Trend Portfolio NL Stocks
Characteristics
Performance Graphs
Historical return on investment (ROI), based on (hypothetical) results.
Historical hypothetical return on investment (ROI) per month, based on hypothetical results.
Historical return on investment (ROI), based on (hypothetical) results.
Historical hypothetical results (PL) per year, based on hypothetical results.
Realized PL per day
Realized PL per trade
Performance Tables
Hypothetical return on investment per month. Result as percentage of the initial capital, based on hypothetical results.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ROI-Yr | CumROI | ROI/Yr | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | 1.7% | -0.4% | 5.3% | 8.5% | 8.7% | 1.5% | -0.1% | -7.7% | 9.2% | 2.3% | -7.4% | -4.1% | 17.3% | 17.3% | 17.3% |
| 2008 | -28.1% | 4.7% | -3.3% | 4.2% | -1.6% | -3.5% | -4.0% | 1.6% | -4.0% | 0.0% | 0.0% | 0.6% | -33.3% | -16.0% | -8.0% |
| 2009 | 0.3% | -1.1% | 0.0% | 1.5% | -1.5% | 1.5% | 8.0% | 4.0% | 5.9% | -8.4% | 4.8% | 14.7% | 29.6% | 13.6% | 4.5% |
| 2010 | -1.5% | -0.7% | 10.6% | 6.6% | -16.0% | 0.0% | 6.7% | -5.0% | 6.5% | 2.3% | -6.4% | 13.8% | 17.1% | 30.7% | 7.7% |
| 2011 | 0.9% | 3.3% | -1.2% | -3.3% | -2.6% | -7.6% | -1.2% | -10.3% | 0.1% | 1.3% | 0.1% | 5.3% | -15.1% | 15.6% | 3.1% |
| 2012 | -0.3% | 2.1% | 1.6% | -3.5% | -4.2% | 4.1% | 5.7% | -0.7% | 1.5% | 1.4% | 3.3% | 2.5% | 13.6% | 29.2% | 4.9% |
| 2013 | 7.4% | 0.8% | 3.6% | -0.6% | 4.2% | -5.7% | 11.2% | -0.7% | 7.8% | 6.3% | 2.6% | 0.7% | 37.4% | 66.6% | 9.5% |
| 2014 | -3.0% | -1.2% | 0.8% | -2.7% | 1.6% | -1.3% | -3.9% | 0.7% | 4.4% | -4.9% | 5.4% | 1.0% | -3.0% | 63.6% | 8.0% |
| 2015 | 6.9% | 14.1% | 10.9% | 16.1% | 12.8% | -4.9% | 6.8% | -34.8% | -7.9% | 6.9% | 7.0% | -5.3% | 28.6% | 92.2% | 10.2% |
| 2016 | -7.8% | -5.9% | -0.2% | -2.3% | 1.0% | -2.9% | 0.5% | -0.8% | 0.4% | -0.6% | -1.2% | 2.6% | -17.3% | 74.9% | 7.5% |
| 2017 | -0.1% | 1.5% | 1.0% | -0.4% | -2.9% | -2.0% | 0.6% | -1.4% | -1.2% | 0.5% | 0.0% | 0.5% | -4.3% | 70.7% | 6.4% |
| 2018 | 4.1% | -5.4% | -2.6% | 2.3% | 0.7% | -0.8% | 2.0% | -1.6% | -0.5% | -7.2% | -0.3% | -2.2% | -11.7% | 59.0% | 4.9% |
| 2019 | 1.7% | 2.1% | 2.3% | 1.5% | -2.6% | 5.1% | 6.0% | -3.1% | 1.6% | -0.8% | 4.4% | 2.6% | 20.8% | 79.8% | 6.1% |
| 2020 | 0.5% | -12.1% | -9.2% | 1.6% | 2.0% | 0.3% | 0.6% | 0.8% | 2.3% | -6.9% | 8.1% | 4.7% | -7.3% | 72.5% | 5.2% |
| 2021 | -0.1% | 3.8% | 9.7% | 2.9% | 1.2% | 2.1% | 1.1% | 6.8% | -6.6% | 8.4% | -0.7% | 7.6% | 36.1% | 108.6% | 7.2% |
| 2022 | -15.6% | -4.5% | -5.1% | -4.1% | -3.4% | -3.8% | 0.7% | -2.9% | -1.7% | 0.6% | -0.2% | -1.2% | -41.3% | 67.4% | 4.2% |
