****Keep a closed tracking of this strategy.
****It is FREE to add this strategy to your Watch List or to start Simulate.

If you have questions about my strategy, feel free to reach me out by email buffaloasset@gmail.com.

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Main difference between our two strategies
………………..............…………...Buffalo………….........……Buffalo Q...............
Focus:…………...........…………US large-cap stocks…..US tech stocks.....
Equity holding:………….......10 to 20…………......……5 to 10...................
Average trade per month:9..…………..........………….5.............................
Average holding time:…....1.5 month……….....…….1.5 month.............
Average leverage:………......1.3…………………..........…1.4..........................
Return:....…………………….....Moderate……….....……..High.......................
Risk:....……………….........…….Moderate……….....……..High.......................
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****Description of strategy "Buffalo Q" ****
Although this strategy only deployed on Colletive2 in August 2021, I have been back-testing, optimising, and tracking real-time performance of this model for years. I saw promising results. I know it is weak to say how good our strategy is without having a Collective2 solid tracking record. You may want to wait for six months or more before subscription. However, if you are reading, add this strategy to your Watch List or start Simulate, it is free to do so. Track it for six months and see the result.

1. Summary
This strategy focuses on technology section and holds companies that have the most upward momentum.

2. Objective
To achieve an outsized return higher than SPX500 over the long term, with a lower maximum drawback.

3. System description
The theory behind this model is momentum. Stocks that have risen in the past tend to keep rising. Stocks that have done poorly tend to keep falling. Stocks that have the most upward momentum beat the market.
This strategy is fully algorithm based. It uses a diverse set of factors and multiple performance windows to rank assets from an asset pool. It only holds the top best-performing assets. The performance of each asset will be reviewed monthly. Generally, changes in asset allocation happen once a month especially on the last trading day of each month. At the time when there is no asset meeting its criteria, it simply holds cash.
To ensure best performance and avoid lack of liquidity, our asset pool is composed of carefully selected medium-large US stocks, index ETFs and Bond ETFs.

4. Key Features:
Fully algorithm based
Designed to scale up
Average 1.5 months holding time
Average 6 trades each month
Medium-large stocks and ETFs only strategy
Long-only strategy
AutoTrade (recommended, hassle-free) or manual.
Sophisticated risk management

5. Risk management
The following defensive strategy is used to protecting profits.
a. Hold and be patient. Keep a close eye on the market.
b. Close risky positions.
c. Reduce leverage
d. Add hedges to the portfolio, including Inverse ETFs and Bond ETFs.

Stop Loss is used and will be updated regularly as well.


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FAQs
1. Should I copy open trades?
Yes

2. What is the minimum amount I should copy?
For AutoTraders, the recommended minimum amount is $20000 otherwise you may not 100% copy all my trades. Why? First, some stocks are not cheap. e.g. AMZN $3300/share, GOOGL $2800/share. Second, C2 AutoTrade rounds down fractions.
For manual traders, if your broker has fractional trading available, a minimum amount of $1000 will do, otherwise recommended minimum amount is $20000.

3. When is the best time to start copying?
The best time is now. You have to enter the market, in order to beat the market. As a long-term investor, the daily movements in markets will ultimately have a marginal effect on your returns.

4. Does this system need to be AutoTraded?
AutoTrade is recommended, hassle-free.
Manual trading also works.
As we know that AutoTrade is not supported by all brokers, you can copy my positions manually. Signals will be sent by C2 system-generated emails at the same time when I enter/close positions. You could simply copy my trade at market price. It is been back-tested that there is not much difference in returns between trading by using end of day price and trading by using the next day open price. Manual trading may have a little advantage which is you could 100% copy my portfolio if your broker has fractional trading available. Why? Because C2 AutoTrade rounds down fractions.

For manual traders, make sure you have C2 signal alerts turned on. Refer to https://support.collective2.com/hc/en-us/articles/115013734467-Can-I-receive-real-time-signal-alerts-

5. Do you short stocks?
No.

6. Do you use leverage?
Yes, average 1.5 leverage

7. Do you use Stops?
Yes, our strategy has a 20% Stop Loss at portfolio level, and will be updated regularly.

8. How do I set up Auto Stop Loss?
Choose "No custom stop loss. Follow strategy rules." (Recommended)
If you want to set up a custom stop loss, make it as more than 30% of every position. A stop-loss that is too small pretty much guarantees you to sell at the worst time possible. We use inverse ETFs and bond ETFs to protect our positions when necessary. Follow our strategy rules. Don't panic sell. The last thing you want is for your positions to be sold when the market crashes.

9. Which account type should I have?
Your account must have permission to trade stocks (Long) and ETF(Long). We may buy inverse ETFs (e.g. SH, PSQ) to hedge against market crashes but we DO NOT short stocks.
1). Margin account is recommended. (Recommend 100% AutoTrade Scaling)
2). Non-margin account including Cash account, Individual Retirement Account (IRA) or Self-Managed Superannuation Fund account (SMSF) also works. HOWEVER, as we know, these accounts don't allow you to borrow funds. As my strategy uses an average 1.5X leverage, please set your AutoTrade Scaling as 60% or under, otherwise, you may not copy all my positions or you may exceed your account limit.

10. How much scaling should I use?
1). For margin account holders, recommended Scaling= (the amount you wish to allocate / my model account equity)*100%.
Example:
Strategy’s current Model Account equity is $50,000.
You wish to allocate $40,000 to my strategy.
You might consider doing the following: set your AutoTrade Scaling to 80% = 40000/50000*100%.
2). For non-margin account holders, recommended Scaling= (the amount you wish to allocate / my model account equity)*100%*60%.
Our strategy uses 1.5x leverage, you cannot borrow funds and you do not want to exceed your account limit.
Example:
Strategy’s current Model Account equity is $50,000.
You wish to allocate $40,000 to my strategy.
You might consider doing the following: set your AutoTrade Scaling to 48% = (40000/50000)*100%*60%.

About Scaling, refer to https://support.collective2.com/hc/en-us/articles/115008510008-AutoTrade-Setting-Scaling-How-big-or-small-should-I-make-my-scaling-