Sandra F. Barlow BIVA Board Director Classes-to-Go! 3C Creating a Watch List Sandra F. Barlow BIVA Board Director.

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Presentation transcript:

Sandra F. Barlow BIVA Board Director Classes-to-Go! 3C Creating a Watch List Sandra F. Barlow BIVA Board Director

BETTERINVESTING NATIONAL CONVENTION 2 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.

BETTERINVESTING NATIONAL CONVENTION 3 Four Areas Bear Watching 1.Stocks that your club owns 2.The stocks your club assigned you to watch 3.Stocks that you seriously may buy 4.Stocks youve heard about and want to keep an eye on

BETTERINVESTING NATIONAL CONVENTION 4 Good Management of Club Have a Watch List of stocks you may consider buying in the future Clubs meet (usually) once a month Sometimes it takes 2 or 3 meetings to decide which stock to study and then study it……. Why not keep a list so youre ready to make a decision to buy when the time comes

BETTERINVESTING NATIONAL CONVENTION 5 Today: Finding stocks to watch Watching vs monitoring Setting up an organized system

BETTERINVESTING NATIONAL CONVENTION 6 Finding Stocks to Study BetterInvestings Stock to Study, BIs 100 Index, Webinars, BI Chat Lists, Phil Keatings screens, First Cut Value Lines Model Portfolios and Highlighted Stocks Barrons Other publications, various Web sources, various screening procedures TV personalities

BETTERINVESTING NATIONAL CONVENTION 7 Value Lines 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

BETTERINVESTING NATIONAL CONVENTION 8 VL Portfolio 3 Stocks with Long-Term Price Growth Potential

BETTERINVESTING NATIONAL CONVENTION 9 Live or recorded stock studies, Webinars

BETTERINVESTING NATIONAL CONVENTION 10 Very 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

BETTERINVESTING NATIONAL CONVENTION 11 If indicators are positive…… Re-do Stock Selection Guide Check Value Line or other outside source Decide if its right for your allocation

BETTERINVESTING NATIONAL CONVENTION 12 Use Portfolio Manager 5? Import Toolkit Watch List Then import the buy/sell alerts and use as price alerts in PM5 Matt Willms will be in the Lab if you want a demonstration

BETTERINVESTING NATIONAL CONVENTION 13 Set up a Watch List…. myiclub.com (demonstration in Lab) Your brokerage site Yahoo Finance Various membership sites

BETTERINVESTING NATIONAL CONVENTION 14 Example Yahoo Watch Portfolio

BETTERINVESTING NATIONAL CONVENTION 15 Watch and monitor to stay on course…….. PLAN

BETTERINVESTING NATIONAL CONVENTION 16 BetterInvesting principles can help us build our wealth

BETTERINVESTING NATIONAL CONVENTION 17 Questions?