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Does anything beat buy & hold on IBM (IBM)?

Every setup we tested on IBM (IBM) — ranked out-of-sample, corrected for multiple testing, and forward-tracked in public from the day this page published. The honest answer is the headline.

NOTHING BEAT BUY-AND-HOLD

No setup beat simply holding once tested honestly. We say so plainly.

Its best setup trailed buy-and-hold out-of-sample. Buy-and-hold benchmark: +8.6% CAGR over 64.7 years (+9.3% CAGR in the out-of-sample window).

Educational research from historical backtests — not investment advice. Past performance does not predict future results.

IBM: we tested 764 setups and none beat simply holding IBM

For IBM (IBM), we ran 764 indicator configurations against a plain buy-and-hold benchmark, and none of them earned the right to replace it. Individual stocks carry idiosyncratic risk — earnings surprises, guidance changes, sector rotation — that indicators built on price history cannot see coming. The best-looking setup, DeMarker on the weekly timeframe, ranked at the top in-sample but delivered an out-of-sample Sharpe of 0.66, short of our hurdle of 0.83. Buy-and-hold returned +8.6% annualized over the test period; the top strategies mostly captured pieces of that same move while adding trading friction.

How to read this honestly: when you test 764 setups and keep the best one, something will always look impressive by chance alone. That is why we require the survivor to clear 0.83 out of sample. DeMarker managed 0.66, with out-of-sample alpha of -1.4% across 19.4 years and 50 trades, and only 0.1% of everything we tested beat the benchmark on unseen data — roughly what luck would produce. None of this predicts anything: the regime that generated these numbers can shift, and single stocks shift faster than most. Treat this page as a record of what failed under honest testing, not a forecast.

Every figure above is computed from our own backtests — nothing is estimated or invented. Hypothetical results; not investment advice.

Failure exhibit

The least-bad setups — shown with their failure numbers

Nothing here earned a verdict — these are the best of a losing field, published so you can see exactly how "best" still failed.

#1 · Oscillator · Weekly

DeMarker

Mechanical rule (exactly as backtested): Buy DeMarker up through 0.3, exit above 0.7 — a demand/supply gauge. Signals are evaluated at weekly-bar close, the position changes on the NEXT bar, 0.08% cost per side, long/flat only — no leverage, no shorting.

>+999%
Total return
0.46
Sharpe
-50.2%
Max DD
80.0%
Win rate
50
Trades
-2.9%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.66 · alpha -1.4% · 16 trades over 19.4 yrs.

#2 · Oscillator · Weekly

Stochastic

Mechanical rule (exactly as backtested): Buy oversold %K/%D crosses under 20, exit above 80 (14,3,3). Signals are evaluated at weekly-bar close, the position changes on the NEXT bar, 0.08% cost per side, long/flat only — no leverage, no shorting.

>+999%
Total return
0.36
Sharpe
-61.3%
Max DD
79.4%
Win rate
63
Trades
-3.9%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.62 · alpha -1.0% · 20 trades over 19.4 yrs.

#3 · Momentum · Daily

Ehlers Reflex

Mechanical rule (exactly as backtested): Ehlers' 2020 Reflex oscillator — a low-lag cycle/trend gauge; long while positive. Signals are evaluated at daily-bar close, the position changes on the NEXT bar, 0.08% cost per side, long/flat only — no leverage, no shorting.

>+999%
Total return
0.43
Sharpe
-50.8%
Max DD
51.0%
Win rate
529
Trades
-2.4%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.61 · alpha 0.0% · 158 trades over 19.3 yrs.

Forward test

Since publication — including if it loses

0.0%
the published setup, since 2026-07-02 (0 market days)
0.0%
buy & hold, same window

The forward record is just getting started — the gap between the two is the honest score. Marked to market nightly from real prices, rules frozen at publication, as of 2026-06-29. Currently FLAT.

How this verdict was computed (mode: out-of-sample)

We tested 764 setups (indicator × parameters × timeframe) on IBM (IBM). Only setups with ≥30 trades qualify (742 did). Setups are ranked by out-of-sample Sharpe — the last ~30% of history, which standard-parameter rules never saw during selection. Because picking the best of 764 tries mines even the holdout, the VALIDATED verdict additionally requires the top setup’s OOS Sharpe to clear a selection hurdle of 0.83 (√(2 ln N)/√T) AND positive alpha in both windows. Of the eligible setups, 0.1% had positive out-of-sample alpha (median OOS Sharpe 0.17) — the table below is truncated, but this summary covers all of them. Full recipe: methodology · the engine’s contract lives in the repo as STRATEGY_METHODOLOGY.md.

Ranked table

Top 20 of 742 eligible setups

Ranked by out-of-sample Sharpe. Full + out-of-sample columns, costs included. Hypothetical.

#SetupTFTotal retSharpeMax DDWinTradesα vs B&HOOS SharpeOOS αOOS trades
1DeMarkerWeekly>+999%0.46-50.2%80.0%50-2.9%0.66-1.4%16
2StochasticWeekly>+999%0.36-61.3%79.4%63-3.9%0.62-1.0%20
3Ehlers ReflexDaily>+999%0.43-50.8%51.0%529-2.4%0.610.0%158
4Demand IndexWeekly+314.0%0.21-74.5%63.9%147-6.3%0.59+0.2%52
5Lorentzian ClassificationWeekly>+999%0.35-38.6%50.8%708-4.0%0.55-0.6%244
6Intraday Momentum IndexWeekly>+999%0.39-52.3%84.1%44-3.9%0.53-3.5%12
7Williams %RWeekly+217.2%0.19-69.9%75.9%79-6.8%0.52-2.3%27
8WaveTrend (8/6/4)Daily+437.1%0.23-61.3%67.1%240-5.9%0.51-1.4%74
9Markov Regime (Confirmed)Weekly>+999%0.41-63.2%56.4%266-2.6%0.5-1.7%86
10DeMarkerDaily+496.8%0.24-66.6%69.3%215-5.7%0.5-2.2%68
11CCIWeekly+464.4%0.26-56.3%78.7%61-5.8%0.5-3.8%20
12Negative Volume IndexDaily>+999%0.4-59.9%42.9%154-2.3%0.49-0.5%29
13Money Flow IndexDaily>+999%0.32-55.9%67.3%55-4.2%0.48-1.9%15
14Hull MA 15/60 CrossDaily>+999%0.56-47.1%45.5%490-0.4%0.48-2.4%152
15Camarilla PivotsWeekly+156.3%0.17-69.9%51.1%661-7.1%0.48-2.6%204
16Inside-Bar BreakoutDaily+171.1%0.22-48.8%37.9%369-7.0%0.48-4.9%127
17Connors RSI-2Weekly+280.5%0.22-53.0%67.3%153-6.5%0.47-3.2%53
18Stochastic Fast (5,3)Weekly>+999%0.41-59.6%50.3%445-2.8%0.46-2.8%133
19MA EnvelopeWeekly+89.8%0.14-75.4%59.5%111-7.6%0.46-2.9%42
20Stochastic (10,3)Weekly>+999%0.46-50.8%50.0%416-2.0%0.45-3.0%125

Hypothetical backtests with 0.08%/side costs. Not investment advice — see the full disclaimer.

Read this before acting on anything

These are historical backtests of mechanical rules. They are educational research, not investment advice, not a recommendation, and not tailored to you. Educational information only — not investment advice. Hypothetical backtested results; past performance does not guarantee future results. Trading involves risk of loss.

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