Jeff Sun
Buys from Jeff Sun’s momentum growth screen: quarterly revenue and quarterly earnings per share have each grown more than 25 percent from the same quarter a year earlier — both have to hold. The share also moves at least 4 percent on an average day, the company is worth between 2 and 25 billion dollars, the price is in an established uptrend and above its weighted 21-day average price, and it ranks among the strongest 20 percent of the market. The list is kept narrow on purpose. Only shares our own deep-dive analysis rates green are bought — yellow or no analysis at all is not enough. The check and any new purchase happen every trading day; a position is sold as soon as the price falls 15 percent below its highest level since purchase, the share drops off the list, or it is no longer rated green.
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
- every trading day
- Stop-loss
- 15 % below the highest price reached
- 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.