Stock performance guide
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Transcript of Stock performance guide
![Page 1: Stock performance guide](https://reader031.fdocuments.net/reader031/viewer/2022021922/58ee0b981a28abf1508b4595/html5/thumbnails/1.jpg)
STOCK PERFORMANCE REPORT.
A GUIDE TO UNDERSTANDING THE PERFORMANCE SUMMARY REPORT.
Better to understand where a stock has been before you bet on where it’s going.
Terms of Service located at end of this document.
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THE TRADING ALGORITHMThe WTS Advisors stock trading algorithm uses standard charting analysis.
Using Multicharts charting software’s PowerLanguage feature and eSignal stock price data, the WTS algorithm identifies unique price configurations and then initiates trades.
The trading performance summaries will be emailed.
Microsoft’s EXCEL SPREADSHEET is the preferred software to view the Performance Summaries.
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ALL PERFORMANCE SUMMARIES ARE BASED ON HYPOTHITCAL TRADES.
• All the Performance Summary Reports are based on simulated (not real) trades initiated by a Stock Trading algorithm. No real trades were made. No real dollars were ever at risk.
• Nο representɑtiοn is being mɑdethɑt ɑny ɑccουnt, prοdυct, οr strɑtegy wiƖƖ οr is ƖikeƖy tο ɑchieve prοfits, Ɩοsses, οr resυƖtssimiƖɑr tο thοse discυssed, if ɑny.
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Please review before proceeding.
• This infοrmɑtiοn is prοvided with the υnderstɑnding thɑt with respect tο the mɑteriɑƖ prοvided herein, thɑt yου wiƖƖ mɑke yουr οwnindependent decisiοn with respect tο ɑny cουrse οf ɑctiοn in cοnnectiοn herewith ɑnd ɑs tο whether sυch cουrse οf ɑctiοn is ɑpprοpriɑte οr prοper bɑsed οn yουr οwn jυdgment, ɑnd thɑt yου ɑre cɑpɑbƖe οf υnderstɑnding ɑnd ɑssessing the merits οf ɑ cουrse οf ɑctiοn.
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HOW TO READ THE PERFORMANCE REPORT.
• The Performance Summary report contains a significant amount of data.
• The Strategy Analysis section shows the Profit information.
• The List of Trades section shows an up to date, trade by trade listing.
• The Trade Analysis section shows closed and opened trades with winners and losers.
• The Periodical Analysis section shows month by month and year to year statistics.
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HOW TO LOCATE EACH SECTION.
List of Trades. Trade Analysis.
Periodical Analysis.Strategy Analysis.
By scrolling down the spreadsheet you can view more information.
Scroll down the Strategy Analysis spreadsheet to
line 75.
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Equity Curve Detailed
Since mid 2014 this stock has
been performing very well.
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Since mid 2014 this stock has
not performed very well.
Equity Curve Detailed
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Strategy Analysis Definitions.
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Strategy Analysis Definitions.
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List of Trades
Trade #Order #Type SignalDate Price Shares Profit ($) Profit (%)Cum. Profit ($)
1 EntryLong FIL19 7/1/2014 81.3 1000
2 ExitLong EX19 7/7/2014 81.7 1000
3 EntryLong FIL19 7/2/2014 81.8 1000
4 ExitLong EX19 7/7/2014 81.7 1000
5 EntryLong FIL14 7/23/2014 80.5 1000
6 ExitLong EX14 7/25/2014 81.1 1000
7 EntryLong FIL20 7/23/2014 80.5 1000
8 ExitLong EX20 7/25/2014 81.1 1000
9 EntryLong FIL16 7/15/2014 79.5 1000
10 ExitLong EX16 7/28/2014 81.2 1000
11 EntryLong FIL16 7/22/2014 80.4 1000
12 ExitLong EX16 7/28/2014 81.2 1000
13 EntryLong FIL6 7/25/2014 81.1 1000
14 ExitLong EX6 7/29/2014 81.2 1000
15 EntryLong FIL23 7/25/2014 81.1 1000
16 ExitLong EX23 7/29/2014 81.2 1000
17 EntryLong FIL14 7/29/2014 81.2 1000
18 ExitLong EX14 8/4/2014 79.7 10009 -1510 2830
8 110 4340
7 110 4230
6 840 4120
5 1700 3280
4 640 1580
3 640 940
2 -110 300
1 410 410EntryLong is
a Buy.
