Clive...thanks, doing better now. Like your ladder twist of not selling out of a position...
A while back Ray Passmore had asked about using percent changes from previous price with EZM vs. percent changes from initial price. Added the feature and was surprised to see that the effect was equivalent to turning 'On' Level-Gain when using Std EZM. What really becomes a barn burner is to do both...use percent changes between prices and use Level-Gain (for EZM the Level-Gain feature only works when the price is above the initial portfolio price and Std EZM option is being used).
I also added the option to start EZM in three ways:
1. Std EZM...user initially buys enough shares to sell equal number of shares the first time there is a new Jiggle UP from Initial Price.
2. Conservative Start
a. user makes one level cost buy, and does not sell those shares until price target is met......Up Price % Chg.
b. rebound buys are not made until after the price declines from the previous GTC Price.
3. No Money Down
a. user makes no initial purchases.
b. rebound buys are not made until after the price declines from the previous GTC Price.
The back test spreadsheet can test Std EZM and Conservative Start; but, not the No Money Down option.
These days, I am using the Conservative Start option with multiple stocks. In more normal times, I prefer Std EZM with Level-Gain ON, and Percent Price Change from Previous price ON.
Don
-nothing happens without a dream
AI
