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 so you can check it before you trust it.
This week’s summary
Stance, defensive
Positions, 25
Added, 1
Removed, 1
Cash, 70.0%
The setup this week
The portfolio stays defensive this week, with 70% in cash and the rest spread evenly across 25 stocks. Rather hold cash through a market that hasn’t picked a direction than try to guess it, and although we saw Friday last week with a strong growth the system saw no reason to change yet out of defensive. With Monday a holiday, the trades go in at Tuesday’s open.
The index finished above its 50-day and 200-day averages, and roughly three stocks in five are trading above their own long-term trend, but what the system watches is the daily count of stocks closing higher against those closing lower, and that count has slipped further and sits below its trend. Until more names rise than fall on a typical day the system remains defensive to preserve capital and reduce risk.
In the scoring, the past month has the system giving growth a little more weight and momentum a little less, with the rest of it close to where it was. Cash is fixed and every stock sits at the same weight, so that shows up as one name swapped for another and a fresh set of stops.
Below the line, paid subscribers get the full list, every position with its weight and stop.
