Portfolio

Calculate Over:

Oil and Gas Producers

Created by: OmniVest
Date Created: 8/18/2014

Return:

+52%

ROAI:

+78%

Stability:

Consistency:

Select Portfolio

Type:
Designed:
Direction:
Trade Length:
Security Class:
Approach:
Subscription:

Industry Group
Bullish Market
Long
Short
Stocks
Swing Trading

Configure Explore Portfolios

Swing Trading in Bullish Market

Oil and Gas stocks provide outstanding trading opportunities in bullish markets. This profile combines different types of trading strategies that all look to buy these stocks when the broad market is trending upward.

Key Statistics

Strategies:
% Wins:
CAR:
ROAI:
MDD:
Calmar:

10
68.6%
51.9%
77.7%
11.3%
4.6

How This Portfolio was Built:
A combination of trending strategies and swing trading strategies were evaluated on Oil and Gas stocks to see which ones performed well in bullish markets. The best strategies are combined to provide both short term and medium term trades on those stocks.

Open Positions

Strategy	Symbol	L/S	QTY %	QTY	Entry Date	Entry Price	Current Price	Current P/L %	Funding Style
HCT1-L-OV OilGas	APC	Long	7.44 %	134	3/3/2026 9:30:00 AM	$19.18	$18.75	-2.24 %	Paper
IT1-L-OV OilGas	BTE	Long	7.50 %	2419	6/16/2026 9:30:00 AM	$4.29	$4.89	13.99 %	Paper
IT1-L-OV OilGas	CNQ	Long	7.46 %	248	6/26/2026 9:30:00 AM	$39.26	$50.90	29.65 %	Paper
TLB7-L-OV OilGas	EPD	Long	7.49 %	291	8/11/2026 9:30:00 AM	$37.77	$38.83	2.81 %	Paper
TLB1-L-OV OilGas	MUR	Long	7.48 %	305	9/3/2026 9:30:00 AM	$37.69	$37.58	-0.29 %	Paper
TLB1-L-OV OilGas	SFY	Long	7.42 %	69	8/6/2026 9:30:00 AM	$151.97	$152.54	0.38 %	Paper
TLB1-L-OV OilGas	YPF	Long	7.46 %	221	9/1/2026 9:30:00 AM	$52.23	$53.09	1.65 %	Paper

Date Range:
% Wins:
Compound Annual Return:
Return On Avg. Investment:
Max Draw Down:
Average Annual MDD:

9/8/2025 - 9/8/2026
68.6%
51.9%
77.7%
11.3%
8.5%

Calmar:
Trades per Month:
Allocation %/Trade:
Average % Invested:
Ending Equity:

