Portfolio

Calculate Over:

Oil and Gas Producers

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

Return:

+36%

ROAI:

+60%

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
67.5%
36.5%
60.0%
9.9%
3.7

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	7.42 %	133	3/3/2026 9:30:00 AM	$19.18	$18.77	-2.14 %	Paper
IT1-L-OV OilGas	EOG	Long	7.32 %	72	4/9/2026 9:30:00 AM	$139.76	$136.19	-2.55 %	Paper
R8-L-OV OilGas	OXY	Long	7.47 %	171	4/9/2026 9:30:00 AM	$60.10	$57.97	-3.54 %	Paper
IT1-L-OV OilGas	OXY	Long	7.47 %	171	4/9/2026 9:30:00 AM	$60.10	$57.97	-3.54 %	Paper
IT1-L-OV OilGas	SM	Long	7.48 %	355	4/9/2026 9:30:00 AM	$29.06	$28.38	-2.34 %	Paper

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

4/10/2025 - 4/10/2026
67.5%
36.5%
60.0%
9.9%
6.7%

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

3.7
13.3
7.4%
60.8%
$136,455

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
GPOR	TLB7-L-OV OilGas	7.31 %	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	7.49 %	293	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	7.35 %	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	7.47 %	337	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	7.46 %	266	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	7.49 %	267	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	7.49 %	267	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	7.46 %	275	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
EPD	R1-L-OV OilGas	7.46 %	262	Long	$35.66	$36.49	2.31 %	2/26/2026 9:30:00 AM 2/26/26 9:30:00	3/2/2026 9:30:00 AM 3/02/26 9:30:00	Paper
APA	TLB1-L-OV OilGas	7.48 %	333	Long	$25.34	$29.59	16.77 %	1/12/2026 9:30:00 AM 1/12/26 9:30:00	2/27/2026 9:30:00 AM 2/27/26 9:30:00	Paper
FANG	TLB1-L-OV OilGas	7.43 %	56	Long	$152.18	$166.37	9.32 %	1/15/2026 9:30:00 AM 1/15/26 9:30:00	2/26/2026 9:30:00 AM 2/26/26 9:30:00	Paper
DVN	TLB1-L-OV OilGas	7.47 %	228	Long	$37.26	$42.15	13.12 %	1/15/2026 9:30:00 AM 1/15/26 9:30:00	2/26/2026 9:30:00 AM 2/26/26 9:30:00	Paper
SM	TLB1-L-OV OilGas	7.49 %	467	Long	$18.14	$22.41	23.54 %	1/15/2026 9:30:00 AM 1/15/26 9:30:00	2/25/2026 9:30:00 AM 2/25/26 9:30:00	Paper
XOM	R5-L-OV OilGas	7.36 %	63	Long	$148.15	$152.20	2.73 %	2/18/2026 9:30:00 AM 2/18/26 9:30:00	2/19/2026 9:30:00 AM 2/19/26 9:30:00	Paper
YPF	TLB1-L-OV OilGas	7.47 %	244	Long	$34.94	$37.21	6.50 %	1/21/2026 9:30:00 AM 1/21/26 9:30:00	2/17/2026 9:30:00 AM 2/17/26 9:30:00	Paper
