PS. Matt, in my humble opinion you want to cover too much territory but shallowly.  Automated systems can do better than humans most of the time. I cannot beat your ES system, for example. I would stick with indexes, bonds and perhaps precious metals and do that thoroughly, if I were you. Individual stocks are a much larger beast, and a lot more risky when volatility picks up. IMO. I wish you well and thanks for your excellent work, Matt!