Joshua
Buys by Joshua’s growth filter — let winners run, avoid losers. The precondition is an intact price trend: market value of at least 200 million dollars, a price above the average of the last 50 and 200 trading days, a positive six-month record and no downtrend. Revenue and earnings must both have grown over six quarters; shares without a current price-earnings ratio, such as loss makers, drop out, as do weak balance sheets (a rating below 50 out of 100 points, so below average, or no more than 3 points in the Piotroski balance-sheet check). The price-earnings ratio also has to sit below the industry median, and in the comparison within the industry a low valuation and low debt count most. 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.
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.