• Matthew Spurr

ValMo Trend Following Series - Apr 2021

Updated: May 3

For those of you who didn't see the introductory blog to this series, you can find it here.

Spread Betting UK Shares Experiment

In this blog (above) I take you through how I intend to beat the passive 'buy and hold' approach to investing by trading a low maintenance spread betting system for buying shares - in effect starting a Spread ISA, as Robbie 'Naked Trader' Burns coined it in his books.

ValMo refers to 'Value/Momentum' stocks. Trend following means that we're looking to capture long term bullish trends on UK stocks. Spread betting means (to UK peeps) that we're doing this all tax-free (like an extension to your ISA).

I intend to share every single trade on this website for you guys to follow along, or even copy. ("Always read the label")

The following post highlights the details of the first trades that we've placed, and anything we came up against.

To stay abreast of new positions and track record to date please visit: ValMo Trades Page.

Apr 2021 Trades

So our Value/Momentum Stockopedia screener has shortlisted the following UK stocks for us to trade.

As you can see from the chart, this initial selection of companies if traded (in equal measure) over the last 12 months would have returned +102.42% profit vs. +24.20% from the benchmark FTSE All Share Index over the same period.

So that should give us some confidence in the edge that this system could provide us with.

(Past performance does not guarantee future returns, it is just an indicative idea based on real historical data, may contain nuts).

Closed Trades From March

New Trades For April

To remain informed of new positions and track record to date please visit: ValMo Trades Page.

I will choose one of the following 2 stocks to enter our portfolio upon market open, depending on the price. I'd rather take Limbach Holdings as the price is moving upwards.

Sage Therapeutics Inc - PENDING MARKET OPEN

SAGE Therapeutics, Inc. is a clinical-stage biopharmaceutical company. The Company is engaged in developing and commercializing medicines to treat central nervous system (CNS) disorders. The Company's lead product candidate, SAGE-547 is an intravenous formulation of allopregnanolone, a neurosteroid that acts as a synaptic and extrasynaptic modulator of the Gamma-Amino Butyric Acid-A (GABAA) receptor. The Company's next-generation product candidates, SAGE-217 and SAGE-689, also target the GABAA receptor system. The Company is focused on developing drugs based on selective allosteric modulation of CNS synaptic and extrasynaptic receptors. The Company's chemistry platform is focused on the chemical scaffolds of endogenous or chemically modified synthetic neuroactive steroid compounds that are allosteric modulators of GABAA or N-Methyl-D-aspartic acid or N-Methyl-D-aspartate (NMDA) receptors.

Ex-Dividend Date: N/A

Limbach Holdings Inc - PENDING MARKET OPEN

Limbach Holdings, Inc. is a mechanical systems solutions company. The Company provides building infrastructure services with a focus on design, installation and maintenance of heating, ventilating and air conditioning (HVAC), and mechanical, electrical and plumbing systems for a group of commercial and institutional building owners. The Company offers concept design and engineering through system commissioning and recurring around the clock service and maintenance. It partners with building owners, construction managers, general contractors and energy service companies.

Ex-Dividend Date: N/A

Now our system requires us to simply sit and wait until the last trading day of the month, and if the price is above the 200-day Exponential Moving Average we'll hold our trade, and if it closes below at the end of the month (EOM) then we'll close it and open a new position if our screener gives us an option.

Again, to stay on top of new positions and track record to date please visit: ValMo Trades Page.

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