SMA Over Indices

Simple Moving Average (SMA) is one of the oldest and simplest measurements of trend. Arrived at by taking the average of prices over a period of time, it remains a popular tool for timing investments and risk-management. The following series of posts outlines how investors can use SMAs to get superior risk-adjusted returns.

SMA Strategies using ETFs

SMA strategies that use ETFs to create trend-following portfolios.

Reducing Drawdowns in SMA strategies

Shallower drawdowns allow a bit of leverage to be employed. This could be a good starting point for a NIFTY futures trading strategy.

Slopes vs. Cross-overs

A lagged response will result in higher drawdowns. It could, however, lead to lower transaction costs by papering over short-term mean-reverting moves.

Transaction Costs

Transaction cost analysis to backtests give investors an idea of what gross and net returns of different SMA look-backs look like over buy and hold.

Long-term Returns

Strategy outcomes depend on the underlying index and holding-periods. There is, alas, no magic formula.