Collective2 Collective2
Featured Strategy QUANT AI Gold and Silver +52.3% Cumul. Return since Sep 23, 2025 Hypothetical

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This is an archived track record. This track record was archived on 7/30/20 16:01 ET. (See latest track record)
These are hypothetical performance results that have certain inherent limitations. Learn more
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ValuGrow Global
(126530265)

Created by: ValuGrow ValuGrow
Started: 12/2019
Stocks
Last trade: 2,061 days ago
Trading style: Equity Non-hedged Equity

Subscriptions not available

No subscriptions are currently available for this strategy because the strategy manager has capped the maximum number of subscribers.

Subscription terms. Subscriptions to this system cost $125.00 per month.

C2Star

C2Star is a certification program for trading strategies. In order to become "C2Star Certified," a strategy must apply tight risk controls, and must exhibit excellent performance characteristics, including low drawdowns.

You can read more about C2Star certification requirements here.

Note that: all trading strategies are risky, and C2Star Certification does not imply that a strategy is low risk.

Trading Category: Equity
Non-hedged Equity
Category: Equity

Non-hedged Equity

Predominantly long equities, although some hedging with short sales of stocks and/or stock index options. Commonly known as "stock-pickers."
95.2%
Cumul. Return

Rate of Return Calculations

Overview

To comply with NFA regulations, we display Cumulative Rate of Return for strategies with a track record of less than one year. For strategies with longer track records, we display Annualized (Compounded) Rate of Return.

How Cumulative Rate of Return is calculated

= (Ending_equity - Starting_equity) / Starting_equity

Remember that, following NFA requirements, strategy subscription costs and estimated commissions are included in marked-to-market equity calculations.

All results are hypothetical.

(64.5%)
Max Drawdown
27
Num Trades
40.7%
Win Trades
2.7 : 1
Profit Factor
5.3%
Win Months
Hypothetical Monthly Returns (includes system fee and Typical Broker commissions and fees)
 JanFebMarAprMayJunJulAugSepOctNovDecYTD
2019                                                                             (1.9%)(1.9%)
2020(1.3%)(29.2%)(40.1%)+32.6%+52.3%+2.8%+79.4%  -    -    -    -    -  +56.0%
2021  -    -    -    -    -    -    -    -    -    -    -    -  0.0
2022  -    -    -    -    -    -    -    -    -    -    -    -  0.0
2023  -    -    -    -    -    -    -    -    -    -    -    -  0.0
2024  -    -    -    -    -    -    -    -    -    -    -    -  0.0
2025  -    -    -    -    -    -    -    -    -    -    -    -  0.0
2026  -    -    -                                                        0.0

Model Account Details

A trading strategy on Collective2. Follow it in your broker account, or use a free simulated trading account.

Advanced users may want to use this information to adjust their AutoTrade scaling, or merely to understand the magnitudes of the nearby chart.

System developer has asked us to delay this information by 168 hours.

