Swing Trading Value Stocks

Sold RUS.to @ 40.24
+4.88% (incl. 1 dividend and 1 top-up), held for 69 days = +29% annualized gain

Portfolio = 53% stocks, 47% cash (CBIL.to & UBIL-U.to)
Country Allocation = 48% CDN market, 52% USA market
Portfolio Annual Gains (excel's XIRR) = 27.05%
Stock Market Annual Gains over same period (^SP500TR) = 16.38%
Updated Cumulative PnL chart (5.61 years, zero leverage):

PnL.JPG


Open Swing Trade Positions:
PXT.to
AES, GBDC, BNS
 
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Bought PXT.to @ 20.58 (top-up)

Bought PANL @ 7.04

Portfolio = 64% stocks, 36% cash (CBIL.to & UBIL-U.to) - trimmed off some of my AES position, at the end of the day, to replenish my USDs.
Country Allocation = 48% CDN, 52% USA
Portfolio Annual Gains (XIRR) = 27.02%
Stock Market Annual Gains over the same 5.62 years (^SP500TR) = 16.27%

Open Swing Trade Positions:
PXT.to
AES, GBDC, BNS, PANL
 
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Pulled the trigger and liquidated all my positions just now. I'm going to switch over to a new strategy starting tomorrow that I've been testing out for a little while via excel and a couple of different simulated accounts.

Sold AES @ 17.89
+5.90% (incl. exchg. rates, no dividend and no top-ups), held for 13 days = +400% annualized gain

Sold BNS @ 46.99
+3.22% (incl. exchg. rates, no dividend and no top-ups), held for 6 days = +587% annualized gain

Sold GBDC @ 15.37
-0.66% (incl. exchg. rates, no dividend and no top-ups), held for 13 days = -17% annualized loss

Sold PANL @ 7.23
+2.88% (incl. exchg. rates, no dividend and no top-ups), held for 1 day = +3,128,019% annualized gain

Sold PXT.to @ 20.74
+0.10% (no dividend and 2 top-ups), held for 8 days = +5% annualized gain

Portfolio = 1% stocks, 99% cash (a prior USD to CAD journal trade is still in progress for a living expense withdrawal)
Country Allocation = 48% CDN market, 52% USA market
Portfolio Annual Gains (excel's XIRR) = 27.18%
Stock Market Annual Gains over same period (^SP500TR) = 16.58%
Updated Cumulative PnL chart (5.62 years, zero leverage):

PnL.JPG


No more swing trades open. I will probably start a new trade journal here for my revised strategy.
 
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