LINE	TLB1-L-OV OilGas	7.46 %	236	Long	$36.05	$38.14	5.80 %	12/5/2025 9:30:00 AM 12/05/25 9:30:00	2/17/2026 9:30:00 AM 2/17/26 9:30:00	Paper
SFY	VBX1-L-OV OilGas	7.43 %	70	Long	$129.95	$132.08	1.64 %	2/6/2026 9:30:00 AM 2/06/26 9:30:00	2/9/2026 9:30:00 AM 2/09/26 9:30:00	Paper
SFY	R5-L-OV OilGas	7.43 %	70	Long	$129.95	$132.08	1.64 %	2/6/2026 9:30:00 AM 2/06/26 9:30:00	2/9/2026 9:30:00 AM 2/09/26 9:30:00	Paper
MUR	R5-L-OV OilGas	7.47 %	298	Long	$29.72	$30.99	4.27 %	2/3/2026 9:30:00 AM 2/03/26 9:30:00	2/4/2026 9:30:00 AM 2/04/26 9:30:00	Paper
FANG	TLB7-L-OV OilGas	7.49 %	55	Long	$151.25	$162.91	7.71 %	12/31/2025 9:30:00 AM 12/31/25 9:30:00	2/4/2026 9:30:00 AM 2/04/26 9:30:00	Paper
CNQ	TLB1-L-OV OilGas	7.49 %	245	Long	$35.00	$36.85	5.29 %	1/21/2026 9:30:00 AM 1/21/26 9:30:00	2/3/2026 9:30:00 AM 2/03/26 9:30:00	Paper
GTE	TLB1-L-OV OilGas	7.50 %	1821	Long	$4.72	$5.21	10.38 %	1/13/2026 9:30:00 AM 1/13/26 9:30:00	2/3/2026 9:30:00 AM 2/03/26 9:30:00	Paper
EPD	TLB7-L-OV OilGas	7.46 %	256	Long	$32.06	$32.78	2.25 %	12/24/2025 9:30:00 AM 12/24/25 9:30:00	2/2/2026 9:30:00 AM 2/02/26 9:30:00	Paper
MUR	TLB1-L-OV OilGas	7.47 %	276	Long	$30.06	$31.13	3.56 %	1/8/2026 9:30:00 AM 1/08/26 9:30:00	1/21/2026 9:30:00 AM 1/21/26 9:30:00	Paper
GPOR	VBX1-L-OV OilGas	7.23 %	43	Long	$184.97	$175.93	-4.89 %	1/8/2026 9:30:00 AM 1/08/26 9:30:00	1/16/2026 9:30:00 AM 1/16/26 9:30:00	Paper
YPF	VBX1-L-OV OilGas	7.45 %	248	Long	$34.06	$34.10	0.12 %	1/9/2026 9:30:00 AM 1/09/26 9:30:00	1/13/2026 9:30:00 AM 1/13/26 9:30:00	Paper
EC	TLB7-L-OV OilGas	7.49 %	870	Long	$9.50	$10.41	9.58 %	12/24/2025 9:30:00 AM 12/24/25 9:30:00	1/8/2026 9:30:00 AM 1/08/26 9:30:00	Paper
CVX	TLB1-L-OV OilGas	7.38 %	54	Long	$150.38	$155.50	3.40 %	12/24/2025 9:30:00 AM 12/24/25 9:30:00	1/8/2026 9:30:00 AM 1/08/26 9:30:00	Paper
FANG	R6-L-OV OilGas	7.40 %	55	Long	$149.86	$151.25	0.93 %	12/30/2025 9:30:00 AM 12/30/25 9:30:00	12/31/2025 9:30:00 AM 12/31/25 9:30:00	Paper
FANG	R1-L-OV OilGas	7.40 %	55	Long	$149.86	$151.25	0.93 %	12/30/2025 9:30:00 AM 12/30/25 9:30:00	12/31/2025 9:30:00 AM 12/31/25 9:30:00	Paper
APA	R1-L-OV OilGas	7.47 %	337	Long	$24.50	$24.44	-0.24 %	12/22/2025 9:30:00 AM 12/22/25 9:30:00	12/23/2025 9:30:00 AM 12/23/25 9:30:00	Paper
EC	VBX1-L-OV OilGas	7.49 %	880	Long	$9.33	$9.36	0.32 %	12/19/2025 9:30:00 AM 12/19/25 9:30:00	12/23/2025 9:30:00 AM 12/23/25 9:30:00	Paper
EC	R6-L-OV OilGas	7.49 %	880	Long	$9.33	$9.36	0.32 %	12/19/2025 9:30:00 AM 12/19/25 9:30:00	12/23/2025 9:30:00 AM 12/23/25 9:30:00	Paper