4.6
16.2
7.4%
66.8%
$151,870

Historical Positions

Display All

Symbol Sym	Strategy	QTY %	QTY	L/S	Entry Price	Exit Price	Realized P/L% P/L%	Entry Date	Exit Date	Funding Style
IMO	IT1-L-OV OilGas	7.47 %	88	Long	$118.80	$130.13	9.54 %	6/16/2026 9:30:00 AM 6/16/26 9:30:00	9/8/2026 9:30:00 AM 9/08/26 9:30:00	Paper
DVN	TLB7-L-OV OilGas	7.47 %	243	Long	$45.21	$48.42	7.10 %	8/11/2026 9:30:00 AM 8/11/26 9:30:00	9/2/2026 9:30:00 AM 9/02/26 9:30:00	Paper
XOM	IT1-L-OV OilGas	7.37 %	72	Long	$137.12	$163.93	19.55 %	6/24/2026 9:30:00 AM 6/24/26 9:30:00	9/2/2026 9:30:00 AM 9/02/26 9:30:00	Paper
APA	TLB7-L-OV OilGas	7.46 %	304	Long	$33.85	$43.75	29.25 %	6/16/2026 9:30:00 AM 6/16/26 9:30:00	9/2/2026 9:30:00 AM 9/02/26 9:30:00	Paper
EOG	IT1-L-OV OilGas	7.38 %	76	Long	$136.26	$147.39	8.17 %	5/28/2026 9:30:00 AM 5/28/26 9:30:00	9/2/2026 9:30:00 AM 9/02/26 9:30:00	Paper
XOM	R8-L-OV OilGas	7.39 %	69	Long	$154.22	$159.66	3.52 %	8/6/2026 9:30:00 AM 8/06/26 9:30:00	8/11/2026 9:30:00 AM 8/11/26 9:30:00	Paper
EOG	R5-L-OV OilGas	7.39 %	78	Long	$136.55	$141.40	3.55 %	8/6/2026 9:30:00 AM 8/06/26 9:30:00	8/11/2026 9:30:00 AM 8/11/26 9:30:00	Paper
BTE	R5-L-OV OilGas	7.50 %	2595	Long	$4.18	$4.38	4.78 %	8/6/2026 9:30:00 AM 8/06/26 9:30:00	8/11/2026 9:30:00 AM 8/11/26 9:30:00	Paper
XOM	TLB1-L-OV OilGas	7.42 %	70	Long	$143.44	$155.04	8.09 %	7/8/2026 9:30:00 AM 7/08/26 9:30:00	8/5/2026 9:30:00 AM 8/05/26 9:30:00	Paper
GTE	R5-L-OV OilGas	7.49 %	1646	Long	$7.01	$7.16	2.14 %	7/29/2026 9:30:00 AM 7/29/26 9:30:00	8/3/2026 9:30:00 AM 8/03/26 9:30:00	Paper
SFY	VBX1-L-OV OilGas	7.40 %	72	Long	$144.05	$146.06	1.40 %	7/29/2026 9:30:00 AM 7/29/26 9:30:00	7/31/2026 9:30:00 AM 7/31/26 9:30:00	Paper
SM	R5-L-OV OilGas	7.48 %	354	Long	$31.08	$30.96	-0.39 %	7/29/2026 9:30:00 AM 7/29/26 9:30:00	7/30/2026 9:30:00 AM 7/30/26 9:30:00	Paper
OXY	R5-L-OV OilGas	7.45 %	194	Long	$55.73	$55.04	-1.23 %	7/29/2026 9:30:00 AM 7/29/26 9:30:00	7/30/2026 9:30:00 AM 7/30/26 9:30:00	Paper
EOG	TLB1-L-OV OilGas	7.37 %	74	Long	$136.30	$144.93	6.33 %	7/13/2026 9:30:00 AM 7/13/26 9:30:00	7/29/2026 9:30:00 AM 7/29/26 9:30:00	Paper
FANG	IT1-L-OV OilGas	7.42 %	56	Long	$171.86	$198.20	15.33 %	7/6/2026 9:30:00 AM 7/06/26 9:30:00	7/29/2026 9:30:00 AM 7/29/26 9:30:00	Paper
OXY	TLB7-L-OV OilGas	7.46 %	194	Long	$53.70	$55.73	3.77 %	6/16/2026 9:30:00 AM 6/16/26 9:30:00	7/29/2026 9:30:00 AM 7/29/26 9:30:00	Paper
