US Momentum: Performance Update

7 Ocak 2022
This is a monthly update of our US Momentum Strategy. All performance information is taken from a live model account that follows all advice as per the strategy but doesn't include brokerage. As this is a US strategy, returns are based on US dollar returns and do not assume any hedging of the currency. Those who hedge out currency exposure will need to account for that separately. Last Updated: September 2021

PERFORMANCE (LOG)


 

PERFORMANCE STATISTICS


RISK STATISTICS


MONTHLY RETURNS


 

CLOSED TRADES


 

2022

HİSSE SENEDİ KODUHİSSE SENEDİ ADIALIM TARİHİALIM FİYATIÇıkış TarihiÇıkış FiyatıADETGETİRİ YÜZDESİ (%)GETİRİ
CVX
Chevron Corporation
7 Subat 22$135.342 Mayis 22$156.31
36
16.54%$754.92
XOM
Exxon Mobil Corporation
7 Subat 22$81.142 Mayis 22$85.01
61
5.85%$236.07
COP
ConocoPhillips
7 Subat 22$90.422 Mayis 22$94.27
54
5.10%$207.90
DLTR
Dollar Tree, Inc.
1 Nisan 22$161.192 Mayis 22$163.00
31
1.12%$56.11
EXC
Exelon Corporation
1 Nisan 22$47.602 Mayis 22$46.87
104
(1.53%)($75.92)
ABBV
AbbVie Inc.
1 Mart 22$147.672 Mayis 22$146.65
33
0.26%($33.66)
PANW
Palo Alto Networks, Inc.
1 Mart 22$591.392 Mayis 22$558.26
8
(5.60%)($265.04)
FTNT
Fortinet, Inc.
7 Subat 22$311.422 Mayis 22$288.56
15
(7.34%)($342.90)
DDOG
Datadog, Inc.
1 Mart 22$160.242 Mayis 22$119.94
31
(25.15%)($1,249.30)
NVDA
NVIDIA Corporation
7 Subat 22$243.722 Mayis 22$185.41
20
(23.91%)($1,166.20)
F
Ford Motor Company
7 Subat 22$17.731 Nisan 22$17.01
278
(4.06%)($200.16)
CVS
CVS Health Corporation
7 Subat 22$108.991 Nisan 22$101.21
46
(7.14%)($357.88)
GLD
SPDR Gold Shares
28 Ocak 22$166.567 Subat 22$169.45
99
1.74%$286.11
SHY
iShares 1-3 Year Treasury Bond ETF
28 Ocak 22$84.927 Subat 22$84.72
196
(0.21%)($39.20)
UUP
Invesco DB US Dollar Index Bullish Fund
28 Ocak 22$26.047 Subat 22$25.59
640
(1.73%)($288.00)
LCID
Lucid Group, Inc.
4 Ocak 22$40.7528 Ocak 22$28.06
123
(31.14%)($1,560.87)
FTNT
Fortinet, Inc.
4 Ocak 22$330.5028 Ocak 22$273.75
15
(17.17%)($851.25)
DDOG
Datadog, Inc.
4 Ocak 22$163.4428 Ocak 22$130.31
31
(20.27%)($1,027.03)
AMD
Advanced Micro Devices, Inc.
1 Aralik 21$160.3728 Ocak 22$101.55
31
(36.68%)($1,823.42)
XLNX
Xilinx
1 Aralik 21$232.2628 Ocak 22$171.73
22
(26.06%)($1,331.66)
INTU
Intuit Inc.
1 Aralik 21$667.9028 Ocak 22$520.16
7
(22.02%)($1,034.18)
TSLA
Tesla, Inc.
1 Kasim 21$1,145.0028 Ocak 22$831.56
4
(27.37%)($1,253.76)
F
Ford Motor Company
1 Kasim 21$17.5028 Ocak 22$19.32
286
11.54%$520.52
NVDA
NVIDIA Corporation
1 Eylul 21$224.8528 Ocak 22$220.12
22
(2.09%)($104.06)
SPG
Simon Property Group, Inc.
3 Mayis 21$122.6928 Ocak 22$143.56
41
20.72%$855.67
ASML
ASML Holding N.V.
2 Agustos 21$770.814 Ocak 22$793.63
6
3.19%$136.92
COP
ConocoPhillips
1 Kasim 21$74.954 Ocak 22$74.56
67
(0.25%)($26.13)
TEAM
Atlassian Corporation
1 Eylul 21$369.054 Ocak 22$347.28
14
(5.90%)($304.78)

