TheChartist.com.au
@thechartist.bsky.social
Proven, systematic share market trading strategies.
Membership | DIY Turnkey Code | Managed Accounts
Posts by Nick Radge
http://thechartist.com.au/risk-stat
Membership | DIY Turnkey Code | Managed Accounts
Posts by Nick Radge
http://thechartist.com.au/risk-stat
Pinned
Markets reward those who make themselves available for the good times when they come along. Unfortunately, most don't have the psychological fortitude or strategy confidence to stay the course when things get a little challenging.
2024 is shaping up to be one of those “payoff” years. #trading
2024 is shaping up to be one of those “payoff” years. #trading
Here's a super easy passive tactical strategy:
67% BTAL (market neutral anti beta ETF)
33% TQQQ 3x geared Nasdaq
Since 2012 (BTAL inception), rotate annually, nothing more.
CAGR +20.29%
maxDD -21.88%
Vola: 18.7%
Sharpe 1.01
67% BTAL (market neutral anti beta ETF)
33% TQQQ 3x geared Nasdaq
Since 2012 (BTAL inception), rotate annually, nothing more.
CAGR +20.29%
maxDD -21.88%
Vola: 18.7%
Sharpe 1.01
March 26, 2025 at 3:22 PM
Here's a super easy passive tactical strategy:
67% BTAL (market neutral anti beta ETF)
33% TQQQ 3x geared Nasdaq
Since 2012 (BTAL inception), rotate annually, nothing more.
CAGR +20.29%
maxDD -21.88%
Vola: 18.7%
Sharpe 1.01
67% BTAL (market neutral anti beta ETF)
33% TQQQ 3x geared Nasdaq
Since 2012 (BTAL inception), rotate annually, nothing more.
CAGR +20.29%
maxDD -21.88%
Vola: 18.7%
Sharpe 1.01
Despite recent ups and downs in the stock market, my primary trading account has maintained a compound annual growth rate (CAGR) exceeding 20% over the past 10 years.
March 22, 2025 at 7:13 PM
Despite recent ups and downs in the stock market, my primary trading account has maintained a compound annual growth rate (CAGR) exceeding 20% over the past 10 years.
Large market fluctuations causing you concern?
Consider a multi-asset tactical portfolio like our All-Weather Portfolio, designed to offer steady growth while reducing those steep, anxiety-inducing drops.
Here’s my real-time underwater equity for this portfolio since its launch in August 2023.
Consider a multi-asset tactical portfolio like our All-Weather Portfolio, designed to offer steady growth while reducing those steep, anxiety-inducing drops.
Here’s my real-time underwater equity for this portfolio since its launch in August 2023.
March 14, 2025 at 12:33 AM
Large market fluctuations causing you concern?
Consider a multi-asset tactical portfolio like our All-Weather Portfolio, designed to offer steady growth while reducing those steep, anxiety-inducing drops.
Here’s my real-time underwater equity for this portfolio since its launch in August 2023.
Consider a multi-asset tactical portfolio like our All-Weather Portfolio, designed to offer steady growth while reducing those steep, anxiety-inducing drops.
Here’s my real-time underwater equity for this portfolio since its launch in August 2023.
Does market volatility bother you?
If so, it's time to switch to a multi-asset style portfolio that provides reasonable growth but without the heavy ups and downs.
Below is my own equity growth since live trading commenced in July 2023. Total return of 59% with a max equity decline of just -5.1%
If so, it's time to switch to a multi-asset style portfolio that provides reasonable growth but without the heavy ups and downs.
Below is my own equity growth since live trading commenced in July 2023. Total return of 59% with a max equity decline of just -5.1%
February 23, 2025 at 12:58 PM
Does market volatility bother you?
If so, it's time to switch to a multi-asset style portfolio that provides reasonable growth but without the heavy ups and downs.
Below is my own equity growth since live trading commenced in July 2023. Total return of 59% with a max equity decline of just -5.1%
If so, it's time to switch to a multi-asset style portfolio that provides reasonable growth but without the heavy ups and downs.
Below is my own equity growth since live trading commenced in July 2023. Total return of 59% with a max equity decline of just -5.1%
A few variants of the 60/40 portfolio back to 2001.
Top panel = rebalance monthly
Bottom Panel = rebalance monthly + trend filter
Top panel = rebalance monthly
Bottom Panel = rebalance monthly + trend filter
February 14, 2025 at 8:47 PM
A few variants of the 60/40 portfolio back to 2001.
Top panel = rebalance monthly
Bottom Panel = rebalance monthly + trend filter
Top panel = rebalance monthly
Bottom Panel = rebalance monthly + trend filter
What gives me the confidence to keep trading during sh*tstorm's?