BTE	TLB1-L-OV OilGas	7.50 %	2481	Long	$4.15	$4.14	-0.24 %	7/13/2026 9:30:00 AM 7/13/26 9:30:00	7/28/2026 9:30:00 AM 7/28/26 9:30:00	Paper
DVN	TLB1-L-OV OilGas	7.44 %	235	Long	$42.55	$43.22	1.57 %	7/9/2026 9:30:00 AM 7/09/26 9:30:00	7/28/2026 9:30:00 AM 7/28/26 9:30:00	Paper
CNQ	TLB7-L-OV OilGas	7.45 %	240	Long	$42.44	$44.95	5.91 %	7/9/2026 9:30:00 AM 7/09/26 9:30:00	7/28/2026 9:30:00 AM 7/28/26 9:30:00	Paper
APA	R8-L-OV OilGas	7.49 %	300	Long	$32.34	$34.92	7.98 %	7/1/2026 9:30:00 AM 7/01/26 9:30:00	7/8/2026 9:30:00 AM 7/08/26 9:30:00	Paper
YPF	R6-L-OV OilGas	7.47 %	215	Long	$45.35	$46.31	2.12 %	6/26/2026 9:30:00 AM 6/26/26 9:30:00	7/7/2026 9:30:00 AM 7/07/26 9:30:00	Paper
YPF	R5-L-OV OilGas	7.47 %	215	Long	$45.35	$46.31	2.12 %	6/26/2026 9:30:00 AM 6/26/26 9:30:00	7/7/2026 9:30:00 AM 7/07/26 9:30:00	Paper
YPF	R1-L-OV OilGas	7.47 %	215	Long	$45.35	$46.31	2.12 %	6/26/2026 9:30:00 AM 6/26/26 9:30:00	7/7/2026 9:30:00 AM 7/07/26 9:30:00	Paper
EC	R5-L-OV OilGas	7.50 %	683	Long	$14.23	$14.45	1.55 %	6/26/2026 9:30:00 AM 6/26/26 9:30:00	7/7/2026 9:30:00 AM 7/07/26 9:30:00	Paper
DVN	TLB1-L-OV OilGas	7.49 %	243	Long	$44.18	$40.15	-9.12 %	6/12/2026 9:30:00 AM 6/12/26 9:30:00	7/6/2026 9:30:00 AM 7/06/26 9:30:00	Paper
YPF	R10-L-OV OilGas	7.47 %	215	Long	$45.35	$44.89	-1.01 %	6/26/2026 9:30:00 AM 6/26/26 9:30:00	7/1/2026 9:30:00 AM 7/01/26 9:30:00	Paper
CNQ	R5-L-OV OilGas	7.46 %	241	Long	$43.32	$39.43	-8.98 %	6/17/2026 9:30:00 AM 6/17/26 9:30:00	6/25/2026 9:30:00 AM 6/25/26 9:30:00	Paper
CNQ	R8-L-OV OilGas	7.49 %	241	Long	$43.48	$39.43	-9.31 %	6/16/2026 9:30:00 AM 6/16/26 9:30:00	6/25/2026 9:30:00 AM 6/25/26 9:30:00	Paper
GTE	IT1-L-OV OilGas	7.49 %	1278	Long	$8.04	$6.15	-23.51 %	5/27/2026 9:30:00 AM 5/27/26 9:30:00	6/25/2026 9:30:00 AM 6/25/26 9:30:00	Paper
EC	IT1-L-OV OilGas	7.49 %	816	Long	$12.91	$14.72	14.02 %	5/12/2026 9:30:00 AM 5/12/26 9:30:00	6/25/2026 9:30:00 AM 6/25/26 9:30:00	Paper
BTE	VBX1-L-OV OilGas	7.50 %	2419	Long	$4.29	$3.95	-7.93 %	6/16/2026 9:30:00 AM 6/16/26 9:30:00	6/24/2026 9:30:00 AM 6/24/26 9:30:00	Paper
BTE	R8-L-OV OilGas	7.50 %	2419	Long	$4.29	$3.95	-7.93 %	6/16/2026 9:30:00 AM 6/16/26 9:30:00	6/24/2026 9:30:00 AM 6/24/26 9:30:00	Paper
BTE	R5-L-OV OilGas	7.50 %	2419	Long	$4.29	$3.95	-7.93 %	6/16/2026 9:30:00 AM 6/16/26 9:30:00	6/24/2026 9:30:00 AM 6/24/26 9:30:00	Paper