IMO	R5-L-OV OilGas	7.41 %	95	Long	$84.87	$85.30	0.51 %	12/18/2025 9:30:00 AM 12/18/25 9:30:00	12/23/2025 9:30:00 AM 12/23/25 9:30:00	Paper
GPOR	R10-L-OV OilGas	7.41 %	40	Long	$202.19	$203.15	0.47 %	12/18/2025 9:30:00 AM 12/18/25 9:30:00	12/23/2025 9:30:00 AM 12/23/25 9:30:00	Paper
EC	R10-L-OV OilGas	7.49 %	873	Long	$9.39	$9.36	-0.32 %	12/18/2025 9:30:00 AM 12/18/25 9:30:00	12/23/2025 9:30:00 AM 12/23/25 9:30:00	Paper
GPOR	R1-L-OV OilGas	7.45 %	40	Long	$202.07	$203.15	0.53 %	12/17/2025 9:30:00 AM 12/17/25 9:30:00	12/23/2025 9:30:00 AM 12/23/25 9:30:00	Paper
EC	R1-L-OV OilGas	7.49 %	860	Long	$9.51	$9.36	-1.58 %	12/16/2025 9:30:00 AM 12/16/25 9:30:00	12/23/2025 9:30:00 AM 12/23/25 9:30:00	Paper
APA	R8-L-OV OilGas	7.47 %	327	Long	$25.04	$24.44	-2.40 %	12/16/2025 9:30:00 AM 12/16/25 9:30:00	12/23/2025 9:30:00 AM 12/23/25 9:30:00	Paper
CNQ	R8-L-OV OilGas	7.46 %	250	Long	$32.80	$32.48	-0.98 %	12/12/2025 9:30:00 AM 12/12/25 9:30:00	12/23/2025 9:30:00 AM 12/23/25 9:30:00	Paper
GPOR	R8-L-OV OilGas	7.44 %	40	Long	$207.81	$203.15	-2.24 %	12/9/2025 9:30:00 AM 12/09/25 9:30:00	12/23/2025 9:30:00 AM 12/23/25 9:30:00	Paper
CNQ	VBX1-L-OV OilGas	7.49 %	257	Long	$31.38	$32.37	3.15 %	12/17/2025 9:30:00 AM 12/17/25 9:30:00	12/22/2025 9:30:00 AM 12/22/25 9:30:00	Paper
CNQ	R5-L-OV OilGas	7.49 %	257	Long	$31.38	$32.37	3.15 %	12/17/2025 9:30:00 AM 12/17/25 9:30:00	12/22/2025 9:30:00 AM 12/22/25 9:30:00	Paper
YPF	R5-L-OV OilGas	7.46 %	235	Long	$34.80	$35.73	2.67 %	12/16/2025 9:30:00 AM 12/16/25 9:30:00	12/19/2025 9:30:00 AM 12/19/25 9:30:00	Paper
YPF	R1-L-OV OilGas	7.46 %	237	Long	$35.03	$35.73	2.00 %	12/15/2025 9:30:00 AM 12/15/25 9:30:00	12/19/2025 9:30:00 AM 12/19/25 9:30:00	Paper
GTE	VBX1-L-OV OilGas	7.50 %	2126	Long	$3.86	$4.06	5.18 %	12/16/2025 9:30:00 AM 12/16/25 9:30:00	12/18/2025 9:30:00 AM 12/18/25 9:30:00	Paper
CVX	TLB7-L-OV OilGas	7.28 %	45	Long	$154.74	$147.50	-4.68 %	10/21/2025 9:30:00 AM 10/21/25 9:30:00	12/17/2025 9:30:00 AM 12/17/25 9:30:00	Paper
BTE	IT1-L-OV OilGas	7.50 %	3155	Long	$2.23	$3.05	36.77 %	10/17/2025 9:30:00 AM 10/17/25 9:30:00	12/17/2025 9:30:00 AM 12/17/25 9:30:00	Paper
APA	IT1-L-OV OilGas	7.48 %	313	Long	$22.18	$24.30	9.56 %	10/14/2025 9:30:00 AM 10/14/25 9:30:00	12/17/2025 9:30:00 AM 12/17/25 9:30:00	Paper
CVX	IT1-L-OV OilGas	7.27 %	46	Long	$154.91	$147.50	-4.78 %	9/9/2025 9:30:00 AM 9/09/25 9:30:00	12/17/2025 9:30:00 AM 12/17/25 9:30:00	Paper
