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Strategies

Trend 200

In while the price is above its long average, out while it is below.

Growth a year, after the fee
+7.9%
Index over the same window
+13.7%
Deepest fall from a peak
25.1%
Fills
79
Paid in commission
$1,838.98
Ended at, from $10,000.00
$20,744.96
Trend 200 S&P 500 fund, held

03 January 2017 to 14 August 2026. Prices: Yahoo Finance daily closes.

The rule

Four indexes split the account in equal parts. A part is invested while its index closes above the average of its last two hundred trading days, and sits in cash while it closes below. The check happens once a month, which keeps the trading cost low and makes the exit late by design.

Last fills of the run

DayTickerSidePriceWhy
2025-08-01 IWM buy $214.92 holding SPY, QQQ, IWM, EFA
2025-08-01 QQQ sell $553.88 holding SPY, QQQ, IWM, EFA
2025-07-01 IWM buy $218.01 holding SPY, QQQ, IWM, EFA
2025-06-02 SPY buy $592.71 holding SPY, QQQ, EFA
2025-05-01 QQQ buy $481.68 holding QQQ, EFA
2025-04-01 QQQ sell $472.70 holding EFA
2025-04-01 SPY sell $560.97 holding EFA
2025-03-03 IWM sell $208.78 holding SPY, QQQ, EFA
2025-02-03 EFA buy $78.31 holding SPY, QQQ, IWM, EFA
2025-01-02 EFA sell $75.35 holding SPY, QQQ, IWM
2024-08-01 EFA buy $78.23 holding SPY, QQQ, IWM, EFA
2024-07-01 QQQ sell $481.92 holding SPY, QQQ, IWM, EFA