Where do you place your stop losses? – This website does not use stop losses. If a stock is in the portfolio, it will be held until the software no longer recommends the stock for that portfolio. Then, the stock is removed from the portfolio. Some investors like to use a stop loss, but I do not. It leads to worse results over time.
Has your system been back tested – Yes, the criteria I use has been back tested by the Quantitative research platform and I put my own spin on the back tested criteria and run back tests on my version. I believe my version is better. I feel very confident the criteria will perform well over time.
You are showing a great performance record. How do we know you didn’t just make it up? – On my website PositionTrader.Blog I have all the Posts going back to the beginning where I reveal the Adds and Removals each week. In my Google Docs are audit trails. If one was ambitious and had the time, you could cross match the weekly Blog posts to the Google Docs audit train and Active list. I have nothing to hide. If you find a discrepancy let me know. I will fix it.
I am a new subscriber, how do I start? The Portfolios have so many stocks in them. – Everyone is different. There is no right answer here. Several options to consider: 1. Do nothing, just observe for a while how the Portfolios are doing over time. 2. Consider getting new Adds only. 3. Take advantage of the Top 5 Quant stocks in each Portfolio provided to Paid subscribers and Add them right away. 4. Get all the stocks over a several day period using limit orders and then just enjoy the full ride.
Could not I just use the Free subscription with the three week delay to build my Portfolio and not have to pay? – Yes, indeed. That might work. Personally, I could not sleep at night always acting on three week old data. But everyone is different.
I know what you are going to do! Since you know the picks ahead of time, you’ll just load up or sell before we get a chance! – The normal publication date is Monday morning and I use the Quant rankings issued Monday morning. Hard to front run that. If you have any doubts, please do us both a favor and do not subscribe!
What is the best way to Buy/Sell your recommendations? – Several options are available: 1. Put a Market on Open (MOO) order right away for Monday morning. 2. Split half your shares to be MOO and half to be MOC on Monday. 3. Try to use a limit order during the day. 4. Do nothing and wait for a price drop later in the week. I generally do option #1 but everyone has their own way of doing things. There is no right answer to this question.
How do you calculate your numbers? – All positions start out at equal weight. Example $1000. No new funds are ever added to the position. For each transaction whether Active or Closed, the total percentage profit/loss is calculated. This is totaled over all the transactions. Each month end, the total number of Active positions is counted and placed in that month’s bucket. All the monthly buckets are added together and then divided by the total number of monthly buckets. The resulting number is the average monthly positions and is the divisor in the calculation. Example 4/10/26 for Quant 30: Active = 1696.00%, Closed = -384.52%, Average monthly positions = 30. Calculation (1696 – 384.52)/30 = 43.72% performance since the start on 6/27/25.
What is Position Trading? – Position trading is a long game. You’re not in and out every day—you’re holding a stock for weeks, months, sometimes longer, trying to ride a real trend and capture the bulk of the move. Unlike day traders or swing traders flipping positions nonstop, a position trader does the homework upfront—finds strong fundamentals, solid momentum, picks a good entry—and then lets it work. You’re not sweating every headline or intraday move. You’re gonna sit through some pullbacks. That’s part of it. The focus is the bigger trend, not the day-to-day noise.
Bottom line: it’s one of the more low-maintenance ways to play the market. You stay invested, stay patient, and you don’t have to be glued to the screen all day to make it work.
Position Trader 