KISS

$25.00

This strategy aims to be invested all the time in the strongest stocks.  Each week we provide a list of the strongest 50 stocks tracked by The valuator, arranged in the order of their strength as determined by the strength algorithm of The Valuator.  The lists also include the lowest closing prices for the previous 10 and 20 days for possible use in a stop loss strategy.  Each week a new list is created and posted for subscribers.

SKU: KIS-100 *The fee shown is charged monthly. Category:

Description

The KISS Strategy

Each week we rank all the stocks in a database of about 500 stocks and provide the subscriber with a list of the top 50 in strength.  Every week the stocks in the database are re-ranked and the new list is posted.  The investor can use the list in several ways.

He might select the top ten out of the fifty for investment if he thinks they are suitable.  Each week, he could replace any that fall out of the top ten or twenty with the stocks that replaced them in the top ten or twenty.  Variations on this strategy are possible.  For example, he could keep the selected stocks until they fall out of the top 50 and then replace them with those in the top ten that he does not have.  Or, he could make these adjustments once a month or once a quarter rather than once a week.  Another approach is that he could pick and choose whatever catches his fancy from among the top twenty, replacing those that fall out of the top ranks.  An alternative sell strategy would be to sell those stocks that fall below their lowest closing price of the previous 10 or 20 days, because such stocks probably would no longer be in an uptrend.

These strategies depend on a strength algorithm that finds more persistent strength than what is found by the Relative Strength Index (RSI).  We have such an algorithm.  It is the same algorithm used in The Valuator, The “Strongest Stocks” subscription, and the “Strongest ETFs” subscriptions.  The other part of the strategy requires a universe of limited size but made up of respectable stocks (not penny stocks or new issues).  Why a limited size?  Because using this particular strategy on a list of several thousand stocks would probably result in too many stocks being replaced every week.  There would be too many candidates vying for each position.

The Valuator tracks about 500 stocks (give or take a few).  Each week we provide a list of the strongest 50 stocks tracked by The valuator, arranged in the order of their strength as determined by the strength algorithm of The Valuator.  The lists also include the lowest closing prices for the previous 10 and 20 days for possible use in a stop loss strategy.  Each week a new list is created and posted for subscribers.  Get more details about this strategy

The lists are not recommendations to buy or sell.  They are lists of stocks having the highest ranking scores.

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Published by Dr. Winton Felt

Dr. Winton Felt Educational background. Dr. Felt did his graduate level studies in Systems Engineering/Applied Mathematics, English, Management, and Clinical Psychology. During a good portion of the time he was involved in his graduate studies, Dr. Felt also operated his own business, teaching advanced reading and study techniques at four colleges in Southern California, and conducting special classes for various Christian organizations. General history of securities-related experience. Felt began his study of security trading patterns (emphasizing the “point-and-figure” method and outcome probabilities associated with various patterns) when he was in his early 20's. He became a professional in the financial services industry in 1985. He did his basic brokerage training at Merrill Lynch and achieved perfect scores on the “Series 7” in the areas of “Portfolio Analysis” and “Investment Strategies.” At Merrill Lynch he became the “Mutual Fund Coordinator.” A few years later, he was recruited by Bateman Eichler, Hill Richards (Everen Securities) to finish the development of a stock-trading system and to use it in managing a pooled account. He then founded Asset Management Systems and continued his work on the development, analysis, and evaluation of investment disciplines and strategies. He used multivariate analysis to test the profitability of more than 50,000 investment strategies. He then used the results of his analyses to design high total-return strategies. He also wrote algorithms to enable a computer to search through thousands of stocks to identify those that have any of a variety of behavior patterns known as "setups," price and volume configurations that most often occur shortly before a price surge. Dr. Felt created the Market Bias Indicator (MBI), also known as the Felt Oscillator, the Force of Trend (Group Pressure Gradient) indicator, and a procedure for discovering what he calls "Key Intraday Levels." He managed portfolios, created investment disciplines, created the publication originally known as Value Indicator (later renamed The Valuator), created what was originally a 70-page weekly publication known as StockAlerts (our present StockAlerts subscription service is a derivation and subset of this no longer available publication), and was the founder of Stock Disciplines, LLC. Work and licenses before becoming the principal officer of Stock Disciplines, LLC. Dr. Felt has held various licenses as an investment professional. During the years immediately before he became the principal officer of Felt Financial, LLC. (through which he managed investment advisory accounts), Dr. Felt held a “Series 7” General Securities license and was registered with the NASD. He also held a “Series 24” license issued by the NASD. A “Series 7” will qualify a person to be a “Registered Representative” or “Investment Broker,” and is the license held by the more qualified “brokers” at major brokerage houses. This license is a prerequisite to sitting for the “Series 24” exam. The “Series 24” license is required for those who supervise other brokers (securities regulations stipulate that every Broker/Dealer firm must have at least one individual who is licensed as a "General Securities Principal"). Having both a “Series 7” and a “Series 24,” Dr. Felt had the NASD designation “General Securities Principal” (it should be noted that registration and licensing by the State of California, the SEC, or the NASD does not represent a mark of approval or endorsement by these regulatory bodies, but that certain standards of knowledge and other requirements have been satisfied). During this time, Dr. Felt was affiliated with Titan Value Equities Group, Inc. as a Registered Representative, a Registered Principal, an Advisory Associate, and as the manager of an Office of Supervisory Jurisdiction. Felt Financial, LLC. (of which Dr. Felt was the principal officer), remained in the investment advisory business as a Registered Investment Advisor until December 31, 2005. After that date Felt Financial, LLC. became Stock Disciplines, LLC., and the firm (and Dr. Felt) stopped providing investment advisory services (use the link below for more on why the advisory business was abandoned). Dr. Felt has also conducted investment strategy seminars and tutorials for investors and brokers. Past Affiliations. Biola University in La Mirada, Asset Management Systems located in Costa Mesa and Newport Beach, and Felt Enterprises with primary locations in Oceanside and Carlsbad in California, USA. Articles Published. To see a few articles written by Dr. Felt, click on Articles. If you know or have ever met Lawrence, Carolyn, Winton, Shirley, Wendy, Anthony, Larry, or Gail, we have a message for you. Read The Message For more on Dr. Felt's strategy testing and why he stopped managing money for others, see item #10 after clicking on Leaving the advisory business. Return to About Us for information about the company. View