Using multiple technical indicators, surveys the movements in the market and the sectors and stocks that are leading the way. Once interesting sectors or companies are identified takes a discretionary view, based on fundamentals, of likely moves in the opposite direction (i.e. have these been oversold or overbought). Short term model looking to capture profits in short term price swings.

Top down approach to market, considers what direction the market is moving and what sectors are leading that move, and within the sector what stocks. He will identify key metrics such as the price of the US dollar, the VIX, price of Gold or the Baltic Dry Index in order to develop a "market theme".  Takes a discretionary approach rather than using a black box programmatic system.  He occasionally... [more +]

Top down approach to market, considers what direction the market is moving and what sectors are leading that move, and within the sector what stocks. He will identify key metrics such as the price of the US dollar, the VIX, price of Gold or the Baltic Dry Index in order to develop a "market theme".  Takes a discretionary approach rather than using a black box programmatic system.  He occasionally remains at the sector level and captures his trade across an industry through ETFs. Looking to capture a movement and book profit in price swing within 2 days to 2 months time frame. [less -]

Monitors all technical indicators and looks at multiple sources of data for sentiment direction including analyst recommendations, news, discussions, multiple web sites he monitors. These websites include Investor's Business Daily, StockTwits, AbnormalReturns and BespokeInvestmentGroup.  Likes to use extreme public predications as contrary indicator.

Final position decisions are made from a discretionary viewpoint blending in leading technical indicators with the macro perspective, company fundamentals if appropriate, and short term catalyst events. Maintains an active risk management model with no position putting more than 1% of the capital at risk, where the capital at risk is calculated from the volatility and price of the stock. Tries to... [more +]

Final position decisions are made from a discretionary viewpoint blending in leading technical indicators with the macro perspective, company fundamentals if appropriate, and short term catalyst events. Maintains an active risk management model with no position putting more than 1% of the capital at risk, where the capital at risk is calculated from the volatility and price of the stock. Tries to hold 5-15 positions which is more than a classical swing trader, and to maintain some diversification of those positions across sectors. [less -]

Maintains soft stops on positions that he prefers to manually monitor. He will hold his positions 2 days to 2 months with a goal of maintaining a 60 % success ratio and 50% higher profit on successful positions than loss on unprofitably trades.

As he does not consider fundamental financial value, he does not trade a stock within its period of earnings results as he is at a relative disadvantage to those with deep individual understanding of the company. Doesn't like stocks that can be subject to external events that may have a sudden and dramatic effect on the company, so tends to avoid biotech and micro-cap stocks.