SectorSurfer^® is a trend following (momentum) algorithm which determines market trends in a special manner.

· SectorSurfer Forward Walk Progressive Tuning, an introduction. This article illustrates the trend calculation and how SectorSurfer can be evaluated in terms of both tuning and return. Start here if you are new to SectorSurfer.

· SectorSurfer Presentation handouts.

“Easily Implemented Momentum Strategies to Increase Return and Reduce Risk”

February 11, 2017, AAII Silicon Valley Chapter, AMC Theatre Cupertino Square.

For reservations, contact www.siliconvalleyaaii.org/presentations.html.

Peter’s presentation is based on his extensive analysis of SectorSurfer^® and on his research with Don Maurer, John Nicholas and Allan Zmyslowski. His primary objective is to show risk adverse investors how they can reap performance gains using Antonacci’s Simply Great! portfolio. He will also mention how more aggressive investors can obtain higher returns without the risk of selection bias and that all investors need to be prepared for disappointing short term performance due to the imperfect nature of momentum algorithms.

Easily Implemented Momentum Strategies to Increase Return and Reduce Risk – slides, February 10, 2017

Three Momentum Algorithms, the February 10, 2017 white paper from which the AAII presentation is drawn.

I'd appreciate learning of errors and being advised about other momentum approaches. Remember that future trading signals may not be as effective as historical signals.

For the record, I pay for my SectorSurfer^® subscription. I have no other relationship with SumGrowth Strategies, LLC.

Peter Lingane

peter@lingane.com

Last updated February 4, 2017