When To Buy
Quantitative, Rules-based
We seek to identify areas of the market that are in an established uptrend, and only these areas are candidates for consideration in the portfolio.
What To Buy
The Most Complex Question
We rank all viable areas based on the strength of the uptrend, historical risk reward metrics, and correlation with the stock and bond markets.
When To Sell
Quantitive, Rules-based
We set a trailing stop on every holding based on its specific volatility pattern. Once a stock hits that point, we immediately sell. Our own rules force us away from price disruption.