 

2021

HİSSE SENEDİ KODUHİSSE SENEDİ ADIALIM TARİHİALIM FİYATIÇıkış TarihiÇıkış FiyatıADETGETİRİ YÜZDESİ (%)GETİRİ
COF
Capital One Financial Corporation
1 Nisan 21$128.411 Aralik 21$144.50
39
14.24%$627.51
MS
Morgan Stanley
2 Agustos 21$96.721 Aralik 21$96.98
52
0.99%$13.52
MRNA
Moderna, Inc.
3 Agustos 20$74.981 Aralik 21$330.00
67
340.12%$17,086.34
GOOGL
Alphabet Inc.
1 Ekim 21$2,688.951 Kasim 21$2,960.92
2
10.11%$543.94
AMAT
Applied Materials, Inc.
3 Mart 21$121.181 Kasim 21$136.98
41
13.43%$647.80
ALGN
Align Technology, Inc.
1 Ekim 21$672.001 Kasim 21$631.50
7
(6.03%)($283.50)
CRWD
CrowdStrike Holdings, Inc.
1 Eylul 21$273.221 Ekim 21$246.65
18
(9.72%)($478.26)
WFC
Wells Fargo & Company
2 Agustos 21$46.041 Ekim 21$46.55
109
1.54%$55.59
F
Ford Motor Company
1 Haziran 21$14.721 Eylul 21$13.03
340
(11.48%)($574.60)
TGT
Target Corporation
2 Agustos 21$262.081 Eylul 21$247.00
19
(5.41%)($286.52)
IDXX
IDEXX Laboratories, Inc.
2 Agustos 21$687.411 Eylul 21$671.64
7
(2.29%)($110.39)
ALGN
Align Technology, Inc.
1 Aralik 20$487.462 Agustos 21$700.00
10
43.60%$2,125.40
NVDA
NVIDIA Corporation
1 Haziran 21$201.252 Agustos 21$197.00
25
(0.60%)($106.25)
GM
General Motors Company
1 Nisan 21$57.922 Agustos 21$57.37
86
(0.95%)($47.30)
LRCX
Lam Research Corporation
3 Mayis 21$629.272 Agustos 21$646.20
8
2.90%$135.44
TSLA
Tesla, Inc.
3 Haziran 20$177.622 Agustos 21$700.00
28
296.91%$14,626.64
WFC
Wells Fargo & Company
1 Haziran 21$47.161 Temmuz 21$45.48
106
(3.56%)($178.08)
GE
General Electric Company
3 Mayis 21$13.241 Haziran 21$14.23
378
7.48%$374.22
PDD
PDD Holdings Inc.
4 Ocak 21$176.751 Haziran 21$132.54
28
(25.01%)($1,237.88)
F
Ford Motor Company
1 Nisan 21$12.283 Mayis 21$11.56
407
(5.86%)($293.04)
BIDU
Baidu, Inc.
1 Subat 21$239.353 Mayis 21$210.55
21
(12.03%)($604.80)
PTON
Peloton Interactive, Inc.
4 Ocak 21$152.513 Mayis 21$98.26
33
(35.57%)($1,790.25)
DOCU
DocuSign, Inc.
1 Temmuz 20$171.251 Nisan 21$205.30
29
19.88%$987.45
MELI
MercadoLibre, Inc.
1 Ekim 20$1,097.991 Nisan 21$1,518.74
5
38.32%$2,103.75
ZM
Zoom Video Communications, Inc.
2 Kasim 20$462.291 Nisan 21$325.98
11
(29.49%)($1,499.41)
GM
General Motors Company
1 Subat 21$51.461 Mart 21$52.41
97
1.85%$92.15
MTCH
Match Group, Inc.
4 Ocak 21$153.311 Subat 21$142.41
33
(7.11%)($359.70)
FDX
FedEx Corporation
1 Ekim 20$255.261 Subat 21$237.38
20
(6.75%)($357.60)
NVDA
NVIDIA Corporation
3 Haziran 20$352.894 Ocak 21$524.17
14
48.67%$2,397.92
AMD
Advanced Micro Devices, Inc.
1 Eylul 20$91.924 Ocak 21$92.11
54
0.21%$10.26
JD
JD.com, Inc.
3 Haziran 20$56.184 Ocak 21$87.56
89
55.86%$2,792.82

