Archives: Strategy Development

How to Invest in ETFs Using a Simple Rotation Strategy

January 21, 2013 | By jackieannpatterson | No Comments | Filed in: Strategy Development.

My focus for the past year has been backtesting ETF rotation strategies. At this point, I’ve published the backtesting on Amazon, recorded training videos, created a portfolio rotation simulator, and established a live account for forward testing. In this article, I want to give you a summary of how to invest in Exchange Traded Funds • Read More »

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ETF Rotation at a High Level

August 4, 2012 | By jackieannpatterson | No Comments | Filed in: Classes, Strategy Development.

As I’m preparing for the MoneyShow San Francisco, I want to share a few thoughts on ETF rotation: Click here to read my high-level article on ETF Rotation Beyond the high-level introduction, I am working on a detailed comparison of three strategies: rotation to the ETFs with the strongest performance a basic diversified portfolio advanced • Read More »

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Options BackTesting

May 4, 2012 | By jackieannpatterson | 1 Comment | Filed in: Strategy Development.

Tim Bourquin of the Traders Expo interviewed me shortly after I had (manually) backtested several option trading strategies. Watch the video above to hear how it went.

Stop Losses and Profit Targets for Dip Buyers

March 16, 2012 | By jackieannpatterson | No Comments | Filed in: Exit Strategies, Strategy Development.

With the market lurching up in fits and starts, you may be wondering when to take your money off the table. This article investigates exits in detail to help you decide on a good strategy for you. It covers Stop Losses Trailing Stops Profit Targets Scaling Out https://guidance.fidelity.com/viewpoints/cashing-in-on-crashes

How Stock Market Buying Opportunities Look

October 28, 2011 | By jackieannpatterson | No Comments | Filed in: Classes, Strategy Development.

This¬†MoneyShow interview highlights several things to look for to identify an excellent buying opportunity in the stock market. I recorded it in August and I think the message still holds.¬† Short summary as of this writing is that some of the signs were present in Oct 2011 but the market still has high valuations. To • Read More »

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Back Testing Oscillators for Swing Trading

October 17, 2011 | By jackieannpatterson | No Comments | Filed in: Strategy Development.

I back-tested oscillators for swing trading to research an article for Fidelity. The results suggest simpler is better. Right now we’re in a market that’s lower than 6 months ago, higher than 10-days ago, and moving downwards. Backtesting confirms this is likely the top of the current trading range. Read the full article back-testing oscillators • Read More »