3-Phase Portfolio Proft System

Transcription

1 Disclaimer The VectorVest Program ( the System ) which we promote is not intended to provide you with specific or personalized advice. In all circumstances where you are looking to apply the System to your own personal needs you should consider whether you should first seek advice from a suitably qualified investment professional. Figures and information provided refer to the past and past performance and are not a reliable indicator of future results. Where stocks are quoted in foreign currencies, returns may increase or decrease as a result of currency fluctuations. In the event that you, as a recipient of this presentation, have any doubts as to the suitability of the investments or services promoted you should seek advice from a suitably qualified investment professional. You should be aware that the value of shares and other stocks may rise or fall. The rules on tax can change, and these changes may have an influence on the effectiveness of the System in the future. It is for you, as the tax payer, to assess the System s effectiveness throughout the process. Some assets are more readily realizable than others, and you should bear in mind that it may be difficult to deal in or obtain reliable information about their value. You should always take account of dealing charges. In addition to any initial charge quoted there may also be a bid/offer spread or dilution. Investments in options and other forms of derivatives may expose you to a higher degree of risk given market circumstances relative to other forms of quoted investments. The System even if used in its entirety, cannot be guaranteed to provide specific returns in the short, medium or long term and you should bear in mind that individual securities may and can fluctuate considerably in value from day to day. The System has been designed without any reference to the specific interests of a particular investor. We reiterate, when using the System, you must take into account your own specific needs and liabilities. 1

2 3-Phase Portfolio Proft System 3. When to Sell 1. When to Buy 2. What to Buy Module Module Module Module Module Module Strategic Game Plan Set Goals & Objectives Investment Matrix Mirror vs Reality Goal setting checklist 2

3 Module Module Module Module Module Module Strategic Game Plan When to Buy Set Goals & Objectives Pinpoint Market Entries Investment Matrix Mirror vs Reality Goal setting checklist Identify buying signals Set your triggers Recognize turning points Module Module Module Module Module Module Strategic Game Plan When to Buy What to Buy Set Goals & Objectives Pinpoint Market Entries Identify Stocks to Buy Investment Matrix Mirror vs Reality Goal setting checklist Identify buying signals Set your triggers Recognize turning points Stock buying checklist Using a filter Eliminate the data blizzard 3

4 Module Module Module Module Module Module Strategic Game Plan When to Buy What to Buy When to Sell Set Goals & Objectives Pinpoint Market Entries Identify Stocks to Buy Know your Exits Investment Matrix Mirror vs Reality Goal setting checklist Identify buying signals Set your triggers Recognize turning points Stock buying checklist Using a filter Eliminate the data blizzard Weed the Portfolio Stop setting Profit protecting Module Module Module Module Module Module Strategic Game Plan When to Buy What to Buy When to Sell Trade Set- Up Game Plan Set Goals & Objectives Pinpoint Market Entries Identify Stocks to Buy Know your Exits Set Yourself Up For Success Investment Matrix Mirror vs Reality Goal setting checklist Identify buying signals Set your triggers Recognize turning points Stock buying checklist Using a filter Eliminate the data blizzard Weed the Portfolio Stop setting Profit protecting Position sizing How to manage risk Order entry checklist 4

5 Module Module Module Module Module Module Strategic Game Plan When to Buy What to Buy When to Sell Trade Set- Up Game Plan Implementation Formula Set Goals & Objectives Pinpoint Market Entries Identify Stocks to Buy Know your Exits Set Yourself Up For Success Become Consistent Investment Matrix Mirror vs Reality Goal setting checklist Identify buying signals Set your triggers Recognize turning points Stock buying checklist Using a filter Eliminate the data blizzard Weed the Portfolio Stop setting Profit protecting Position sizing How to manage risk Order entry checklist How to place trades Daily ritual Key to consistency 1 Recap 2 Why 3 What 4 How 5 Now 5

6 Strategic Game Plan 6

7 You See So Many Things To Do Easily Distracted 7

8 Scrap The Whole System 8

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10 You ll Be Focused 10

11 Key Principles Do A Reality Check 1 11

12 H I G H L O W R E W A R D LOW RISK HIGH H I G H L O W R E W A R D LOW RISK HIGH 12

13 A B P r i c e A B Time (1-3 years) P r i c e C C Time (1-3 years) 13

14 P r i c e D D Time (1-3 years)

15 Take A Selfie 2 15

16 Set Realistic Goals 3 16

17 Focus On One Thing 4 17

18 Filter Out The Unnecessary 5 18

19 H I G H L O W R E W A R D LOW RISK HIGH 19

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