Microsoft: trend-following strategy vs buy & hold
Equities · tracked with Microsoft (MSFT)
Microsoft is one of the world's largest companies: cloud computing (Azure), Office software, Windows, LinkedIn, gaming — and a leading investor in artificial intelligence.
Growth of 100 since 1986
buy & hold · total returnBuy & hold total return of Microsoft (MSFT). The Strategy Alpha results and live signal for Microsoft are part of Plus.
What drives Microsoft
Cloud and AI growth, enterprise IT budgets and profit margins drive the business; interest rates and investor appetite for large-cap tech drive the valuation.
How a trend-following strategy handles Microsoft
Microsoft has compounded for decades, but even it spent more than a decade below its 1999 high. Great companies can still be poor investments when bought at the wrong price.
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.