Gary Antonacci: Dual Momentum (Stock Adaptation)

Buys according to Gary Antonacci’s “Dual Momentum,” which demands both at once: the stock has to be up over twelve months — rising at all — and at the same time rank among the strongest roughly 20 percent of all the stocks reviewed, so rising more than the others. The original rotates between whole asset classes; here it is adapted to individual stocks on a twelve-month view. Only shares our own deep-dive analysis rates green are bought — yellow or no analysis at all is not enough. The check and any new purchase happen every trading day. A position is sold as soon as the price falls 15 percent below its highest level since purchase, the share drops off the list, or it is no longer rated green.

This portfolio buys shares.