Apple: trend-following strategy vs buy & hold
Equities · tracked with Apple (AAPL)
Apple sells the iPhone, Mac, iPad and wearables and earns a growing share of its profit from services such as the App Store, iCloud and payments.
Growth of 100 since 1980
buy & hold · total returnBuy & hold total return of Apple (AAPL). The Strategy Alpha results and live signal for Apple are part of Plus.
What drives Apple
iPhone upgrade cycles, services growth, share buybacks and China (as both market and manufacturing base) drive the stock.
How a trend-following strategy handles Apple
Apple is one of the largest companies in the world and a major weight in the S&P 500 and Nasdaq-100 — so its trend matters for most index investors too.
Our Strategy Alpha applies the same simple, rules-based trend filter to every market: invested while the trend is up, in Treasury bills while it is down, checked once a month. It is not a forecast — it is a discipline that aims to keep most of the long climbs and sit out the deepest drawdowns.
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Educational content, not investment advice. Backtested results are hypothetical and do not guarantee future results. Disclaimer.