Pocket Pivot
Buys the pocket pivot from the O’Neil/Morales screen — an early sign that institutions are stepping in. The setup is a strong up day closing near the top of its range on volume greater than the heaviest down-volume day of the previous ten trading days, and all of it near the 10-day moving average. It often shows up before the stock visibly breaks out. A liquidity filter keeps barely tradable penny stocks out: the price has to be above 3 dollars and average dollar volume above 2 million dollars a day. 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, or the share drops off the list. If the list holds no green-rated share, the portfolio stays in cash.
This portfolio buys shares.
- Performance
- −2.40%
- Lead over QQQ
- −3.26%
- Largest drawdown
- −2.40%
- Win rate
- —
- Cash ratio
- 81.9%
- Portfolio value
- $97,604
Performance against the yardsticks
What the portfolio holds
| Stock | Shares | Entry | Price | Value | Share |
|---|---|---|---|---|---|
| NPKI | 1,414.43 | $14.14 | $12.46 | $17,624 | 18.1% |
| Cash | — | — | — | $79,980 | 81.9% |
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 | 1,414.43 | $14.14 | Newly selected |