Below is my main US Momentum tested back to 1955.
I'm sure there were tariffs issued somewhere herein...
Below is my main US Momentum tested back to 1955.
I'm sure there were tariffs issued somewhere herein...
February 8, 2025 at 12:40 PM
What gives me the confidence to keep trading during sh*tstorm's?
Below is my main US Momentum tested back to 1955.
I'm sure there were tariffs issued somewhere herein...
Below is my main US Momentum tested back to 1955.
I'm sure there were tariffs issued somewhere herein...
A benefit of all our systematic portfolios is they're all fully replicable - you will attain the exact same results as us. All portfolios come with full position sizing and construction details. Nothing to chance.
Alternatively we offer a full managed option where we do all the work for you.
Alternatively we offer a full managed option where we do all the work for you.
The #ASX All Weather strategy added +4.2% in January continuing on from its +35% gain in 2024. $GOLD.ax has been a major contributor to the out-performance.
February 1, 2025 at 12:44 PM
A benefit of all our systematic portfolios is they're all fully replicable - you will attain the exact same results as us. All portfolios come with full position sizing and construction details. Nothing to chance.
Alternatively we offer a full managed option where we do all the work for you.
Alternatively we offer a full managed option where we do all the work for you.
The #ASX All Weather strategy added +4.2% in January continuing on from its +35% gain in 2024. $GOLD.ax has been a major contributor to the out-performance.
February 1, 2025 at 12:43 PM
The #ASX All Weather strategy added +4.2% in January continuing on from its +35% gain in 2024. $GOLD.ax has been a major contributor to the out-performance.
I'm pleased to announce we're now accepting funds from Australian wholesale investors to invest in the Harbourside All-Weather Portfolio.
The strategy objective is to deliver low volatility returns in diverse economic conditions while steering clear of prolonged asset downturns.
The strategy objective is to deliver low volatility returns in diverse economic conditions while steering clear of prolonged asset downturns.
January 30, 2025 at 7:44 PM
I'm pleased to announce we're now accepting funds from Australian wholesale investors to invest in the Harbourside All-Weather Portfolio.
The strategy objective is to deliver low volatility returns in diverse economic conditions while steering clear of prolonged asset downturns.
The strategy objective is to deliver low volatility returns in diverse economic conditions while steering clear of prolonged asset downturns.
Sometimes you just need to start trading.
You don't need all the answers right now. New paths will reveal themselves if you have the courage to get started.
You don't need all the answers right now. New paths will reveal themselves if you have the courage to get started.
January 28, 2025 at 5:07 PM
Sometimes you just need to start trading.
You don't need all the answers right now. New paths will reveal themselves if you have the courage to get started.
You don't need all the answers right now. New paths will reveal themselves if you have the courage to get started.
Another simple example of a US All-Weather strategy using a simple trend filter, rebalance monthly. Reasonably competitive vs the $AOA
60% $VTI
25% $GLD
15% $TLT
CAGR 9.2% vs 10.4%
maxDD -12.3% vs -28,1%
Vola 8.1% vs 15.1%
Sharpe: 0.88 vs 0.63
60% $VTI
25% $GLD
15% $TLT
CAGR 9.2% vs 10.4%
maxDD -12.3% vs -28,1%
Vola 8.1% vs 15.1%
Sharpe: 0.88 vs 0.63
January 24, 2025 at 3:57 PM
Another simple example of a US All-Weather strategy using a simple trend filter, rebalance monthly. Reasonably competitive vs the $AOA
60% $VTI
25% $GLD
15% $TLT
CAGR 9.2% vs 10.4%
maxDD -12.3% vs -28,1%
Vola 8.1% vs 15.1%
Sharpe: 0.88 vs 0.63
60% $VTI
25% $GLD
15% $TLT
CAGR 9.2% vs 10.4%
maxDD -12.3% vs -28,1%
Vola 8.1% vs 15.1%
Sharpe: 0.88 vs 0.63
Here's the 2024 performance review for the Harbourside Multi Strategy which is currently open to Australian Wholesale Investors. Please reach out if you'd like any further information, or how we might be able to assist you to access other strategies we invest in.
vimeo.com/1046817638/b...
vimeo.com/1046817638/b...
_Multi Year 2024 Update
This is "_Multi Year 2024 Update" by The Chartist on Vimeo, the home for high quality videos and the people who love them.
vimeo.com
January 14, 2025 at 4:37 PM
Here's the 2024 performance review for the Harbourside Multi Strategy which is currently open to Australian Wholesale Investors. Please reach out if you'd like any further information, or how we might be able to assist you to access other strategies we invest in.
vimeo.com/1046817638/b...
vimeo.com/1046817638/b...