| 2023 | 1.0% | 2.1% | -2.1% | -2.0% | -3.2% | 0.9% | 0.4% | -2.3% | -3.2% | -1.6% | 8.2% | 12.9% | 11.1% | 78.5% | 4.6% |
| 2024 | 7.4% | -19.2% | 34.5% | 22.7% | 101.2% | 5.9% |
Hypothetical results on monthly basis, based on hypothetical results.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PL-Yr | CumPL | PL/Yr | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | 330 | -80 | 1,056 | 1,692 | 1,742 | 293 | -29 | -1,548 | 1,841 | 470 | -1,479 | -822 | 3,466 | 3,466 | 3,466 |
| 2008 | -5,627 | 944 | -655 | 839 | -326 | -697 | -797 | 324 | -793 | 0 | 0 | 127 | -6,661 | -3,194 | -1,599 |
| 2009 | 68 | -227 | 0 | 296 | -305 | 300 | 1,607 | 793 | 1,179 | -1,684 | 958 | 2,934 | 5,919 | 2,725 | 909 |
| 2010 | -299 | -132 | 2,124 | 1,328 | -3,201 | 1 | 1,346 | -1,006 | 1,310 | 465 | -1,277 | 2,760 | 3,419 | 6,144 | 1,537 |
| 2011 | 185 | 665 | -243 | -667 | -518 | -1,515 | -235 | -2,053 | 30 | 254 | 21 | 1,051 | -3,025 | 3,119 | 624 |
| 2012 | -70 | 427 | 318 | -695 | -844 | 823 | 1,149 | -135 | 310 | 286 | 652 | 493 | 2,713 | 5,833 | 972 |
| 2013 | 1,474 | 151 | 712 | -117 | 837 | -1,143 | 2,231 | -149 | 1,557 | 1,253 | 525 | 147 | 7,479 | 13,312 | 1,902 |
| 2014 | -590 | -249 | 165 | -539 | 324 | -265 | -780 | 137 | 882 | -970 | 1,087 | 207 | -591 | 12,721 | 1,590 |
| 2015 | 1,383 | 2,822 | 2,189 | 3,211 | 2,566 | -973 | 1,355 | -6,968 | -1,587 | 1,378 | 1,395 | -1,052 | 5,718 | 18,439 | 2,049 |
| 2016 | -1,559 | -1,184 | -39 | -466 | 203 | -587 | 93 | -161 | 79 | -112 | -235 | 513 | -3,453 | 14,987 | 1,498 |
| 2017 | -24 | 291 | 191 | -85 | -586 | -407 | 111 | -284 | -244 | 93 | 4 | 91 | -850 | 14,136 | 1,285 |
| 2018 | 815 | -1,083 | -528 | 465 | 131 | -167 | 397 | -329 | -91 | -1,441 | -64 | -448 | -2,343 | 11,794 | 983 |
| 2019 | 342 | 425 | 462 | 306 | -524 | 1,030 | 1,193 | -621 | 317 | -153 | 871 | 512 | 4,160 | 15,954 | 1,227 |
| 2020 | 108 | -2,427 | -1,846 | 324 | 391 | 65 | 121 | 154 | 465 | -1,376 | 1,618 | 946 | -1,455 | 14,499 | 1,035 |
| 2021 | -27 | 754 | 1,947 | 578 | 240 | 425 | 217 | 1,351 | -1,322 | 1,687 | -143 | 1,520 | 7,227 | 21,727 | 1,448 |
| 2022 | -3,127 | -902 | -1,019 | -825 | -688 | -753 | 135 | -578 | -332 | 113 | -35 | -243 | -8,253 | 13,474 | 842 |
| 2023 | 200 | 411 | -425 | -394 | -636 | 171 | 79 | -456 | -632 | -321 | 1,634 | 2,589 | 2,221 | 15,694 | 923 |
| 2024 | 1,484 | -3,846 | 6,898 | 4,536 | 20,230 | 1,173 |
Hypothetical results (PL) and hypothetical return on investment (ROI) per year. Hypothetical cumulative results (Cum PL) and hypothetical cumulative return on investment (Cum ROI).
