I have developed and refined an investment process using Technical Analysis in an attempt to grow wealth when the environment is good (primary trend of the market is positive), and preserve capital when the primary trend is negative. This methodology removes for me the subjectivity out of the investment process, so I can attempt to make it reliable and repeatable over time.
I am always looking for supply and demand imbalances in the markets. This helps me identify the primary market trend (the most important factor in evaluating technical market risk) and individual sector trends (market “leadership”) that typically determine where outperformance may exist.
The main tools that I use to execute my investment strategy center on the concept of Relative Strength. Relative Strength monitors the steadfast relationship between supply and demand in the markets and allows us to help determine where risk and reward may exist. It measures the likelihood that a stock or sector will outperform the base index, which in our case is the S+P 500. My goal is to consistently own positions that have higher RS scores than the base index, thus keeping us invested in the anticipated strongest sectors (market leaders) while avoiding the weakest RS scores. And in doing so, it creates the foundation for a clear, objective, logical, and rules-based investment strategy.
If you are interested in knowing more about my models and investment process, please contact me at firstname.lastname@example.org.
S&P 500 Index is an unmanaged, market value-weighted index of 500 stocks generally representative of the broad stock market. An investment cannot be made directly in a market index.
Technical analysis is the study of past price and volume trends of a security in an attempt to predict the security's future price and volume trends. Its limitations include but are not limited to: the lack of fundamental analysis of a security's financial condition, lack of analysis of macro economic trend forecasts, the bias of the technician's view and the possibility that past participants were not entirely rational in their past purchases or sales of the security being analyzed. Investors using technical analysis should consider these limitations prior to making an investment decision.
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