Strategy Master List - a list of all of our current Strategies
Updated January 31st, 2025
| Strategy Name | Universe of Stocks Traded | Strategy Category | Average Annual Return % (CAR) | Risk Adjusted Return % | Maximum Drawdown | Link to Daily Strategy Signals | Link to Historical Backtest Results | Access Level Required |
|---|---|---|---|---|---|---|---|---|
| (as of Feb 3 2025) | (as of Feb 3 2025) | (since Jan 1, 2000) | ||||||
| RSI-2 Pullback | Nasdaq 100 | 1. RTM | 12.66% | 22.37% | -35.96% | Click Here | Click Here | Free Member |
| High-Five Bounce | S&P 1500 | 1. RTM and 4. Volatility | 9.80% | 13.70% | -24.37% | Click Here | Click Here | Portfolio Trader, Strategy Developer |
| Narrow Pullback | S&P 1500 | 1. RTM | 10.57% | 17.23% | -23.19% | Click Here | Click Here | Portfolio Trader, Strategy Developer |
| Narrow Pullback | S&P 500 | 1. RTM | 16.99% | 23.03% | -25.69% | Click Here | Click Here | Portfolio Trader, Strategy Developer |
| NDX Rotation | Nasdaq 100 | 1. RTM and 2. Momentum | 34.06% | -31.87% | Click Here | Click Here | Mountain Trading | |
| Super-Charged Momentum Trend | S&P 1500 | 2. Momentum and 3. Trend Following | 11.88% | 16.67% | -28.69% | Click Here | Click Here | Portfolio Trader, Strategy Developer |
| Fab Tech Rotation | Nasdaq 100 | 2. Momentum (Monthly Momentum Rotation) | 18.09% | 28.30% | -46.71% | Click Here | Click Here | Portfolio Trader, Strategy Developer |
| Squeeze Pause Sprint | S&P 1500 | 4. Volatility | 12.80% | 17.08% | -21.55% | Click Here | Click Here | Portfolio Trader, Strategy Developer |
| Squeeze Pause Sprint | Russell 3000 | 4. Volatility | 14.52% | 18.45% | -24.03% | Click Here | Click Here | Portfolio Trader, Strategy Developer |
| Squeeze Break-out | S&P 1500 | 4. Volatility | 10.57% | 13.43% | -28.24% | Click Here | Click Here | Portfolio Trader, Strategy Developer |
| Elite Pullback | S&P 1500 | 1. RTM | 17.21% | 38.00% | -18.18% | Click Here | Click Here | Portfolio Trader, Strategy Developer |
| The Great Escape | Russell 3000 | Breakout and 3. Trend Following | 12.10% | 14.09% | -12.42% | Click Here | Click Here | Portfolio Trader, Strategy Developer |
* SPY Benchmark. If you want to see how owning the SPY (ETF) since January 1st 2000 has performed, you can link to that backtest by clicking here.
A robust trading plan benefits from the diverse characteristics of how markets work.
Here’s a visual that shows different characteristics and types of Strategies that can be used to balance out a Systematic Investor's entire portfolio.
Starting with the three (3) Main Strategy Types, from left to right…
- Reversion To Mean (RTM). A shorter term strategy that exploits the fact that markets pull back before they move higher. The FREE RSI-2 Strategy fits this criteria.
- Momentum. A mid-term strategy that exploits the well documented momentum phenomenon of the market (a stock in motion tends to stay in motion, until it doesn't). For example, a monthly momentum rotation strategy. Or, other type of short to mid-term momentum strategy.
- Trend Following. A longer-term strategy that capitalizes on the momentum phenomenon further and the fact that markets trend over long periods of time, typically in the longer-term Trend Following category. (The FREE Super-Charged Momentum Trend Strategy fits somewhere in the middle within the 2nd and 3rd categories. It is both a shorter to mid-term momentum, as well as a mid-term trend following approach.)
- Volatility. Strategies that are based on volatility instruments, or, based on underlying volatility measurements or algorithms and base their trading decisions on same.
- Seasonality. Strategies that exploit the well-documented seasonal tendencies of some markets, driven by cyclical behavioural patterns or "calendar" specific events based on fundamentals or other factors that are recurring -- and, provide specific opportunity windows of time to trade with a positive edge.