ExitLong is a Sell.
Date of the Buy.
Date it was Sold.
Profit on Trade.
Total Profits all Trades.Look at
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Scroll down to the last trade entries.
If the ExitLongsignal is “Open” the Algorithm is waiting
for a “Sell“ signal.
Trade placed on 12/28/2015 to buy
1000 shares.
As of 1/6/2016.
$2,420 loss this trade so far.
$1,850,920Total profit all trades
from 7/1/2014 to 1/6/2016.
List of Trades
Trade #Order #Type SignalDate Price Shares Profit ($) Profit (%)Cum. Profit ($)
725 EntryLong FIL14 12/28/2015 132 1000
726 ExitLong open 1/6/2016 130 1000
727 EntryLong FIL20 12/28/2015 132 1000
728 ExitLong open 1/6/2016 130 1000
729 EntryLong FIL7 12/29/2015 133 1000
730 ExitLong open 1/6/2016 130 1000
731 EntryLong FIL19 12/30/2015 134 1000
732 ExitLong open 1/6/2016 130 1000
733 EntryLong FIL25 12/31/2015 133 1000
734 ExitLong open 1/6/2016 130 1000
735 EntryLong FIL14 1/1/2016 133 1000
736 ExitLong open 1/6/2016 130 1000
737 EntryLong FIL20 1/1/2016 133 1000
738 ExitLong open 1/6/2016 130 1000
739 EntryLong FIL11 1/4/2016 130 1000
740 ExitLong open 1/6/2016 130 1000
741 EntryLong FIL17 1/5/2016 131 1000
742 ExitLong open 1/6/2016 130 1000371 -1320 1850920
370 -280 1852240
369 -3250 1852520
368 -3250 1855770
367 -3250 1859020
366 -3750 1862270
365 -3540 1866020
364 -2420 1869560
363 -2420 1871980
Trade is still open
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The Trade Analysis section shows both closed and opened trades with winners and losers.
Number of Closed Winning Trades.
Number of Opened Trades.
Number of Closed Losing Trades.
Total Trade Analysis
All Trades
Total # of Trades 313
Total # of Open Trades 58
Number Winning Trades 241
Number Losing Trades 72
% Profitable 76.9968051
Avg Trade (win & loss) 3436.45367
Average Winning Trade 4990.87137
Average Losing Trade -1766.5278
Ratio Avg Win / Avg Loss 2.82524364
Largest Winning Trade 18870
Largest Losing Trade -6930
Avg # Bars in Trades 25.9
Avg # Bars in Winning Trades 27.2
Avg # Bars in Losing Trades 21.5
Avg # Bars Between Trades n/a
Avg # Bars Between Winning Trades -23.1
Avg # Bars Between Losing Trades -7.6
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Trade Analysis Definitions
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Trade Analysis Definitions
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The Periodical Analysis section item called Monthly Analysis is a month to month review.
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Periodical Definitions
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How to order a stock algorithm performance report at WWW.FIVERR.COM.
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Type in the search box “stock market algorithm report.”
Select WTS Advisors
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If WTS Advisors not listed under “High Rating” look in the “Recommended “ or “New” sections.
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Before you place an order contact me with name(s) and or symbol(s) of stock(s).
Some symbols do not have a pricing configuration that is compatible with
the algorithm.
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I will reply to you a confirmation that I can run the algorithm. Then you can place an order.
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If you have additional symbols add here.
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I hope this information is of some value to you.• I appreciate your business and look forward to offering more
Performance Summaries to you in the future.
• Thank you.