 

2020

HİSSE SENEDİ KODUHİSSE SENEDİ ADIALIM TARİHİALIM FİYATIÇıkış TarihiÇıkış FiyatıADETGETİRİ YÜZDESİ (%)GETİRİ
PDD
PDD Holdings Inc.
1 Eylul 20$89.371 Aralik 20$139.81
56
56.44%$2,824.64
DXCM
DexCom, Inc.
3 Haziran 20$374.002 Kasim 20$328.54
13
(12.16%)($590.98)
ZM
Zoom Video Communications, Inc.
3 Haziran 20$211.701 Ekim 20$477.00
24
125.32%$6,367.20
AAPL
Apple Inc.
1 Eylul 20$132.761 Ekim 20$117.64
38
(11.39%)($574.56)
SGEN
Seagen Inc.
3 Haziran 20$159.091 Eylul 20$159.32
31
0.14%$7.13
MELI
MercadoLibre, Inc.
1 Temmuz 20$985.001 Eylul 20$1,200.00
5
21.83%$1,075.00
REGN
Regeneron Pharmaceuticals, Inc.
3 Haziran 20$615.371 Eylul 20$615.63
8
0.04%$2.08
PYPL
PayPal Holdings, Inc.
1 Temmuz 20$174.233 Agustos 20$198.25
29
13.79%$696.58
CTXS
Citrix Systems
3 Haziran 20$143.851 Temmuz 20$147.01
35
2.44%$110.60
VRTX
Vertex Pharmaceuticals Incorporated
3 Haziran 20$283.721 Temmuz 20$290.50
18
2.39%$122.04
AMD
Advanced Micro Devices, Inc.
3 Haziran 20$53.601 Temmuz 20$52.63
93
(1.81%)($90.21)
GOLD
Barrick Gold Corporation
2 Mart 20$229.383 Haziran 20$234.60
22
2.31%$114.84
UUP
Invesco DB US Dollar Index Bullish Fund
2 Mart 20$26.413 Haziran 20$26.38
640
(0.11%)($19.20)
TLT
iShares 20+ Year Treasury Bond ETF
2 Mart 20$155.303 Haziran 20$160.18
32
3.72%$156.16
TDG
TransDigm Group Incorporated
3 Aralik 19$551.442 Mart 20$559.70
9
7.39%$74.34
QRVO
Qorvo, Inc.
3 Ocak 20$114.062 Mart 20$101.09
44
(11.37%)($570.68)
PHM
PulteGroup, Inc.
3 Subat 20$44.652 Mart 20$40.49
112
(9.32%)($465.92)
PAYC
Paycom Software, Inc.
3 Subat 20$318.162 Mart 20$285.98
16
(10.11%)($514.88)
NVDA
NVIDIA Corporation
3 Aralik 19$201.872 Mart 20$276.90
25
37.25%$1,875.75
LRCX
Lam Research Corporation
3 Aralik 19$256.792 Mart 20$296.64
19
15.97%$757.15
KSU
Kansas City Southern
3 Subat 20$168.692 Mart 20$151.57
30
(10.15%)($513.60)
CPRT
Copart, Inc.
3 Subat 20$101.462 Mart 20$84.12
49
(17.09%)($849.66)
AMD
Advanced Micro Devices, Inc.
4 Kasim 19$35.152 Mart 20$47.42
142
34.91%$1,742.34
AAPL
Apple Inc.
3 Aralik 19$258.282 Mart 20$282.28
19
9.59%$456.00
AMAT
Applied Materials, Inc.
4 Kasim 19$56.023 Subat 20$58.68
89
5.12%$236.74
SWKS
Skyworks Solutions, Inc.
3 Ocak 20$119.913 Subat 20$113.12
42
(5.66%)($285.18)
TGT
Target Corporation
3 Ocak 20$124.633 Subat 20$111.14
40
(10.82%)($539.60)
KLAC
KLA Corporation
2 Ekim 19$156.283 Subat 20$167.27
32
7.58%$351.68
KEYS
Keysight Technologies, Inc.
4 Kasim 19$103.182 Ocak 20$103.84
48
0.64%$31.68
STX
Seagate Technology Holdings plc
3 Aralik 19$58.742 Ocak 20$59.81
85
2.93%$90.95
ANSS
ANSYS, Inc.
3 Aralik 19$245.072 Ocak 20$257.01
20
4.87%$238.80

