Subject: Re: Chart: timing with Nas100 RS screen
I have let winners run since using real money and won big (MU up over 500% since October). I am testing on Norgate data on Chatgpt now; so far not only do tests show that wise, but even using sales proceeds to buy more if still on the list adds another 4.4% cagr! All major fronts, sharpe, beta, UI, recovery time better than SPY, NDQ, better than 9-12 month momentum, better than price/(hi price 52 weeks + low price 52 weeks).

I don't agree doing what is simple to look up is best. 9-12 month mo works but 9 is best in backtests; there is nothing special about 200 days or 1 year. Googlesheets can do your calculation instantly with no effort beyond checking additions to Nasdaq100 since you last looked.

And in my tests using SPY as the timing mechanism, and 325 days beat using NDQ/QQQ and beat 200 days. 300-350 days all were good and prevented whipsaws that shorter SMAs caused.

And while reducing drawdowns is #1 goal it is not suspicious if it also improved other metrics, just a good thing. Why not have your cake and eat it too, Marie be damned.

The overlaps are simply better than either list, and 5 beats 10 stocks by quite a lot.

The recovery is better than with SPY or NDQ.

And tests work post 1999, just not as well as 1985-forward. I haven't even included post April 2026 yet! I am making a killing this year.