Step Aside from the Storms

acuTREND is long-only and rules-based, for equities from $5 billion in market capitalization to the largest companies in the world, and for large-AUM ETFs. It owns the major uptrends, steps aside when they break, and never sells short.

• Managed, not just held: on the Dow Jones ETF (DIA) from 2021 through 2025, one position received seven AT/B (Add To / Buy) signals and an SP 1 partial profit.
• Invested 74% to 99% of the time, with two to three actions a year.
• Profits banked along the way: 20% is sold at SP 1 (Scale Partial) and 20% at SP 2, while 60% stays invested until the Exit.
• No emotion, no drift: objective rules replace second-guessing.

Built Around Capital Preservation

• Out when it matters: nine months out of the Dow in 2008–09, one month in the COVID crash, and out of PayPal while it fell 74% from the Exit price.
• Smaller drawdowns: the deepest drop below a Buy ranged from 1.5% to 23.7%, against buy-and-hold drops of 49.5% to 95.4%.
• Capital kept working: cash from an Exit moves to active Buy signals or short-term Treasuries. In 2022, as the S&P 500 fell 25%, acuTRADE found uptrends in Exxon Mobil, ConocoPhillips, Chevron and Vertex Pharmaceuticals.

Three Components, One Discipline

• acuTRADE: the signals: Buy, AT/B (Add To / Buy), SP 1 and SP 2 (Scale Partial), and Exit.
• acuPHASE, guidance to trend change: green the trend is positive and an advance is favored; red the trend is weakening, an Exit warning. TRENDweight shows the underlying trend strength (100 to −100) and TRENDindex ranks price movement (0 to 20).
• acuPRESSURE, the direction and changing strength of pressure: green buying pressure is building, red sellers are in control, and blue marks participation expansion.

Underlying pressure changes before the trend. acuPRESSURE shifts first, acuPHASE confirms the setup, and acuTRADE takes action.

Execution Markers

Every action is a dated marker on the chart, acted on at the next day’s open.

• Buy: a new uptrend is confirmed.
• AT/B: add to a position, or start one, as the trend continues.
• SP 1 and SP 2: sell 20% each as the trend matures.
• Exit: close the rest when the trend ends.

Next Steps

Evaluate the framework for your portfolio in a private consultation.