Download Creating a Watch List

Survey
yes no Was this document useful for you?
   Thank you for your participation!

* Your assessment is very important for improving the workof artificial intelligence, which forms the content of this project

Document related concepts

Stock trader wikipedia , lookup

Short (finance) wikipedia , lookup

Securities fraud wikipedia , lookup

Transcript
Watch List for Clubs or Individuals
Sensible Method to Stay in the Market
Sandra F. Barlow
BIVA Board Director
Classes-To-Go
BETTERINVESTING NATIONAL CONVENTION
Disclaimer
•
The information in this presentation is for educational purposes only and is not
intended to be a recommendation to purchase or sell any of the stocks, mutual funds,
or other securities that may be referenced. The securities of companies referenced
or featured in the seminar materials are for illustrative purposes only and are not to
be considered endorsed or recommended for purchase or sale by BetterInvesting™
National Association of Investors Corporation (“BI”) or the BetterInvesting Volunteer
Advisory Board, its volunteer advisory board (“BIVAB”). The views expressed are
those of the instructors, commentators, guests and participants, as the case may be,
and do not necessarily represent those of BetterInvesting™ or BIVAB. Investors
should conduct their own review and analysis of any company of interest before
making an investment decision.
•
Securities discussed may be held by the instructors in their own personal portfolios or
in those of their clients. BI presenters and volunteers are held to a strict code of
conduct that precludes benefiting financially from educational presentations or public
activities via any BetterInvesting programs, events and/or educational sessions in
which they participate. Any violation is strictly prohibited and should be reported to
the President of BetterInvesting or the Manager of Volunteer Relations.
2
BETTERINVESTING NATIONAL CONVENTION
Watch List
1. We own stocks
2. Sometimes we sell a stock
3. Should it take months to buy another?
4. Keep an up-to-date Watch List
3
BETTERINVESTING NATIONAL CONVENTION
Finding Stocks to Study
• BetterInvesting’s Stock to Study, BI’s 100
Index, Webinars, BI Chat Lists, Phil
Keating’s screens
• Value Line’s Model Portfolios and
Highlighted Stocks
• Barron’s
• Other publications, various Web sources,
various screening procedures
• TV personalities
4
BETTERINVESTING NATIONAL CONVENTION
Value Line’s Model Portfolios
• Portfolio 1 – Stocks with above average
year-ahead price potential
• Portfolio 2 – Stocks for income and
potential price appreciation
• Portfolio 3 – Stocks with long-term price
growth potential
• Portfolio 4 – Stocks with high dividend yield
5
BETTERINVESTING NATIONAL CONVENTION
Live or
recorded
stock
studies
6
BETTERINVESTING NATIONAL CONVENTION
Serious Watching!
• Set up a portfolio for stocks to watch
in Toolkit
• Must complete a Stock Selection
Guide for each stock
• Follow stocks in PERT and Review
7
BETTERINVESTING NATIONAL CONVENTION
In Toolkit, go into Library
8
BETTERINVESTING NATIONAL CONVENTION
>Select Portfolio<
• New
• Key a name for
your Watch List
• Down below
>Add<
• Choose stock (one)
• When finished,
click >Library<
9
BETTERINVESTING NATIONAL CONVENTION
Click on Portfolio/PERT and Peruse
Overview, then Reports
10
BETTERINVESTING NATIONAL CONVENTION
Watch 2009: PERT
(Must complete an SSG)
11
BETTERINVESTING NATIONAL CONVENTION
Choose Report: PERT or Trend
12
BETTERINVESTING NATIONAL CONVENTION
If indicators are positive……
• Re-do Stock Selection Guide
• Check Value Line or other outside
source
• Decide if it’s right for your
allocation
13
BETTERINVESTING NATIONAL CONVENTION
Another Type of Watch List
• Your own brokerage
• Various Web sites
• Yahoo Finance
14
BETTERINVESTING NATIONAL CONVENTION
Example: Yahoo Finance
•
•
•
•
Must establish a password in Yahoo
Free
Establish a “sign in” code
Entire club can use same password to
access a mutual Watch List
15
BETTERINVESTING NATIONAL CONVENTION
Example for Yahoo
• Sign in as WiseWomen (example)
• Password might be dollarsandsense
• That will give everyone who uses
that code access to the Watch List
16
BETTERINVESTING NATIONAL CONVENTION
Yahoo!
Finance
17
BETTERINVESTING NATIONAL CONVENTION
Choose format you like…..
18
BETTERINVESTING NATIONAL CONVENTION
Basic and Advanced Features
19
BETTERINVESTING NATIONAL CONVENTION
A Watch List Can Keep You One
Step Ahead
PLAN
20
BETTERINVESTING NATIONAL CONVENTION
Make A Difference In
Someone’s Life
If you have benefited from
BETTERINVESTING,
introduce others to this opportunity.
21