As of 05/13/2022   Indus: 32,197 +466.36 +1.5%     Trans: 14,456 +136.14 +1.0%     Utils: 993 +9.90 +1.0%     Nasdaq: 11,805 +434.04 +3.8%     S&P 500: 4,024 +93.81 +2.4%	YTD -11.4%   -12.3%    +1.2%   -24.5%   -15.6%	Targets    Overview: 04/26/2022     33,500 or 30,500 by 06/01/2022   16,300 or 13,900 by 05/15/2022   950 or 1,100 by 05/15/2022   12,800 or 11,000 by 06/01/2022   4,250 or 3,850 by 06/01/2022
CPI (updated daily): on 5/13/22

As of 05/13/2022   Indus: 32,197 +466.36 +1.5%     Trans: 14,456 +136.14 +1.0%     Utils: 993 +9.90 +1.0%     Nasdaq: 11,805 +434.04 +3.8%     S&P 500: 4,024 +93.81 +2.4%	YTD -11.4%   -12.3%    +1.2%   -24.5%   -15.6%
Targets    Overview: 04/26/2022     33,500 or 30,500 by 06/01/2022   16,300 or 13,900 by 05/15/2022   950 or 1,100 by 05/15/2022   12,800 or 11,000 by 06/01/2022   4,250 or 3,850 by 06/01/2022
CPI (updated daily): on 5/13/22

Bulkowski's Test Portfolios

I stopped updating these portfolios in May 2017.

This page serves as the table of contents to various test portfolios featuring stock transactions updated as transactions occur. The portfolios are setup to test various indicators, methods, and techniques, but are not meant as investment vehicles that you should use. See each portfolio for more information.

Test Portfolio: Performance Summary

Test Portfolios

Industry relative strength portfolio.

This portfolio uses a combination of industry relative strength and stock relative strength to time the trades. This method relies on upward momentum of an industry as a buy signal, but does not have a good exit strategy. My tests revealed that the longer you hold onto a stock, the better you tend to do. That is fine as long as the stock rises, but when the market turns down, you are still left holding onto the stock. Subsequent losses follow, so the draw downs can be huge. Thus, if you use this method to buy a stock, it is best that you use your own exit signal to sell a holding.

Mutual fund losers.

Mutual fund losers is a portfolio based on selecting the worst performing index funds and holding them until they recover. Performance tends to be slightly worse than basing results on the best performing mutual fund. For more information on the tests behind this idea, click here.

Mutual fund winners.

Mutual fund winners chooses the best performing mutual funds (both index and non index) and holds them. For more information on the tests behind this idea, click here.

Wilder RSI portfolio.

This portfolio is based on the relative strength index as defined by Welles Wilder. It tends to buy stocks too early and does not sell in a timely manner when they drop. Thus, this is a buy-and-hold type portfolio, where you close your eyes, hold your nose, and just trade when it tells you to, hoping to skip any bear market or weakness in the stock. Nevertheless, it does highlight stocks that are cheap, so if you like bottom fishing, here are some candidates. Just realize that you may be buying too early and have a better exit strategy in place, too.

-- Thomas Bulkowski

 

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