7 Comments
Dec 28, 2020Liked by Adventuresinfi

How did you come up with the criteria in the buy/sell flowchart? Did you do backtesting before setting the criteria?

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I came up with the criteria through reflection.

It's back tested for my personal portfolio and it's clear what would have helped me, but YMMV. Do what works for for you!

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Super well-documented process! I especially like your framework for selling. I couldn't see somewhere else this level of detail.

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Dec 19, 2020Liked by Adventuresinfi

Excellent work on the structured framework! Discipline and process are two of the most important traits to have as an investor - well done!

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Thanks Chris! It's been an iterative process but am pretty satisfied with how useful this is working out for me. Appreciate the kind words!

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I loved how realistic the sell framework is with a double confirm before you even sell some overvalued great stock. The buy at the end was interesting too.

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Thanks Sky!

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