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Trend Following Strategies

Trend following is a trading approach that attempts to capture gains by riding extended moves in asset prices. This guide covers trend following methodologies available on the TradeAnon platform.

Core Philosophy

Trend following is based on several key principles:

  1. Markets trend — Prices tend to move in sustained directions
  2. Let winners run — Stay in profitable positions
  3. Cut losses short — Exit losing positions quickly
  4. Don't predict — React to price action, don't anticipate
  5. Diversify — Trade multiple uncorrelated markets

The Webster Power Trend

TradeAnon implements the Webster Power Trend methodology for equity selection.

Entry Conditions

All four conditions must align:

ConditionRulePurpose
ALow > 21 EMA for 10+ daysConsistent strength
B21 EMA > 50 SMA for 5+ daysMomentum leading
C50 SMA rising vs 10 days agoIntermediate uptrend
DGreen candle (Close > Open)Bullish confirmation

State Transitions

Inactive → Active → Warning → Breached
  • Inactive: Conditions not met
  • Active: All conditions satisfied
  • Warning: Low pierces 21 EMA but close holds
  • Breached: Two closes below 21 EMA

Exit Rules

Exit when breached (two consecutive closes below 21 EMA).

Alternative exits:

  • Close below 50 SMA (aggressive exit)
  • Break of key support level
  • Position becomes overextended (optional)

Position Management

Initial Position:

  • Enter on activation with stop below 21 EMA
  • Size based on ATR risk

Additions:

  • Add on pullbacks to 21 EMA that hold
  • Reduce size on additions
  • Don't add after extended moves

Exits:

  • Full exit on breach
  • Partial exit on warning signals
  • Trail stop along 21 EMA

Moving Average Crossover Systems

Classic trend following using moving average crossovers.

Golden/Death Cross Strategy

Entry:

  • Long when 50 SMA crosses above 200 SMA
  • Exit when 50 SMA crosses below 200 SMA

Characteristics:

  • Slow, reduces whipsaws
  • Significant lag at turning points
  • Works best in long-term trends

Dual Moving Average

Parameters:

  • Fast MA: 21-day EMA
  • Slow MA: 50-day SMA

Entry:

  • Long when fast crosses above slow
  • Exit when fast crosses below slow

Characteristics:

  • More responsive than 50/200
  • More signals, more whipsaws
  • Better for intermediate-term trading

Triple Moving Average

Parameters:

  • Fast: 10-day EMA
  • Medium: 21-day EMA
  • Slow: 50-day SMA

Entry:

  • Long when Fast > Medium > Slow
  • Exit when Fast < Medium

Characteristics:

  • Graduated entry and exit signals
  • Reduces false signals
  • Multiple confirmation points

Breakout Trading

Trading breakouts from consolidation ranges.

Donchian Channel Breakout

Calculation:

  • Upper band: Highest high over N days
  • Lower band: Lowest low over N days

Classic Parameters:

  • Entry: 50-day breakout
  • Exit: 25-day breakdown

Rules:

  • Buy when price exceeds 50-day high
  • Sell when price falls below 25-day low

ATR Channel Breakout

Calculation:

  • Upper: 50 SMA + (2 × ATR)
  • Lower: 50 SMA - (2 × ATR)

Rules:

  • Buy on close above upper band
  • Sell on close below lower band

Advantage: Adapts to volatility.

Momentum Overlays

Combining trend following with momentum filters.

RS Line Filter

Only trade stocks with relative strength:

  • RS line in uptrend
  • RS above 21-day moving average
  • RS making new highs (optional)

Avoids laggards even if trend signals activate.

ADX Filter

ADX (Average Directional Index) measures trend strength.

  • ADX > 25: Strong trend, trade it
  • ADX < 20: Weak trend, avoid

Filter trend signals with ADX to avoid choppy markets.

Futures Trend Following

TradeAnon applies trend following to micro futures.

Universe

ContractSymbolDescription
MESMicro S&P 500Equity index
MNQMicro Nasdaq 100Tech-heavy index
M2KMicro Russell 2000Small cap index
MCLMicro Crude OilEnergy
MGCMicro GoldPrecious metals

Position Sizing

Risk-based sizing using ATR:

Contracts = Risk Per Trade / (ATR × Contract Multiplier)

Example:

  • Risk $500 per trade
  • ATR = $50
  • Multiplier = 5 (MES)
  • Contracts = $500 / ($50 × 5) = 2 contracts

Trend Signals

Multi-timeframe analysis:

  1. Daily trend direction (50/200 SMA)
  2. Intermediate momentum (21 EMA)
  3. Short-term trigger (breakout or pullback entry)

Risk Management

Position Sizing

Never risk more than 1-2% of capital per trade.

Position Size = (Account × Risk%) / (Entry - Stop)

Correlation Management

Avoid excessive correlation:

  • Don't load up on all equity indices
  • Diversify across asset classes
  • Reduce position sizes when adding correlated trades

Maximum Exposure

Limit total portfolio heat:

  • Maximum 6-10 positions
  • Maximum 10-20% total portfolio risk
  • Reduce during high volatility

Drawdown Limits

Consider reducing trading when:

  • Strategy down 10% from peak
  • Multiple consecutive losses
  • Market conditions unfavorable

Common Mistakes

Fighting the Trend

  • Don't short uptrends
  • Don't buy downtrends
  • Wait for confirmation of reversal

Overtrading

  • Not every signal is worth trading
  • Quality over quantity
  • Patience is an edge

Premature Exits

  • Let winners run
  • Don't exit on first pullback
  • Follow your exit rules

Ignoring Regime

  • Trend following works in trending markets
  • Avoid choppy, range-bound conditions
  • Reduce size when conditions are unfavorable

Performance Expectations

Typical Characteristics

  • Win rate: 30-45%
  • Average win: 2-3× average loss
  • Many small losses, few large wins
  • Long periods of sideways performance

Psychological Challenges

  • Accepting small losses frequently
  • Sitting through retracements
  • Maintaining discipline during drawdowns
  • Patience during sideways periods