Swing Trader, Long Only: Valuation & Efficiency Model (FA)

Overview: This AI Robot is for traders who prefer to open long only positions and trade stocks of undervalued companies with good efficiency ratios. The maximum number of simultaneously open positions is limited to 35 and the average trading duration is 19 days, which makes following the signals of this robot simple and affordable for beginner traders.

The robot algorithm is based on the classic approach to company valuation developed by Benjamin Graham and improved with a business efficiency model developed by our team of quants. In addition, the robot uses a pool of technical analysis methods to find the optimal exit points from a position in order to timely limit losses and maximize profits.

Position and Risk Management: Every day, our mathematical power analyzes thousands of stocks traded on the US market and looks for undervalued stocks of companies with high business quality. As soon as a suitable stock is found, the robot generates a buy signal. The robot opens only long positions, as our backtests have shown that stocks correctly selected using fundamental analysis demonstrate high stability even during a downtrend. After opening a trade, the robot places a fixed stop of 15% of the entry price of the position to prevent large losses in the event of a sharp change in market conditions. Also, the robot sets an additional trailing stop based on a unique combination of technical indicators that allow time for a trend reversal and exit the trade.

Ideal for Traders: The robot's trading results are shown without using a margin. For a full trading statistics and equity chart, click on the "show more" button on the robot page. In the tab “Open Trades”, a user can see live how the AI Robot selects equities, enters, and exits in paper trades. In the tab “Closed trades”, a user can review all previous trades made by the AI Robot.

Trading Dynamics and Specifications:

• Maximum Open Positions: High, enabling the robot to diversify across numerous trades and reduce risk through market exposure.
• Robot Volatility: Medium, offering a balanced approach between capturing significant market movements and mitigating sharp declines.
• Universe Diversification Score: Medium High, indicating a moderate array of instruments to hedge against sector-specific downturns and enhance profit opportunities.
• Profit to Dip Ratio (Profit/Drawdown): Medium, offering a balanced profit vs. drawdown scenario that makes it an ideal intermediates and experts.
• Optimal Market Condition Medium: If the current market volatility is Medium then you should use the Best Robots in Medium Volatility Market (VIX is Medium - this indicator is coming soon).

Disclaimer: Disclaimers and Limitations 

Simulated Performance: All simulated performance results are derived solely from real-time calculations using historical data. Algorithms receive minute-by-minute historical prices and other data from Morningstar and generate trades in real time based on these historical inputs, effectively eliminating any hindsight bias. 

Actual Performance: All actual performance results are derived solely from real-time calculations using current data. Algorithms receive minute-by-minute current prices and other data from Morningstar and generate trades in real time based on these current inputs, effectively eliminating any hindsight bias. 

Gross Performance: Gross performance results do not deduct any fees or expenses. These results reflect the total returns generated by the AI Robots without considering the costs associated with accessing the service. 

Net Performance (current performance chart): Net performance results deduct fees to provide a more accurate representation of returns experienced by the user. These deductions can include: Model Fee Deduction: Net performance results may deduct a model fee equivalent to the highest subscription fee charged to the intended audience. Actual Subscription Fees: Net performance results may also deduct the actual subscription fees paid by the user for access to AI Robots.