Trading Record

Download CSV
Long
Short
Both
Win
Loss
Both
Show More details Show Fewer details
Opened Date/TimeSymbolDescriptionSideQuantAvg PriceClosed Date/TimeAvg PriceDrawdownP/L
12/9/19 9:33 DBC INVESCO DB COMMODITY INDEX LONG 1,500 15.64 7/30/20 16:01 14.79 0.18%
Trade id #126541322
Max drawdown($88)
Time12/11/19 0:00
Quant open1,000
Worst price15.55
Drawdown as % of equity-0.18%
 ($1,303)
Includes Typical Broker Commissions trade costs of $22.50
12/9/19 9:34 CX CEMEX LONG 2,500 3.70 7/30/20 16:01 3.27 n/a ($1,088)
Includes Typical Broker Commissions trade costs of $17.50
12/9/19 9:34 NOK NOKIA LONG 3,000 3.63 7/30/20 16:01 4.45 0.04%
Trade id #126541342
Max drawdown($20)
Time12/9/19 15:50
Quant open1,000
Worst price3.41
Drawdown as % of equity-0.04%
 $2,440
Includes Typical Broker Commissions trade costs of $10.00
12/9/19 9:44 ACH ACCENDRA HEALTH INC LONG 1,000 8.45 7/30/20 16:01 6.60 0.03%
Trade id #126541908
Max drawdown($15)
Time12/9/19 9:48
Quant open500
Worst price7.84
Drawdown as % of equity-0.03%
 ($1,863)
Includes Typical Broker Commissions trade costs of $12.50
12/9/19 9:49 RVP RETRACTABLE TECHNOLOGIES LONG 3,000 1.37 7/30/20 16:01 13.10 0.08%
Trade id #126542110
Max drawdown($40)
Time12/9/19 9:56
Quant open2,000
Worst price1.30
Drawdown as % of equity-0.08%
 $35,183
Includes Typical Broker Commissions trade costs of $7.50
12/13/19 10:30 DBA INVESCO DB AGRICULTURE LONG 500 16.68 7/30/20 16:01 13.96 0.48%
Trade id #126614898
Max drawdown($227)
Time12/23/19 0:00
Quant open500
Worst price16.23
Drawdown as % of equity-0.48%
 ($1,370)
Includes Typical Broker Commissions trade costs of $10.00
12/18/19 9:35 GGB GERDAU LONG 1,000 4.75 7/30/20 16:01 3.46 0.1%
Trade id #126668248
Max drawdown($45)
Time12/18/19 13:50
Quant open500
Worst price4.33
Drawdown as % of equity-0.10%
 ($1,298)
Includes Typical Broker Commissions trade costs of $12.50
1/2/20 13:15 CDE COUER MINING INC LONG 500 7.83 7/30 16:01 7.88 2.02%
Trade id #126836191
Max drawdown($1,015)
Time1/17/20 0:00
Quant open500
Worst price5.80
Drawdown as % of equity-2.02%
 $15
Includes Typical Broker Commissions trade costs of $10.00
12/27/19 13:05 SSW SEASPAN CORPORATION LONG 200 14.32 1/2/20 13:13 13.96 0.15%
Trade id #126770959
Max drawdown($74)
Time1/2/20 13:07
Quant open200
Worst price13.95
Drawdown as % of equity-0.15%
 ($76)
Includes Typical Broker Commissions trade costs of $4.00
12/27/19 13:02 GSK GSK INC LONG 200 47.41 1/2/20 11:10 46.95 0.28%
Trade id #126770916
Max drawdown($138)
Time1/2/20 9:54
Quant open200
Worst price46.72
Drawdown as % of equity-0.28%
 ($96)
Includes Typical Broker Commissions trade costs of $4.00
12/27/19 13:02 BUD ANHEUSER-BUSCH INBEV LONG 100 83.03 1/2/20 11:10 83.18 0.24%
Trade id #126770918
Max drawdown($119)
Time12/31/19 0:00
Quant open100
Worst price81.83
Drawdown as % of equity-0.24%
 $13
Includes Typical Broker Commissions trade costs of $2.00
12/9/19 9:34 HLIT HARMONIC LONG 1,000 8.20 1/2/20 11:06 7.98 0.85%
Trade id #126541363
Max drawdown($400)
Time12/30/19 0:00
Quant open500
Worst price7.40
Drawdown as % of equity-0.85%
 ($233)
Includes Typical Broker Commissions trade costs of $12.50
12/13/19 10:20 AIRI AIR INDUSTRIES GROUP LONG 11,000 1.81 1/2/20 11:03 1.86 4.94%
Trade id #126614624
Max drawdown($2,300)
Time12/18/19 0:00