TRADE A SYSTEM THAT FITS YOUR PERSONALITY
rather than
ADAPT YOUR PERSONALITY TO SUIT A SYSTEM
The latter is nigh impossible and no book will change the equation.
January 14, 2025 at 3:24 PM
TRADE A SYSTEM THAT FITS YOUR PERSONALITY
rather than
ADAPT YOUR PERSONALITY TO SUIT A SYSTEM
The latter is nigh impossible and no book will change the equation.
"...every company that goes bankrupt exhibits the same price pattern—with almost 100% certainty. Know the pattern to avoid the abyss." - Unholy Grails, Page 5
$SGR.ax #ASX
$SGR.ax #ASX
January 14, 2025 at 6:35 AM
"...every company that goes bankrupt exhibits the same price pattern—with almost 100% certainty. Know the pattern to avoid the abyss." - Unholy Grails, Page 5
$SGR.ax #ASX
$SGR.ax #ASX
Bond yields rising.
Gold rising.
US debt rising.
Equities rising.
Something's gotta give...
Gold rising.
US debt rising.
Equities rising.
Something's gotta give...
January 12, 2025 at 7:32 PM
Bond yields rising.
Gold rising.
US debt rising.
Equities rising.
Something's gotta give...
Gold rising.
US debt rising.
Equities rising.
Something's gotta give...
1/4
Despite heightened volatility so far this month, the All-Weather strategy has delivered a solid result, currently up +3.1%, compared to the benchmark $AOR, which is down -2.09%
Despite heightened volatility so far this month, the All-Weather strategy has delivered a solid result, currently up +3.1%, compared to the benchmark $AOR, which is down -2.09%
December 22, 2024 at 2:23 PM
1/4
Despite heightened volatility so far this month, the All-Weather strategy has delivered a solid result, currently up +3.1%, compared to the benchmark $AOR, which is down -2.09%
Despite heightened volatility so far this month, the All-Weather strategy has delivered a solid result, currently up +3.1%, compared to the benchmark $AOR, which is down -2.09%
An oldie buy a goodie.
@chatwithtraders discussion on building robust strategies.
youtu.be/76ppCyIklvk?...
@chatwithtraders discussion on building robust strategies.
youtu.be/76ppCyIklvk?...
How to develop robust trading systems | Nick Radge, The Chartist
YouTube video by Chat With Traders
youtu.be
December 14, 2024 at 2:25 PM
An oldie buy a goodie.
@chatwithtraders discussion on building robust strategies.
youtu.be/76ppCyIklvk?...
@chatwithtraders discussion on building robust strategies.
youtu.be/76ppCyIklvk?...
There is a compelling reason why I have allocated 100% of my retirement account to the dual All Weather strategies (1x ASX, 1x US). Over the past 18 months, these strategies have delivered exceptionally smooth, low-volatility growth.
Total Return +55%
MaxDD -5.4%
Total Return +55%
MaxDD -5.4%
December 11, 2024 at 7:20 AM
There is a compelling reason why I have allocated 100% of my retirement account to the dual All Weather strategies (1x ASX, 1x US). Over the past 18 months, these strategies have delivered exceptionally smooth, low-volatility growth.
Total Return +55%
MaxDD -5.4%
Total Return +55%
MaxDD -5.4%
"This month reminds me that Nick has nailed the "Holy Grail" of trading. Select several simple, robust systems and become an order clerk." - Len Z.
Yep. A simple strategy applied over the long term.
Yep. A simple strategy applied over the long term.
December 4, 2024 at 8:39 AM
"This month reminds me that Nick has nailed the "Holy Grail" of trading. Select several simple, robust systems and become an order clerk." - Len Z.
Yep. A simple strategy applied over the long term.
Yep. A simple strategy applied over the long term.
Momentum begets momentum. No backstory needed. $PME.ax
#trendfollowing
#trendfollowing
November 28, 2024 at 12:22 PM
Momentum begets momentum. No backstory needed. $PME.ax
#trendfollowing
#trendfollowing
Fundamental Analysis is where the best story, not necessarily the right idea, gets people's attention.
November 27, 2024 at 6:58 PM
Fundamental Analysis is where the best story, not necessarily the right idea, gets people's attention.
A mad crazy year performance wise. But after 2 tough years, I'm willing to take it. #makeyourownluck
November 24, 2024 at 7:03 AM
A mad crazy year performance wise. But after 2 tough years, I'm willing to take it. #makeyourownluck
Complexity is the enemy of robust trading strategies. The more moving parts and seams a system has, the more places there are for failures.
November 18, 2024 at 6:24 PM
Complexity is the enemy of robust trading strategies. The more moving parts and seams a system has, the more places there are for failures.
