What Is The Portfolio X Ray? [Keith Kaplan]

In this article, we will be taking a look at a presentation that was posted on the TradeSmith website titled “The Portfolio X Ray.

It was by Keith Kaplan, who was proposing a way that we can get rich during the pandemic just as many other gurus have for the past couple of months.

We will dive into his proposals to see what’s unique about them and after reading this, you can then decide whether they are worthwhile.

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What is The Portfolio X-Ray?

In the Portfolio X-Ray presentation, Keith Kaplan is interviewed by a guy called Justin Denk whom I suppose works for TradeSmith. They discuss a trading system that Keith uses called the Portfolio X-Ray.

The Portfolio X Ray by Keith Kaplan

The Portfolio X-Ray tracks a “hidden stock variable” that is rarely used by many investors as they go about trading. And according to Keith, it indicates when best to close your position to maximize your returns.

The hidden variable is volatility and Keith explains that his volatility indicator enabled him to navigate the stock market crash of March (2020) seamlessly.

Who is Keith Kaplan?

Keith Kaplan is the CEO of TradeSmith, a boutique investment research firm that provides advice to individual investors much like Money Map Press. He has been an investor during many major market events ranging from the Dot-Com Boom to China and like many investors, he has suffered through the highs and lows of volatile markets.

When he joined TradeSmith, it gave him a platform to unleash the power of software as a trading tool owing to his 20 years’ experience as a software architect. He has been providing insights to everyday individual investors since then.

He has been featured on ABC, Fox, CBS, and NBC. He has written for Fobes.

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How does The Portfolio X-Ray work?

Since we have established that the Portfolio X-Ray tracks volatility, how does it do it?

Before we get to the nuts and bolts of the trading system, we should recognize the importance of trailing stops to the whole setup. Keith tells us that he uses trailing stops to keep his positions open as long as the price of the asset is moving in the preferred direction.

But he acknowledges that when working with trailing stops, setting good limits is not straightforward because each stock has its idiosyncrasies. And you have to set a good limit to avoid exiting a trade prematurely and leaving money on the table or exiting too late and losing more money than necessary.

This is where he uses the volatility quotient. The volatility quotient tells you how volatile a stock is and it enables you to set optimal limits when using trailing stops. To calculate the volatility quotient, Keith has a mathematical formula:

The Portfolio X Ray by Keith Kaplan

Setting the correct limits is just one element of the Portfolio X-Ray. There are two other elements that he mentions in the presentation:

  • The Stock State Indicator: When you close a position using a trailing stop, this indicator lets you know when the stock’s price starts moving in the preferred direction again for re-entry.
  • The position size calculator: This tool determines how many shares you should purchase of each stock. It helps with the allocation of resources in your portfolio.

With those tools, Keith believes that you can optimize your portfolio by keeping your positions open for as long as possible to avoid missing out on returns.

He runs an advisory service called TradeStops based on the principles of the Portfolio X-Ray.

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What you get when you join TradeStops

An annual subscription to TradeStops costs $79 for those that join through the Portfolio X-Ray presentation. The “normal” price is $539.

The trade recommendations Keith shares with his subscribers are gleaned from the Portfolio X-Ray. When you become a member, you receive:

  • Email or text alerts whenever you should close or open a position.
  • Re-entry alerts when the stock state indicator shows that you should re-enter a position you had already exited.
  • Onboarding videos and a quick start guide that show you how the service works.
  • Access to a team member who shows you how everything works.

Refund Policy

The newsletter has a 30-day refund policy.

Merits of The Portfolio X-Ray presentation

  • Although he doesn’t reveal everything that his trading system does, the presentation allows us to peek under the hood of Keith Kaplan’s trading system.
  • The presentation enables you to join TradeStops at a discount.

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Is The Portfolio X Ray presentation legit?

The Portfolio X-Ray presentation is legit.

Keith Kaplan gets to explain how his trading system works as he promotes his newsletter and there’s nothing wrong with that.

That notwithstanding, he makes some claims that make him come across as unrealistic. For example, he tells us that his system can protect you from the effects of a black swan event and while sometimes you can sidestep the effects of such an event, most of the time, such an event is unpredictable and beyond what is normally expected of a situation. People tend to rationalize how obvious those events are in hindsight when in the real sense, they were just lucky.

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My Final Word on The Portfolio X Ray

Keith has designed a trading system that uses technical tools to navigate the market. He calls it the Portfolio X-Ray. He explains how he uses those tools to optimize returns, avoid unnecessary losses, and determine when to re-enter a position.

He does all that to convince us to sign up for his advisory service, TradeStops. According to tradestops.com, this service is all about taking fewer risks and eliminating your biases to earn more money while navigating the market, which sounds great on paper.

The challenge is that the market is inherently unpredictable and when you sign up for the service do not expect to get rich overnight.

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