| Year | PL | ROI | Cum PL | Cum ROI | ROI/Yr |
|---|---|---|---|---|---|
| 2007 | 3,466 | 17.3% | 3,466 | 17.3% | 17.3% |
| 2008 | -6,661 | -33.3% | -3,194 | -16.0% | -8.0% |
| 2009 | 5,919 | 29.6% | 2,725 | 13.6% | 4.5% |
| 2010 | 3,419 | 17.1% | 6,144 | 30.7% | 7.7% |
| 2011 | -3,025 | -15.1% | 3,119 | 15.6% | 3.1% |
| 2012 | 2,713 | 13.6% | 5,833 | 29.2% | 4.9% |
| 2013 | 7,479 | 37.4% | 13,312 | 66.6% | 9.5% |
| 2014 | -591 | -3.0% | 12,721 | 63.6% | 8.0% |
| 2015 | 5,718 | 28.6% | 18,439 | 92.2% | 10.2% |
| 2016 | -3,453 | -17.3% | 14,987 | 74.9% | 7.5% |
| 2017 | -850 | -4.3% | 14,136 | 70.7% | 6.4% |
| 2018 | -2,343 | -11.7% | 11,794 | 59.0% | 4.9% |
| 2019 | 4,160 | 20.8% | 15,954 | 79.8% | 6.1% |
| 2020 | -1,455 | -7.3% | 14,499 | 72.5% | 5.2% |
| 2021 | 7,227 | 36.1% | 21,727 | 108.6% | 7.2% |
| 2022 | -8,253 | -41.3% | 13,474 | 67.4% | 4.2% |
| 2023 | 2,221 | 11.1% | 15,694 | 78.5% | 4.6% |
| 2024 | 4,536 | 22.7% | 20,230 | 101.2% | 5.9% |
Trend Portfolio NL Stocks
Description
Spreading over different shares helps to reduce risk and increase returns. With a trend following indicator we can then objectively determine where we enter and exit. Just follow the trend and not go against the flow. The average result between 1993 and 2017 with the Trading Navigator was 19.8%. This system applies on a model portfolio of 20,000 euros.
The AEX rose on average 7% per year and movements were much larger, as you can see in the graph. In 2008 the AEX fell by 50%. The system was able to limit the loss in the year, due to the stop loss, to 19%. This was also the worst year of the past 25 years.
There were 17 positive years and 9 negative years. In the positive years the average profit was 34%. In the negative years the average loss was 12%. The standard deviation was 22%. This means that the average return was between -2% and +41%. 90% of the observations (twice the standard deviation) lies between -23% and +63%.
In order to filter out as much noise during the day as possible, we opted for a weekly graph. This allows us to respond more quickly than the monthly systems and meets the wish to play ball for a shorter time. In short, longer than on a daily basis and shorter than on a monthly basis.
The Ultimate Indicator
Of course, the ultimate indicator does not exist, but we have seen a number of nice indicators pass by over the years. We have started to analyse the AEX funds. We have expanded these with a number of large and liquid funds and tested these indicators.
Robust indicator
The characteristic of a robust indicator is that it gives a good result for several underlying assets and over a longer period of time. The Trading Navigator not only meets these requirements, but also has a logic: namely follow the trend. A filter prevents us from being put on the wrong foot too often when the market moves sideways and therefore there is no trend.
Your advantage:
- TrendPortfolio NL Equities takes all the work off your hands;
- TrendPortfolio NL Equities also allows you to make a profit when you are on the road or at work;
- TrendPortfolio NL Equities responds to rising trends of 30 shares.
Your convenience:
In cooperation with Finodex.com you can follow the portfolio very easily via Copy Trade.
Required Capital: 20,000 euros
Expected number of trades per month: 6 trades
Expected rate of return: 20%
Expected risk: -20 %
Is it manual or computer-controlled?
Manually
Performance Statistics
| 101.2% (5.9% per year) | |
| 20,230 | |
| 52,848 | |
| -32,618 | |
| 40,230 | |
| 20,000 | |
| - | |
| % | - |
| - | |
| - |
| 532 | |
| 148 (28%) | |
| 384 (72%) | |
| 3,195 | |
| -1,085 | |
| 38 | |
| 357 | |
| -85 | |
| 6,294 (100%) | |
| 6,294 | |
| 21-Sep-17 | |
| 27-Mar-24 |
Currency
- EUR
Trading frequency
- Weekly
Performance
per| Period | ROI (%) |
|---|---|
| Avg/year | +5.9% |
| 24M | -21.8% |
| 12M | -3.8% |
| 3M | +1.1% |
| YTD | +22.7% |
| Since Start | +101.2% |
Signal Provider: Beleggen.com
Harm van Wijk is a true investment expert who has been a guest of various programs on radio and TV, including EenVandaag, Netwerk, Rondom10, Radio 1, Radio 2, BNR, FinanceTelevision and Business Class.
He collaborates with SNS Bank, Binck, Alex, Citi, ING Bank and Lynx, among others, and writes for De Financiële Telegraaf, BeursPlaza and Beurs.nl.
After his studies, he ended up in the financial world and started to invest. He was previously responsible for setting up the investment sites of SNS Bank, responsible for marketing, sales and business development at BinckBank, he helped set up SNS FundCoach and the ABN Amro Turbo's and was the site manager of De Financiële Telegraaf.
He says about himself: "In the past few years, the internet bubble and the credit crisis have given me a lot of choice. Here too, if it does not kill you, it makes you stronger."
Through the website he helps (novice) investors to start and grow through courses, events, software and online community. Do you want a 7.4% - 20.6% return and thus create a safe financial future for yourself (and your family) or achieve other goals? Check out the free online training, or read his book in Succesfull Investing in 10 Steps to find out about his strategies.