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cover of episode Ep. 303 This Method Helps Find Stocks That Outperform The Market Over Years

Ep. 303 This Method Helps Find Stocks That Outperform The Market Over Years

2025/1/15
logo of podcast Investing With IBD

Investing With IBD

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David Kelley
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David Kelley: 我是一位拥有20多年经验的投资经理,我的投资策略是结合基本面和技术面分析,寻找长期跑赢市场的股票。我开发了一个名为“NSYNC宇宙”的模型,用于筛选那些在一年、两年、三年、四年、五年和十年时间段内都跑赢标普500指数的股票。我主要关注销售额和盈利增长,而不是市盈率。在技术面分析方面,我使用多种时间框架(日线、周线、月线),并通过平均真实波动幅度(ATR)来评估股票的波动性,据此调整仓位规模。我通常在财报发布前10天不买入新仓位,因为我不确定财报发布后的股价走势。我使用两种不同的投资策略:突破型和长期趋势跟踪型。在长期趋势跟踪型策略中,我会在股价回调时买入,并持有直到趋势发生变化。我会密切关注市场趋势,并根据市场变化调整投资策略。例如,在2022年熊市结束时,我发现一些股票在市场之前触底,这些股票往往是早期领导者。在股票出现“最大反向柱”或34周均线跌破时,我会卖出股票。对于那些长期跑赢大盘的股票,即使出现短期回调,我也会根据其基本面和技术面指标来判断是否继续持有。我会密切关注市场宽度,并通过分析各个板块的相对强弱以及个股表现来判断板块轮动。 Justin Nielsen: 作为节目的主持人,我与David Kelley就其投资策略进行了深入探讨,并就一些具体的股票案例进行了分析。我们讨论了如何结合基本面和技术面分析来识别长期跑赢市场的股票,以及如何根据市场变化调整投资策略。我们还探讨了如何管理风险,以及如何根据股票的特性和市场环境来调整仓位规模。

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David Cox, a senior portfolio manager, shares his approach to long-term investing, combining fundamental and technical analysis, and focusing on US stocks and ETFs due to the relatively poor performance of the Canadian market since 2008. He emphasizes the importance of technical analysis alongside fundamental strength.
  • Combines fundamental and technical analysis
  • Focuses on US stocks and ETFs
  • Canadian market deemed relatively poor since 2008

Shownotes Transcript

Long-term investments pay off for traders with patience, but they can be difficult to find with short-term trendlines and indicators. Look to the future with David Cox, senior portfolio manager at Raymond James Ltd. He discusses how pairing stock fundamentals and technicals can help investors find stocks that massively outperform the market over years.

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