Mark Minervini: Trend Criteria — 1 Month
Buys off Mark Minervini’s trend template in the minimum version from his book: the price sits above the average price of the last 50, 150, and 200 trading days, those three averages line up in ascending order, and the 200-day average has been rising for at least a month. On top of that, the stock trades at least 30 percent above its 12-month low, no more than 25 percent below its 12-month high, and its price performance beats 70 percent of all stocks. For Minervini this is not a buy signal but a pre-filter: only stocks in that shape qualify at all. 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 stock no longer meets the template, or it is no longer rated green.
This portfolio buys shares.
- Performance
- −1.76%
- Lead over QQQ
- −2.62%
- Largest drawdown
- −6.93%
- Win rate
- —
- Cash ratio
- 7.6%
- Portfolio value
- $98,240
Performance against the yardsticks
What the portfolio holds
| Stock | Shares | Entry | Price | Value | Share |
|---|---|---|---|---|---|
| ALNT | 230.41 | $86.80 | $87.50 | $20,161 | 20.5% |
| BELFB | 73.99 | $270.30 | $272.00 | $20,126 | 20.5% |
| CON | 626.96 | $31.90 | $31.70 | $19,875 | 20.2% |
| ECG | 156.74 | $127.60 | $125.40 | $19,655 | 20.0% |
| NPKI | 883.31 | $14.14 | $12.46 | $11,006 | 11.2% |
| Cash | — | — | — | $7,418 | 7.6% |
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.
| Date | Stock | Action | Shares | Price | Reason |
|---|---|---|---|---|---|
| 07/27/2026 | NPKI | Buy | 883.31 | $14.14 | Newly selected |
| 07/27/2026 | CON | Buy | 626.96 | $31.90 | Newly selected |
| 07/27/2026 | ECG | Buy | 156.74 | $127.60 | Newly selected |
| 07/27/2026 | ALNT | Buy | 230.41 | $86.80 | Newly selected |
| 07/27/2026 | BELFB | Buy | 73.99 | $270.30 | Newly selected |