SFY	HCT1-L-OV OilGas	7.40 %	73	Long	$147.10	$149.44	1.59 %	6/12/2026 9:30:00 AM 6/12/26 9:30:00	6/17/2026 9:30:00 AM 6/17/26 9:30:00	Paper
CNQ	TLB1-L-OV OilGas	7.47 %	238	Long	$46.28	$43.48	-6.05 %	6/11/2026 9:30:00 AM 6/11/26 9:30:00	6/16/2026 9:30:00 AM 6/16/26 9:30:00	Paper
FANG	TLB1-L-OV OilGas	7.31 %	54	Long	$196.78	$186.66	-5.14 %	6/10/2026 9:30:00 AM 6/10/26 9:30:00	6/16/2026 9:30:00 AM 6/16/26 9:30:00	Paper
MUR	TLB1-L-OV OilGas	7.46 %	268	Long	$39.55	$35.72	-9.68 %	6/9/2026 9:30:00 AM 6/09/26 9:30:00	6/16/2026 9:30:00 AM 6/16/26 9:30:00	Paper
YPF	TLB1-L-OV OilGas	7.49 %	243	Long	$44.13	$52.00	17.83 %	5/18/2026 9:30:00 AM 5/18/26 9:30:00	6/16/2026 9:30:00 AM 6/16/26 9:30:00	Paper
SFY	R5-L-OV OilGas	7.42 %	73	Long	$147.83	$147.10	-0.49 %	6/8/2026 9:30:00 AM 6/08/26 9:30:00	6/12/2026 9:30:00 AM 6/12/26 9:30:00	Paper
SM	R1-L-OV OilGas	7.48 %	330	Long	$32.56	$33.33	2.36 %	6/2/2026 9:30:00 AM 6/02/26 9:30:00	6/3/2026 9:30:00 AM 6/03/26 9:30:00	Paper
FANG	R10-L-OV OilGas	7.46 %	54	Long	$197.08	$202.48	2.74 %	6/2/2026 9:30:00 AM 6/02/26 9:30:00	6/3/2026 9:30:00 AM 6/03/26 9:30:00	Paper
IMO	R5-L-OV OilGas	7.40 %	84	Long	$121.14	$125.37	3.49 %	5/29/2026 9:30:00 AM 5/29/26 9:30:00	6/3/2026 9:30:00 AM 6/03/26 9:30:00	Paper
EPD	R5-L-OV OilGas	7.46 %	277	Long	$37.24	$37.76	1.40 %	5/29/2026 9:30:00 AM 5/29/26 9:30:00	6/3/2026 9:30:00 AM 6/03/26 9:30:00	Paper
CNQ	R8-L-OV OilGas	7.46 %	222	Long	$46.10	$47.54	3.12 %	5/27/2026 9:30:00 AM 5/27/26 9:30:00	6/3/2026 9:30:00 AM 6/03/26 9:30:00	Paper
GTE	R6-L-OV OilGas	7.49 %	1297	Long	$7.91	$8.40	6.19 %	5/29/2026 9:30:00 AM 5/29/26 9:30:00	6/2/2026 9:30:00 AM 6/02/26 9:30:00	Paper
GTE	R1-L-OV OilGas	7.49 %	1297	Long	$7.91	$8.40	6.19 %	5/29/2026 9:30:00 AM 5/29/26 9:30:00	6/2/2026 9:30:00 AM 6/02/26 9:30:00	Paper
GTE	R5-L-OV OilGas	7.49 %	1313	Long	$8.05	$8.40	4.35 %	5/28/2026 9:30:00 AM 5/28/26 9:30:00	6/2/2026 9:30:00 AM 6/02/26 9:30:00	Paper
GTE	VBX1-L-OV OilGas	7.49 %	1278	Long	$8.04	$8.40	4.48 %	5/27/2026 9:30:00 AM 5/27/26 9:30:00	6/2/2026 9:30:00 AM 6/02/26 9:30:00	Paper
FANG	R8-L-OV OilGas	7.42 %	53	Long	$191.96	$197.08	2.67 %	5/27/2026 9:30:00 AM 5/27/26 9:30:00	6/2/2026 9:30:00 AM 6/02/26 9:30:00	Paper
APA	TLB1-L-OV OilGas	7.48 %	272	Long	$40.29	$37.33	-7.35 %	5/21/2026 9:30:00 AM 5/21/26 9:30:00	5/28/2026 9:30:00 AM 5/28/26 9:30:00	Paper
