How Easy Is It To Auto-Trade a Rules-based Strategy With a Portfolio of Stocks?

Systematic Investing (Trading) typically means using a rules-based approach for entries and exits that is NOT open to interpretation.

This is important, because it allows your trading to be CONSISTENT and therefore MEASURABLE.

We can come up with some rules and backtest those rules against historical data to see how well a Strategy has performed during different (and difficult) market conditions over the past 20 years.  That will give us an indication of whether or not the Strategy might be profitable going forward, if history is any indication of what the future might bring.

So we can do all of that (and we do!) 

But for me, the most difficult part has always been the CONSISTENT application of that Strategy each and every day.  In other words, managing the mundane task of knowing what to buy and sell each day, in what amount, and sticking to the discipline of the Strategy every ... single... day!

I always come back to this truth that I've learned the hard way... 

"What You Do Every Day is More Important Than What You Do Sometimes".

In other words, CONSISTENCY is KEY.  Consistency is what "wins the race".

In today's short video, I'm going to demonstrate how easy it is to set up a Systematic (rules-based) Strategy using an already quantified Strategy, so that I don't have to manage the day to day execution of the trades.  I can let my technology solution of choice manage everything for me, and I can add multiple trading Strategies for more diverse Trading (Investing) opportunities.

Let's dive in...