MarketSmith

What Stocks Are Held by Top Growth Funds?

A goldmine of information can be found by looking at the stock holdings of top growth funds. This short tutorial will show you how to find this information in MarketSmith.

I’ve included a short list of several highly regarded growth funds that you can review for their holdings. I’ll also cover a few additional ways to locate fund holdings if you are not a MarketSmith subscriber.

Continue reading

Bucking the Trend – RS Line New High Screen

The Nasdaq has been on a steady decline since last Thursday (9/3/2020). Today the Nasdaq officially closed below both the 50-day and the 10-week moving averages.

How about a screen looking for stocks bucking the trend? This screen focuses on:

Continue reading

How to Use Average Daily Dollar Volume

One way to reduce volatility in your portfolio is to focus on stocks that have an average daily dollar volume of at least $20 million.

In this post I’ll show you how to calculate the average daily dollar volume and how to sort lists in MarketSmith based on the 50-day average daily dollar volume.

There is nothing magical about $20 million. What’s important to take away is that stocks with a lower average daily dollar volumes may have more volatility and are typically thinly traded.

How you choose to determine what is a good baseline, depends on your investing style and risk tolerance.

Continue reading

How Mark Minervini Uses His Trend Templates

One of the most viewed posts on this site is Custom Screens From Mark Minervini’s Trend Templates.

Given the current state of the market, this is an ideal time to revisit the trend templates. What follows are a few quotes from Mark Minervini on his thought process and how he incorporates the templates into his own research routine. The information is based on an interview with Mark that appeared in a previous edition of MarketSmith’s Q1 Stock Guide.

Continue reading