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Asbury’s Stock & ETF Ideas: 1 Year Performance Update

Posted on: Saturday, August 26th, 2017

In addition to our top-down, macro analysis of the US financial landscape, back in August 2016 we began providing subscribers with specific trading ideas in individual stocks and ETFs including entry price, target price, stop loss level, and corresponding risk/reward parameters.

Our first idea was initiated on August 8th 2016 in the iShares Timber & Forestry ETF (WOOD, trade #7 in the table below), which was closed out on November 22nd for an 8% gain.  Since then and through August 17th 2017 we have closed out 55 trade ideas, which is approximately 1 new idea per week.

The tables below show the details of these 55 trading ideas along with some performance-related information.

Click the table to enlarge

Click the table to enlarge

1 Year Highlights:

  • Our ideas were profitable 67% of the time.
  • The average initial risk on any one idea was less than 5%.
  • The average percent gain on profitable ideas (8.6%) was almost double the average percent loss (4.4%) on unprofitable ideas.
  • on average, each of the 55 ideas listed above outperformed the S&P 500 by 2.0%.

Our stock selection model first identifies stocks and ETFs that are in the midst of a pause (investor indecision) within an established price trend, then attempts to buy the resumption of that trend at a price and time when the risk/reward parameters are the most favorable.

Investing in financial assets is a risky endeavor and past performance does not guarantee future results.


Asbury Research subscribers can view our latest research on the US stock market, market sectors, US interest rates, ETFs and commodities, as well as a table with our current picks in US stocks, ETFs, and global indexes, by logging into the Research Center via the big gold button in the upper right corner of the screen.

Non-subscribers can request more information about us, including service and pricing options, by visiting our Contact Us page or by calling 888-960-0005.