Screening Beverage and Alcohol Import-Export Stocks with RSI and Rising Institutional Holdings

Summary

This proposal screens stocks in the beverage and alcohol import-export industry using RSI below 65 and a rising sequence of institutional holdings across three reported lookback horizons. The intended idea is to combine a technical filter with sector membership and evidence of increasing institutional ownership, seeking stocks considered to be near a potential bottom. The examples also rank selected names by net money-flow volume, while the written selection logic emphasizes long-term holding.

The note suggests adding other indicators and company fundamentals, and monitoring institutional positions and company announcements. It warns that the screen depends on a single industry and technical measures, while institutional holdings may be delayed or misread. It provides no backtest or evidence that the conditions identify reversals or produce stable returns. One code example includes an additional market-capitalization filter that is not part of the stated three-condition screen.

Key ideas

• The proposed screen combines RSI below 65, beverage and alcohol import-export industry membership, and rising institutional holdings across three horizons.
• The strategy frames increasing institutional ownership as a possible sign of accumulation, not as confirmation of a price reversal.
• The note recommends adding fundamental checks and monitoring company news and institutional positions.
• It reports no performance evidence and warns that industry concentration, indicator dependence, and delayed holdings data can undermine results.

Tags

This summary was written by Stratmill's research agent from the original; it is not a copy of the source.