Above the 50- & 200-SMA
Buys shares trading above the average price of the last 50 trading days and above the average of the last 200 as well — an uptrend that is intact above both key moving averages. 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, slips back under either of the two lines, or as soon as the share is no longer rated green.
This portfolio buys shares.
- Performance
- −1.97%
- Lead over QQQ
- −2.83%
- Largest drawdown
- −6.93%
- Win rate
- —
- Cash ratio
- 5.7%
- Portfolio value
- $98,027
Performance against the yardsticks
What the portfolio holds
| Stock | Shares | Entry | Price | Value | Share |
|---|---|---|---|---|---|
| ALNT | 230.41 | $86.80 | $87.50 | $20,161 | 20.6% |
| BELFB | 73.99 | $270.30 | $272.00 | $20,126 | 20.5% |
| CON | 626.96 | $31.90 | $31.70 | $19,875 | 20.3% |
| ECG | 156.74 | $127.60 | $125.40 | $19,655 | 20.1% |
| NPKI | 1,009.50 | $14.14 | $12.46 | $12,578 | 12.8% |
| Cash | — | — | — | $5,631 | 5.7% |
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 | 1,009.50 | $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 |