BTE	R1-L-OV OilGas	7.50 %	2754	Long	$3.04	$3.05	0.33 %	12/15/2025 9:30:00 AM 12/15/25 9:30:00	12/16/2025 9:30:00 AM 12/16/25 9:30:00	Paper
FANG	TLB1-L-OV OilGas	7.38 %	56	Long	$145.10	$151.66	4.52 %	11/13/2025 9:30:00 AM 11/13/25 9:30:00	12/16/2025 9:30:00 AM 12/16/25 9:30:00	Paper
DVN	TLB1-L-OV OilGas	7.47 %	236	Long	$33.32	$35.72	7.20 %	11/6/2025 9:30:00 AM 11/06/25 9:30:00	12/16/2025 9:30:00 AM 12/16/25 9:30:00	Paper
XOM	HCT1-L-OV OilGas	7.40 %	72	Long	$116.10	$119.01	2.51 %	12/1/2025 9:30:00 AM 12/01/25 9:30:00	12/15/2025 9:30:00 AM 12/15/25 9:30:00	Paper
IMO	VBX1-L-OV OilGas	7.48 %	92	Long	$90.98	$92.31	1.46 %	12/10/2025 9:30:00 AM 12/10/25 9:30:00	12/12/2025 9:30:00 AM 12/12/25 9:30:00	Paper
IMO	R6-L-OV OilGas	7.48 %	92	Long	$90.98	$92.31	1.46 %	12/10/2025 9:30:00 AM 12/10/25 9:30:00	12/12/2025 9:30:00 AM 12/12/25 9:30:00	Paper
IMO	R1-L-OV OilGas	7.48 %	92	Long	$90.98	$92.31	1.46 %	12/10/2025 9:30:00 AM 12/10/25 9:30:00	12/12/2025 9:30:00 AM 12/12/25 9:30:00	Paper
GTE	TLB1-L-OV OilGas	7.49 %	1890	Long	$4.14	$4.16	0.48 %	11/7/2025 9:30:00 AM 11/07/25 9:30:00	12/12/2025 9:30:00 AM 12/12/25 9:30:00	Paper
BTE	TLB1-L-OV OilGas	7.50 %	3293	Long	$2.23	$3.10	39.01 %	10/31/2025 9:30:00 AM 10/31/25 9:30:00	12/10/2025 9:30:00 AM 12/10/25 9:30:00	Paper
GPOR	TLB7-L-OV OilGas	7.41 %	40	Long	$184.83	$207.81	12.43 %	10/28/2025 9:30:00 AM 10/28/25 9:30:00	12/9/2025 9:30:00 AM 12/09/25 9:30:00	Paper
GPOR	IT1-L-OV OilGas	7.47 %	42	Long	$175.20	$207.81	18.61 %	7/10/2025 9:30:00 AM 7/10/25 9:30:00	12/9/2025 9:30:00 AM 12/09/25 9:30:00	Paper
XOM	R6-L-OV OilGas	7.40 %	72	Long	$116.10	$116.44	0.29 %	12/1/2025 9:30:00 AM 12/01/25 9:30:00	12/2/2025 9:30:00 AM 12/02/25 9:30:00	Paper
XOM	R1-L-OV OilGas	7.40 %	72	Long	$116.10	$116.44	0.29 %	12/1/2025 9:30:00 AM 12/01/25 9:30:00	12/2/2025 9:30:00 AM 12/02/25 9:30:00	Paper
EC	R5-L-OV OilGas	7.49 %	862	Long	$9.57	$9.83	2.72 %	11/25/2025 9:30:00 AM 11/25/25 9:30:00	11/28/2025 9:30:00 AM 11/28/25 9:30:00	Paper
EC	TLB7-L-OV OilGas	7.49 %	813	Long	$9.19	$9.57	4.13 %	10/24/2025 9:30:00 AM 10/24/25 9:30:00	11/25/2025 9:30:00 AM 11/25/25 9:30:00	Paper
EC	TLB1-L-OV OilGas	7.50 %	824	Long	$8.63	$9.57	10.89 %	10/22/2025 9:30:00 AM 10/22/25 9:30:00	11/25/2025 9:30:00 AM 11/25/25 9:30:00	Paper
YPF	TLB1-L-OV OilGas	7.50 %	285	Long	$25.14	$35.60	41.61 %	10/21/2025 9:30:00 AM 10/21/25 9:30:00	11/25/2025 9:30:00 AM 11/25/25 9:30:00	Paper
