Hello, TradeSmith Family,

Once again, it’s been an interesting week in the markets. Futures have been mixed throughout the week, and daily trading remained cautiously optimistic. Investors’ eyes were focused on Chairman Jerome Powell for his statements concerning interest rates. With unprecedented political pressure, statement given by Powell concerning rates have been highly scrutinized.

Whether you’ve been following the interest rate saga (drama) or not, it will hold weight over the current market’s volatility. If we take a quick look into TradeStops, we can see the normal expected volatility of the major U.S. markets.

major market performance

Aside from the Russel 2000 and S&P 600, all the major U.S. markets are trading in a healthy state. And, we can expect these markets to fluctuate anywhere from 9.2% to 12.9%.

As many TradeSmith subscribers know, we’ve designed our systems to help you optimize for volatility. Whether the market remains stable or experiences more volatility, our tools can help you. We can do this through a new feature we’ve added to the TradeStops Portfolios page.

On the Portfolios page, click one of the white boxes to the left of your portfolio. Have you noticed what has changed?

selecting a portfolio

We put a red box around the change. It’s pretty neat! Now, you can quickly access several powerful tools directly from the Portfolios tab.

  • Pure Quant can help you build a new portfolio based on the portfolio you selected on this screen
  • Asset Allocation shows you how diversified your portfolio is
  • The PVQ Analyzer shows you how invested in low, medium, high, and sky-high risk you are
  • The Risk Rebalancer helps you take equal risk per position in your portfolio

To access any of these tools, you’d simply click one of the buttons. From there, you’ll be brought to that specific research tool.

PVQ example

In the example above, we selected our 5019 portfolio to go through the PVQ. It has now been pre-selected. All we’d need to do is specify if we’d want to include cash and then click Analyze. It’s that simple!

The other tools we mentioned will do this too. The system will pre-select your portfolio. From there, you just need to select any remaining information (like including cash in the example above) and then you can analyze your portfolio.

Bulletin Board

We know that there’s a lot to learn with TradeStops, but we’re here to help. Marina Stroud, our Product Education Specialist, is continuing her TradeStops Essentials series. Whether you’re new to TradeStops or just want a refresher, these webinars are a great resource.

Past TradeStops Essentials can be found in the TradeStops Knowledge Base. They’re under the Getting Started section.

Marina’s next webinar is June 21, at 1 PM Eastern. It will cover everything from editing your portfolio to positions to alerts. You won’t want to miss it, so make sure to register now.

Signing Off

We hope that you enjoy the latest update to the TradeStops system. Analyzing your portfolio just got even easier. The best part is that it only takes a couple clicks. Whether the market is stable or highly volatile, you can rest easy at night knowing that TradeSmith has your back.

As always, if you have any questions or need assistance, please don’t hesitate to reach out to us. Our email is [email protected]. We’re always happy to help you.

Until next week,

TradeSmith Customer Success Team