Public ChartLists

Bullish when 5 out of 5 are true (+1) for each condition:

1. $SPX is above 65wk MA
2. Advance/Decline Line is trending up (buying power)
3. $TRAN is trending up (Dow Theory confirmation)
4. Utility Average MA rises (interest rate sensitive Utilities lead)
5. Bonds are trending up (interest rates are low)

Average holding period 392.3 days. 0.58 round trip trades per year. Longest drawdown duration 50 months vs. 73 for buy & hold.
64% winning trades since 1980. Beats buy and hold with less volatility (0.53 MAR Ratio).

Past performance is no guarantee of future results. This is not investment advice, but is for educational purposes only. Consult your investment advisor for additional information regarding suitability, fees, expenses and short term trading costs.

Bullish when 5 out of 5 are true (+1). Stay long HXT.to or XIU.to until 3 turn false (+0).

1. $TSX is trending up
2. Advance/Decline Line is trending up (buying power)
3. $TRAN is trending up (Dow Theory confirmation)
4. Utility Average MA rises (interest sensitive)
5. Bonds are trending up (interest rates are low)

67% winning trades since 1980 - beats buy and hold with lower volatility. Buy and Hold the strongest ETFs or stocks when in BULLISH state. Otherwise hold cash or bond proxy.

Past performance is no guarantee of future results. This is not investment advice, but is for educational purposes only. Consult your investment advisor for additional information regarding suitability, fees, expenses and short term trading costs.

Bullish on BOND, JNK or TLT when 3 systems are on BUY. FLAT (go to cash) when count drops to 1 :

1. If Fidelity Financial RS is positive add +1 to model count
2. If Utility RS is positive add +1 to model count
3. If Chemical RS is negative add +1 to model count
4. If Nickel ROC is negative add +1 to model count

Financial assets and utilities lead. Inflation is bad for bonds. Source: Formula Research Intermarket Bond Strategy. Send feedback for complete details.

Bullish on GLD or CGL.TO when all three systems are on a BUY. Score +1 for each of the following TRUE statements:

1. US Dollar Index < 7 wk EMA
2. Oil > 12 wk EMA
3. Swiss Franc > 5wk EMA

Buy Gold (GLD) if score is +3 (all three TRUE). Stay invested (long GLD or GDX) until 2 systems turn false (0).

14.8% CAGR with 13.8% max drawdown 1954-1995. *Source: Wall Street Journal - Divining Gold%27s Next Move 2006

Past performance is no guarantee of future results. This is not investment advice, but is for educational purposes only. Consult your investment advisor for additional information regarding suitability, fees, expenses and short term trading costs.

Bullish when 3 out of 3 are true (+1) for each condition:

1. $SPX is above 39wk MA
2. $TRAN is above 39wk MA
3. Utility Average is above 39wk MA

Sell when 2 of 3 are FALSE (below 39wk MA).

Since 1980:
Average 0.84 trades per year. Longest drawdown duration 61.4 months vs. 73 for buy and hold.
84% winning trades
11.3% cagr 17.4% max dd

Past performance is no guarantee of future results. This is not investment advice, but is for educational purposes only. Consult your investment advisor for additional information regarding suitability, fees, expenses and short term trading costs.

Bullish on SPY when all 3 systems are TRUE. Sell and go to SHY or cash when all 3 are FALSE.

Logic: when the Nasdaq is outperforming the S&P500 and Growth is outperforming Value, the US Stock market outperforms.

11.7% drawdown and 9.1% CAGR since inception vs. 47% drawdown for S&P500.

Of 17 long entries, 14 were profitable, an 82% batting average. Source: Formula Research December 30, 2003.

PPO is a short-term oscillator which measures the percent of divergence between the three major stock market indices (DJIA, S&P500, and the NYSE Composite), and their time-weighted moving averages.

When two of the three indices are simultaneously in double digits below those respective moving averages, we have Capitulation.

There have been 17 dates that this has happened in the past. The signal came an average of 13 days off the market low and 5.2% away from the low in price. Six months later the average gain of the 17 signals is 16.9%.

The end of the last 10 bear markets were signaled, and 3 of the 7 before that. Some bear markets end, however, with a whimper, hence no Capitulation indication.