CVX	TLB1-L-OV OilGas	7.26 %	47	Long	$153.86	$154.00	0.09 %	10/29/2025 9:30:00 AM 10/29/25 9:30:00	11/13/2025 9:30:00 AM 11/13/25 9:30:00	Paper
MUR	R1-L-OV OilGas	7.47 %	287	Long	$27.80	$28.20	1.44 %	11/6/2025 9:30:00 AM 11/06/25 9:30:00	11/7/2025 9:30:00 AM 11/07/25 9:30:00	Paper
LINE	TLB1-L-OV OilGas	7.46 %	185	Long	$40.35	$38.42	-4.78 %	10/24/2025 9:30:00 AM 10/24/25 9:30:00	11/5/2025 9:30:00 AM 11/05/25 9:30:00	Paper
NFG	R8-L-OV OilGas	7.42 %	90	Long	$81.65	$79.87	-2.18 %	10/27/2025 9:30:00 AM 10/27/25 9:30:00	11/4/2025 9:30:00 AM 11/04/25 9:30:00	Paper
EPD	TLB1-L-OV OilGas	7.48 %	239	Long	$31.30	$30.96	-1.09 %	10/29/2025 9:30:00 AM 10/29/25 9:30:00	10/31/2025 9:30:00 AM 10/31/25 9:30:00	Paper
BTE	R6-L-OV OilGas	7.50 %	3154	Long	$2.28	$2.36	3.51 %	10/21/2025 9:30:00 AM 10/21/25 9:30:00	10/23/2025 9:30:00 AM 10/23/25 9:30:00	Paper
BTE	R1-L-OV OilGas	7.50 %	3154	Long	$2.28	$2.36	3.51 %	10/21/2025 9:30:00 AM 10/21/25 9:30:00	10/23/2025 9:30:00 AM 10/23/25 9:30:00	Paper
APA	R5-L-OV OilGas	7.47 %	317	Long	$22.50	$24.00	6.69 %	10/21/2025 9:30:00 AM 10/21/25 9:30:00	10/23/2025 9:30:00 AM 10/23/25 9:30:00	Paper
CNQ	VBX1-L-OV OilGas	7.50 %	235	Long	$30.18	$31.18	3.31 %	10/17/2025 9:30:00 AM 10/17/25 9:30:00	10/23/2025 9:30:00 AM 10/23/25 9:30:00	Paper
OXY	VBX1-L-OV OilGas	7.46 %	168	Long	$41.94	$43.14	2.86 %	10/14/2025 9:30:00 AM 10/14/25 9:30:00	10/23/2025 9:30:00 AM 10/23/25 9:30:00	Paper
IMO	R8-L-OV OilGas	7.42 %	83	Long	$84.84	$86.64	2.12 %	10/17/2025 9:30:00 AM 10/17/25 9:30:00	10/21/2025 9:30:00 AM 10/21/25 9:30:00	Paper
IMO	R1-L-OV OilGas	7.42 %	83	Long	$84.84	$86.64	2.12 %	10/17/2025 9:30:00 AM 10/17/25 9:30:00	10/21/2025 9:30:00 AM 10/21/25 9:30:00	Paper
IMO	VBX1-L-OV OilGas	7.40 %	80	Long	$87.70	$86.64	-1.21 %	10/13/2025 9:30:00 AM 10/13/25 9:30:00	10/21/2025 9:30:00 AM 10/21/25 9:30:00	Paper
EC	R10-L-OV OilGas	7.49 %	824	Long	$9.05	$8.99	-0.66 %	10/9/2025 9:30:00 AM 10/09/25 9:30:00	10/17/2025 9:30:00 AM 10/17/25 9:30:00	Paper
DVN	TLB7-L-OV OilGas	7.48 %	212	Long	$35.00	$32.05	-8.43 %	10/2/2025 9:30:00 AM 10/02/25 9:30:00	10/17/2025 9:30:00 AM 10/17/25 9:30:00	Paper
IMO	IT1-L-OV OilGas	7.48 %	81	Long	$90.38	$84.84	-6.13 %	10/1/2025 9:30:00 AM 10/01/25 9:30:00	10/17/2025 9:30:00 AM 10/17/25 9:30:00	Paper
NFG	VBX1-L-OV OilGas	7.37 %	83	Long	$84.27	$86.18	2.27 %	10/14/2025 9:30:00 AM 10/14/25 9:30:00	10/16/2025 9:30:00 AM 10/16/25 9:30:00	Paper
