formula – top 10 – 20200412 NEW…

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Portfolio Re-Balances: April 12, 2021

Portfolio re-balances are listed below. Portfolios are listed by strategy first and then by chronological order. *** Ignore the number of shares below. In P123 a portfolio dollar value has to be entered for tracking purposes. Most of the portfolios below are either based on a $50K or $100K portfolio. ———————————————————————————– QEDGE: Conservative Formula – top 10 – 20200412 NEW…

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Portfolio Re-Balances: Aug 3, 2020

Portfolio re-balances are listed below. Portfolios are listed by strategy first and then by chronological order. *** PORTFOLIOS with no new recommendations this month are listed at the bottom of the page. **Also, ignore the number of shares below. In P123 a portfolio dollar value has to be entered for tracking purposes. Most of the portfolios below are either based…

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Book Re-Balances Apr 13, 2020

This page lists the re-balances for all the book portfolios: *** BOOKs with no new recommendations are listed at the end. **Also, ignore the number of shares and the links below. In P123 a portfolio dollar value has to be entered for tracking purposes. Most of the books below are either based on a $100K or above portfolio. I use…

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Portfolio Re-Balances: September 30, 2019

Portfolio re-balances are listed below. Portfolios are listed by strategy first and then by chronological order. *** PORTFOLIOS with no new recommendations this month are listed at the bottom of the page. **Also, ignore the number of shares below. In P123 a portfolio dollar value has to be entered for tracking purposes. Most of the portfolios below are either based…

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Big 4 Book Portfolio

Oops! You need to be a member to access this page. If you’re already signed up login with the form below. Otherwise, to learn more about the Economic Pulse newsletter see here. Or to learn more about the QuantEdge quant stock service see here. Or to learn more about the Crypto Trend Following System see here. Regards, Paul

Core 5 PLUS IEF Book Portfolio

Oops! You need to be a member to access this page. If you’re already signed up login with the form below. Otherwise, to learn more about the Economic Pulse newsletter see here. Or to learn more about the QuantEdge quant stock service see here. Or to learn more about the Crypto Trend Following System see here. Regards, Paul

Portfolio

December portfolio review

A relatively non eventful month for my portfolio, especially compared to last month, but nonetheless there were a few changes made. Most of the changes that were made were short term in nature given my uncertainty in the market. All my IRA accounts are run on the IVY timing portfolio and this month there was one new buy signal for…

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