Mark Minervini Trade 2 template

Saturday, Apr 06 2019 by

Has anyone managed to set-up Mark Minervini's 8-stage trend 2 template on Stockopedia please and able to share the rules? Struggling to set this up!

Many thanks in advance.

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3 Posts on this Thread show/hide all

gus 1065 7th Apr 1 of 3

In the absence of a specific Minervini screener (so far), here’s a screen based on trying to identify Stan Weinstein’s (an earlier generation investor on which a lot of Minervini’s ideas are based) Stage 2 break outs. It’s quite a tough thing to model as its very much a visual strategy based on price, volume and moving average trends. It also includes some other criteria/rules that you will want to toggle on and off depending on what you’re trying to achieve. Not exactly what you’re after, but It might give you a few ideas on how to build your own Minervini screen.


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mikelevie 24th May 3 of 3

Nick & Topvest, bear in mind what Minervini says on pg 38 of his book ('Stock Screening' section) about not over-engineering stock screens. He recommends we run separate screens with smaller lists of compatible criteria e.g., 1 for relative price strength & trend and a separate fundamentals screen. This is to avoid passing over a good stock that maybe only misses only 1 criterion.

With this in mind:
Initial trend template:
Fundamentals screen:
I also run any interesting stock against a 'red flag' checklist:

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