FANG	TLB7-L-OV OilGas	7.31 %	51	Long	$142.21	$142.23	0.01 %	10/2/2025 9:30:00 AM 10/02/25 9:30:00	10/13/2025 9:30:00 AM 10/13/25 9:30:00	Paper
GPOR	TLB7-L-OV OilGas	7.37 %	40	Long	$179.24	$176.18	-1.71 %	10/1/2025 9:30:00 AM 10/01/25 9:30:00	10/13/2025 9:30:00 AM 10/13/25 9:30:00	Paper
SM	TLB7-L-OV OilGas	7.48 %	259	Long	$27.78	$23.04	-17.06 %	8/26/2025 9:30:00 AM 8/26/25 9:30:00	10/13/2025 9:30:00 AM 10/13/25 9:30:00	Paper
MUR	TLB1-L-OV OilGas	7.48 %	304	Long	$23.94	$27.59	15.25 %	8/25/2025 9:30:00 AM 8/25/25 9:30:00	10/13/2025 9:30:00 AM 10/13/25 9:30:00	Paper
GPOR	TLB1-L-OV OilGas	7.34 %	42	Long	$167.89	$176.18	4.94 %	8/4/2025 9:30:00 AM 8/04/25 9:30:00	10/13/2025 9:30:00 AM 10/13/25 9:30:00	Paper
SM	TLB1-L-OV OilGas	7.47 %	277	Long	$26.90	$23.91	-11.12 %	9/24/2025 9:30:00 AM 9/24/25 9:30:00	10/10/2025 9:30:00 AM 10/10/25 9:30:00	Paper
IMO	R1-L-OV OilGas	7.42 %	82	Long	$90.80	$89.61	-1.31 %	10/6/2025 9:30:00 AM 10/06/25 9:30:00	10/9/2025 9:30:00 AM 10/09/25 9:30:00	Paper
EC	R6-L-OV OilGas	7.49 %	818	Long	$9.14	$9.05	-0.98 %	10/6/2025 9:30:00 AM 10/06/25 9:30:00	10/9/2025 9:30:00 AM 10/09/25 9:30:00	Paper
EC	R1-L-OV OilGas	7.49 %	818	Long	$9.14	$9.05	-0.98 %	10/6/2025 9:30:00 AM 10/06/25 9:30:00	10/9/2025 9:30:00 AM 10/09/25 9:30:00	Paper
XOM	R8-L-OV OilGas	7.35 %	65	Long	$111.90	$113.29	1.24 %	10/3/2025 9:30:00 AM 10/03/25 9:30:00	10/6/2025 9:30:00 AM 10/06/25 9:30:00	Paper
NFG	TLB1-L-OV OilGas	7.44 %	84	Long	$87.96	$88.90	1.07 %	9/12/2025 9:30:00 AM 9/12/25 9:30:00	10/6/2025 9:30:00 AM 10/06/25 9:30:00	Paper
EPD	VBX1-L-OV OilGas	7.50 %	241	Long	$31.16	$31.50	1.09 %	10/2/2025 9:30:00 AM 10/02/25 9:30:00	10/3/2025 9:30:00 AM 10/03/25 9:30:00	Paper
OXY	TLB7-L-OV OilGas	7.45 %	161	Long	$45.58	$44.97	-1.34 %	7/9/2025 9:30:00 AM 7/09/25 9:30:00	10/3/2025 9:30:00 AM 10/03/25 9:30:00	Paper
EOG	TLB1-L-OV OilGas	7.34 %	62	Long	$116.15	$111.55	-3.96 %	9/23/2025 9:30:00 AM 9/23/25 9:30:00	10/1/2025 9:30:00 AM 10/01/25 9:30:00	Paper
LINE	TLB1-L-OV OilGas	7.46 %	177	Long	$41.92	$38.77	-7.51 %	9/15/2025 9:30:00 AM 9/15/25 9:30:00	9/24/2025 9:30:00 AM 9/24/25 9:30:00	Paper
XOM	HCT1-L-OV OilGas	7.38 %	65	Long	$111.16	$112.72	1.40 %	9/10/2025 9:30:00 AM 9/10/25 9:30:00	9/23/2025 9:30:00 AM 9/23/25 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: 9.9%

Per Trade Allocation: 7%/trade

Minimum Volume: 100,000

Minimum Price: $5.00

Avg Trades/Month: 13.3

* 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