Dan Zanger: Leader
Follows Dan Zanger’s screen, which looks for institutional market leaders: quarterly earnings per share have grown by at least 50 percent, the share is among the strongest tenth of the market, costs more than 30 dollars, trades no more than 15 percent below its 12-month high, turns over more than 20 million dollars a day on average, and the company’s market value is no more than 10 billion dollars. The list names those leaders; the breakout out of a base on at least three times average volume, which Zanger also waits for, remains his own discretionary call. Only shares our own deep-dive analysis rates green are bought — yellow or no analysis at all is not enough. New positions are added once a month; a share is sold as soon as it no longer meets these conditions or is no longer rated green. If the list holds no green-rated share, the portfolio stays in cash.
This portfolio buys shares.
- Performance
- 0.00%
- Lead over QQQ
- −0.86%
- Largest drawdown
- 0.00%
- Win rate
- —
- Cash ratio
- 100.0%
- Portfolio value
- $100,000
Performance against the yardsticks
What the portfolio holds
Nothing is held at the moment — the entire capital sits in cash.
The rules of this portfolio
- Buys
- once a month
- Sells
- checked every trading day: rating turned red, stop-loss hit, holding period over, or the stock dropped out of the selection.
Every trade with its reason
The complete history of this portfolio, most recent trade first. It is never truncated — it doubles as the recommendation history required by Art. 4(1)(i) of Delegated Regulation (EU) 2016/958.
This portfolio has not traded yet.