Kathy Donnelly: Liquid Movers Up

Follows Kathy Donnelly’s Liquid Movers idea from her Lifecycle Trade approach: stocks that trade at least 20 million dollars a day on average and are up at least 5 percent today. Big moves on big liquidity are institutional footprints, and for Donnelly they are the raw material for the long watchlist — especially among companies that went public only recently. The threshold for the daily gain does not come from Donnelly herself; it was calibrated by TickerGuard. 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. If the list holds no green-rated share, the portfolio stays in cash.

This portfolio buys shares.