NT-31 Long-term Position Trade Stock Portfolio Using Zero Leverage

Buy and Hold Performance January 2000 -January 2021

This program does not trade, it buys and holds quality stocks using zero leverage and without hedging, the objective is to outperform actual inflation (running above 4.75% in 2020) by at least 3 to 1 annually.

Using this spreadsheet  you can experiment with any combination trading any amount from January 2000 though January 2021.

Investing  $32,258,06 in each January 2000.

Starting Balance $1,000,000
Cumulative Net Profit
2007-2020 Average Annual
2021 -2.33%

Any company that has survived and profited in the United States during the last 20 years represents a far safer haven for mine and my family’s wealth than any Government debt instrument.

2) Stocks in this portfolio

Historical Price Data 2000-2020 Lifetime Percent Gain or Loss
AAON 5,488.06%
AAPL 16,899.67%
AMZN 5,023.11%
CACC 7,592.00%
CHDN 3,561.29%
CSGP 2,769.42%
EW 8,311.72%
EXPO 11,834.06%
FISV 1,915.67%
GS 304.80%
HEI 5,995.91%
HEI-A 5,341.11%
IAC 2,999.20%
IDXX 7,594.34%
INTU 1,390.92%
JPM 3,77.58%
KO  369.99%
MCO 4,055.64%
MLAB 7,808.93%
MSFT 640.22%
ODFL 20,739.45%
ORCL 168.89%
ORLY 6,867.07%
PFE 98.39%
ROP 2,686.08%
ROST 9,989.65%
SHW 6,066.67%
SLP 2,0668.76%
T 93.30%
TLY 9,986.87%
USPH 5,038.50%

3) To experiment with any combination of these stocks investing any amount download the spreadsheet  enable editing, see instructions below or contact me and I’ll walk you through it.

Vertical column B quotes and news

Vertical column C historical price data

Vertical column F enter initial investment for each share

Vertical column E enter the current price for each share

Vertical column D lifetime percent gain or loss

Vertical column G current position valuation

Vertical column J portfolio yearly gain or loss

4) B43-F43 will show monthly/yearly gain or loss for the portfolio using any start balance entered per share with no trading and using no leverage.

Obviously you can enhance performance trading anything long and short or at the very least hedging your portfolio during major down trends using option collars, futures or if you’re a non U.S. CFD’s

5) Linked here is an easy to learn & execute long/short trading program that has outperformed the market and captured the majority of all up and down trends since 1980.

This program is by no means the end all but it’s a great place to start and will demonstrate the benefits of trading long and short using a durable long-term trading methodology.

To walk you though the program in section 5 I’m trading is the S&P 500 futures contact from 1980 through 2019.

By getting familiar with the S&P 500 futures contact you can cost effectively hedge a diversified stock portfolio in nano seconds, 23.5 hours a day, 5.5 days a week or you can capture the trends up or down with zero restrictions on shorting.

Margin cost is also far more cost effective, current maximum margin rates for leveraged long S&P positions, 0.75% annually, on short positions you get paid 0.75% annually.

S&P futures also offer more leverage than any responsible trader would ever use (currently up to 23 to 1). Very low margin requirements, cost effective leverage and zero shorting restrictions do come in handy when you’re laying down a hedge after a 11 pm presidential tweet that’s causing a market hemorrhage.

Educational Resources

7.01) Futures Educational Videos (60)
7.02) Futures Options Educational Videos (34)

Stock Index Educational Videos

7.03) What is a Futures contract?
7.04) What is an Equity Index Futures
7.05) About S&P Futures and Contract Specifications
7.06) Definition of Margin
The Benefits of Futures Margins
7.08) Fundamentals and Equity Index Futures
Who Uses Equity Index Products?

7.10) Why Trade Futures instead of ETFs?
Hedging and Risk Management for Equity Index Futures

7.12 Trading Opportunities in Equity Index Futures
.13) How to Trade Select Sectors
Explaining Call Options (Short and Long)
7.15) Explaining Put Options (Short and Long)
7.16) Trading Options During Economic Events
7.17 Option Collars what they are and the basics of how they work
7.18) Working Example of Collaring a Position
7.19) Equity Index Daily & Final Settlement
7.20) Rolling an Equity Position Using Spreads
7.21) What is Equity Index Basis?
7.22) Equity Index Notional Value and Price
7.23) The Importance of Depth (Volume)
7.24) Equity Intermarket Spreads
7.25) Implied Liquidity in Select Sector Futures
) Influence of Pricing on the Option for Equity Traders
7.27) Why Options on Futures Gives Added Benefit of Diversifying Risk
7.28) Alpha/Beta and Portable Alpha
7.29) Cash Equitization – Cash Drag in the Cross Hairs
7.30) Transition Management using Stock Index Futures
7.31) Beta Replication and Smart Beta
7.32) Additional Educational Information on Stock Indices

8) ATA summary & account opening procedure

8.01) Automated Trading Accounts (ATA)
The ATA Fee Structure
8.03) Defining Overall Risk For Your Account

8.04) Exchanges Traded
8.05) Brokerage Firms
8.06) How Balances Are Guaranteed Plus or Minus Trading
How To Open An Account

If you have any questions contact me

Peter Knight Advisor


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