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📊 Mid-Term vs Short-Term Methodology Master

Published: February 16, 2026 | Objective: optimize a data-driven investment decision framework
Mid-Term Picks
3 weeks to 3 months [cite: 2]
  • Holding style: Swing trading [cite: 2]
  • Re-evaluation cycle: Weekly [cite: 3]
  • Suggested count: 5-7 names [cite: 3]
  • Core examples: NVDA, AAPL, MSFT, PLTR [cite: 4]
Short-Term Picks
3 days to 2 weeks [cite: 5]
  • Holding style: Catalyst-driven trading [cite: 5]
  • Re-evaluation cycle: Daily [cite: 6]
  • Suggested count: 3-5 names [cite: 6]
  • Core examples: TSLA, AMD, COIN [cite: 6]

🔍 Data Source Weighting

Mid-Term Data Weights

Alpha Vantage (Fundamentals) [cite: 10]100%
FRED (Macro) [cite: 7]80%
yfinance (Technical)60%
SEC EDGAR (Insider) [cite: 12]60%

Short-Term Data Weights

Alpha Vantage (Options) [cite: 11]100%
Firecrawl (Breaking News) [cite: 16]100%
SEC EDGAR (8-K) [cite: 12]80%
yfinance (Momentum) [cite: 9]80%

📊 Scoring Algorithm [cite: 18]

"Mid-term focuses on core fundamentals, short-term focuses on explosive catalysts."

Category Mid-Term Factors (100-point scale) [cite: 19] Short-Term Factors (100-point scale) [cite: 30]
Primary Driver Fundamentals (40 points) [cite: 20] Catalyst Strength (40 points) [cite: 31]
Secondary Driver Technical Analysis (30 points) [cite: 22] Technical Analysis (35 points) [cite: 35]
Supporting Driver 4-Framework (30 points) [cite: 25] Options Activity (25 points) [cite: 38]
Passing Threshold 70+ (Buy) [cite: 28] 75+ (Strong Buy) [cite: 41]

🛡️ Risk Management Rules [cite: 45]

Mid-Term Risk Rules

  • Stop-loss: -7%
  • Target: +12~15%
  • Position size: 10~15%
  • Cash allocation: 15~20%

Short-Term Risk Rules

  • Stop-loss: -5% (tight)
  • Target: +8~12%
  • Position size: 5~10%
  • Cash allocation: 30~40%
📌 Conclusion: Mid-term strategy emphasizes financial quality and growth, while short-term strategy focuses on clear catalysts and flow signals to balance stability and return potential. [cite: 55]