BACK UP THE TRUCK
(Update:  Since we posted this portfolio, we re-balanced it taking Netflix (NASDAQ: NFLX) and adding HACK.  You can track the optimized portfolio in Chrome.)

Back Up The Truck is a Wall Street term for being extremely bullish on a particular asset. It’s like a “Risk On” mode when buying of consumer discretionary brands suggest the economy is robust; at about 70% of the US GDP.  We’re extremely “up beat” and “confident” that daily expected returns will be met since all assets out perform the S&P 500.

SIX ASSET ALLOCATIONS

Netflix (NASDAQ: NFLX); Amberalla (NASDAQ: AMBA); CarMax (NYSE: KMX); Palo Alto Networks Inc (NYSE: PANW) and VipShop Holdings LtdADR (NYSE:VIPS)

Click on the asset’s brand name and you’ll be taken to Macroaxis; the most comprehensive financial services data mining available to self-directed investors.

DEFINED RISK AND DIVERSE OFFSETS

This is a defined risk scenario: – because instead of buying shares individually (approximately $10,000 to make it worthwhile) Motif Investing has a required minimum deposit of $250, where upon you can use a portion of this to buy all six assets calculated by the equal allocation percentages to give you a comparable if not more leveraged like a hedge fund.

Our criteria was to load the TRUCK with assets that had annual yields over 100%, with exception of robust performance based on their individual Implied Volatility relationship to Historical Volatility.  And that they were optionable so we could Write Calls or execute Protective Puts if any of the assets negated our portfolio profits by 5% or more.

GRTS TECHNICS: SPX VERSUS BACK UP THE TRUCK

Added to that is our own Exponential Moving Average set up to Fibonacci Ratios (instead of the traditional MA 20, 50, 100, 200 overlays).

On the Daily chart, all assets are above all EMAs and the overlays are spread out which gives us a divergence signal.  This means they will eventually go bearish at some point.  Our EMAs are used for key price levels: Support, Resistance and Pivot Point (calibrated to the Price Range Geomean).

SPX performance is far below their current positions.

BACK UP THE TRUCK PERFORMANCE INDICATORS

HOW WE’LL TRADE THIS

We’ll invest $250 overall to kick-start our investment.  Then, we’ll track each asset individually as they all have certain pre-determined entry points.  Motif Investing allows us to purchase shares of each asset individually, however, given the commission costs and our strategy to reduce our cost basis by investing a small amount, we have enough liquid capital to “BACK UP THE TRUCK” when the time is right and take a lion’s share of profits off the table.

If you want to know more about GRTS Market Analysis, please feel free to contact us.

(Disclaimer: This portfolio and or any other that GRTS Portfolio (Market) Analysis blog posts on the Internet are for strictly for educational purposes only. We take no responsibility for individual traders investment decisions nor are we making recommendations or predictive claims that results will be profitable.  We are not paid to promote Motif Investing or Macroaxis.)

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