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Stock Selection & Sector Rotation

Criteria and workflows for selecting stocks and identifying strong sectors for weekly trading.


Stock Selection Criteria

Core Requirements

Liquidity

  • Average weekly volume > 500,000 shares
  • Market cap > $2 billion
  • Ensures smooth execution and minimal slippage

Trend & Momentum

  • Price above 50-week Simple Moving Average (SMA)
  • Weekly RSI (14) > 50
  • Higher highs and higher lows on weekly charts

Sector Strength (Optional)

  • Filter for sectors showing recent strength
  • Use sector ETFs to identify leading areas

Earnings Filter

  • Avoid stocks with earnings reports in upcoming week
  • Reduces unpredictable gap risk

Example Entry/Exit Rules

Buy Signal:

  • Stock closes above 50-week SMA, AND
  • Weekly RSI crosses above 50 (bullish momentum)

Sell Signal:

  • Stock closes below 50-week SMA, OR
  • Weekly RSI crosses below 50 (weakening momentum)

Workflow

  1. Weekend: Scan watchlist for stocks meeting entry criteria
  2. Monday: Enter trades at market open if signals confirmed
  3. Weekly: Monitor positions, apply exit rules as needed

Sector Rotation Analysis

Why Sector Strength Matters

  • Stocks tend to follow their sector's trend
  • Strong sectors attract institutional money
  • Helps avoid weak/sideways sectors that drag performance

Identifying Strong Sectors

1. Track Sector ETFs

SectorETF
TechnologyXLK
HealthcareXLV
FinancialsXLF
EnergyXLE
Consumer DiscretionaryXLY
IndustrialsXLI

2. Rank by Performance

  • Calculate percentage change over last 4-8 weeks
  • Use relative strength indicators (RSI, ROC)
  • Look for sectors above their 50-week SMA

3. Focus on Top Performers

  • Screen stocks within top 2-3 ranked sectors
  • These likely contain stocks with strong momentum

Sector Analysis Workflow

  1. Check weekly charts of sector ETFs
  2. Identify sectors with:
    • Price above 50-week SMA
    • RSI > 50
    • Recent weekly gains
  3. Screen stocks only within those sectors

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