Institutional Accumulation

Buys shares that the big funds and asset managers bought on balance in their latest filings: more holders raised their stake than cut it, and more shares came in than went out. What matters is not how large the stake is but that it is growing. On top of that, the price has to be in an uptrend. Around 2,300 actively traded stocks are covered; very small companies follow later. Only shares our own deep-dive analysis rates green are bought — yellow or no analysis at all is not enough. New positions are added once a month; a share is sold as soon as the big holders are no longer net buyers, the uptrend ends, or it is no longer rated green.

This portfolio buys shares.