KDelta Stock Model: Trading Range Continues

Exec – Spec

We have been clouded on our short term outlook with an upward bias near term and corrective bias medium term. The chart patterns in 2015 have reflected this muddled upward bias with breakouts to new record high prices in February – which failed. New records again were attained in April – which failed to hold. Now the renewed burst to new record prices in mid-May has once again resulted in a failure thus far with the sharp pullback today. The market has hit new record highs 10 times in the past 3 months, but the lack of follow through has been a concern. The biggest surprise was our incorrect expectation to have the Yen and US stock indices to move inversely – at least not today! Finally our correct forecast of a Yen breakdown (see our KDelta Futures report at The Speculator ExecSpec.net) did result in large Yen profits today, but apparently the worry over a rising US Dollar due to rising interest rates weighed on US stocks. This could still reverse as the Yen moves lower, however, for now we will assume the concern over a sooner than expected rise in interest rates and the higher Dollar will supersede the Yen until either the uptrend line is broken on the downside at 2057 and 2030 basis the June SP 500 Index OR until new highs are again hit at 2134 for a trend continuation move.

 

Stocks 2015

KDELTA Stocks  portfolio update                       05-26-15

Each position= 5% portfolio unless specified

Pending trade order (Buy Stops unless specified)

Stock      Buy Stop                                  Exit price      Projected gain  

Buy BLK 382.85                              401.97        5.0%

Buy STT 80.93                                  86.42         6.8%

Buy TPH 16.58                                 18.03         8.75%

 

Open positions   Entry                 Profit  Exit           Stop Exit

05-15-15 Buy SPY 212.49                 217.34     2.3%    210.00

05-01-15 Buy TER 20.50                   21.99     7.3%       20.50

 

Total KDelta short term portfolio 10% invested

Long Term Stock Portfolio  90% invested as per Exec Spec newsletter

 

Closed Positions: recent hypothetical model trades

KDelta Stocks 2015           Red=new

P/(L) % to

Portfolio at

Entry                                         Exit              Profit/loss    5%/trade

YTD = -0.9035%

04-27-15 Buy MS  37.56            05-26-15  37.73      0.45      0.0225

05-04-15 Buy SCHW 31.18        05-15-15  31.18      0            0

04-27-15 Buy DOV 75.08           05-07-15   74.73    (0.46)    (0.002)

05-01-15 Buy PAY 36.53            05-05-15 35.64      (2.44%)   (0.12)

05-15-15 Buy RDN 17.51           05-01-15  17.85      2.0%        0.10

April results: P/L= -0.95            YTD = -0.904%

04-28-15 Buy AEM 31.39          04-30-15  30.13     (4.0%)      (0.20)

04-27-15 Buy SPY 212.25          04-30-15 208.89    (1.6%)      (0.08)

04-27-15 Buy SPY 212.25          04-30-15 208.89    (1.6%)      (0.08)

04-23-15 Buy TSL 12. 87            04-30-15 12.38      (3.8%)      (0.19)

04-29-15 Buy CRM 71.01           04-29-15 74.06      4.3%         0.215

04-15-15 Buy JPM 63.62            04-28-15  62.00    (2.55%)     (0.13)

04-23-15 Buy SYK 97.31             04-28-15  94.01    (3.4%)       (0.17%)

04-22-15 Buy AMGN 173.15     04-27-15 166.05     (4.1%)     (0.205)

03-24-15 Buy DHI 27.85             04-17-15  31.19       0%           0

04-15-15 Buy NFLX 531.60        04-16-15 563.75      6.05%      0.30

03-26-15 Buy HOT 85.41           04-16-15    82.61     (3.3%)     (0.164)

03-31-15 Buy GPS 43.86            04-10-15    41.95     (4.4%)     (0.22)

04-01-15 Buy GIS 56.00             04-08-15     55.67    (0.6%)     (0.03)

March results:   P/L= -0.178    YTD=+0.05%

03-18-15 Buy KEY 14.71            03-26-15     13.93    (5.3%)      (0.26)

03-18-15 Buy R 95.83                03-25-15     95.83      0               0

03-17-15 Buy CSFL 12.00          03-25-15     11.88    (1.0%)       (0.05)

03-19-15 Buy FB 82.18              03-25-15     82.99    1.0%           0.05

03-23-15 Buy WWWW 18.43   03-25-15     18.09    (1.8%)       (0.09)

03-20-15 Buy RTN 111.64         03-25-15   108.73   (2.6%)        (0.13)

03-18-15 Buy JAZZ 183.85        03-23-15   183.85    0                  0

03-16-15 Buy REGN 437.65      03-17-15   461.90    5.54%         0.277

02-13-15 Buy QQQ 106.25       03-10-15   107.00     0.7%           0.035

02-23-15 Buy JBHT 85               03-06-15        3.89    6%               0.3

02-13-15 Buy SPY 209               03-06-15    209.00    0                  0

02-11-15 Buy IP 55.74               03-05-15      55.89   +0.003         0.00015

02-10-15 Buy F 16.14                03-04-15       15.99    (0.9%)       (0.045)

02-05-15 Buy CNI 69.8 (2.5%)  03-04-15       68.00   (0.026%)   (0.065)

02-04-15 Buy HRB 35.10          03-03-15        33.69   (4%)           (0.2)

February results:  P/L = +0.703:  YTD=+0.228

02-10-15 Buy BLK 368.65    02-27-15 372.20            1.0%       0.048

02-12-15 Buy CRM 61.11     02-26-15  70.02          14.6%       0.365

02-12-15 Buy IPG 21.17       02-17-15   22.40           5.8%        0.29

01-23-15 Buy SBUX 86.5      02-02-15   86.5              0                 0

January results:   P/L = -0.475

01-23-15 Buy SBUX 86.5      01-23-15   88.10           1.85%      0.09

12-19-14 Buy LLL 127.28      01-14-15 124.77         (2%)         (0.01)

12-31-14 Buy SFM 33.19      01-14-15   34.21          3.1%        0.155

12-24-14 Buy BAC 18.04      01-05-1      17.31          (4%)        (0.2)

12-23-14 Buy PAY 38.27       01-02-15   36.73          (4%)        (0.2)

 

KDelta Stocks 2014

P/(L) % to

Portfolio at

Entry                                         Exit              Profit/loss    5%/trade

December                              P/L YTD= + 3.535%

 

KDelta Stocks 2013                                                     P/(L) % to

Portfolio at

Entry                                       Exit               Profit/loss    5%/trade

December results 8 wins & 1 loss: P/L=+1.44%: 2013 YTD=+22.8%

 

 

Disclaimer and Notice:  Nothing herein, including any attachments, should be construed as an offer to sell or as a solicitation of an offer, or a recommendation, to buy any interest in any investment or other product. This may contain information on investments that are high risk and have substantial risk of principal loss.  It is for informational purposes only. Statements in this communication that are not statements of fact are merely opinions or forward looking statements from a potentially biased source(s) that involve known and unknown risks, uncertainties and other factors that could cause actual future results to differ materially from any prior or projected results. Statements in this communication may be inaccurate and/or unsuitable for you.  You must perform your own due diligence.  Your investment decisions should always be made based on your specific financial needs, suitability, objectives, goals, time horizon and risk tolerance.  Any decision is at your sole discretion and at your sole risk.  You are advised to consult with your individual investment and tax professionals before making any investment.  Past performance is no guarantee of future results.

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