Bullish Cross is a private financial publication focused on disseminating research on the U.S. equity markets. The publication has been around since early 2008, and focuses on delivering a holistic quantitative viewpoint of U.S. Equities through an interdisciplinary research model.
Bullish Cross is a membership-based financial newsletter covering and forecasting the short, intermediate and long-term direction of U.S. equities (S&P 500, NASDAQ and Dow). We publish a daily live blog and manage three entirely independent model portfolios ranging from conservative to ultra aggressive strategies. The performance data of our current model portfolios are listed below.
Prior to 2013, we also managed an Apple, Inc. (AAPL) options-based model portfolio but have since dropped coverage of Apple after the Apple-apocalypse of 2012. While we do trade Apple from time to time, our focus has shifted to trading a broad range of equities and equity options.
Bullish Cross Performance
The performance data published on this page only includes active model portfolios managed by the Bullish Cross newsletter. These are hypothetical portfolios with time-stamped entries and exits published live at the time of the trade and tweeted out to our members at the moment of execution. The trades are witnessed by hundreds of Bullish Cross members.
Each portfolio listed in the performance pages below constitute entirely different strategies, serve entirely different purposes and are entirely independent portfolios standing alone. The performance data for the BC Trading Portfolio and the BC Alpha Model Portfolio include open positions. However, since the SPY model portfolio only invests in the SPY ETF, we only publish realized gain-loss performance data. We do not include P&L for open positions given that it would clearly reveal to the public how we are positioned in the portfolio and would thus indirectly disclose our proprietary research which we must protect for the exclusive benefit of our subscribers.
The BC Trading Portfolio: +128.69%
Full Trading History & Details
The BC Trading Portfolio is currently up +128.69% as of the close of trading on Friday, October 11, 2013 and is allocated 42.91% into options and 57.09% in cash. The portfolio has a win-loss record of 20-27 (74%), launched in early June 2013 and averages a net portfolio gain of 4.5% per trade.
The BC Alpha Model Portfolio: +57.43%
Full Trading History & Details
The BC Alpha Model Portfolio is currently up 57.43% as of the close of trading on Friday, October 4, 2013. This is a diversified portfolio investing primarily in highly liquid large and mid-cap equities. It is a model portfolio that emulates a typical U.S. long-short diversified fund. With exception of index ETFs which are by nature well diversified, the portfolio has concentration requirements of 10% at cost-basis. We generally rebalance the portfolio on the completion of a strategic trade. The current largest single-stock holding in the portfolio is Apple with a 9.12% allocation which is under the 10% concentration requirement. The portfolio has an extraordinary win-loss record of 36-56 (65%), launched in early June 2011 and has outperformed the S&P 500 by 24.47% over the period.