Quant open10,000
Worst price1.59
Drawdown as % of equity-4.94%
 $510
Includes Typical Broker Commissions trade costs of $12.50
12/20/19 14:56 SPXS DIREXION DAILY S&P 500 BEAR 3X ETF LONG 1,000 13.35 12/24 9:30 13.29 0.19%
Trade id #126708805
Max drawdown($90)
Time12/23/19 0:00
Quant open1,000
Worst price13.26
Drawdown as % of equity-0.19%
 ($65)
Includes Typical Broker Commissions trade costs of $5.00
12/18/19 9:32 SSW SEASPAN CORPORATION LONG 500 13.81 12/20 14:56 14.19 0.18%
Trade id #126668137
Max drawdown($85)
Time12/18/19 10:09
Quant open500
Worst price13.64
Drawdown as % of equity-0.18%
 $180
Includes Typical Broker Commissions trade costs of $10.00
12/18/19 9:33 GSK GSK INC LONG 200 46.66 12/20 14:47 47.39 0.02%
Trade id #126668174
Max drawdown($7)
Time12/18/19 9:37
Quant open200
Worst price46.62
Drawdown as % of equity-0.02%
 $142
Includes Typical Broker Commissions trade costs of $4.00
12/9/19 9:34 GGB GERDAU LONG 1,000 4.20 12/13 10:26 4.28 0.16%
Trade id #126541338
Max drawdown($80)
Time12/9/19 15:12
Quant open1,000
Worst price4.12
Drawdown as % of equity-0.16%
 $63
Includes Typical Broker Commissions trade costs of $12.50
12/9/19 9:34 LCTX LINEAGE CELL THERAPEUTICS INC LONG 10,000 0.79 12/13 10:19 0.73 1.32%
Trade id #126541352
Max drawdown($645)
Time12/10/19 0:00
Quant open5,000
Worst price0.66
Drawdown as % of equity-1.32%
 ($601)
Includes Typical Broker Commissions trade costs of $7.50
12/9/19 9:34 VERI VERITONE INC. COMMON STOCK LONG 2,000 3.02 12/13 10:19 2.84 1.25%
Trade id #126541336
Max drawdown($610)
Time12/12/19 0:00
Quant open2,000
Worst price2.71
Drawdown as % of equity-1.25%
 ($358)
Includes Typical Broker Commissions trade costs of $7.50
12/9/19 10:18 PDLI PDL BIOPHARMA LONG 1,000 3.64 12/13 10:00 3.41 0.54%
Trade id #126542693
Max drawdown($265)
Time12/11/19 0:00
Quant open1,000
Worst price3.38
Drawdown as % of equity-0.54%
 ($235)
Includes Typical Broker Commissions trade costs of $5.00
12/9/19 9:34 UNG UNITED STATES NATURAL GAS LONG 100 17.06 12/13 9:59 17.67 0.04%
Trade id #126541354
Max drawdown($18)
Time12/9/19 13:11
Quant open100
Worst price16.88
Drawdown as % of equity-0.04%
 $59
Includes Typical Broker Commissions trade costs of $2.00
12/9/19 9:34 CDE COUER MINING INC LONG 1,000 6.90 12/13 9:31 6.92 0.18%
Trade id #126541332
Max drawdown($90)
Time12/9/19 9:49
Quant open1,000
Worst price6.81
Drawdown as % of equity-0.18%
 $3
Includes Typical Broker Commissions trade costs of $12.50
12/9/19 15:27 SPXS1920L15 SPXS Dec20'19 15 call LONG 70 0.30 12/13 9:31 0.10 2.87%
Trade id #126548907
Max drawdown($1,400)
Time12/12/19 0:00
Quant open70
Worst price0.10
Drawdown as % of equity-2.87%
 ($1,498)
Includes Typical Broker Commissions trade costs of $98.00
12/9/19 15:28 SPXS1920L14 SPXS Dec20'19 14 call LONG 30 0.65 12/13 9:31 0.30 2.15%
Trade id #126548916
Max drawdown($1,050)
Time12/12/19 0:00
Quant open30
Worst price0.30
Drawdown as % of equity-2.15%
 ($1,092)
Includes Typical Broker Commissions trade costs of $42.00
12/9/19 9:34 SPXS DIREXION DAILY S&P 500 BEAR 3X ETF LONG 1,000 14.44 12/9 9:57 14.36 0.16%
Trade id #126541347
Max drawdown($80)
Time12/9/19 9:42
Quant open1,000
Worst price14.36
Drawdown as % of equity-0.16%
 ($98)
Includes Typical Broker Commissions trade costs of $12.50

