Why subscribe?
What you get with Free.
Subscribe for full access to the free weekly newsletter and archive
Track adds and removals from the three stock model portfolios (shared with a three-week delay) along with a portfolio member list.
A recap of the past week’s market action with a curated list of key investment events for the week ahead and an update on the CNN Fear and Greed Index.
Learn from a featured educational article in every issue
Top performers in each of the three portfolios.
Top Stock of the Week post in the middle of the week.
Portfolio changes are driven by disciplined use of computer generated Quant rankings and rules based Portfolio management.
The three model portfolios are outperforming their benchmarks by a wide margin
Why Paid is way better!
Paid subscribers get everything included in the free plan
Access real-time updates to all three Quant Stock Model Portfolios. No three week delay.
View current portfolio holdings.
Get a weekly Top Quant Stocks feature covering a new market segment each time. Up to 10 Strong Buy stocks each week.
See the top five Quant ranked stocks in each portfolio to help build a portfolio from scratch.
Receive educational articles before free subscribers
All three model portfolios are outperforming their benchmarks by a wide margin
Stay ahead with up-to-date data—timing matters when building a profitable portfolio.
Don’t miss the edge that comes from having the latest information.
Position Trader - Blog Post overview
Live Scorecare - Three Quant Stock Model Portfolios
About me
I began investing in 1978 with Paine Webber, building decades of real market experience
Since then, I used a wide range of strategies: day trading, swing trading, options, mutual funds, and ETFs
I don’t claim to be the smartest—focus is on finding people and systems that consistently generate alpha
The goal is simple: leverage proven strategies to improve overall investment performance
I reviewed countless stock-picking services and found most lack transparency and verifiable track records
Too many services rely on claims instead of audited, out-of-sample results
My belief: if performance is real, it should come with a clear, auditable history investors can verify
I learned valuable lessons over the years from more experienced and knowledgeable investors many of who I have profiled on my web site.
I found Swing Trading and Position Trading to be the most practical and enjoyable approaches
These strategies allow consistent engagement without being glued to a screen all day
They offer a balance of active investing and maintaining a normal lifestyle
I recognize that buy-and-hold via mutual funds and ETFs is a strong option for many investors. I have observed that most investors struggle with individual stock selection because of lack of emotional control or a flawed investment plan.
I emphasize that choosing the right strategy matters more than chasing the perfect stock
Stay up-to-date
The newsletter should hit your email inbox on Monday morning before the USA market opens. Never miss an update. For a spam-free, ad-free reading experience, plus audio and community features, get the Substack app. I plan just one Post each week on Monday morning which is the newsletter. Notes will be used for numerous other investment information and can be seen on my substack. Additional educational posts will be made from time-to-time.
Join the crew
Be part of a community of people who share your interests. Participate in the comments section, or support this work with a subscription. My body of work before joining SubStack can be seen on my website PositionTrader.Blog .
To learn more about the tech platform that powers this publication, visit Substack.com.
