Saturn Strategy

A systematic short-selling approach that profits from declining stocks by identifying securities showing the weakest technical characteristics.

What This Page Covers

This page explains our short weakness strategy framework. You'll learn about the scoring system that identifies weak stocks, the optimized parameters for position sizing and risk management, how trades are executed, and why certain price ranges work best for shorting.

1

Strategy Overview

Core Concept

The Saturn strategy identifies stocks exhibiting bearish characteristics and profits when their prices decline. Unlike long strategies which buy strength, this strategy sells weakness - shorting stocks with poor momentum, bearish technical patterns, and underperformance relative to the market.

Ranks all stocks daily using a proprietary weakness algorithm
Shorts the weakest qualifying stocks in equal-weight allocation
Uses next-day open execution for signals, immediate stop-losses
No market filter - shorts can profit in any market condition

Current Configuration

Stock UniverseUS Equities
Max Portfolio SizeConcentrated
Minimum ScoreProprietary Threshold
Price RangeOptimized Range
Stop-LossActive Protection
AllocationEqual Weight
2

Why Price Range Matters

Optimized Price Filter

Through extensive optimization testing over thousands of parameter combinations, we discovered that a specific price range produces dramatically better risk-adjusted returns than wider ranges. This isn't arbitrary - there are fundamental reasons why.

Why Exclude Cheap Stocks?

  • Higher volatility leads to more stop-loss triggers
  • More susceptible to short squeezes
  • Lower liquidity increases slippage
  • Harder to borrow shares for shorting

Why Exclude Expensive Stocks?

  • Often mega-caps with strong institutional support
  • Tend to be more resilient during selloffs
  • Weakness signals less reliable at high prices
  • Higher capital requirements per position
3

Risk Management

Stop-Loss Protection

Short selling has theoretically unlimited downside - a stock can rally infinitely. The strategy employs a protective stop-loss to guard against catastrophic losses from short squeezes or unexpected positive news.

When a shorted stock rallies beyond the stop threshold from our entry price, we immediately cover the position at market price, regardless of whether it still shows weakness signals.

Optimized Protection

Calibrated Threshold
The stop-loss level was optimized through extensive backtesting to balance capital protection against premature exits.
Rare Triggers
Stop-loss exits are rare in our backtest, demonstrating the effectiveness of the weakness scoring system.
4

Trade Execution

T+1 Execution Model

All trading signals are generated at market close (Day T) and executed at the next day's open (Day T+1). This ensures realistic backtesting without look-ahead bias.

1

End of Day T: Generate Signals

After market close, calculate weakness scores for all stocks. Rank qualifying stocks and determine which positions to open or close.

2

Day T+1 Open: Execute Trades

At market open, execute the signals from the previous day. Covers are executed first, then new short positions are opened in equal weight.

Equal-Weight Allocation

Unlike the momentum strategies which use score-weighted allocation, Saturn uses equal-weight positions. Each short position receives an equal share of capital, reducing the impact of any single stock.

Example: With $100,000 capital and 5 qualifying stocks, each position receives approximately $20,000 in short exposure.

Important Disclaimer

Short selling involves significant risks including unlimited loss potential. All performance figures are based on historical backtesting and are hypothetical. Past performance does not guarantee future results.

The backtest assumes perfect execution at open prices with no slippage and assumes shares are always available to borrow. Real-world short selling may involve borrowing fees, margin requirements, and forced buy-ins. This is educational content, not investment advice.