About The Equity Alpha Portfolio

The Equity Alpha Portfolio is an equity only portfolio operated by David Ristau and Ivica Juracic as part of The Oxen Report. The portfolio was the first created by David Ristau, and it features mostly short-term swing trades. The portfolio uses both fundamental and technical analysis to evaluate trades that are often held for 2-5 trading days. The portfolio does long trades, short sale trades, and pair trades (combination of long and short). Trades target small, consistent gains while limiting losses to very small. The company uses a fundamental basis to judge the stocks, looking for catalysts to them with strong technical setups. Here is an example of an Oxen Report that includes a Equity Alpha Portfolio position.

Please read our disclaimer below before moving forward.


Portfolio Information:

- Enters 20-25 positions per month.

- Uses long equity, short equity, and pair trade (long and short). Portofolio combines breakout trades with swing trades for 1/2 and 1/2.

- Position are researched using fundamental and technical analysis.

- Portfolio is available to Basic and Premium members.


Allocation Information

- Portfolio is $45000 in size.

- 100% position size is $7500 in equity. Max six 100% allocation positions at a time.



Results can be seen here.


Current Positions

Current position can be seen here.


Available on Ditto Trade

Equity Alpha Portfolio is available on Ditto Trade. Please click here to learn more.


**Disclaimer: All portfolios at The Oxen Group are virtual portfolios, meaning they are ideas and no actual positions are taken. We use the allocation as a way to track these ideas to help with our transparency. The Oxen Group is not a financial adviser and all ideas inside of this portfolio are strictly educational and our opinions. Any material presented on this page or corresponding pages is provided for informational purposes only and is based upon information that is considered to be reliable. However, neither The Oxen Group nor its affiliates warrant its completeness, accuracy or adequacy and it should not be relied upon as such. Neither The Oxen Group nor its affiliates are responsible for any errors or omissions or for results obtained from the use of this information. Past performance, including the tracking of virtual trades and portfolios for educational purposes, is not necessarily indicative of future results. Neither The Oxen Group or anyone related to The Oxen Group is a registered financial adviser. Oxen Group employees do not trade any positions and do not benefit from any of these ideas. Our current long-term holdings are located on the website. Do not buy or sell based on anything that is written here, the risk of loss in trading is great. Please seek financial advice before making any investments. This material does not take into account your particular investment objectives, financial situations or needs and is not intended as a recommendation to you of any particular securities, financial instruments or strategies. Before investing, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

Good Investing!


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