Worry Free Investing Welcome to Worry Free Investing. My name is Cathy O’Nan and I am the Manager of Internal Training at VectorVest. I’m happy to be here to talk about a subject that is so important. Worry Free Investing. My background is banking. I was a banker for 20 years. I have a Graduate Degree in Bank Management and I also hold the CFP designation. You can guess from those two areas of study that I am a conservative gal. At VV we understand how important it is to have investments that let you sleep at night.

The Birthday Game A game that’s aimed to illustrate the power and efficacy of the VectorVest system of stock analysis.

Play the Birthday Game Go to the Stock Viewer Open the calendar Select your month and date of birth from AT LEAST one year ago - If a holiday or weekend, use the next business day. Take the top 20 VST stocks Quick Test to current Repeat the process going back two years – quick test to current Repeat the process going back three years – quick test to current

Planting the Safety Seed

The key to long-term success in the stock market is to buy stocks with outstanding financial performance, i.e., stocks with consistent and predictable earnings growth.

Relative Safety An Indicator of Risk Consistency and Predictability of Financial Performance are the Primary Factors in Assessing Relative Safety. Earnings Consistency Company Size Price Behavior Longevity Dividend History Debt/Equity Ratio

Select Your Month & Date of Birth (any year from 1996 to 2014) Go to Stock Viewer Sort by RS Select Your Month & Date of Birth (any year from 1996 to 2014) QuickTest the Top 20 Stocks to Current

Worry-Free Investing How it Works: Confirmed Down Confirmed UP Buy High RS stocks Don’t Buy Confirmed UP Confirmed Down Here’s how it works. (click) When we signal a confirmed up trend on the market… That let’s you know it is safe to be buying high relative safety stocks. When the market signals a confirmed down trend on the market… That let’s you know you should stop buying. At all times you will sell stocks once our system gives them a SELL rating. [Next Slide] Sell Stocks when Rec=“S”

Long Term Winners Trading Plan When to Buy = Confirmed Calls What to Buy = Top 10 Long Term Winners RS Desc When to Sell = REC = Sell Don’t repurchase the same stock Maximum stocks per industry = 2 Maximum % of a stocks average volume = 2%

Long Term Winners – RS Descending - Backtest

Worry-Free Investing Challenge Over 92% of entries were Profitable As over 92% of our entries made money, its wonderful validation of the strength of RS. And as Dr. DiLiddo wrote in his essays, It’s also a testament to the creativity and innovative ideas of our subscribers. Beginning this week and for the next 2 weeks, we’ll review with you the searches, portfolios, and trading plans of our 3 winners and provide trading templates to make them easy to replicate at home. We’ll also see if we can’t harness some of the good ideas presented that may have finished below the top 3.

Tonight we begin with our 3rd place finisher – ADJ. ADJ first hit the radar on our weekly roundups on May 26, when it was noticed for its highest score and has stayed in the hunt ever since. Review performance data on scoresheet. Note that while his overall gain was higher than number 2, his drawdown was more than 3 times higher. This is the kind of Judgement Call, the portfolio score is helping us resolve.

WFI Challenge – 3rd Place - ADJ Search Criteria

WFI Challenge – 2nd Place - TPW Search Criteria

WFI Challenge – 1st Place - BMP Search Criteria

Our Mission is to provide the best stock market guidance available anywhere at any price. Mission Statement Our Mission is to provide the best stock market guidance available anywhere at any price.