Presentation on theme: "Classes-To-Go Watch List for Clubs or Individuals Sensible Method to Stay in the Market Sandra F. Barlow BIVA Board Director."— Presentation transcript:
Classes-To-Go Watch List for Clubs or Individuals Sensible Method to Stay in the Market 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. The securities of companies referenced or featured in the seminar materials are for illustrative purposes only and are not to be considered endorsed or recommended for purchase or sale by BetterInvesting National Association of Investors Corporation (BI) or the BetterInvesting Volunteer Advisory Board, its volunteer advisory board (BIVAB). The views expressed are those of the instructors, commentators, guests and participants, as the case may be, and do not necessarily represent those of BetterInvesting or BIVAB. Investors should conduct their own review and analysis of any company of interest before making an investment decision. Securities discussed may be held by the instructors in their own personal portfolios or in those of their clients. BI presenters and volunteers are held to a strict code of conduct that precludes benefiting financially from educational presentations or public activities via any BetterInvesting programs, events and/or educational sessions in which they participate. Any violation is strictly prohibited and should be reported to the President of BetterInvesting or the Manager of Volunteer Relations.
BETTERINVESTING NATIONAL CONVENTION 3 Watch List 1.We own stocks 2.Sometimes we sell a stock 3.Should it take months to buy another? 4.Keep an up-to-date Watch List
BETTERINVESTING NATIONAL CONVENTION 4 Finding Stocks to Study BetterInvestings Stock to Study, BIs 100 Index, Webinars, BI Chat Lists, Phil Keatings screens Value Lines Model Portfolios and Highlighted Stocks Barrons Other publications, various Web sources, various screening procedures TV personalities
BETTERINVESTING NATIONAL CONVENTION 5 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 6 Live or recorded stock studies
BETTERINVESTING NATIONAL CONVENTION 7 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 8 In Toolkit, go into Library
BETTERINVESTING NATIONAL CONVENTION 9 >Select Portfolio< New Key a name for your Watch List Down below >Add< Choose stock (one) When finished, click >Library<
BETTERINVESTING NATIONAL CONVENTION 10 Click on Portfolio/PERT and Peruse Overview, then Reports
BETTERINVESTING NATIONAL CONVENTION 11 Watch 2009: PERT (Must complete an SSG)
BETTERINVESTING NATIONAL CONVENTION 12 Choose Report: PERT or Trend
BETTERINVESTING NATIONAL CONVENTION 13 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 14 Another Type of Watch List Your own brokerage Various Web sites Yahoo Finance
BETTERINVESTING NATIONAL CONVENTION 15 Example: Yahoo Finance Must establish a password in Yahoo Free Establish a sign in code Entire club can use same password to access a mutual Watch List
BETTERINVESTING NATIONAL CONVENTION 16 Example for Yahoo Sign in as WiseWomen (example) Password might be dollarsandsense That will give everyone who uses that code access to the Watch List
BETTERINVESTING NATIONAL CONVENTION 17 Yahoo! Finance
BETTERINVESTING NATIONAL CONVENTION 18 Choose format you like…..
BETTERINVESTING NATIONAL CONVENTION 19 Basic and Advanced Features
BETTERINVESTING NATIONAL CONVENTION 20 A Watch List Can Keep You One Step Ahead PLAN
BETTERINVESTING NATIONAL CONVENTION 21 Make A Difference In Someones Life If you have benefited from BETTERINVESTING, introduce others to this opportunity.