OXY	TLB1-L-OV OilGas	7.43 %	177	Long	$60.50	$57.74	-4.56 %	5/20/2026 9:30:00 AM 5/20/26 9:30:00	5/28/2026 9:30:00 AM 5/28/26 9:30:00	Paper
CNQ	TLB1-L-OV OilGas	7.47 %	219	Long	$48.94	$46.32	-5.34 %	5/19/2026 9:30:00 AM 5/19/26 9:30:00	5/28/2026 9:30:00 AM 5/28/26 9:30:00	Paper
XOM	TLB1-L-OV OilGas	7.35 %	66	Long	$157.32	$149.34	-5.07 %	5/18/2026 9:30:00 AM 5/18/26 9:30:00	5/28/2026 9:30:00 AM 5/28/26 9:30:00	Paper
EPD	IT1-L-OV OilGas	7.48 %	267	Long	$36.78	$38.00	3.32 %	4/20/2026 9:30:00 AM 4/20/26 9:30:00	5/28/2026 9:30:00 AM 5/28/26 9:30:00	Paper
SM	IT1-L-OV OilGas	7.48 %	357	Long	$29.06	$31.16	7.23 %	4/9/2026 9:30:00 AM 4/09/26 9:30:00	5/28/2026 9:30:00 AM 5/28/26 9:30:00	Paper
GPOR	TLB1-L-OV OilGas	7.38 %	57	Long	$186.78	$173.06	-7.35 %	5/20/2026 9:30:00 AM 5/20/26 9:30:00	5/27/2026 9:30:00 AM 5/27/26 9:30:00	Paper
EOG	TLB1-L-OV OilGas	7.38 %	74	Long	$143.87	$133.92	-6.92 %	5/20/2026 9:30:00 AM 5/20/26 9:30:00	5/27/2026 9:30:00 AM 5/27/26 9:30:00	Paper
CVX	TLB1-L-OV OilGas	7.24 %	53	Long	$194.93	$181.85	-6.71 %	5/19/2026 9:30:00 AM 5/19/26 9:30:00	5/27/2026 9:30:00 AM 5/27/26 9:30:00	Paper
SFY	TLB1-L-OV OilGas	7.40 %	77	Long	$131.76	$145.82	10.67 %	4/10/2026 9:30:00 AM 4/10/26 9:30:00	5/20/2026 9:30:00 AM 5/20/26 9:30:00	Paper
MUR	R1-L-OV OilGas	7.47 %	277	Long	$38.25	$38.74	1.28 %	5/12/2026 9:30:00 AM 5/12/26 9:30:00	5/13/2026 9:30:00 AM 5/13/26 9:30:00	Paper
OXY	R5-L-OV OilGas	7.44 %	193	Long	$54.01	$56.22	4.08 %	5/11/2026 9:30:00 AM 5/11/26 9:30:00	5/13/2026 9:30:00 AM 5/13/26 9:30:00	Paper
EC	VBX1-L-OV OilGas	7.49 %	815	Long	$12.89	$13.08	1.47 %	5/11/2026 9:30:00 AM 5/11/26 9:30:00	5/13/2026 9:30:00 AM 5/13/26 9:30:00	Paper
EC	R5-L-OV OilGas	7.49 %	815	Long	$12.89	$13.08	1.47 %	5/11/2026 9:30:00 AM 5/11/26 9:30:00	5/13/2026 9:30:00 AM 5/13/26 9:30:00	Paper
DVN	R6-L-OV OilGas	7.46 %	225	Long	$46.41	$46.60	0.41 %	5/11/2026 9:30:00 AM 5/11/26 9:30:00	5/13/2026 9:30:00 AM 5/13/26 9:30:00	Paper
DVN	R1-L-OV OilGas	7.46 %	225	Long	$46.41	$46.60	0.41 %	5/11/2026 9:30:00 AM 5/11/26 9:30:00	5/13/2026 9:30:00 AM 5/13/26 9:30:00	Paper
APA	R5-L-OV OilGas	7.47 %	289	Long	$36.70	$37.23	1.44 %	5/11/2026 9:30:00 AM 5/11/26 9:30:00	5/13/2026 9:30:00 AM 5/13/26 9:30:00	Paper
