Exciting Community Announcement: The Investment Dashboard on Potential Entries/Exits Has Been Upgraded - and this time updated on a Weekly Basis
Announcement for Members: The Investment Dashboard Has Been Upgraded
Members,
Exciting Announcement!
Due to extremely high popular request, I have revamped our Investment Dashboard on my personal primary focus list of stocks that I’m actively watching and key levels where I plan to potentially add positioning or reduce positioning.
Great News: This sheet will be provided/attached at the bottom of every strategy note for reference and now will be updated on a Weekly Basis.
The Dashboard includes the new critical information (in order of importance):
Long-Term Buy and Hold Entry Points (De-risked Entries) based on my own personal fundamental and technical modeling
Next Tactical Bounce Zone upon Selloffs for a Swing Trade, and Exit Zones if bounce level was taken
Near-Term Exhaustion Zone where advances may pause (or even retrace) - This is sometimes interpreted as a sell zone for Swing Trading
Current Valuation compared to Historical Valuation Ranges for names in my focus list for investors to cut down on research time
Price Return Data on each name in my focus list to understand whether Funds may keep overweighting or begin underweighting a certain stock due performance management
This Dashboard will now be updated on a Weekly Basis before the start of each trading week as I personally use this information to make guidepost decisions. This is my primary focus list and names where I have followed them for years.
I do have a secondary watchlist, and if there are stock opportunities that arise outside of this primary list, I will discuss them directly in my Strategy Newsletters here rather than put them in the Dashboard.
This is because constructing levels and updating them on a weekly basis requires great thought & time spent, so I must focus on no more than 25 names at any given time in the Dashboard.
Many Members have told me that they greatly value my opinion on when to enter a name and exit a name from a Long-Term Investment Standpoint and Intermediate-Term Trading standpoint. I have decided to add this feature back into the Community after a revamp and narrowed list of names I focus on.
Please remember that this Dashboard is my own personal plan of attack for the markets and must not be blindly copied and is simply one more data point in your decision making process. This must not be mistaken for Financial Advice.
Preview Snapshot of the revamped Investment Dashboard (Now to be updated on a Weekly Basis for Members)
The Dashboard is now attached below in Microsoft Excel (and Google Sheets), and includes the most important retail names inside the U.S. and China investment universe.
Key levels/opinions on ETFs such as SPY, QQQ, SOXX, and KWEB are included.