The Investor's Toolbox: Entering Positions & Portfolio Tracking

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Stock Spotlight

Michael

21 episodes

4 days ago

Stock Spotlight is a podcast dedicated to highlighting intriguing investment opportunities. In each episode, host Michael shines a light on promising stocks that have earned a 'watch' or 'pass' rating on his 33-question research checklist. Listeners can expect a thorough exploration of selected companies, covering their business models, financial performance and market positioning. As the show evolves, Michael will also delve into broader investing topics.

Investing

Business

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All content for Stock Spotlight is the property of Michael and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business

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The Investor's Toolbox: Entering Positions & Portfolio Tracking

Stock Spotlight

20 minutes 39 seconds

11 months ago

The Investor's Toolbox: Entering Positions & Portfolio Tracking

In this episode of Stock Spotlight, host Michael expands on his investment strategy, focusing on the process of entering new positions and creating effective portfolio tracking metrics. This episode builds upon the previous discussion of investment checklists and benchmarks by introducing additional tools and techniques for successful investing.

Michael begins by reiterating his 33-question research checklist for initial stock assessment, which helps identify companies worthy of a 'watch' or 'pass' rating. He then delves into his strategy for entering new positions, combining fundamental analysis with technical precision to optimize the timing of long-term investments. Additionally, he shares strategies for creating effective portfolio tracking metrics that simplify the process of monitoring investments and inform portfolio weighting decisions.

By providing this comprehensive toolkit, from initial stock selection to ongoing portfolio management, Michael equips listeners with valuable insights to enhance their investment strategies and make data-driven decisions.

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00:00 Intro

00:56 Entering New Positions

02:39 Valuation & Technical Analysis

03:19 Intrinsic Value

04:46 Yields

05:40 Multiples

07:20 Moving Averages and Trend Identification

08:38 Volume Analysis

09:05 Support and Resistance Levels

09:53 Portfolio Tracking Metrics

19:59 Outro

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Intro Music: Andrey Rossi – Seize the Day

Outro Music: Ra – Prospect

*Music provided by Uppbeat Premium

Follow me on X: https://twitter.com/invest091

Subscribe to my YouTube channel: https://www.youtube.com/@stockspotlightpodcast

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Disclosure: The host of Stock Spotlight is not a licensed financial advisor. The information and opinions shared during the show are for entertainment purposes only.