SwingMax Portfolio

SwingMax signals focus on identifying individual trade opportunities, while SwingMax Portfolio focuses on decision reduction at the portfolio level.

Instead of asking users to evaluate dozens of signals, the portfolio applies additional AI filtering, prioritization, and position limits to create a single, coherent set of trades. The goal is not more activity, but better selection and consistency.

Signals are excluded when they fail to meet portfolio-level criteria, even if they are technically valid on their own. These criteria include:

• Relative signal strength versus other candidates on the same day
• Fundamental risk factors that increase downside asymmetry
• Liquidity constraints that could affect real execution
• Overlap with existing portfolio exposure

This means some valid signals are intentionally ignored to protect overall portfolio quality.

The position cap is a design choice, not a technical limitation.

Backtesting shows that beyond a small number of positions, incremental diversification often reduces clarity without meaningfully improving outcomes for swing trading timeframes. Limiting holdings helps users stay focused, manage capital more effectively, and avoid signal dilution.

Yes, but only when signal conditions materially change.

Positions are added or removed based on signal status updates rather than fixed schedules. This avoids unnecessary turnover and keeps the portfolio aligned with current market conditions.

Yes, but it works best when followed as a standalone system.

Mixing discretionary trades with portfolio positions can dilute performance tracking and reintroduce emotional decision making. Many users choose to allocate a specific portion of capital exclusively to SwingMax Portfolio for clarity.