Strategy
Long/Short
US

US Long Short Strategy Historical Updates

1 Apr 2020
By
The US Long/Short combines two momentum strategies, one identifying the weakest performing stocks from the S&P 500 and Nasdaq 100 and the other selecting the top three global stock ETFs. The strategy can move between 100% long and 100% short exposure depending on market conditions and can, therefore, profit in both bull and bear markets.

This page shows historical updates for the US Long/Short Strategy.

Latest Update – 1 April 2020

Being the first trading day of April, it is time to rebalance our US long short portfolio. Regarding the ‘long’ ETF component of the portfolio, for this month there are no ETFs which qualify, which means we need to close out our current long position in QQQ.

To the ‘short’ stock component, and there are only seven stocks which currently qualify. Of the current portfolio, we already hold two of these, which are ABMD and XLNX. That means, we need to close out two short positions in ADS and SPG, and open an additional five short positions in the following stocks; BA, AAP, ALXN, FFIV, and ANET.

To reiterate, we recommend that members close out their positions in QQQ:xnas, ADS:xnys and SPG:xnys, and open five new short positions in BA:xnys, AAP:xnys, ALXN:xnas, FFIV:xnas, and ANET:xnas.  

 

Latest Update – 2 March 2020

Being the first trading day of March, it is time to rebalance our US long short portfolio. Regarding the ‘long’ ETF component of the portfolio, only one ETF, being QQQ, currently qualifies. We currently already hold this ETF, meaning we need to sell the other two ETFs currently held, being SPY and VTI.

To the ‘short’ stock component, and there are only four stocks which currently qualify. We currently hold a position in one of these stocks, which is ADS, meaning we need to open a further three short positions, in ABMD, SPG, and XLNX.

To reiterate, we recommend that members close out their positions in SPY:arcx, and VTI:arcx, and open three new short positions in ABMD:xnas, SPG:xnys, and XLNX:xnas. 

 

Latest Update – 3 February 2020

Being the first trading day of February, it is time to rebalance our US long short portfolio. Regarding the ‘long’ ETF component of the portfolio, we need to switch one ETF, selling XLF:arcx and buying VTI:arcx.

To the ‘short’ stock component, and there is only 1 stock which currently qualifies, which is ADS:xnys. As such, we recommend that members close out the remaining 3 short positions in ABMD:xnas, ULTA:xnas, and ANAT:xnas.

To reiterate, we recommend that members close out their positions in XLF:arcx, ABMD:xnas, ULTA:xnas, and ANAT:xnas, and open a new long position in VTI:arcx. 

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