Get Started Workshop. How to Start Trading and Investing in the Stock Market

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1 Get Started Workshop How to Start Trading and Investing in the Stock Market

2 Legal By attending this workshop, you are agreeing to the following: You understand and acknowledge that Simply Put, LLC is not a stockbroker or investment advisor and you hold the company harmless for any losses you may incur while trading in the futures, stock, options and cash markets. You understand that reference to specific securities should not be construed as a recommendation to buy or sell that security. Due to the dynamic nature of the internet, certain links and website information contained in this workbook or the accompanying online workshop may have changed. The author and publisher make no representations to the current accuracy of the web information shared Simply Put. All rights reserved. 2

3 Identify Your WHY Use the spaces below to plan out your goals for the income you will make from trading + investing in the stock market. Any debt you want to pay off? Use this space to detail any debts you would like to pay off or big purchases you want to create additional income for. Create a monthly income? How much would you want it to be? Enough to replace your job? Supplement current income? Use this space to detail your goal. Want to create income for retirement? How much would you want to have at retirement? Use this space to detail your goal Simply Put. All rights reserved. 3

4 3 Ways to Make $$ Trading the Stock Market Use this page to take notes from the workshop Simply Put. All rights reserved. 4

5 Stocks to Start With Use the spaces below to take notes from the workshop. STORES YOU VISIT PRODUCTS YOU BUY BIG TICKET ITEMS LEISURE / RECREATION TECHNOLOGY FINANCE 2015 Simply Put. All rights reserved. 5

6 More Stocks to Start With Use the spaces below to take notes from the workshop. HEALTH CARE INDUSTRIAL / ENERGY NOTES 2015 Simply Put. All rights reserved. 6

7 Stock Market Seasons Use the spaces below to take notes from the workshop. *Dates are approximate.* Spring Summer Fall / Winter 2015 Simply Put. All rights reserved. 7

8 Channeling Technique Some stocks repeatedly move up and down in waves between certain price ranges. This is called channeling. This is a very simple technique but can be very profitable. This technique can be used with stocks, options or in an IRA or 401k Simply Put. All rights reserved. 8

9 Notes Page Use the space below to take notes from the workshop Simply Put. All rights reserved. 9

10 List of Stocks Company Stock Symbol Company Stock Symbol 3M MMM PEPSI CO PEP AMGEN AMGN PFIZER PFE ANNHEUSER BUSCH BUD PROCTOR & GAMBLE PG BANK OF AMERICA BAC SARA LEE SLE BRISTOL MEYER SQUIBB BMY VERIZON COMM VZ BLACK & DECKER BDK US BANCORP USB ALLSTATE ALL TYCO LTD TYC BAKER HUGHES BHI WALMART WMT CAMPBELL SOUP CPB COSTCO COST COCA-COLA COKE WELLS FARGO WFC CISCO SYSTEMS CSCO PANERA BREAD PNRA COLGATE PALMPLIVE CL COACH COH DISNEY CO DIS AUTOZONE AZO GILLETTE CO G WHITING PETROLEUM WLL GENERAL MOTORS CORP GM GENERAL ELECTRIC GE FEDEX FDX AMAZON AMZN EXXON MOBILE XOM BED BATH & BEYOND BBBY BP PLC BP DOLLAR TREE STORES DLTR FORD MOTOR CORP F DELTA AIRLINE DAL HOME DEPOT HD PETSMART PETM JOHNSON & JOHNSON JNJ BEST BUY BBY MCDONALD S CORP MCD PIXAR PIXR 2015 Simply Put. All rights reserved. 10

11 MERCK & CO MRK ROSS STORES ROSS MICROSOFT CORP MSFT STARBUCKS SBUX SANDISK SNDK CLOROX CLX HERSHEY HSY WHOLE FOODS MARKET WFM CHEVRON CVX SYMANTEC SYMC GOLD CORP GG DECKER OUTDOOR DECK CHEESECAKE FACTORY CAKE ESTEE LAUDER EL US STEEL X CATERPILLAR CAT TIME WARNER COMM TWX DIAMOND OFFSHORE DO LOWES LOW EXXON MOBILE XOM 2015 Simply Put. All rights reserved. 11