Investors Checklist

Step 1: Collect a handful of tickers you like, add them to watchlist. This helps me keep our focus limited so we don't stress out or miss the simple stuff.

We can grab pretty much any tickers that we like and apply the process. For Example: $HOG, $TAP, $SLG, $UNM (top watch!), $NOMD, $KGC

Each of these has a positive slope on the daily 20-MA and an acceptable risk above it.

Step 2: "Clean & Clear" - Clean your screen off so you can focus, and clear out old tickers/trades so you can stay on-task. We want to look at each of these tickers from start to finish with the intent of filtering out things we don't like about them.

Step 3: Pick one ticker from the watchlist and look into the company, seeing if there are any upcoming catalysts or concerns over the company's operations!

• Check if there is dilution
• Current/Quick Ratio
• SEC Filings (10-Q/K)
• See if they have a lot of 144s on the SEC Filings, which would mean they are selling restricted shares.
• Check to see if they had shareholder meetings worth looking into
• Check the 8-K

• Check their recent Earnings Reports
• Net Income & EPS Growth
• Operating Income increase/decrease
• Check the company's book value
• Check their assets vs liabilities
• Figure out the Risk Factors
• Perform SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats.)

Step 5: Plot out your levels on the chart using Technical Analysis and see if there is a trade setup that you like to play with appropriate risk:reward. You can then go back to Step 3 for the other stocks on your watchlist.

Step 7: Create the orders!

Step 8: Consider the outcomes and prepare!! The stock will either go up, down or sideways. Have an exit plan for each outcome, and prepare yourself mentally to follow them!!!

Step 9: Execute & Document! Make sure to keep a trading journal!!

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