Oliver Kell: 52 Week Highs
Buys from Oliver Kell’s new-high screen: the share closes essentially at its highest level of the past twelve months — no more than 0.5 percent below it. It also has to cost more than 20 dollars, have averaged more than 500,000 shares a day over the last 50 trading days, and swing harder than the market as a whole (beta above 1). Kell’s reasoning: a share at a yearly or all-time high has no overhead supply left above it — no older holders waiting to sell at a higher price. 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. 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
- 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.