William O'Neil (CAN SLIM)
Buys on the countable part of William O’Neil’s CAN SLIM criteria from “How to Make Money in Stocks”: earnings per share and revenue in the last quarter are each at least 25 percent above the year before, and the multi-year earnings history ranks in the strongest 20 percent of the market. The share trades no more than 10 percent below its high of the past twelve months, its price performance also ranks in the strongest 20 percent of the market, and more funds bought than sold it in the last quarter. The soft, qualitative points — new products, the direction of the broad market — are checked by the investor, just as in the original. Only shares our own deep-dive analysis rates green are bought — yellow or no analysis at all is not enough. New positions are added once a month; a stock is sold as soon as it no longer meets one of these conditions or is no longer rated green.
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
- once a month
- 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.