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Turtle Trade Strategy

55-day breakout entries · 20-day low exits · systematic trend following for liquid US stocks

A Turtle-style trade is not a prediction. It is a rules-based attempt to catch the small number of breakouts that become large multi-month trends, while cutting the many failed breakouts before they become serious damage.

The entry is a daily close above the previous 55-day high. The exit is a daily close below the previous 20-day low. Everything else is there to improve quality, manage risk, and stop you chasing.

EntryClose > previous 55D high
ExitClose < previous 20D low
ConfirmationDaily close, not wick
PurposeCatch trend outliers
Core rule: buy only after a confirmed close above the previous 55-day high, then stay in until the stock closes below the previous 20-day low.

1. What Turtle trading is trying to do

The system is designed around asymmetry. Most breakouts will fail, stall, or produce only small gains. A smaller number become powerful trends. The objective is to control losses on the ordinary trades while giving the rare exceptional trades enough room to keep going.

This is why the system should not be judged by whether every signal works. It should be judged by whether losses stay controlled and whether the winning trends are allowed to run.

2. The two rules that matter most

Entry rule

Buy when the stock closes above the previous 55-trading-day high.

The 55-day high must exclude the current day. The stock has to break above the prior channel, not include today's candle in the channel it is trying to beat.

Exit rule

Exit when the stock closes below the previous 20-trading-day low.

The 20-day low must also exclude the current day. This keeps the exit rule clean and prevents today's candle from redefining the level while it is being tested.

Important: intraday spikes are not enough. The scanner uses the daily close because a breakout that cannot hold into the close has not yet been accepted by the market.

3. How to use the Turtle Trades scanner

Start with Fresh Breakouts

These are the highest-priority names because they have recently triggered the 55-day breakout rule and are not too far above the entry level.

Check the entry distance

Prefer names close to the breakout trigger. If a stock has already run far above the 55-day level, the system may still be valid, but your entry is late.

Check the 20-day exit

Before entering, know exactly where the exit is. If the distance from price to the 20-day low is too wide, the trade may be too difficult to size sensibly.

Use Near Breakouts as alerts

Near Breakouts have not triggered. They are alert candidates, not entries. They become actionable only if they close above the previous 55-day high.

Study Active Trends

Active Trends show examples of stocks already following the system. They are useful for study or holdings review, but they are not automatically fresh buys.

Be careful with Extended

Extended stocks can be strong but late. A strong stock with poor risk is still a poor trade.

4. Scanner buckets

Fresh Breakout

Potential entry now. Check risk, chart quality and volume before acting.

Near Breakout

Set alerts. Do not enter until a daily close confirms the breakout.

Active Trend

Already in trend. Useful to track or study, but not always a new entry.

Extended

Strong but probably late. Usually wait for a new base or tighter setup.

5. Why the quality filters exist

50SMA and 200SMA

Price above both averages suggests the stock is structurally strong rather than merely bouncing inside a broken downtrend.

Rising 50SMA

A rising 50-day average shows that the intermediate trend is improving. A flat or falling 50SMA makes the breakout lower quality.

Near 52-week high

Trend systems buy strength. A stock near its 52-week high has less overhead supply and is proving demand.

Volume and OBV

Rising volume and rising OBV suggest participation is expanding. They are not the entry rule, but they improve confidence in the move.

Simple volume interpretation: 10D volume > 50D volume means the stock is waking up. Breakout volume > 50D volume means the breakout itself had stronger-than-normal participation.

6. Risk: the trade has to be practical

The scanner calculates the distance from the latest close to the previous 20-day low. That is the system exit. If that distance is too large, the trade may be technically valid but practically unattractive.

Risk to 20D exitInterpretationResponse
Below 6%ExcellentRisk is relatively tight for a trend-following entry.
6–10%AcceptableOften workable if the setup is strong and position size is adjusted.
10–15%StretchedBe careful. Position size may need to be much smaller.
Above 15%Poor / high riskUsually too late unless there is a specific reason to accept wide risk.

7. Practical entry checklist

  1. Open the Turtle Trades scanner.
  2. Start with Fresh Breakouts.
  3. Confirm the latest close is above the previous 55-day high.
  4. Check that the stock is not too extended above the trigger.
  5. Check the previous 20-day low exit level.
  6. Check risk percentage and ATR distance.
  7. Check price is above the 50SMA and 200SMA.
  8. Look for rising volume or rising OBV.
  9. Size the trade from the exit, not from excitement.
  10. Write the plan before buying.
Do not move the exit because you like the stock. If the trade closes below the previous 20-day low, the system says the trend has failed.

8. Managing an open Turtle trade

9. Common mistakes

MistakeWhy it is a problemBetter response
Buying Near Breakouts earlyThe signal has not triggered yet.Set an alert and wait for the close.
Chasing Extended namesThe exit is often too far away.Wait for a new base or cleaner risk point.
Taking profits too quicklyThe system depends on rare large winners.Let the 20-day exit rule manage the trend.
Ignoring exitsSmall losses can become large losses.Respect the closing break of the 20-day low.

10. Suggested daily workflow

  1. Open the Daily Trading Cockpit for market context.
  2. Open the Turtle Trades Scanner.
  3. Review Fresh Breakouts first, sorted by score.
  4. Open charts only for names with acceptable risk to the 20-day exit.
  5. Add Near Breakouts to TradingView alerts at or just above the 55-day trigger.
  6. Record the entry, exit, risk and reason for any trade.
  7. For holdings, check whether the latest close remains above the 20-day exit level.
The system in one sentence: buy only after a confirmed close above the previous 55-day high, size the trade from the previous 20-day low, and stay in until the stock closes below that 20-day exit level.