 

2019

HİSSE SENEDİ KODUHİSSE SENEDİ ADIALIM TARİHİALIM FİYATIÇıkış TarihiÇıkış FiyatıADETGETİRİ YÜZDESİ (%)GETİRİ
TGT
Target Corporation
4 Kasim 19$108.502 Aralik 19$125.72
46
16.48%$792.12
DG
Dollar General Corporation
2 Ekim 19$157.712 Aralik 19$158.28
32
0.56%$18.24
PHM
PulteGroup, Inc.
2 Ekim 19$36.502 Aralik 19$39.50
137
8.22%$411.00
MKTX
MarketAxess Holdings Inc.
4 Kasim 19$368.532 Aralik 19$402.55
14
9.37%$476.28
EW
Edwards Lifesciences Corporation
4 Kasim 19$238.682 Aralik 19$245.52
21
2.87%$143.64
CPRT
Copart, Inc.
2 Ekim 19$79.342 Aralik 19$88.68
63
11.77%$588.42
CMG
Chipotle Mexican Grill, Inc.
4 Eylul 19$834.131 Kasim 19$778.26
6
(6.70%)($335.22)
MLM
Martin Marietta Materials, Inc.
2 Ekim 19$266.171 Kasim 19$263.63
19
(0.95%)($48.26)
HSY
The Hershey Company
2 Agustos 19$152.121 Kasim 19$147.26
33
(2.69%)($160.38)
TDG
TransDigm Group Incorporated
2 Ekim 19$501.841 Kasim 19$531.03
10
5.82%$291.90
CINF
Cincinnati Financial Corporation
2 Ekim 19$113.541 Kasim 19$113.52
44
(0.02%)($0.88)
BLL
Ball Corp
1 Temmuz 19$70.581 Kasim 19$69.83
71
(1.06%)($53.25)
TWTR
Twitter Inc
4 Eylul 19$42.491 Ekim 19$41.43
118
(2.49%)($125.08)
MKTX
MarketAxess Holdings Inc.
2 Agustos 19$341.001 Ekim 19$325.57
15
(4.38%)($231.45)
TSN
Tyson Foods, Inc.
4 Eylul 19$91.131 Ekim 19$85.92
55
(5.72%)($286.55)
SBAC
SBA Communications Corporation
2 Agustos 19$247.581 Ekim 19$240.84
20
(2.57%)($134.80)
ZTS
Zoetis Inc.
4 Eylul 19$127.651 Ekim 19$124.99
39
(2.08%)($103.74)
SBUX
Starbucks Corporation
2 Agustos 19$95.001 Ekim 19$88.63
53
(6.33%)($337.61)
TSS
Total System Services Inc
1 Temmuz 19$130.2217 Eylul 19$133.27
38
2.44%$115.90
CPRT
Copart, Inc.
2 Agustos 19$76.783 Eylul 19$75.22
65
(2.03%)($101.40)
AMD
Advanced Micro Devices, Inc.
1 Temmuz 19$31.283 Eylul 19$30.83
160
(1.44%)($72.00)
GPN
Global Payments Inc.
1 Temmuz 19$162.553 Eylul 19$165.06
31
1.54%$77.81
CDNS
Cadence Design Systems, Inc.
1 Temmuz 19$72.563 Eylul 19$67.82
69
(6.53%)($327.06)
MSCI
MSCI Inc.
1 Temmuz 19$242.161 Agustos 19$228.11
21
(5.80%)($295.05)
MTD
Mettler-Toledo International Inc.
1 Temmuz 19$853.041 Agustos 19$758.86
6
(11.04%)($565.08)
COTY
Coty Inc.
1 Temmuz 19$13.431 Agustos 19$10.89
372
(18.91%)($944.88)
CMG
Chipotle Mexican Grill, Inc.
1 Temmuz 19$740.001 Agustos 19$794.73
7
7.40%$383.11
XRX
Xerox Holdings Corporation
1 Temmuz 19$36.081 Agustos 19$32.04
139
(11.20%)($561.56)