YPF	R8-L-OV OilGas	7.49 %	243	Long	$42.91	$45.16	5.24 %	5/11/2026 9:30:00 AM 5/11/26 9:30:00	5/12/2026 9:30:00 AM 5/12/26 9:30:00	Paper
FANG	R5-L-OV OilGas	7.34 %	53	Long	$189.81	$198.06	4.35 %	5/8/2026 9:30:00 AM 5/08/26 9:30:00	5/12/2026 9:30:00 AM 5/12/26 9:30:00	Paper
IMO	HCT1-L-OV OilGas	7.43 %	81	Long	$125.00	$127.32	1.86 %	4/22/2026 9:30:00 AM 4/22/26 9:30:00	5/1/2026 9:30:00 AM 5/01/26 9:30:00	Paper
IMO	VBX1-L-OV OilGas	7.45 %	80	Long	$122.05	$125.70	2.99 %	4/20/2026 9:30:00 AM 4/20/26 9:30:00	4/23/2026 9:30:00 AM 4/23/26 9:30:00	Paper
IMO	R1-L-OV OilGas	7.41 %	80	Long	$123.75	$125.70	1.58 %	4/17/2026 9:30:00 AM 4/17/26 9:30:00	4/23/2026 9:30:00 AM 4/23/26 9:30:00	Paper
APA	R10-L-OV OilGas	7.49 %	276	Long	$36.20	$37.73	4.23 %	4/21/2026 9:30:00 AM 4/21/26 9:30:00	4/22/2026 9:30:00 AM 4/22/26 9:30:00	Paper
YPF	R5-L-OV OilGas	7.46 %	242	Long	$40.44	$44.06	8.95 %	4/17/2026 9:30:00 AM 4/17/26 9:30:00	4/22/2026 9:30:00 AM 4/22/26 9:30:00	Paper
FANG	R1-L-OV OilGas	7.28 %	53	Long	$176.45	$191.28	8.40 %	4/17/2026 9:30:00 AM 4/17/26 9:30:00	4/22/2026 9:30:00 AM 4/22/26 9:30:00	Paper
DVN	VBX1-L-OV OilGas	7.48 %	222	Long	$43.34	$46.00	6.14 %	4/17/2026 9:30:00 AM 4/17/26 9:30:00	4/22/2026 9:30:00 AM 4/22/26 9:30:00	Paper
DVN	R10-L-OV OilGas	7.48 %	222	Long	$43.34	$46.00	6.14 %	4/17/2026 9:30:00 AM 4/17/26 9:30:00	4/22/2026 9:30:00 AM 4/22/26 9:30:00	Paper
DVN	R6-L-OV OilGas	7.48 %	222	Long	$43.34	$46.00	6.14 %	4/17/2026 9:30:00 AM 4/17/26 9:30:00	4/22/2026 9:30:00 AM 4/22/26 9:30:00	Paper
DVN	R1-L-OV OilGas	7.48 %	222	Long	$43.34	$46.00	6.14 %	4/17/2026 9:30:00 AM 4/17/26 9:30:00	4/22/2026 9:30:00 AM 4/22/26 9:30:00	Paper
EOG	R10-L-OV OilGas	7.47 %	75	Long	$134.88	$133.41	-1.09 %	4/14/2026 9:30:00 AM 4/14/26 9:30:00	4/22/2026 9:30:00 AM 4/22/26 9:30:00	Paper
OXY	IT1-L-OV OilGas	7.48 %	172	Long	$60.10	$54.12	-9.95 %	4/9/2026 9:30:00 AM 4/09/26 9:30:00	4/20/2026 9:30:00 AM 4/20/26 9:30:00	Paper
EOG	IT1-L-OV OilGas	7.39 %	73	Long	$139.76	$128.72	-7.90 %	4/9/2026 9:30:00 AM 4/09/26 9:30:00	4/20/2026 9:30:00 AM 4/20/26 9:30:00	Paper
DVN	R8-L-OV OilGas	7.46 %	217	Long	$46.63	$43.34	-7.06 %	4/14/2026 9:30:00 AM 4/14/26 9:30:00	4/17/2026 9:30:00 AM 4/17/26 9:30:00	Paper
OXY	R1-L-OV OilGas	7.45 %	175	Long	$58.62	$53.66	-8.46 %	4/13/2026 9:30:00 AM 4/13/26 9:30:00	4/17/2026 9:30:00 AM 4/17/26 9:30:00	Paper
