Past Results

The trading objectives of the Active Trend Trading System are the following:

Yearly Return:  40%  trading top quality growth stocks and TNA
Winning Percentage:  60%

These objectives were established over a 10 year modeling period, see  Pillar 5:  Defined Expectations  model results.

The linked results show how well we traded the system in a live environment and how close we came to achieving the system objectives as established by modeling data. 

While the Active Trend Trading System did outperform the S&P over the test period, we do not represent this as a guarantee of future performance. 


Results for 2016 through Dec 31, 2016 Margin Account:  2016 Margin

2016 was a year of optimization for the ATT System.  Yearly return beat the all Indexes with the exception of the Russell but fell short the ATTS objective of 40%.  Average return for past 5 years is 27.05%.

Win/Loss Ratio Per Strategy
     Strategy I: Portfolio Building 38 % of Trades
               Winning 21 55.26%
               Losing 17 44.74%
     Strategy II:  Options 26 % of Trades
               Winning 17 65.38%
               Losing 9 34.62%
     Strategy III:  Wealth & Income 233 % of Trades
               Winning 187 80.26%
               Losing 46 19.74%

 Results for 2016 IRA Account not included because this account has been reserved for the Early Warning Alert System


Results for 2015 through Dec 31, 2015 Margin Account:  2015 Margin

Challenging year in a down market.  Yearly return beat the Indexes but fell short the ATTS objective of 40%.  Average return for past 4 years is 29.09%.

Winning Trades: 53.16%


 Results for 2015 IRA Account not included because this account was used for testing through out 2015.


Results for 2014 through Dec 31, 2014 IRA Account:  2014 IRA

The IRA account has focuses all year only on ATTS trades.

Winning Trades  =  64.00%


Results for 2014 through Dec 31, 2014 Margin Account:  2014 Margin

Continued focus on trading fewer stocks with a patience approach waiting for the proper buy & sell Action Points.

*Note:  This account was used to test various strategies until the Timing Service began on June 1, 2014.  Since that time it has only traded using the Active Trend Trading System.  The account was up 11% as of end of May 2014.

Winning Trades: 58.62%


Results for 2013:  Return 2013 Spreadsheet
Improvements in 2013 due to focus on fewer stocks and taking advantage of trading great moves in TNA resulted in a 44.5% return in this test account. Reduced trading magnitude in the second half of the year really paid off.

Winning Trades = 63.5%


Results for 2012:    Return 2012 Spreadsheet
While the 28.2% return in the test account for 2012 were good, after additional study it was clear that there were too many trades to manage in a efficient manner.

Winning Trades = 56.6%

Return to Performance to Date

 

Leave a Reply

Your email address will not be published. Required fields are marked *