live track record on Dub · more about Lionshare · 6-year backtest· FAQs
Every Monday I publish a full stock portfolio I run with my own money, every position with its exact weight and stop. The complete record is public on Dub
This week’s summary
Stance, fully invested
Positions, 10
Added, 3
Removed, 3
Cash, 0%
The setup this week
I’ve got nothing in cash again this week. About two stocks in three are holding above their long-term trend, and the index closed Friday above its 50-day average and above its 200-day average, so the backdrop I’m working against hasn’t broken.
What did shift is the running count of stocks rising versus falling, which stopped climbing this week and went flat, though it’s still sitting above its own trend. That’s fewer names carrying the move than a week ago, and sorting through that is what the scoring does every Monday morning.
Over the past month the scoring has kept adding weight to quality and pulled some off momentum, with growth, sentiment and value close to where they were.
Three names came off the list this week and three came on, and of the seven that carried through most are sized differently than they were last week. Same process as every other Monday.
Below the line, paid subscribers get the full list, every position with its weight and stop.
