IMF Track Record
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This is a model portfolio. The list is a record of companies who are seeing institutional money flow. I use this list as my potential buy list for my portfolios. These are longterm buys in which I wish to build a position in. I first identify the companies or index using IMF and wait until a pullback
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to purchase and confirmation of positive IMF to buy. I will continue to buy as long as there is positive IMF in hopes to build a large position. I will sell if the security falls greater than 10% at anytime.
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The list is not updated on a daily basis and though taken from sources deemed to be accurate, we cannot guarantee the data. See our full risk disclosure on the website.
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The objective of the list is to educate as to how IMF outperforms the benchmark SPY over the long term and not to convey an actual track record.
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I have used the IMF trading strategy as my investment process since 1999 when it was taught to me by a very large money manager while at UBS Securities.
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This list is a personal list and I share it only as an education piece and is not to be considered as a recommendation to purchase or sell securities. Do your own homework!
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Company SymbolIndustry#of funds buyingAdded to list 12/5/16High Price
% Gain to High Price after placed on list.
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S&P500SPYIndexBenchmark226.08267.5618.347
http://quotes.wsj.com/etf/SPY
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NvidiaNVDAElec Semi5592.2224.67143.677
http://quotes.wsj.com/NVDA
Hit 10% stop
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Argan nAGXBldg Heavy Cons2960.4575.725.227
http://quotes.wsj.com/AGX
Hit 10% stop
11
HealthqutyHQYComml Svcs Heal4044.5354.4722.322
http://quotes.wsj.com/HQY
Hit 10% stop
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LumentumLITETelecom Fiber3940.167.6568.703
http://quotes.wsj.com/LITE
Hit 10% stop
13
GigamonGIMOInternet Network2353.3560.3513.121
http://quotes.wsj.com/GIMO
Hit 10% stop
14
InstalledBldIBPBldg Maint3741.579.491.325
http://quotes.wsj.com/IBP
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LydallLDLAuto Truck2559.764.27.538
http://quotes.wsj.com/LDL
Hit 10% stop
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ThorindustTHOBldg Mobile Mft34100.57156.8655.971
http://quotes.wsj.com/THO
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Veeva SysVEEVComputer Sftwr2446.4866.8243.761
http://quotes.wsj.com/VEEV
Hit 10% stop
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BurligtnStrsBURLRetail Apparel3887.92115.231.028
http://quotes.wsj.com/BURL
Hit 10% stop
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JohnBeanJBTBldg Mobile Mfg3390.2120.5533.647
http://quotes.wsj.com/JBT
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WorthingtonWORMetal Proc Fabr3756.2862.3510.785
http://quotes.wsj.com/WOR
Hit 10% stop
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InogenINGNMedical Product3364.43130.05101.847
http://quotes.wsj.com/INGN
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AmerisABCBBanks Southeast3244.8551.314.381
http://quotes.wsj.com/ABCB
Hit 10% stop
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AdvEngyAEISElec Semi3155.219572.070
http://quotes.wsj.com/AEIS
Hit 10% stop
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Sectors In Institutional Buy Zone
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MiningXMEMetals & Mining32.0634.858.702
http://quotes.wsj.com/etf/XME
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Glbl MiningPICKMetals & Mining26.8133.0123.126
http://quotes.wsj.com/etf/PICK
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52 Week Range
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#of funds buyingAdded to list 3/6/17High Price as of 9/20/17
29
CognexCGNXElec Scientific2176.81134.775.368
http://quotes.wsj.com/CGNX
Hit 10% stop
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NetEaseNTES Comp Sftwr18305.06375.122.959
http://quotes.wsj.com/NTES
Hit 10% stop
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TrinseoTSEChemicals Plast1969.1575.28.749
http://quotes.wsj.com/TSE
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AristaNtkANETComp Network24118.99245.65106.446
http://quotes.wsj.com/ANET
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Morgan StanMSBanks6745.6754.2518.787
http://quotes.wsj.com/MS
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CoherentCOHRElec Scientific22182.58320.7375.665
http://quotes.wsj.com/COHR
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Citizens FinlCFGBanks7737.3742.5213.781
http://quotes.wsj.com/CFG
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PlatformSpecPAHChemicals Plast1913.1914.8212.358
