Here you can see the latest Expert Strategies that we’ve published. Notice the name of the screens, which hint at the nature of investment criteria being used to filter the markets.
You can also take a look at the annualized return achieved by a mock portfolio using this strategy. We are going to select the strategy that’s showing one of the best historical performance figures.
On this page you will learn about the strategy's objective and the specific criteria it's using. As you scroll down, you will see the list of instruments that match the selected criteria. At the bottom of the page, in the Historical Performance section, you can backtest the strategy and see how it has performed versus a benchmark index.
Now let’s suppose you use this list to build an investment portfolio that meets this strict criteria. Meanwhile, the markets are constantly changing and you may want to keep your portfolio in tune with this strategy as the months and years pass. There’s no easier way to do this than to set up email alerts.
Your first step is click the Save button in the top right corner. You will see the name and description of the screen, and take the time to notice this very important toggle to turn on email alerts. You will get an update when there are any changes to the "top 10" matches”. You can choose whether you want emails on a Daily, Weekly or Monthly basis. Click to Save New Screen, and you’re all set!
View your Saved Screens and turn on alerts at any time by clicking on the"Saved Screens" tab in the top right corner.