Navigator – Signal Table Explanation
These are explanations to each section of the signals page. If something does not make sense, either email us or add a comment below.
General
Date Line: The date the signals are for
Top Blue Line: The name of the portfolio. The number in parentheses is the portfolio number.
WTD: The current week’s return. This includes open and closed positions.
MTD: The current month-to-date return of the portfolio. This includes open and closed positions.
YTD: The current -year-to-date return of the portfolio. This includes open and closed positions.
The MTD and YTD returns may not match results derived from the signals in the tables. MTD and YTD are calculated by running a backtest on the current historical data. This data may have changed slightly due to price corrections, dividends and other reasons.
Entry Signals
New entry signals are shown as a green line
Symbol: The symbol of the stock
Date: The date that entry will happen. This is the next market day
BHS: The action is to Buy at next open. Background is green.
Close: The last closing price of the ETF
% Alloc: The percentage of the portfolio to allocate to this position
% P/L: The percent profit or loss of the position at the close. Blank since not in the position
Full Name: The full name of the ETF
In this example, we will be entering CWB on the next open.
Hold Positions
Symbol: The symbol of the ETF
Date: Next trading date.
Action: Continue to hold position. No color for the background.
Close: The last closing price of the stock
% Alloc: The percentage of the portfolio to allocate to this position
% P/L: The current percent profit or loss of the position at the close.
Full Name: The full name of the ETF
In this example, CWB is a hold.
Exit Positions
Symbol: The symbol of the ETF
Date: The next market day
Action: Exit position on open on next market day. Background color is red.
Close: The last closing price of the ETF
% Alloc: The percentage of the portfolio to allocate to this position
% P/L: The percent profit or loss of the position at the close.
Full Name: The full name of the ETF
In this example we exit CWB on the next market open.
Questions? Email us.