http://quotes.wsj.com/PAH
Hit 10% stop
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Dave&BustrPLAYRestuarants1557.1973.4828.484
http://quotes.wsj.com/PLAY
Hit 10% stop
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FinisarFNSRTelecom1733.4836.8510.066
http://quotes.wsj.com/FNSR
Hit 10% stop
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SVBFnclSIVBBanks44190.89236.8624.082
http://quotes.wsj.com/SIVB
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ZionsBancZIONBanks3744.952.216.258
http://quotes.wsj.com/ZION
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MGICMTGIsurance1510.6515.6446.854
http://quotes.wsj.com/MTG
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52 Week Range
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#of funds buyingAdded to list 9/11/2017High Price
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BoeingBAAerospace48239.66296.8223.850
http://quotes.wsj.com/BA
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TeradyneTERElec Semi2735.6144.6325.330
http://quotes.wsj.com/TER
hit 10% stop
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AppleAAPLTelecom85164176.247.463
http://quotes.wsj.com/AAPL
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WesternDgtlWDCComputer Data3888.2788.270.000
http://quotes.wsj.com/WDC
hit 10% stop
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TotalSysTSSFinance Credit3869.1277.5612.211
http://quotes.wsj.com/TSS
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AdobeSysADBEComputer Sftwr88155.16186.2720.050
http://quotes.wsj.com/ADBE
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CadenceCDNSComputer Sftwr2139.2945.9416.925
http://quotes.wsj.com/CDNS
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ElecArtsEAComputuer Sftwr761211210.000
http://quotes.wsj.com/EA
hit 10% stop
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52 Week Range
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Sectors in the Institutional Buy Zone
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Energy 6/17-12/17
CL_FCrude4359.0537.326
Entered Sell Zone 12/17
55
Telecom 12/17IYZTelecom 28.91
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State OilSTO19.5121.027.740
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British PetroBP36.54541.5513.695
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#of funds buyingAdded to list 10/9/2017
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BarnesBMetal Proc Fabr2370.4472.873.450Hit 10% stop
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Applied Material
AMATElec Semi2252.0957.3410.079
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Lam ResearchLRCXElec Semi21185.04210.4513.732
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#of funds buyingAdded to list 11/4/2017
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Dana IncDANAuto Truck1830.4934.7714.037
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FerroFOEChemicals2123.8225.57.053
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OwensCorngOCBldg Constr2482.6995.0414.935
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PulteGrpPHMBldg Resid2630.2335.0115.812
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VishayVSHElec Part2221.3223.459.991
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WinnebagoWGOBldg Mobile2149.0557.216.616
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GracoGGGMachinery3343.6647.448.658split 3/13/1 stock split
70
Added 1/8/2018
High Price% Gain
71
72
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BenchmarkSPYS&P500 ETF275
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AveryDennsnAVYOffice Supplies26114.86
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OwensCorngOCBldg Constr2491.94
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PulteGrpPHMBldg Resid2933.25
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TeradyneTERElec Semi2541.87
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TotalSysTSSFinance CrdtCar3779.09
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ThorIndustTHOBldg Mobile Mfg27150.72hit 10% stop
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SymbolNamePrice as of March 6 2018EPS Trailing 4 Qtrs
82
BOFIB O F I Holding Inc39.662.24
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NFLXNetflix Inc322.631.25
84
GLOBGlobant SA52.21.27
85
PANWPalo Alto Networks181.13.13
86
QLYSQualys Inc77.531.09
87
CRMSalesforce.com Inc123.381.35
88
HEESH & E Equipment Svcs Inc42.821.96
89
ZTSZoetis Inc81.312.4
90
BUFFBlue Buffalo Pet Prods39.870.98
91
PLNTPlanet Fitness Inc Cl A38.560.84
92
OLLIOllie's Bargain Outlet60.21.13
93
TEAMAtlassian Corp Plc Cl A59.010.42
94
WRDWildhorse Resource Dvlp17.76-0.08
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MSCIM S C I Inc146.463.98
96
JOBSFifty One Job Inc Ads77.752.26
97
YYYY Inc120.766.79
98
BBSIBarrett Business Svcs76.276
99
SRIStoneridge Inc23.799
100
MODModine Mfg Co22.15100
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