View Presentation: When to Buy/Sell/Hold Stocks

Like prescription drug side effects, investing side effects can cause clients to stop using the “medicine.” This can take them back to square one, or even make them worse off than when they started.

Using systematic investing to focus on asset prices (aka trend following) is a process some believe can lessen those side effects.

To examine this, we analyzed the results of using a very basic form of systematic investing, which is to own stocks when their price is above the previous 200-day average (aka “uptrend”) and to sell or be out of stocks when they are below their 200-day average (“downtrend”).