Statistics

  • Strategy began
    12/7/2019
  • Suggested Minimum Cap
    $50,000
  • Strategy Age (days)
    2287.79
  • Age
    77 months ago
  • What it trades
    Stocks
  • # Trades
    27
  • # Profitable
    11
  • % Profitable
    40.70%
  • Avg trade duration
    241.1 days
  • Max peak-to-valley drawdown
    64.51%
  • drawdown period
    Jan 14, 2020 - March 20, 2020
  • Cumul. Return
    54.9%
  • Avg win
    $3,984
  • Avg loss
    $1,016
  • Model Account Values (Raw)
  • Cash
    $72,628
  • Margin Used
    $0
  • Buying Power
    $78,064
  • Ratios
  • W:L ratio
    2.73:1
  • Sharpe Ratio
    0.26
  • Sortino Ratio
    0.48
  • Calmar Ratio
    1.357
  • CORRELATION STATISTICS
  • Correlation to SP500
    0.31650
  • Return of Strat Pcnt - Return of SP500 Pcnt (cumu)
    51.71%
  • Return Percent SP500 (cumu) during strategy life
    106.82%
  • Return Statistics
  • Ann Return (w trading costs)
    95.2%
  • Instruments
  • Percent Trades Options
    0.05%
  • Percent Trades Futures
    n/a
  • Slump
  • Current Slump, time of slump as pcnt of strategy life
    n/a
  • Instruments
  • Percent Trades Stocks
    0.95%
  • Slump
  • Current Slump as Pcnt Equity
    n/a
  • Return Statistics
  • Return Pcnt Since TOS Status
    n/a
  • Instruments
  • Short Options - Percent Covered
    100.00%
  • Return Statistics
  • Return Pcnt (Compound or Annual, age-based, NFA compliant)
    0.548%
  • Instruments
  • Percent Trades Forex
    n/a
  • Return Statistics
  • Ann Return (Compnd, No Fees)
    7.3%
  • Automation
  • Percentage Signals Automated
    10.26%
  • Popularity
  • Popularity (Today)
    0
  • Popularity (Last 6 weeks)
    0
  • Popularity (7 days, Percentile 1000 scale)
    0
  • Trading Style
  • Any stock shorts? 0/1
    0
  • Trades-Own-System Certification
  • Trades Own System?
    -
  • TOS percent
    n/a
  • Win / Loss
  • Avg Win
    $3,985
  • Avg Loss
    $1,016
  • Sum Trade PL (losers)
    $16,262.000
  • Sum Trade PL (winners)
    $43,834.000
  • # Winners
    11
  • Dividends
  • Dividends Received in Model Acct
    556
  • Win / Loss
  • Num Months Winners
    4
  • Age
  • Num Months filled monthly returns table
    76
  • Win / Loss
  • # Losers
    16
  • % Winners
    40.7%
  • Frequency
  • Avg Position Time (mins)
    347247.00
  • Avg Position Time (hrs)
    5787.44
  • Avg Trade Length
    241.1 days
  • Last Trade Ago
    2052
  • Leverage
  • Daily leverage (average)
    1.40
  • Daily leverage (max)
    2.75
  • Regression
  • Alpha
    0.01
  • Beta
    0.45
  • Treynor Index
    0.05
  • Maximum Adverse Excursion (MAE)
  • MAE:PL (avg, all trades)
    1.75
  • MAE:Equity, average, all trades
    0.01
  • Avg(MAE) / Avg(PL) - All trades
    0.550
  • MAE:Equity, losing trades only, 95th Percentile Value for this strat
    -
  • MAE:Equity, win trades only, 95th Percentile Value for this strat
    -
  • MAE:Equity, 95th Percentile Value for this strat
    0.18
  • MAE:PL (avg, winning trades)
    -
  • MAE:PL - worst single value for strategy
    -
  • MAE:Equity, average, winning trades
    0.01
  • MAE:Equity, average, losing trades
    0.02
  • MAE:PL (avg, losing trades)
    -
  • Avg(MAE) / Avg(PL) - Winning trades
    0.098
  • Avg(MAE) / Avg(PL) - Losing trades
    -0.702
  • Hold-and-Hope Ratio
    3.057
  • Analysis based on DAILY values, full history
  • RATIO STATISTICS
  • Ratio statistics of excess return rates
  • Statistics related to linear regression on benchmark
  • a (intercept, estimate of alpha)
    0.20600
  • Analysis based on DAILY values, last 6 months only
  • Ratio statistics of excess log return rates
  • VAR (95 Confidence Intrvl)
    0.08000
  • DRAW DOWN STATISTICS
  • Risk estimates based on draw downs (based on Extreme Value T
  • assuming Pareto losses only (using partial moments from Sortino statistics)
  • Max Equity Drawdown (num days)
    66
  • Last 4 Months - Pcnt Negative
    n/a
  • Strat Max DD how much worse than SP500 max DD during strat life?
    -237034000

Strategy Description

Why choose between Value vs. Growth when investing in stocks? At ValuGrow we create systems and execute strategies designed to deliver the best of both worlds. Our algorithmic trading systems also diversify across asset classes, industry groups, geographies, market caps, and risk management strategies. Systems designed to provide asymmetric returns; highly above average gains with almost no down side risk and relatively small draw downs.

How do we achieve it? We use multiple algorithmic systems that work together to magnify many small edges into a large one. Systems that work equally well in up and down markets. Not to mention multiple risk and money management parameters on each position and applied to our entire portfolios.

In addition, we do not rely upon purely mechanical systems alone. We also are a team of highly experienced traders and investors that apply our own discretionary judgement to every trade. We have discovered this helps us to distinguish signal from noise and finely tune trade timing based on decades of experience.

NEVER BEFORE HAS THIS CALIBER OF INVESTMENT BEEN AVAILABLE AT SUCH A LOW COST!

Previously access to investment information of this caliber was only available to high net worth individuals and institutional investors. Now because of advances in FinTech that are proving disruptive to the entire financial and asset management industries, you can not only follow us in real time but even auto-trade our entire portfolio automatically. Thanks in no small part to a company called Collective2.