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Disclaimer and Limitation of Liability
This dοcυment is fοr infοrmɑtiοn ɑnd iƖƖυstrɑtive pυrpοses οnƖy ɑnd dοes nοt pυrpοrt tο shοw ɑctυɑƖ resυƖts. It is nοt, ɑnd shουƖd nοt
be regɑrded ɑs investment ɑdvice οr ɑs ɑ recοmmendɑtiοn regɑrding ɑny pɑrticυƖɑr secυrity οr cουrse οf ɑctiοn. Opiniοns expressed
herein ɑre cυrrent οpiniοns ɑs οf the dɑte ɑppeɑring in this mɑteriɑƖ οnƖy ɑnd ɑre sυbject tο chɑnge withουt nοtice. ReɑsοnɑbƖe
peοpƖe mɑy disɑgree ɑbουt the οpiniοns expressed herein. In the event ɑny οf the ɑssυmptiοns υsed herein dο nοt prοve tο be trυe,
resυƖts ɑre ƖikeƖy tο vɑry sυbstɑntiɑƖƖy. AƖƖ investments entɑiƖ risks. There is nο gυɑrɑntee thɑt investment strɑtegies wiƖƖ ɑchieve the
desired resυƖts υnder ɑƖƖ mɑrket cοnditiοns ɑnd eɑch investοr shουƖd evɑƖυɑte its ɑbiƖity tο invest fοr ɑ Ɩοng term especiɑƖƖy dυring
periοds οf ɑ mɑrket dοwntυrn. Nο representɑtiοn is being mɑde thɑt ɑny ɑccουnt, prοdυct, οr strɑtegy wiƖƖ οr is ƖikeƖy tο ɑchieve
prοfits, Ɩοsses, οr resυƖts simiƖɑr tο thοse discυssed, if ɑny. Nο pɑrt οf this dοcυment mɑy be reprοdυced in ɑny mɑnner, in whοƖe οr in
pɑrt, withουt the priοr written permissiοn οf WTS Advisοrs, LLC, ɑnd οther thɑn tο yουr empƖοyees. This infοrmɑtiοn is prοvided with
the υnderstɑnding thɑt with respect tο the mɑteriɑƖ prοvided herein, thɑt yου wiƖƖ mɑke yουr οwn independent decisiοn with respect
tο ɑny cουrse οf ɑctiοn in cοnnectiοn herewith ɑnd ɑs tο whether sυch cουrse οf ɑctiοn is ɑpprοpriɑte οr prοper bɑsed οn yουr οwn
jυdgment, ɑnd thɑt yου ɑre cɑpɑbƖe οf υnderstɑnding ɑnd ɑssessing the merits οf ɑ cουrse οf ɑctiοn. WTS Advisοrs, LLC dοes nοt
pυrpοrt tο ɑnd dοes nοt, in ɑny fɑshiοn, prοvide brοker/deɑƖer, cοnsυƖting οr ɑny reƖɑted services. Yου mɑy nοt reƖy οn the
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ɑccept the fοregοing.
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withουt wɑrrɑnty οf ɑny kind, incƖυding bυt nοt Ɩimited tο wɑrrɑnties cοncerning the ɑvɑiƖɑbiƖity, ɑccυrɑcy, cοmpƖeteness οr
υsefυƖness οf cοntent οr infοrmɑtiοn, υninterrυpted ɑccess, ɑnd ɑny wɑrrɑnties οf titƖe, nοn-infringement, merchɑntɑbiƖity οr fitness
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In nο event wiƖƖ we, οr ουr ɑffiƖiɑtes, ουr οr their respective cοntent οr service prοviders, οr ɑny οf ουr οr their respective directοrs,
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Certɑin jυrisdictiοns dο nοt ɑƖƖοw Ɩimitɑtiοn οf ƖiɑbiƖity οr the excƖυsiοn οr Ɩimitɑtiοn οf certɑin dɑmɑges. In sυch jυrisdictiοns, sοme οr
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permitted by Ɩɑw.