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Dr James Krider January Momentum Universe

KRIDER WEALTH MANAGEMENT – James C Krider, MD

 January, 2017

Momentum Stock Universe

 

3-10-17 jan performance

The momentum stock portfolio is created by Dr. James Krider and is valid for three months from the date of creation at which time it is closed. The performance of the “momentum universe” is NOT representative of Dr. Krider’s actual performance. This is a list of stocks from which stock positions are considered. The overall performance of the momentum portfolio is reported purely for demonstration of how this group of momentum stocks perform relative to the entire S&P 500 for the same period.

 

As of 3/10/17 all stocks have stopped out and this portfolio is closed to trading. This portfolio demonstrated two advantages of this type of trading. ONE – this represented a defensive “value” portfolio in response to the Trump election. Value stocks do not perform as well as momentum stocks in a bull market. The SECOND point is that with 20 stocks invested with a total of $80,668 to total loss was only $926, just a little over 1%. Not bad for limiting losses!

 

3-10-17 jan irr

OPEN & CLOSED POSITIONS – As of 3/10/17

The “Max Shares” and “Invested” columns assume a bank account of $100,000. Adjust your shares accordingly. Be sure to set your trailing stop and follow the portfolio trading rules as outlined.

The trail amount and stop loss price has been recalculated as of 1/13/17 to reflect a tightening economy. There has been a change in allowed max share amount as a result of the reduced stop loss.

3-10-17 jan portfolio

 

 

Happy trading,

James Krider, MD

 

 

 

 

 

 

 

James Krider, MD

Dr. James C Krider is a practicing family physician in Apple Valley, CA. Dr. Krider is a licensed insurance agent in the states of California (0I65488) and Nevada specializing in Medicare Advantage and Life insurance.

Dr. James C Krider is an Investment Advisor Representative licensed in the state of Nevada and is President of Krider Wealth Management, an Investment Advisory corporation in Nevada.

These comments were prepared by James Krider, MD, an investment advisor representative of Krider Wealth Management, LLC, a Nevada state registered investment advisor. The information herein was obtained from various sources believed to be reliable; however, we do not guarantee its accuracy or completeness. The information in this report is given as of the date indicated. We assume no obligation to update this information, or advise on further developments relating to securities discussed in this report. Opinions expressed are subject to change without notice. Opinions of individual representatives may not be those of the Firm. Additional information is available upon request. The information contained in this document is prepared for general circulation and is circulated for general information only. It does not address specific investment objectives, or the financial situation and the particular needs of any recipient. Investors should not attempt to make investment decisions solely based on the information contained in this communication as it does not offer enough information to make such decisions and may not be suitable for your personal financial circumstances. You should consult with your financial professional prior to making such decisions. PAST PERFORMANCE SHOULD NOT BE CONSIDERED INDICATIVE OF FUTURE PERFORMANCE. ANY INVESTMENT CONTAINS RISK INCLUDING THE RISK OF TOTAL LOSS. This document does not constitute an offer, or an invitation to make an offer, to buy or sell any securities discussed herein.


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