CVX	VBX1-L-OV OilGas	7.48 %	54	Long	$191.45	$181.89	-4.99 %	4/13/2026 9:30:00 AM 4/13/26 9:30:00	4/17/2026 9:30:00 AM 4/17/26 9:30:00	Paper
CNQ	VBX1-L-OV OilGas	7.46 %	219	Long	$47.11	$44.00	-6.60 %	4/13/2026 9:30:00 AM 4/13/26 9:30:00	4/17/2026 9:30:00 AM 4/17/26 9:30:00	Paper
XOM	R6-L-OV OilGas	7.38 %	65	Long	$154.04	$144.86	-5.96 %	4/10/2026 9:30:00 AM 4/10/26 9:30:00	4/17/2026 9:30:00 AM 4/17/26 9:30:00	Paper
XOM	R1-L-OV OilGas	7.38 %	65	Long	$154.04	$144.86	-5.96 %	4/10/2026 9:30:00 AM 4/10/26 9:30:00	4/17/2026 9:30:00 AM 4/17/26 9:30:00	Paper
CVX	R1-L-OV OilGas	7.39 %	53	Long	$189.71	$181.89	-4.12 %	4/10/2026 9:30:00 AM 4/10/26 9:30:00	4/17/2026 9:30:00 AM 4/17/26 9:30:00	Paper
OXY	R8-L-OV OilGas	7.48 %	172	Long	$60.10	$53.66	-10.72 %	4/9/2026 9:30:00 AM 4/09/26 9:30:00	4/17/2026 9:30:00 AM 4/17/26 9:30:00	Paper
GTE	VBX1-L-OV OilGas	7.49 %	1355	Long	$7.84	$7.97	1.66 %	4/13/2026 9:30:00 AM 4/13/26 9:30:00	4/14/2026 9:30:00 AM 4/14/26 9:30:00	Paper
GTE	R1-L-OV OilGas	7.49 %	1348	Long	$7.59	$7.97	5.01 %	4/10/2026 9:30:00 AM 4/10/26 9:30:00	4/14/2026 9:30:00 AM 4/14/26 9:30:00	Paper
FANG	R10-L-OV OilGas	7.37 %	54	Long	$185.66	$190.55	2.63 %	4/10/2026 9:30:00 AM 4/10/26 9:30:00	4/13/2026 9:30:00 AM 4/13/26 9:30:00	Paper
GPOR	TLB7-L-OV OilGas	7.28 %	46	Long	$202.51	$202.51	0.00 %	2/27/2026 9:30:00 AM 2/27/26 9:30:00	4/9/2026 9:30:00 AM 4/09/26 9:30:00	Paper
MUR	IT1-L-OV OilGas	7.48 %	294	Long	$30.99	$39.49	27.43 %	2/4/2026 9:30:00 AM 2/04/26 9:30:00	4/9/2026 9:30:00 AM 4/09/26 9:30:00	Paper
FANG	IT1-L-OV OilGas	7.31 %	56	Long	$147.38	$197.57	34.05 %	1/9/2026 9:30:00 AM 1/09/26 9:30:00	4/2/2026 9:30:00 AM 4/02/26 9:30:00	Paper
APA	IT1-L-OV OilGas	7.48 %	339	Long	$24.50	$41.35	68.78 %	12/22/2025 9:30:00 AM 12/22/25 9:30:00	4/1/2026 9:30:00 AM 4/01/26 9:30:00	Paper
CNQ	IT1-L-OV OilGas	7.45 %	267	Long	$31.71	$48.70	53.58 %	1/9/2026 9:30:00 AM 1/09/26 9:30:00	3/24/2026 9:30:00 AM 3/24/26 9:30:00	Paper
LINE	R6-L-OV OilGas	7.48 %	268	Long	$38.28	$37.76	-1.36 %	3/17/2026 9:30:00 AM 3/17/26 9:30:00	3/19/2026 9:30:00 AM 3/19/26 9:30:00	Paper
LINE	R1-L-OV OilGas	7.48 %	268	Long	$38.28	$37.76	-1.36 %	3/17/2026 9:30:00 AM 3/17/26 9:30:00	3/19/2026 9:30:00 AM 3/19/26 9:30:00	Paper
YPF	VBX1-L-OV OilGas	7.47 %	277	Long	$34.82	$36.05	3.53 %	3/3/2026 9:30:00 AM 3/03/26 9:30:00	3/6/2026 9:30:00 AM 3/06/26 9:30:00	Paper

