Download Creating a Watch List

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.
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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
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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
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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
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Live or
recorded
stock
studies
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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
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In Toolkit, go into Library
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>Select Portfolio<
• New
• Key a name for
your Watch List
• Down below
>Add<
• Choose stock (one)
• When finished,
click >Library<
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Click on Portfolio/PERT and Peruse
Overview, then Reports
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Watch 2009: PERT
(Must complete an SSG)
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Choose Report: PERT or Trend
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If indicators are positive……
• Re-do Stock Selection Guide
• Check Value Line or other outside
source
• Decide if it’s right for your
allocation
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Another Type of Watch List
• Your own brokerage
• Various Web sites
• Yahoo Finance
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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
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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
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Yahoo!
Finance
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Choose format you like…..
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Basic and Advanced Features
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A Watch List Can Keep You One
Step Ahead
PLAN
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Make A Difference In
Someone’s Life
If you have benefited from
BETTERINVESTING,
introduce others to this opportunity.
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