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ETF investment strategy - a quote

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Trading/Investments Step-By-Step

Congratulation! You're about to embark on a simple yet powerful stock market investment strategy.  But first, I want you to follow a short path of learning the details of my investment strategy. The outline will guide through this process.

Stock Trading and Investment Education - optional

  1. Investment Psychology - the 14 stages of investor emotions
  2. ETFs vs. Mutual Funds - strengths and weaknesses
  3. Investment Homework - review ETF securities buy and sell activity
  4. ETF Securities -  low cost index funds that trade like stocks
  5. Financial Glossary - stock market and investment terms
  6. RECOMMENDED READING LIST - books you can checkout from your local library

Trading and Investment Strategy

  1. My investment Strategy - details the ETF trading and investment model
  2. The Game Plan - basic ETF and stock investment fundamentals
  3. MARKET TIMING - buy and sell signals
  4. PORTFOLIO FUNDING - how to get back into the game
  5. Profit Target - upside price movement
  6. TRADING RANGE - AKA trading channel, buy & sell sell signals
  7. INDEX FUNDS MODEL Portfolio - review and compare investment activity
  8. SECTOR FUNDS MODEL PORTFOLIO - review and compare investment activity
  9. BALANCED PORTFOLIO - Conservative Allocation
  10. BEAT THE S&P500 INDEX - an alternative investment approach
  11. HEDGING STRATEGY - how to protect a long position
  12. Advanced ETF Investment Strategies - hedging, options, sector rotation

Portfolio Setup and Maintenance

  1. Stock Chart - install free stock chart
  2. stock Trading Signals - setup trade signals
  3. INDEX FUNDS ALLOCATION - ETF index funds
  4. Sector Diversified Allocation - market sector Exchange Traded Funds
  5. TECHNICAL INDICATOR CHARTS - Moving Average, Relative Strength Index & Fibonacci Retracement
  6. BALANCED PORTFOLIO - Conservative Allocation
  7. STOCK MARKET TREND - setup, maintenance and analysis - included in spreadsheet
  8. Buy order - limit and stop order entry points - included in spreadsheet
  9. Sell Order - stop order exit points - included in spreadsheet
  10. Activity Log - keep investment notes - included in spreadsheet
  11. DOWNLOAD SPREADSHEET - Microsoft Excel Tables


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