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Our Mechanical Trading Systems



Buy the Best


This trend following trading system buys stocks that are reaching new highs and have other characteristics that, according to our statistical analyses, increase the odds the stocks will increase further. It uses stop losses, and gives the stocks room for their profit potential to develop. See the full list of small-cap stocks we follow in this system.

Back-tested results summary:**

Sample: Random sample of 200 small cap stocks in the Russell 2000 Index, from the period 5/98 to 7/03.
Number of trades                          714
Avg days held                            33.0

Avg profit per trade (% gross)            7.8
Avg winning trade (% gross)              46.0
Avg losing trade (% gross)               -8.6

Profitable trades (% gross)              30.0
Profitable trades (% net)*               26.9

Avg drawdown (%)                          2.0
Max drawdown (%)                         54.6
Avg profit/avg drawdown                   4.0

* Assumes 1% charge for commission and slippage per transaction

View back-tested system trading log for the "Buy the Best" system

Notice that there are more unprofitable trades in this system than profitable trades. This is typical of trend following systems. The key is that when it wins, it wins BIG, offsetting the more frequent (and more modest) losers.

Recovery Plays


This contrarian trading system buys into panic sell-offs, seeking to exploit fear in the market. Stop-losses are used for risk control. Positions are closed once a reasonable profit materializes or a time criterion is reached. This system focuses on large cap stocks. See the full list of large-cap stocks we follow in this system.

Back-tested results summary:**

Sample: All stocks comprising the S&P100 Index, from the period 5/98 to 7/03.
Number of trades                          211
Avg days held                            20.2

Avg profit per trade (% gross)            5.2
Avg winning trade (% gross)              23.2
Avg losing trade (% gross)               -8.8

Profitable trades (% gross)              43.6
Profitable trades (% net)*               43.6

Avg drawdown (%)                          2.1
Max drawdown (%)                         20.1
Avg profit/avg drawdown                   2.4

* Assumes 1% charge for commission and slippage per transaction

View back-tested system trading log for the "Recovery Plays" system

The econometrics of finance literature has produced substantial evidence on the profitability of short-term contrarian trading strategies. Our system has several refinements, but is basically a member of a broad class of such contrarian trading strategies.

Faltering Stocks


This is a short-selling system. Short selling involves additional risk considerations, and should only be applied by those who understand and are willing to assume these risks. This system sells short stocks that our statistical analysis suggests are likely to decline in price. They tend to be experiencing some short-term price appreciation which the analysis suggests may soon falter. It employs stop-losses (buy stops) to cover positions that are moving against our expectation, and closes positions once a decent profit emerges or a time criterion is reached. See the full list of large-cap stocks we follow in this system.

Back-tested results summary:**

Sample: All stocks comprising the S&P100 index, from the period 5/98 to 7/03.

Number of trades                          129
Avg days held                            20.4

Avg profit per trade (% gross)            3.6
Avg winning trade (% gross)              14.8
Avg losing trade (% gross)               -8.4

Profitable trades (% gross)              51.9
Profitable trades (% net)*               51.2

Avg drawdown (%)                          2.6
Max drawdown (%)                         17.4
Avg profit/avg drawdown                   1.4

* Assumes 1% charge for commission and slippage per transaction

View back-tested system trading log for the "Faltering Stocks" system

About half of the trades in this system are profitable, but the winners tend to be bigger winners than the losers are losers (thus the positive average profit).

Trading signals from each of the three systems described above are sent to subscribers in daily e-mails.




 
**Important: Please see our Disclaimer. You should also familiarize yourself with what the Commodity Futures Trading Commission has to say about hypothetical trading results in this advisory. Although our systems are for stocks, we think the qualifications regarding hypothetical trading results still apply.
Copyright © 2001-2006 ABG Analytics and Consulting, LLC. All rights reserved. Last updated: 05/03/06.
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