Key Points

References

Key Concepts

Marginable Securities and Portfolio Margin

https://www.investopedia.com/terms/m/marginable.asp#:~:text=What%20Is%20Marginable%3F,the%20money%20for%20these%20trades.

 https://www.sec.gov/oiea/investor-alerts-and-bulletins/ib_marginaccount#:~:text=Before%20trading%20on%20margin%2C%20FINRA,to%20deposit%20more%20than%20%242%2C000.

https://www.investopedia.com/terms/m/marginable.asp#:~:text=What%20Is%20Marginable%3F,the%20money%20for%20these%20trades.

Fidelity Tools and Free Education

Price Probability Calculator 

https://researchtools.fidelity.com/ftgw/mloptions/goto/probCalc?cusip=92343V104&symbol=CSCO&Search=Search

For a given stock, time frame, and the stock's historical volatility ( 90 days ), predicts the normal distribution probabilities of stock's price on a given date.

Just an input on risk but no guarantee.

Fidelity Tools and Strategies for Exiting trades

https://www.fidelity.com/learning-center/trading-investing/trading/exit-strategies

Fidelity Trade Armor concepts to exit a trade

https://www.fidelity.com/learning-center/tools-demos/trading-tools/trade-armor-video

Example of a potential down trend based on volume confirmation - GME

GME 30 day chart

1. the vertical "candlestick" lines show the open, high, low and close price for the day
2. the blocks on the bottom show the days trading volume
   1. you can prices increased on days volume was up
   2. in general, prices declined when volume dropped
3. shows price spikes on short squeeze WHEN days have high volume
   1. there's a chance to use buy and sell stops to MAYBE make a real gain
   2. consider averaging in and out of positions to minimize risk vs going all in
   3. my "all in" trades have sometimes shown "all in" bigger losses
4. My interpretation of GME chart
   1. given it's a short squeeze, when I see declining volumes trending down, I assume the shorts are getting covered so volume declines
   2. there is less incentive to "spike" prices given the short buyers are getting covered so downside risks are up
   3. Price alerts can be set as well as conditional exit orders to protect a gain or minimize a loss

Calculate Support and Resistance Levels and Pivot Points

https://www.babypips.com/learn/forex/how-to-calculate-pivot-points

tech-support-line-calcs-babypips-How to Calculate Pivot Points.pdf

Equity Valuation Template to Buy, Track, Sell Stocks

The Operations Assessment

What are big events impacting the company operations now and the next year?

What are relevant ESG risks?

What are legal and regulatory challenges?

What has been managements track record on achieving operations plans?

What market segments and product lines have been grown in sales, profits?

What market segments and product lines have declined in sales, profits?

What is managements plan for the next 5 years to maximize value, minimize risks?

What does the SWOT analysis show?

The Financials Assessment

What are big events impacting the company financials now and the next year?

What is managements financial plan for the next 5 years?

How does management plan to fund growth?

Are acquisitions accretive on earnings?

Are debt ratios well managed compared to the industry?

What has been managements track record on achieving financial plans?

The Market Assessment

How is the stock priced relative to its competitors?  ( EBITDA margin, EPS, PEG )

What has been the total return for the past 5 years? 

What is the forecast total return for the next 5 years? 

How do you rate stock price performance in the next year relative to the market?

How do you rate stock price performance in the next 5 years relative to the market?

What is a good entry point for a position to average in?

What is a good exit point for a position to average out?

Potential Value Opportunities

Yahoo Finance - Free Custom View for Watchlists

_jim-div-view1-240501-Watchlist - Stock Portfolio & Tracker - Yahoo Finance.pdf.  link

_jim-div-view1-240501-Watchlist - Stock Portfolio & Tracker - Yahoo Finance.pdf. file

https://finance.yahoo.com/portfolio/p_0/view/view_3

Potential Challenges

Candidate Solutions

Some Open Source Investment Analysis Tools

https://sourceforge.net/directory/investment-management/mac/

Ghostfolio is a privacy-first, open source dashboard for your personal finances

Step-by-step guide for Example

sample code block

Recommended Next Steps

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