Also we welcome you to follow our stock pick ideas and weekly market updates blog on valuegrow.com. Information on systems trading and expert trader insights included. You can also get our new weekly blog posts via email by signing up our newsletter. As a Bonus newsletter subscribers get occasional offers to follow our trades on Collective2 at discounted prices. And our Guarantee that we will NEVER spam you nor share your contact information with anyone.
Trade this strategy at Tradier

Summary Statistics

Strategy began
2019-12-07
Suggested Minimum Capital
$25,000
# Trades
27
# Profitable
11
% Profitable
40.7%
Net Dividends
$556
Correlation S&P500
0.317
Sharpe Ratio
0.26
Sortino Ratio
0.48
Beta
0.45
Alpha
0.01
Leverage
1.40 Average
2.75 Maximum
Summary
Higher leverage = greater risk.

More information about leverage

Collective2 calculates the maximum leverage used by a strategy in each day. We then display the average of these measurements (i.e. the average daily maximum leverage) and the greatest of these measurements (maximum daily leverage).

Leverage is the ratio of total notional value controlled by a strategy divided by its Model Account equity. Generally higher leverage implies greater risk.

Example of calculation:
The Strategy buys 100 shares of stock at $12 per share.
The Model Account equity during that day is $5,000.
The leverage is: $1200 / $5,000 = 0.24

This is a useful measurement, but it should be considered in context. This measurement doesn't take into account important factors, such as when multiple positions are held that are inversely correlated. Nor does the measurement take into account the volatility of the instruments being held.

In addition, certain asset classes are inherently more leveraged than others. For example, futures contracts are highly leveraged. Forex positions are often even more leveraged than futures.

Latest Activity

subscribed on started simulation

Most values on this page (including the Strategy Equity Chart, above) have been adjusted by estimated trading commissions and subscription costs.

Some advanced users find it useful to see "raw" Model Account values. These numbers do not include any commissions, fees, subscription costs, or dividend actions.

Strategy developers can "archive" strategies at any time. This means the strategy Model Account is reset to its initial level and the trade list cleared. However, all archived track records are permanently preserved for evaluation by potential subscribers.

About the results you see on this Web site

Past results are not necessarily indicative of future results.

These results are based on simulated or hypothetical performance results that have certain inherent limitations. Unlike the results shown in an actual performance record, these results do not represent actual trading. Also, because these trades have not actually been executed, these results may have under-or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated or hypothetical trading programs in general are also subject to the fact that they are designed with the benefit of hindsight. No representation is being made that any account will or is likely to achieve profits or losses similar to these being shown.

In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk in actual trading. For example, the ability to withstand losses or to adhere to a particular trading program in spite of trading losses are material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program, which cannot be fully accounted for in the preparation of hypothetical performance results and all of which can adversely affect actual trading results.

Material assumptions and methods used when calculating results

The following are material assumptions used when calculating any hypothetical monthly results that appear on our web site.

  • Profits are reinvested. We assume profits (when there are profits) are reinvested in the trading strategy.
  • Starting investment size. For any trading strategy on our site, hypothetical results are based on the assumption that you invested the starting amount shown on the strategy's performance chart. In some cases, nominal dollar amounts on the equity chart have been re-scaled downward to make current go-forward trading sizes more manageable. In these cases, it may not have been possible to trade the strategy historically at the equity levels shown on the chart, and a higher minimum capital was required in the past.
  • All fees are included. When calculating cumulative returns, we try to estimate and include all the fees a typical trader incurs when AutoTrading using AutoTrade technology. This includes the subscription cost of the strategy, plus any per-trade AutoTrade fees, plus estimated broker commissions if any.
  • "Max Drawdown" Calculation Method. We calculate the Max Drawdown statistic as follows. Our computer software looks at the equity chart of the system in question and finds the largest percentage amount that the equity chart ever declines from a local "peak" to a subsequent point in time (thus this is formally called "Maximum Peak to Valley Drawdown.") While this is useful information when evaluating trading systems, you should keep in mind that past performance does not guarantee future results. Therefore, future drawdowns may be larger than the historical maximum drawdowns you see here.

Trading is risky

There is a substantial risk of loss in futures and forex trading. Online trading of stocks and options is extremely risky. Assume you will lose money. Don't trade with money you cannot afford to lose.

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Suggested Minimum Capital

This is our estimate of the minimum amount of capital to follow a strategy, assuming you use the smallest reasonable AutoTrade Scaling % for the strategy.