Quality & Uptrend
Buys shares whose companies our deep-dive analysis rates green and that are in an established uptrend at the same time — they belong to the strongest fifth of the market. 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.
This portfolio buys shares.
- Performance
- −3.23%
- Lead over QQQ
- −4.09%
- Largest drawdown
- −10.76%
- Win rate
- 0%
- Cash ratio
- 8.4%
- Portfolio value
- $96,770
Performance against the yardsticks
What the portfolio holds
| Stock | Shares | Entry | Price | Value | Share |
|---|---|---|---|---|---|
| ALNT | 230.41 | $86.80 | $87.50 | $20,161 | 20.8% |
| BELFB | 73.99 | $270.30 | $272.00 | $20,126 | 20.8% |
| ECG | 155.96 | $127.60 | $125.40 | $19,557 | 20.2% |
| KLAC | 47.86 | $180.30 | $182.80 | $8,748 | 9.0% |
| LRCX | 68.59 | $291.60 | $293.00 | $20,096 | 20.8% |
| Cash | — | — | — | $8,081 | 8.4% |
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 |
|---|---|---|---|---|---|
| 07/30/2026 | KLAC | Buy | 47.86 | $180.30 | Newly selected |
| 07/29/2026 | KLAC | Sell | 98.33 | $170.20 | Stop-loss hit (−15 %) |
| 07/27/2026 | ECG | Buy | 155.96 | $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 |
| 07/27/2026 | KLAC | Buy | 98.33 | $203.40 | Newly selected |
| 07/27/2026 | LRCX | Buy | 68.59 | $291.60 | Newly selected |