Meetup

(GIMG) Greendale Investing Meetup Group

MEETUP LINK – https://www.meetup.com/greendale-investing-meetup-group/
We’ll meet on the last Monday of the Month (usually), starting at 6pm, ending by 7:30pm

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Directions to Meeting Location:
Greendale Public Library (click for map)
Community Room in basement
5647 Broad St, Greendale, WI 53129

Enter through the front of the Library, and ask for the Community Room

You are ENCOURAGED to bring something to the meeting: an investing book or article, an investment quote or saying, website link, market insight, etc. I REALLY APPRECIATE INSIGHTFUL QUOTES ON THE STOCK MARKET! Don’t just bring a stock tip!

AGENDA, Monday October 25, 2021, starting at 6pm

1. Opening Bell – Let’s get ready to trade (info)

2a. Welcome!
2b. Read Disclaimer

I had several requests for pictures. I uploaded many pictures and folders to
https://www.meetup.com/greendale-investing-meetup-group/photos/
Specifically asked for were the picture in the “Chart Mess” folder.

3. TOPIC: Stock Charts, Stock Screeners & Stock Trackers, Part 2

Charts: Chart styles, line, bar, candlestick, Heiken-Ashi, etc.
https://school.stockcharts.com/doku.php << GREAT resource
https://bigcharts.marketwatch.com/
https://www.tradingview.com/chart/

Screeners: Hunting for targets to acquire,
https://finviz.com/screener.ashx?v=111&s=ta_newhigh&f=cap_smallover,sh_relvol_o3&o=-marketcap – New High on 3x volume
https://www.zacks.com/screening/
https://stockcharts.com/def/servlet/SC.scan
https://www.investors.com/
https://finance.yahoo.com/screener

Portfolio Trackers:
Google Finance at https://support.google.com/docs/answer/3093281?hl=en – see BONUS below
https://finance.yahoo.com/portfolios
XLQ by https://www.qmatix.com/

*** What Stock Chart, Stock Screener & Stock Tracker do you use?

4. Stock “Share” Time: What idea did you bring?

5. Stock “Quote” Time

6. Closing Bell (by 7:30pm)

Please RSVP. The Community Room has a limit of 24 people, for social distancing.

–Herb Ripka
http://herbripka.com/meetup/

FUTURE MEETINGS: Monday October 25, 2021, (LAST Monday of the Month) starting at 6pm. Topic: Stock Charts, Screeners and Trackers.
FUTURE MEETINGS: Monday November 29, 2021, (LAST Monday of the Month) starting at 6pm. Tentative Topic: Options
December ??, 2021. Tentative Topic: Selling Rules: How to Sell

BONUS: I know of several ways to track your portfolio

  • “=googlefinance(a1,b1)”  on Google Sheets
  • Excel and XLQ from https://www.qmatix.com/
  • Yahoo Finance

I showed this spreadsheet at the July meeting: Stock Tracking via Google Finance – DEMO
https://docs.google.com/spreadsheets/d/1CapKq3wSVckjKYp6_KpneR1DauA6qud0eFZiZqecIzI/edit#gid=0
This spreadsheet uses GOOGLEFINANCE and StockViz data

$$$$$ ***** $$$$$ ***** $$$$$

EXTRAS

Start by going to IBD University and Review the Information. Investor’s Business Daily
Learn to use the Time Saver Table, General Markets Indicator, and Psychology Indicators. Read the Big Picture every day.

$$$$$ GIMG Book List
Read The IBD Bible – How to Make Money in Stocks by William J. O’Neil, who was the founder of IBD.
24 Essential Lessons for Investment Success: Learn the Most Important Investment Techniques by William J. O’Neil
Secrets for Profiting in Bull and Bear Markets by Stan Weinstein
Reminiscence of a Stock Operator by Edwin Lefevre
Market Wizards by Jack D. Schwager
How I made $2,000,000 in the Stock Market by Nicolas Darvas.
Come Into My Trading Room: A Complete Guide to Trading by Alexander Elder
Trend Following by Michael W. Covel

$$$$$ GIMG Disclaimer:
Investments are not insured or guaranteed. “Investments” may lose value. This website (and the Meetup meeting, or meetup.com) is not an offer, solicitation of an offer, or advice to buy (or sell) securities.
Any information presented or discussed as a part of this presentation is only opinion.
It should not be taken as advice and should not be acted upon.
This information is presented to be educational. Your individual financial requirements have not been taken into consideration.
As always, one should seek appropriate professional advice before entering into financial or other arrangements.