USDINDEXSEP19
USDINDEXSEP19
13 Haziran 19$96.5271 Temmuz 19$95.892
52
(0.660%)($33.020)
XAUAUD
XAUAUD
4 Haziran 19$1,896.681 Temmuz 19$1,987.29
3
4.78%$271.83
TLT
iShares 20+ Year Treasury Bond ETF
4 Haziran 19$131.401 Temmuz 19$132.56
38
1.08%$44.08
USDINDEXJUN19
USDINDEXJUN19
4 Haziran 19$97.1413 Haziran 19$97.06
51
(0.08%)($4.08)
AVGO
Broadcom Inc.
2 Mayis 19$319.983 Haziran 19$252.55
16
(21.07%)($1,078.88)
AMD
Advanced Micro Devices, Inc.
2 Mayis 19$26.903 Haziran 19$28.73
186
6.80%$340.38
XLNX
Xilinx
4 Mart 19$127.033 Haziran 19$103.55
39
(18.19%)($915.72)
KEYS
Keysight Technologies, Inc.
2 Mayis 19$85.753 Haziran 19$75.15
58
(12.36%)($614.80)
AZO
AutoZone, Inc.
4 Mart 19$934.413 Haziran 19$1,027.12
5
9.92%$463.55
CDNS
Cadence Design Systems, Inc.
4 Mart 19$58.883 Haziran 19$63.31
85
7.52%$376.55
TDG
TransDigm Group Incorporated
2 Mayis 19$476.903 Haziran 19$440.25
10
(7.69%)($366.50)
CMG
Chipotle Mexican Grill, Inc.
2 Nisan 19$703.003 Haziran 19$657.63
7
(6.45%)($317.59)
FTNT
Fortinet, Inc.
2 Mayis 19$91.823 Haziran 19$72.32
54
(21.24%)($1,053.00)
MSCI
MSCI Inc.
2 Mayis 19$225.093 Haziran 19$220.01
22
(2.00%)($111.76)
AES
The AES Corporation
4 Mart 19$17.531 Mayis 19$17.11
285
(1.62%)($119.70)
WELL
Welltower Inc.
2 Nisan 19$77.241 Mayis 19$74.80
65
(3.16%)($158.60)
ULTA
Ulta Beauty, Inc.
2 Nisan 19$353.371 Mayis 19$347.81
14
(1.57%)($77.84)
ORLY
O'Reilly Automotive, Inc.
2 Nisan 19$393.001 Mayis 19$377.69
13
(3.90%)($199.03)
O
Realty Income Corporation
2 Nisan 19$72.551 Mayis 19$69.95
69
(3.27%)($179.40)
AMT
American Tower Corporation
2 Nisan 19$193.251 Mayis 19$194.95
26
1.35%$44.20
TDG
TransDigm Group Incorporated
4 Mart 19$440.121 Nisan 19$457.55
11
3.96%$191.73
SBUX
Starbucks Corporation
4 Mart 19$70.991 Nisan 19$74.76
70
5.31%$263.90
MRK
Merck & Co., Inc.
4 Mart 19$82.001 Nisan 19$83.81
61
2.88%$110.41
LLY
Eli Lilly and Company
4 Mart 19$129.841 Nisan 19$130.73
39
4.16%$34.71
BLL
Ball Corp
4 Mart 19$55.431 Nisan 19$58.05
90
4.73%$235.80
BA
The Boeing Company
4 Mart 19$443.401 Nisan 19$385.56
11
(13.04%)($636.24)
UUP
Invesco DB US Dollar Index Bullish Fund
2 Kasim 18$25.671 Mart 19$25.63
195
0.92%($7.80)
GOLD
Barrick Gold Corporation
2 Kasim 18$161.341 Mart 19$174.20
31
8.03%$398.66
TLT
iShares 20+ Year Treasury Bond ETF
2 Kasim 18$113.171 Mart 19$119.33
44
6.39%$271.04
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