Strategies Used

Allocation	Strategy	% Wins	TPM	CAR	MDD	Avg MDD	% Trade	Avg % Inv	Calmar	Days
75%	HCT1-L-OV OilGas	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a
75%	IT1-L-OV OilGas	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a
75%	R10-L-OV OilGas	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a
75%	R1-L-OV OilGas	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a
75%	R5-L-OV OilGas	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a
75%	R6-L-OV OilGas	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a
75%	R8-L-OV OilGas	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a
75%	TLB1-L-OV OilGas	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a
75%	TLB7-L-OV OilGas	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a
75%	VBX1-L-OV OilGas	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Lists Used

List Name	Description	Dynamic List
OV OilGas	OV Oil and Gas	No

Filters Used

Strategy Name	Filter Name	Description	Periodicity	Dynamic Entries & Exits
HCT1-L-OV OilGas	2MA (on SPY)	2MA	Daily	No
IT1-L-OV OilGas	2MA (on SPY)	2MA	Daily	No
R10-L-OV OilGas	2MA (on SPY)	2MA	Daily	No
R1-L-OV OilGas	2MA (on SPY)	2MA	Daily	No
R5-L-OV OilGas	2MA (on SPY)	2MA	Daily	No
R6-L-OV OilGas	2MA (on SPY)	2MA	Daily	No
R8-L-OV OilGas	2MA (on SPY)	2MA	Daily	No
TLB1-L-OV OilGas	2MA (on SPY)	2MA	Daily	No
TLB7-L-OV OilGas	2MA (on SPY)	2MA	Daily	No
VBX1-L-OV OilGas	2MA (on SPY)	2MA	Daily	No

Warnings

Simulation Starting Balance: $100,000.00

Creation (Inception) Date: 8/18/2014

Back Test: ?* to 8/18/2014

Forward Test: None

Max Draw Down: 11.3%

Warning: Max Draw Down in the last 12 months is high.

Per Trade Allocation: 7%/trade

Minimum Volume: 100,000

Minimum Price: $5.00

Avg Trades/Month: 16.2

* Data not available

Settings

Balance:

100,000

Return Calculation:

Compound

List Type:

List:

Goal:

NumStrategies:

Optimize On:

Filter Limit:

Filter On:

Direction:

Min Volume:

100,000

Min Price:

$5.00

Sim Start Date:

Sim End Date:

Date Created:

Approach Breakout:

Approach RTM:

Approach Swing:

Approach Trending:

* Data not available

Strategy Types Used

Strategy Type

Most Effectively Used in

Breakout:

Very Strong Trending Markets

RTM:

50%

Volatile, Trending Markets

Swing:

40%

Cyclical Markets

Trending:

10%

Strong Trending Markets