Our Strategies
You have registered with us, looked at the analyses and data and read something? You are now wondering: how exactly do I implement this? Here we present some strategies and options, but without saying whether they are personally suitable for you. Ideally, use the information in combination with your existing strategies.
The Diversified Portfolio -
Long-term Wealth Building
- Time Horizon: Long-term
- Trading Style: Passive Investor
- Analysis: Fundamental
We implement this method in our model portfolio or in the Wikifolio Win without effort. Our overall rating of a company examines the company's balance sheet for statistical anomalies. With our Rank & Screen function you can search the stock universe sorted by quality. In general, we recommend the Market-Fit sorting, unless you have special preferences.
To select stocks for the diversified portfolio, choose the best stocks according to the ranking. Make sure that no country and no sector receives more than 20% - 25% portfolio weight. You can easily monitor this, for example, with the diversification status in the watchlist. At least 8 countries and sectors should be included for good diversification. Ideally, also mix some Asia with the American and European stocks, if your broker offers them.
Pre-selection, Idea Generation Stock Selection
- Time Horizon: Long-term
- Trading Style: Investor
- Analysis: Fundamental
Our statistical algorithms examine company metrics for statistical characteristics. Our overall rating in the form of the Leeway Score expresses the cumulative characteristics as a comparable number. This rating is optimized for a time horizon of one to two years and stable, low-volatility price gains. They are solid long-distance runners that the algorithm pushes up.
With Rank & Screen you can discover the best stocks, perhaps still unknown to you, by sector, size and region. On the detail pages of the stocks you will find graphical balance sheet evaluations, sustainability data and statistical evaluations of the key figures by our algorithm, to dive deeper into individual stocks.
Stock of the Week
- Time Horizon: Short-term
- Trading Style: (Swing) Trader
- Analysis: Technical and Fundamental
With the Stock of the Week, we present a stock every Monday that, in our view, shows great potential for the coming week. With Rank & Screen we filter fundamentally strong stocks. We technically examine the filtered selection for particularly promising chart features and an attractive risk-reward ratio.
Our subscribers are informed every Monday morning as part of the Weekly Briefing via Telegram or email about the current stock of the week. We recommend buying the stock on Monday at market opening and selling it again on Friday at closing. Of course, the strategy can also be implemented with other means such as knockouts, options or CFDs.
Cash Allocation with Market Timing
- Time Horizon: Medium-term
- Trading Style: Active Investor
- Analysis: Sentiment and Order Flow
Our Market Timing examines the structure of the market "under the hood". It focuses on the American S&P 500, as it functions as the most important index as a proxy for worldwide trading. The longer-term signals of market timing help you decide whether you should rather take profits or buy more.
If warning signals accumulate and the indicator is in a clear downward trend, it is advisable to decide more towards taking profits. Green signals in market timing are times when you should rather buy more. When green market signals accumulate, it is statistically a good time to act with low cash allocation.
Index Trading Signals
- Time Horizon: Short-term
- Trading Style: Trader
- Analysis: Sentiment and Order Flow
Our Market Timing is good in the medium-term horizon. But in the short term it is better. In particularly significant situations, the algorithm generates buy signals with entry, stop-loss and holding period for the S&P 500 or the ES Future. As soon as all data is available (usually between 1:00 and 1:30 at night), the signal is calculated and sent as part of the Daily Briefing, if a buy signal was detected. The strategy is long-only, there is simply not enough downward movement to develop a profitable long-short strategy.
Ideally, the signals are implemented at night when they occur. Buying ES futures when the signal occurs with appropriate stop-loss and selling after the recommended holding period has expired: after one day, i.e. the same evening, after 5 days or after 40 days. We strongly recommend not to exceed leverage of 2.5x and please choose suitable stop-loss levels and observe them. With leveraged trading, the risk of total loss is always high. If there is no access to futures, the strategy can also be implemented via CFDs that can be traded around the clock (e.g. at eToro). Possibly also by means of derivatives etc. and limit orders at the recommended entry prices, however the success of this variant is unknown.
PWP Leeway UG (haftungsbeschränkt)
