Reporting of the StockPicking system 6/2020 – 5/2021

Reporting of the StockPicking system 6/2020 – 5/2021

event_note 31.05.2021

It has been a year (03. 06. 2020 – 28. 05. 2021) already since we started trading with our “StockPicker” strategy on real Interactive Broker accounts. Therefore, we bring more detailed results, including graphs and comparisons with a benchmark, in our case the S&P 500 Index.

First, let’s recall how our strategy works:

The results are presented on an initial portfolio of CZK 250,000:

Overall portfolio performance:

The chart shows the movement of the ideal portfolio in comparison with the Benchmark. As can be seen, StockPicker achieved more stable results = lower declines and, due to the Short component, significantly eliminated the portfolio slump at the beginning of 2021.

If we decided to implement only the strategy of buying the 20 most undervalued shares (we would not implement Shorts), the results would be as follows:

In conclusion, it can be stated that in the first year of real use, StockPicker fulfils the task, the strategy exceeds the benchmark, and achieves lower declines. When choosing a riskier strategy, which is still composed of a portfolio of 20 companies from the index of the 100 largest American companies, an appreciation of over 50% would be achieved.

* In the real portfolio, it must be said that we exited the market during the US presidential election. The index has achieved a significant appreciation at this time. On the other hand, it helped that we did not have sufficient funds for BigTech shorts, for example, that would worsen real results. We have already solved the calculation of BigTechs indicators in the next version of the StockPicking model.

The current stock report is available in the application.