The ST50 List
We believe that active portfolio management has its place in everyone’s portfolio. If you love stocks and markets, ST50 is for you. We invest our time and money in order to trounce the market averages. Every year, hundreds of stocks appreciate 50% or more. We have identified the characteristics of the biggest movers and created the ST50 list to help us find them and profit.
The ST50 is the latest iteration of the well-known StockTwits50 list, which consistently spotlights 50% and 100%+ winners ignored by the mainstream press – we have spotlighted 3D Systems, Stratasys, Visa, Financial Engines, Cray, Michael Kors, LinkedIn, Netsuite, On Assignment , Pharmacyclics to name a few. The purpose of the list is to highlight the future market winners before their biggest moves.
The list is designed for long-term trend-followers and it will be updated weekly. Some of the stocks will spend 2-3 weeks on the list; others will stay multiple months; some more than a year.
We promise to offer full transparency and a comprehensive tracking of all stocks that have been on the list. Stock entries and exits trigger at opening prices on Monday morning. We will follow the performance of each stock, the number of consecutive weeks on the list and suggest exit points. The list is interactive and values change during the day. See an example below:
Losing money on certain stocks is inevitable, but we are extremely diligent and consistent about cutting losses.
During market corrections, any list of growth stocks is likely to suffer. The ST50 List is not perfect. It is important to view the list in the context of the overall market environment, which we will diligently analyze in the “Review of the Week” segment.
The ST50 list might be designed with long-term trend followers in mind, but it could be equally successful used by swing traders. At least a couple times a week, we highlight some of the best risk/reward swing setups from the St50 list and beyond.
There are no free trials. The ST50 List has been free for almost three years. Take a look at 3 Years of ST50 Archives Here. Anything before July 2013 is open.
Big Trends – Find Them, Ride Them and Get Off
Howard has more than 20 years of riding huge trends, investing successfully in both private and public markets. Due to his network and experience, he is in the unique position to connect the dots between private and public markets and invest in trends long before they become mainstream. Most importantly Howard has a knack for helping investors profit.
With the ST50 you have the unique opportunity to do the same. Howard and Ivan will share new ideas as they enter the portfolio, explain the catalysts behind them and give updates on each position along the way. This is a portfolio designed for long-term trend followers. Many of the featured positions will spend at least several months on the list, so you will have the opportunity to follow along and to learn everything about their decision-making and risk management process.
In the model portfolio, we focus on the trends that resonate strongest with us and those in which we understand the catalysts for positive surprises. Not all stocks in the portfolio are from the ST50 list.
Every buy/sell signal is given one day in advance in a post titled “Model Portfolio Update”.
We will hold up to 10-12 positions, depending on the market conditions and the availability of setups we like.
The typical position will be allocated about 10% of the capital. No position will be greater than 15 percent of the portfolio.
We always open with a starting position of 3 to 6% of capital. Then we add to it if it goes in our favor to maximize our returns or cut it if it goes against us to limit the damage.
Every buy and sell – new or secondary, are explained in detail in a post.
Review of The Week
We will keep you in bull markets as long as possible and out of bear markets as long as necessary.
The market environment constantly changes, providing very different opportunities in each of its cycles. Some say that trying to time the market does not work, but they cannot be further from the truth. There are numerous studies that prove that using simple moving averages and market breadth readings, could substantially improve long-term performance and reduce drawdowns. Our vast experience confirms the same notion.
The purpose of this segment is to highlight the notable market developments of the week and to provide a guidance toward the level of risk appetite that is suitable for the current environment. With our weekly review our members will get everything they need to know about the ST50 list and the Model portfolio. The goal is to help members be aggressive in upward trending markets and protect capital in bad markets.