PDR Strategy – Part 2
Hoping you got a fair idea on portfolio diversification and rebalancing through part 1, let’s move to the next video that discusses about stock identification.
This is one of the key concepts of trading and/or investing in any strategy. You will win this game of stock market only if you could identify high quality stocks in terms of fundamentals, stock valuation and technicals. And that’s precisely what we are going to learn in this part.
You will also see a tool called screeners which we use for the aforementioned purpose. It’s a simple but brilliant tool that comes quite handy for us in this strategy.
Go and take a look at this short video for details…
Sir,How does this strategy behave in mild and full bearish markets.Just curious if you have handy backtested data.
Hi Sudheer,
Good question. Please note that we have an advantage with this strategy when it comes to continuous bear market for months or even years. Since we are involving technical indicators in most of the conditions, during a long bear market, all technicals turn red and so, we don’t get many stocks to enter which means we sit on cash for most of the bear market period.
Also, since our rebalancing is monthly, we come out of existing positions quickly instead of bearing losses for months.
On top of all these, please remember that investors cannot escape bear markets. It’s part of market cycles. All we have to do is to cut losses as much as we can and enjoy bull markets 🙂
And finally, I do have backtested results and I will publish them shortly as part 4 in this blog.
Thanks,
Raj
Hi Sir
I am unable to export the list to excel in screener.in.it is available only in paid version. Are there any other sites where it can be exported freely. I checked the other sites that you mentioned and they also dont have export option.