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

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.

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

4. 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 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

5. 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

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

7. 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

8. 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

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

10. 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

11. Feeds for Speed
What do we see? 11

12. Feeds for Speed 12

13. Feeds for Speed 13

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

15. 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

16. Feeds for Speed 16

17. 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

18. Feeds for Speed Example RSS Feeds How To Find Feeds On Your Own
Yahoo –
MSN Money Central -
Reuters –
How To Find Feeds On Your Own 18

19. Questions? 19 19