$$$$$ GIMG GOALS:
Our Meetup Group Aims For Three Goals: 1-MAKE MONEY, 2-HAVE FUN, 3-LEARN. Your participation, while voluntary, will help us achieve at least two goals. Which ones? Well two out of three ain’t bad.
No real estate, there is another local Meetup group for that.
No politics or religion.
No gold or collectibles or coins, unless you want to.
Touch on fundamentals, not emphasize it like NAIC.
Mainly technical trading, leaning toward Nicolas Darvas’ “techno-fundamentalist” & William O’Neil
If its handled by a stockbroker, we’ll cover it.
OUR EMPHASIS: IBD (Investor’s Business Daily) CANSLIM by William O’Neil, Market Wizards (see Jack Schwager books), Jesse Livermore, Nicolas Darvas, Ed Seykota, Richard Dennis, Trend Following by Michael Covel, Turtle Trading.

E.G.O.= Everyones Got an Opinion — Herb
That is what makes a market!

$$$$$ GIMG LINKS
(GIMG) Greendale Investing Meetup Group – THIS PAGE
http://herbripka.com/meetup/

(GIMG) Greendale Investing Meetup Group – MEETUP LINK
https://www.meetup.com/greendale-investing-meetup-group/

Herb’s Investing List on Twitter
https://twitter.com/HerbRipka/lists/investing

FinViz Screener Test_Macro
https://docs.google.com/spreadsheets/d/1UEXklnwIGyPRRfUjUGAc0h-dnu0m3JnblCtsvpyh5ys/edit#gid=0

Inflation_Tax_Table_2020 “The (Rarely Seen) AFTER-Tax, AFTER-Inflation spreadsheet”
https://drive.google.com/file/d/1sSK0DhyEsuMcQT04IaZYcbnN6I5Xy5HS/view?usp=sharing

Stock Concepts
https://docs.google.com/document/d/1QHHNNG9ucnEzNUZa_Rn1aeLQf_E0WX1DX8L3qoOFqkc/edit

Creating Your Own Trading Plan
https://docs.google.com/document/d/1-YmtTsvfwPhYybxiLLDomJvV2Ig-s9YBZGz619s2qnA/edit#
This document “Creating Your Own Trading Plan” is a great transition from our discussion of the Three M’s to our next topic on “7 Parts of TRADING”

7 Parts of TRADING
https://docs.google.com/document/d/1j5fIe-lJa-pu9tmC_JLvS7PlKI8jPzqaUBAkf9Ph3YA/edit#
1. Trading Plan
2. Trading Strategy
3. Trading System
4. Trading Tactics
5. Trading Metrics
6. Trading Review
7. Trading Fruits

Confessions of a trader
A place where you can anonymously post your trading struggles
https://confessionsofatrader.com/

Money Quotes
https://docs.google.com/document/d/1STEI1KdC9X45SRlX9FWKlGbhJIz2U06zpQhhM3ySYAI/edit#

Wealth Quotes

Inflation Adjusted Dow

$$$$$
https://www.newtraderu.com/

https://twitter.com/SJosephBurns/status/1344995980106735619
University of Finance Twitter:
Options: @DanFitzpatrick
Backtesting: @TrendSpider
Stocks: @DanZanger
Education: @MarwoodJB
Forex: @austinsilverfx
Patterns: @Trendspider_J
Price Action: @priceinaction
1 on 1 Mentor: @GossettTrading
Psychology: @TradingComposur
Finance: @dmuthuk

$$$$$
I recommend (and use) XLQ – Your solution to working with market data in Microsoft Excel since 2000
https://www.qmatix.com/XLQ allows you to work with market data in the way you want. No interface or program design restrictions. Create your own layout or easily modify any existing spreadsheets to have them always updated and up to date, even in real-time.

Herb Ripka