Oregon State University research vessel.
This is the final tranche momentum analysis for stocks today. This nine stock portfolio was suggested by one of the co-authors of the TLH Spreadsheet.
Tranche Momentum Recommendations: The two stocks to sell out of the portfolio are NVO and TSS as both are under-performing SHY. However, there is something interesting going on with the price of NVO. Take a look at the Absolute Acceleration (AA) column and you see where it has a respectable 20.3% value. What this is telling us is that the price per day, when normalized, is growing faster over the most recent 60 trading days compared to the most recent 100 trading days. Recent performance is also indicated by positive H-A candles. If I were currently holding NVO, I would over rule the basic sell signal and hold on to the stock until the next review period. I don’t see these same signals with TSS so I would sell that stock.
Now for the buy or add more shares recommendations. Check out WYN. Here we see a poor AA percentage, but it has a high Group rank and positive H-A candles. Also, WYN ranks number 3 based on absolute momentum performance. This is the single buy for this review. PYPL and SYMC are definitely HOLD candidates.
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Lowell,
I am using Excel 2016 with windows 10. Will you please give me the link for the latest version of the Kipling REDA HA spreadsheet. Thanks
Richard
Richard,
Try this link.
https://itawealth.com/kipling-reda-ha-version-2-0-spreadsheet/
Lowell
Lowell and David
I am having a problem using the Kipling REDA HA spreadsheet. I have entered 18 holdings in the portfolio section. When I download pricing data columns 19 through 42 duplicate the data given for column 18. If the holding in column 18 happens to be ranked number 1, and lets say I have set 4 to be the maximum number of assets to be included in the portfolio, the software will only select the holding in column 18 to be in the portfolio. I believe this happens because rows 19 through 42 all are also ranked number 1 even though there is no holding shown at the top of the column. Is there a step I am missing when I set up the portfolio?
Richard
Richard,
My guess is that the data where the tickers are entered was not zeroed out properly. I’ve had a similar problem, if I understand correctly. Use the delete key to zero out the ticker cells. Using the space bar causes problems. See if this works, and if not I will send you a fresh spreadsheet that is not already filled with tickers. When adding tickers the problem will not occur.
Lowell
PS I will need your e-mail if you request a new SS.
Lowell,
Using the delete function did the trick. Everything is working properly. Thanks for your help.
Richard