Pat Donnelly Director, BIVA Board Feeds for Speed Pat Donnelly Director, BIVA Board

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.

Feeds for Speed: Using a RSS Feed to Follow Your Stocks 3 3

Feeds for Speed Why Use RSS? It saves time It provides organization You can get information that you want, when you want it It can significantly reduce the number of email messages you receive I’m typing this to work on the flow of the class. Talk about screening Talk about saving ideas Talk about doing a quick look and saving them in Toolkit Talk about creating a portfolio for the quick saves Talk about the use of the Portfolio Report Card Talk about Ralph Seger’s guidance on identifying trends with PERT and the PERT Graph Demonstrate the PERT Trend and show a pink PERT Graph and show a non-pink PERT Graph What is the reason for doing this technique? 4 4

Feeds for Speed What’s RSS? Really Simple Syndication A technology that is used to publish frequently updated works such as blogs, news, or other types of headlines It requires a “reader” to display the information What’s Required? - Ideas Screens, Club Presentations Online Stock Studies BI Magazine Other Reliable Sources Investors Toolkit Software Some knowledge of how to use the software, create portfolios, complete SSGs, and the Portfolio Report Card section Data Source Subscription I’m typing this to work on the flow of the class. Talk about screening Talk about saving ideas Talk about doing a quick look and saving them in Toolkit Talk about creating a portfolio for the quick saves Talk about the use of the Portfolio Report Card Talk about Ralph Seger’s guidance on identifying trends with PERT and the PERT Graph Demonstrate the PERT Trend and show a pink PERT Graph and show a non-pink PERT Graph What is the reason for doing this technique? 5 5

Feeds for Speed When Can RSS Be Used? Do you recognize these indicators?

Feeds for Speed Terms You Should Know: RSS Web Based Reader / Aggregator Browser Feed Web Based Desktop Based Push Technology Pull Technology I’m typing this to work on the flow of the class. Talk about screening Talk about saving ideas Talk about doing a quick look and saving them in Toolkit Talk about creating a portfolio for the quick saves Talk about the use of the Portfolio Report Card Talk about Ralph Seger’s guidance on identifying trends with PERT and the PERT Graph Demonstrate the PERT Trend and show a pink PERT Graph and show a non-pink PERT Graph What is the reason for doing this technique? 7 7

Feeds for Speed When Can You Use RSS? When you have a capable reader or browser A website that provides a feed I’m typing this to work on the flow of the class. Talk about screening Talk about saving ideas Talk about doing a quick look and saving them in Toolkit Talk about creating a portfolio for the quick saves Talk about the use of the Portfolio Report Card Talk about Ralph Seger’s guidance on identifying trends with PERT and the PERT Graph Demonstrate the PERT Trend and show a pink PERT Graph and show a non-pink PERT Graph What is the reason for doing this technique? 8 8

Feeds for Speed How Do You Use RSS? Configure a reader or browser Internet Explorer (IE) Chrome Firefox Google Reader Yahoo AOL 9

Feeds for Speed 10 Portfolio Maintenance What does the mix of stocks look like at the beginning ? What is BI’s guidance for balance, regarding expected returns? What do the various examples show us so far? What happens if the stocks actually perform as expected? What does the portfolio mix and balance look like at 5 years? This should lead into a discussion of why portfolio maintenance is necessary What happens if some of the stocks don’t perform as initially expected? What is required to get 15% annualized return out of a portfolio? Is it easy? Should you get discouraged? 10 10

Feeds for Speed What do we see? 11

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Feeds for Speed If you were importing feeds from one reader to another, this is an example of what options you might see. 14

Feeds for Speed A view of Internet Explorer after the IMPORT is completed. Notice all of the links are in BOLD. This means there are items you haven’t read yet. 15

Feeds for Speed 16

One click to subscribe in your browser Feeds for Speed This is what you will see if you had clicked on the RSS icon on the upper right hand One click to subscribe in your browser 17

Feeds for Speed Example RSS Feeds How To Find Feeds On Your Own Yahoo – http://finance.yahoo.com/rssindex MSN Money Central - http://moneycentral.msn.com/community/rss/MoneyFeeds.aspx Reuters – http://www.reuters.com/tools/rss How To Find Feeds On Your Own 18

Questions? 19 19