Apple shares, a trend-following opportunity

Focus on financial ratios and stock market trends from 2019 to 2023

Authors

  • Rania Loubaris Université Mohammed V Rabat - Maroc
  • Mohammed Yassine El Haddad Université Mohammed V Rabat - Maroc

DOI:

https://doi.org/10.23882/rmd.24211

Keywords:

Trend Following, Apple, Financial Ratios, Stock Market Analysis

Abstract

This article aims to evaluate the performance and profitability of Apple Stock, as well as its trend following strategy, based on different financial ratios, over a period of five years, from 2019 to 2023. For this, it relies on the concept of trend following, a trading strategy that consists of following the direction of the market, without trying to anticipate changes. After a presentation of the literature review on the subject, we will present  Indicators and tools to monitor a trend, then we will analyze the financial data of Apple, and its stock market behavior, over a period of five years. We will conclude our article by giving recommendations on whether or not to invest in Apple stock.

References

Aronson, M. (1997). Learning from a Legend. Trading advisor Review, p. 16-19.

Basso, T. F. (1999). Some Leverage Is Good, Too much Is Dangerous. Trendstat Capital Management, Inc., p. 1-4.

Bloch, R. (2022). Apple, premier groupe au monde à passer les 3.000 milliards de dollars de capitalisation. Les Echos.

Covel, M. W. (2004). Trend Following. Pearson Education.

Douglas, M. (1990). The Disciplined trader: Developing winning Attitudes. New York: New York Institute of Finance.

Gaiardo, N. (2019). Les grands principes du Trend Following (suivi de tendance). Les formations trading.

Gardner, B. L. (1976). Futures Prices in Supply Analysis. American Journal of agricultural Economics, 58, p. 81-84.

IG. (2020). Comment utiliser les moyennes mobiles pour le trading. IG.

Kaminski, K. M., & Lo, A. W. (2013). Trend Following: Performance, Risk, and Correlation Characteristics. Journal of Investment Management, 27, p. 13-51.

La Fontaine, J. de, (s.d.). Fables. Éditions du Seuil.

LOUBARIS R., EL HADDAD M. Y. (2023). Modélisation du risque de créditpar des réseaux neuronaux à rétropropagation : Application à une base de données de clients bancaires.

Lukac, L. P., Brorsen, B. W., & Irwin, S. M. (1988). The Similarity of Computer Guided Technical Trading Systems. Journal of Futures markets, 8, p. 1-15.

Lynx Broker. (2020). Trend Following, comment suivre une tendance efficacement. Lynx Broker.

Lyxor ETF. (2020). Stratégie - Le potentiel du Trend Following reste intact. Lyxor ETF.

Marzano, M. (2016). La philosophie du corps (2e éd.). Presses Universitaires de France.

Nussbaum, V., et Héron, C. (2020). Face au diagnostic de trisomie, le choix impossible [Podcast audio]. Dans : Les pieds sur terre. France Culture.

Ory, P. (2011). Le corps ordinaire. Dans : A. Corbin, J.J. Courtine et G. Vigarello (dir.), Histoire du corps. Les mutations du regard. Le XXe siècle (p. 129-158). Éditions du Seuil.

Rozanski, M. (2021). Comment utiliser les moyennes mobiles pour trader les actions ? Admiral Markets.

Swaen, B. (1996). La gestion des connaissances dans les organisations. De Boeck.

Swaen, B. (2012). L’impact des réseaux sociaux sur le management. Dunod.

Zonebourse. (s.d.). Agenda Apple Inc. Zonebourse.

Published

2024-01-27

How to Cite

Loubaris , R., & El Haddad , M. Y. (2024). Apple shares, a trend-following opportunity: Focus on financial ratios and stock market trends from 2019 to 2023. [RMd] RevistaMultidisciplinar, 6(1), 185–205. https://doi.org/10.23882/rmd.24211