This page provides you with crucial guidance on how to make the optimum use of the VitalQuant website and get the most out of your Premium Strategy.
VitalQuant updates all strategies and written reports on Sunday afternoon each week. We will send an email to all subscribers when the updates can be viewed on the site.
Rebalancing and trades are scheduled to be made on Monday - unless Monday is a holiday, then Tuesday.
This schedule is only interrupted if there is a market event that justifies ourVital Risk Control™ system issuing a global buy or sell recommendation during the middle of a week. These conditions are exceedingly rare, but can happen during periods of unusual turbulence affecting markets.
You may also occassionally see a mid-week sale recommendation if a position has received bad news and is crashing hard. The sale can be executed when you receive the email notice, or you can place a "Market at Close" order with your broker to sell the stock or ETF just before the market closes for the day.
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Most VitalQuant Premium Strategies trade equities or ETFs that have plentiful liquidity, meaning that there is an ample volume of trades and dollars changing hands each trading day. You shouldn't have an issue opening or closing a position and getting a fill close to the quoted price.
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You should avoid placing your trades in the first hour of the market open (9:30am EST) on Monday. There is too much volatility during this time, as automated trading systems and high-frequency traders are executing rapid-fire transactions. ETFs are especially difficult for market-makers to price at the open and close when hundreds or thousands of their underlying stocks are in flux.
After the first 60 minutes, prices have usually settled down. However, you should still use a Limit Order to place your trade. Don't use a Market Order entered before the open. While it can be very appealing on Sunday evening to place an easy order to buy/sell at the market price at Monday's open, the price you get is often very different from what was quoted on Sunday (which is showing Friday's closing price).
Getting your transaction filled is more important than saving a fraction of a percent on the trade. To insure you get a reasonable fill, you should place a Limit Order within 2¢ of the listed bid or ask price — depending on whether you are selling or buying.
Because your limit price is slightly aggressive, the market will fill it nearly instantly. However, using the limit price acts as a hard ceiling, legally protecting your portfolio from a sudden, freak price spike (which occur more frequently than you might imagine).
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We once had a subscriber write, “I have been trying to get a fill on XYZ stock for the last month, looking to get it on a dip. But it has just climbed and climbed, gaining 46% already!”
This person was a very experienced investor and someone who had earned a PhD, so clearly not ignorant. Nevertheless, she fell into a classic trap that can befall all users of systematic strategies.
A desire to “Buy-the-Dip” is one of the most common mistakes in systematic investing. Momentum is a factor used in the ranking systems of nearly all our models. It is a time-proven, successful investment approach that has worked for a century. A position that has been climbing is likely to continue climbing. When that momentum declines by a sufficient amount (after adjusting for volatility), the position is automatically sold.
Our models screen out positions showing floundering momentum, which can be a precursor to a sell-off. It’s a mistake to try to rethink the trade with your personal approach to “save a bit, buying the dip.” We are aware of the price action of the positions in the VitalQuant Premium Strategies. None of them are "mistakes." Please don’t try to “redesign” the strategy based on your discretionary judgment. We can almost guarantee that you will see poor performance.
This desire by investors to “rethink” the trades recommended by a systematic strategy is natural and pervasive. As an experienced investor, you have probably learned lessons that have served you well over the years. It’s normal to want to overlay your hard-earned approach on a VitalQuant trade recommendation. Nevertheless, it is a significant mistake to override the VitalQuant trades with your own take on those trades. It is a sure way to get dramatically lower performance from your portfolio.
While it might work on a few trades, systematic strategies earn their edge by removing human emotions and the "heuristic judgments" that consistently sabotage discretionary traders. For your own success, please don't reintroduce this discretion into your systematic strategy.
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You can manage your subscription using the "My Account" link on the right side of the footer of every page (or near the top of the Member's Dashboard page). This link provides resources to make changes to your account. For example, you can:
1) add another strategy,
2) change strategies,
3) change the card or bank account for billing,
4) change your password, or
5) cancel your account if necessary.
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Support
If you need support or need to contact us for any reason, please use our Support page, available via the link on the right side of the footer of any page.
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Important Disclosures: For informational purposes only to demonstrate the effectiveness of systematic investment strategies. VitalQuant does not offer personalized investment advice. Neither Vital Quantitative Research, LLC (dba VitalQuant.com), nor its employees, service providers, associates, or affiliates are responsible for any losses you may incur as a result of using the information provided. Investing in publicly traded securities is inherently risky, and you may lose money. Past investment performance may not be indicative of future returns. All quantitative strategies developed by any provider must use simulated or hypothetical performance results in their creation, which have inherent limitations and do not represent actual trading. All VitalQuant Premium Strategies must have a minimum of five years of out-of-sample, live performance to be considered for our lineup of flagship investment strategies. The content herein may not be copied, reproduced, or distributed in any way. See all Terms and Conditions for use of this website.
VitalQuant provides individual investors with high-performance, institutional-grade investment strategy signals at an affordable price. Profit from models designed by Wall Street strategists today.
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