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Strategies & Market Trends : Timing the Trade the Wyckoff Way -- Ignore unavailable to you. Want to Upgrade?


To: Joe Highlander who wrote (13992)6/17/2016 8:06:36 AM
From: TedPunts  Respond to of 14340
 
Joe,

It took more time than I expected.

I've found the ratio of winners to losers does improve if sticking to the core ideas. You are right, some of them have done very well. I'm still going to be buying a few of the non-core ideas if I can get them to fit into the portfolio.

There were market rallies following the two earlier signals but as you know those rallies didn't last long enough to produce the gains attained during the stronger market rallies. Still, there were some very good performances.

SKX and TASR were two other core ideas during that period that you may have overlooked. The first gained nearly 170% and the second nearly 90%. Assuming profits in the neighborhood of 100% and 50%, the gains during the entire period would be better than the 9% you mention. They might be 30% or more.

It's also possible that TWTR might not have been considered if FB had been bought earlier. If FB was part of the portfolio I wouldn't have considered buying another company in the same group. FB has gained more than 50% since then so if those gains are added in the profits during the period would be higher.

I'm just guessing but if you add in the gains of a few of the newer core ideas since the most recent signal then it is possible the portfolio could be up 50% or more during the entire period.

Any thoughts?