Description of Portfolios | Moon Run

Description of Portfolios

Bryan Johnson
Moon Run Report, LLC

Seven portfolios listed below are designed using quantitative analysis with Portfolio 123.  Portfolio 123 backtest charts are shown with accompanying statistics.  Backtests can be useful to a developer to determine areas of the market to focus on and are strictly hypothetical, while future results may not be similar.  Enhancements to models after implementation on the Stock Picks page may or may not influence future performance.

The red line is portfolio simulation and the blue line is the S&P 500.

Growth Stocks Portfolio

The Growth Stock fund chooses large cap growth stocks..  It is timed by the Major Buy and Major Sell signals.

 

 

Value Stocks Portfolio

The Value Stocks portfolio invests in large cap value stocks.

 

Crescent MidCap Portfolio

The Crescent MidCap Portfolio chooses midcap growth stocks with Market Cap between 500 million and 10 billion.

 

Hopewell MidCap Portfolio

The Hopewell Midcap portfolio invests in stocks with market cap between 1 billion and 10 billion.

 

 

Microcap Portfolio

The Microcap Portfolio consists of stocks with market capitalization from 25 million to 1 billion.

 

Small Cap Portfolio

The Small Cap portfolio invests in stocks with market cap between 25 million and 500 million.