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Building a Stock Watch List & Planning a Trade

Date post: 17-Jul-2015
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Investor Spotlight Building a Watch List & Planning a Trade
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Page 1: Building a Stock Watch List & Planning a Trade

Investor SpotlightBuilding a Watch List &

Planning a Trade

Page 2: Building a Stock Watch List & Planning a Trade

DISCLAIMERDo not take a position unless you are prepared to sustain a TOTAL LOSS. Your loss could include the money you invested as well as commissions and transaction charges.

The Information I provide is for education and informational purposes only. The Information provided is not intended to be and does not constitute financial advice, investment advice, trading advice or any other advice. The Information provided is general in nature and is not specific to you or anyone else.

YOU SHOULD NOT MAKE ANY DECISION, FINANCIAL, INVESTMENTS, TRADING OR OTHERWISE, BASED ON ANY OF THE INFORMATION PRESENTED WITHOUT UNDERTAKING INDEPENDENT DUE DILIGENCE AND CONSULTATION WITH A LICENSED PROFESSIONAL. You understand that you are using this Information AT YOUR OWN RISK.

Page 3: Building a Stock Watch List & Planning a Trade

Agenda● Introductions● Tuning Out The Noise● My Must Have Criteria● Eliminating Variables● The Funnel● Profit Target● Loss Threshold● My Tool Kit● My Gift To You!

Page 4: Building a Stock Watch List & Planning a Trade

In 1992 Amin had an epiphany while attending a 2 day training course hosted by InvestTools. He realized that he couldn’t leave decisions about HIS money to brokers or advisors. It was at this moment, Amin decided to take control of of his financial future.

Amin spent the next 20 years learning how to maximize his profits and minimize his losses and in 2014 he took over as the IBD® coordinator for the Westchase and Tampa Meetup groups. This experience gave Amin the chance to meet many like minded individuals who were earlier in their investing journey

In March of 2015, Amin began his blog, Investor Spotlight, in an effort to share the knowledge he had accumulated and the lessons learned over many years of trial & error. Moving forward, Amin wants to spread his message beyond just his Meetup groups and blog by providing mentoring and coaching on the process he has come up with over the last 2 decades.

@SpotlightAmin

InvestorSpotlight.blogspot.com

facebook.com/InvestorSpotlight

Shedding Some Light On Amin

Page 5: Building a Stock Watch List & Planning a Trade

How I Tune Out The NoiseReview Sector Strength

Examine Market Conditions Have The Right Tools

Page 6: Building a Stock Watch List & Planning a Trade

Must Haves

Price & Volume Up

EPS Rating $100M Daily Volume Acc / Dis

Top 40 Group

Relative Strength

Sales & Earnings Up Up / Down Volume

> 1.4

A or B

Page 7: Building a Stock Watch List & Planning a Trade

VariablesBeyond IBD® Buy Zone

8 Week hold rule

Timing of earnings reportHave institutions maxed out

Government Involvement

Page 8: Building a Stock Watch List & Planning a Trade

Funnel The Results1. Start with a high number of possible

opportunities2. Eliminate the weakest sectors first3. Strong stocks will filter down4. Verify data with tools like IBD®5. True growth stocks will survive into

the bottom stages6. Perform side by side comparisons

with your best prospects7. When you have a winner, commit to

creating your trade plan

Page 9: Building a Stock Watch List & Planning a Trade

Ready. Set. Profit!

1. Is the stock approaching its resistance line?

2. Does volume support entering into a trade?

3. Has the stock moved into its Goldilocks zone?

4. Project the ideal 6-8 week performance.

5. Place the order!

Page 10: Building a Stock Watch List & Planning a Trade

Limit Your Risks

1. Use a $1 loss to $3 profit ratio

2. Place a stop loss order3. Don’t 2nd guess the data4. Project the worst case 6-8

week performance.5. Refine your watch list!

Page 11: Building a Stock Watch List & Planning a Trade

My Tool Kit

Page 12: Building a Stock Watch List & Planning a Trade

My Sample Watch List For You!1. Focus on the core

criteria we discussed today

2. Conveniently track several stocks in one place

3. Easily update information as the health of a stock changes

4. Get back to “addition by subtraction”

Page 13: Building a Stock Watch List & Planning a Trade

Thank You!@SpotlightAmin

InvestorSpotlight.blogspot.com

facebook.com/InvestorSpotlight


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