Jeff has designed programmatic trading rules which filter all securities trading above $1 per share with average volume of over 300,000 shares over the past 20 day period.  The system then focuses on securities which are trending upward, but have recently experienced a small sell-off.  Finally, the system ranks each stock based on volatility metrics, taking advantage of larger dips and more... [more +]

Jeff has designed programmatic trading rules which filter all securities trading above $1 per share with average volume of over 300,000 shares over the past 20 day period.  The system then focuses on securities which are trending upward, but have recently experienced a small sell-off.  Finally, the system ranks each stock based on volatility metrics, taking advantage of larger dips and more volatile stocks. He also employs a system which seeks to buy or sell the broad market, typically using ETFs, when it is overbought or oversold.
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Jeff believes investor sentiment is a significant factor in short-term trading moves.  He has designed programmatic trading rules to exploit the normal cycle of accumulation and distribution in an upward trending stock. The systems focus on securities in a strong uptrend that have experienced a dip or a small sell-off.  He will typically allocate 65% of the portfolio to these securities and either...

Jeff believes investor sentiment is a significant factor in short-term trading moves.  He has designed programmatic trading rules to exploit the normal cycle of accumulation and distribution in an upward trending stock. The systems focus on securities in a strong uptrend that have experienced a dip or a small sell-off.  He will typically allocate 65% of the portfolio to these securities and either hold 35% of the portfolio in cash, waiting for more opportunity, or he will invest this 35% in broad market index ETFs, typically SPY, and will hold the position as the index regresses to the mean.


His first strategy is long only, looking for technical weakness in a stock movement and buying into that weakness.  He typically holds long positions from 5 to 7 days and runs a 10% stop loss on the downside.

His second strategy is a short only strategy identifying individual equities and taking a short position against prevailing price strength and will typically hold that position for only a day and also runs a 10% stop loss.

His final strategy trades around broad market index ETFs, typically SPY and will hold longer positions without stop losses as he aims to profit as the indices regress to the mean.

His research focuses on the consistent application of simple technical indicators which are combined with disciplined rules for money management and position-sizing. He refines his money management and position-sizing when necessary to adjust between being conservative or aggressive. His systems begin with all securities trading over $1 per share and with volume over 300,000 shares over the last 20... [more +]

His research focuses on the consistent application of simple technical indicators which are combined with disciplined rules for money management and position-sizing. He refines his money management and position-sizing when necessary to adjust between being conservative or aggressive. His systems begin with all securities trading over $1 per share and with volume over 300,000 shares over the last 20 days.
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He will typically allocate 65% of the portfolio to securities that have recently “dipped.”  The other 35% of the portfolio will either remain in cash or is allocated to broad market index ETFs.  He will typically hold long positions from 3 to 15 days and uses a percent at risk formula to determine allocations.  Each allocation will typically be between 10% to 25% of the portfolio.

He typically runs a stop loss on the downside, but will adjust position size and stops according to the volatility of each security. Regardless of the size of the position or the stop loss used, the percent at risk formula limiting the potential losses of each position.

None.