1. 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.

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

4. 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

7. Planting the Safety Seed

8. 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.

9. 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

10. 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

14. 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”

15. 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%

16. Long Term Winners – RS Descending - Backtest

18. 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.

19. 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.

20. WFI Challenge – 3rd Place - ADJ
Search Criteria

22. WFI Challenge – 2nd Place - TPW
Search Criteria

24. WFI Challenge – 1st Place - BMP
Search Criteria

26. 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.