Educative How To

Managing Your Alert Notifications in TradeStops

One of the key components to managing the positions in your portfolios is the ability to get alerts when your stocks hit certain targets. And TradeStops lets you set up an almost infinite number of alert types.

The default alert for individual positions is the Stock State Indicator Alert (SSI Alert). This alert is actually five alerts in one. It lets you know when a stock has triggered an SSI Entry signal, when a stock has triggered an SSI Stop signal, and three different alerts when the stock moves into the SSI Yellow Zone. These include whether the stock is up trending, sideways trending, or down trending.

This is the way it looks when the SSI Alert is being set up.

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If your accounts are synchronized, you might not even know that these alerts are set up automatically.

But sometimes, less is more. As the market’s climb has paused recently, we’re seeing some stocks trade in narrow ranges, and this can cause new alerts to be triggered several times a week as a stock moves above and then below a certain target price.

Here’s an example.

XLV is the ETF for the Health Care sector. Here is a 3-month chart of XLV.

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The stock was in the SSI Green Zone at the beginning of October. Since the middle of October, the stock has moved from the Green Zone into the Yellow Zone and back into the Green Zone. This stock movement has caused 11 SSI Alerts to be generated in the past several weeks.

Each of these alerts are then sent to your email address and your cell phone (if you have the cell option turned on). Multiply this by 50 or 100 stocks, and it’s easy to see how clogged up your inbox can get.

Many of our members have asked if there’s a way to be notified of just two things. They want to know when a stock has triggered an SSI Entry signal, and is moving from the Red Zone to the Green Zone. And they want to know when a stock has triggered an SSI Stop signal, and is moving from the Green Zone to the Red Zone.

This removes the clutter from your inboxes and only alerts you when actionable alerts have been triggered.

It’s easy to do. The first thing we’ll want to do is go to the Templates page. That is accessed in the upper right hand corner of the TradeStops site.

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After getting into the Templates page, it will most likely look like this:

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The Stock State Indicator is the default. Let’s set up a new default that will only trigger when a stock hits the SSI Entry signal or SSI Stop signal. Just click on the “Add Template” button and by default, it will open on the SSI Alert screen. Click on the “Show Additional Settings” link.

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Now, unclick the three boxes that show the SSI Yellow Zone. Then click on “Add Alert,” name the new template, check the “Make Default” button, and then “Save.”

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After clicking “Save,” this is how it now shows up in the Templates page.

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We’re now set up to make easy changes in our portfolios. Here’s a sample portfolio that contains the XLV example from above. This portfolio shows all of the Sector ETFs, and they all have the normal SSI Alerts. This is how it appears on the “Alerts” page.

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By clicking on the box in the upper left hand side, it will highlight all of the boxes. You can then delete all of the alerts. The TradeStops program will ask you if you want to do this.

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You’ve now removed all of the standard SSI Alerts. It’s really easy to add the new “Green Zone/Red Zone only” alert that we created earlier. Just go to the “Positions” tab and check the box at the upper left hand side again and click on “Add Alert.”

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The last thing you’ll do is click on the alert you want, and you’ll have set up this alert for every position.

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It’s that easy. Now you’ll only recieve the alerts that matter to you most.

If you have any questions, please contact our Customer Success team at your convenience.

Best wishes for the beginning of 2017 and your investing success.

Tom Meyer
Education Director

How to Invest Like a Pro in 2017

With only a few trading days left in 2016, many investors are making their resolutions for 2017.

“Next year I’ll follow the trading signals.” “In 2017, I’ll get rid of the stocks that are hurting my portfolios.” “I’ll set up my portfolios for the best return possible really soon.” And the big one, “Next year I’ll stop being so emotional with my stock picks.”

Why wait? There’s no better time than the present to look at your portfolio in the same way that a professional would and figure out how to invest like a pro in 2017!

Have any losses from 2016? Then consider “harvesting” those losses. Tax-loss harvesting means selling the stocks that are losing money. You can use these losses to offset the capital gains you’ve made in other stocks throughout the year. If your losses are more than your gains, you could potentially carry forward these losses into 2017 and beyond.

After a pro has finished harvesting his losses, the next thing he does is take a look at his portfolios and determine if he is invested too heavily in one or two sectors. The TradeStops Asset Allocation tool can help you with that. It gives you a quick overview as to how you’re invested from a sector or industry perspective.

This sample portfolio has over 34% invested in the consumer discretionary sector. Having that much money in a single sector could mean that it’s overweighted in your portfolio.

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The next thing that a professional would do is to see if there are any potential “time bombs” in his portfolio. These are stocks that could damage a portfolio by pulling down overall returns. These stocks should be considered for removal from the portfolio.

TradeStops Premium makes this task simple. Just go to the Risk Rebalancer and have all of the stocks that are in the SSI Red Zone removed from the portfolio. The Rebalancer will reallocate the funds from these potentially destructive stocks into those that are better-positioned to move higher.

Here’s a sample portfolio that has 11 positions, and 3 of those are in the SSI Red Zone.

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We can remove the stocks that are in the Red and reallocate the funds into the stronger stocks.

And we’ll take the exact same dollar risk per position. This is how a pro is able to stay in trades for a longer period of time and maximize the potential gains.

This is what the same portfolio looks like after removing the red and right-sizing the remaining positions.

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In this example, there is $1422 of risk in each stock. That means you can own 321 shares of GE but only 34 shares of NFLX.

If the only thing you did this year was to rebalance your portfolio so that you’re right-sizing your positions and taking the same amount of dollar risk in every trade, the long-term results could be outstanding.

Here’s an example of one investor who went from a loss of $100,000 to a gain of almost $60,000 just by right-sizing his portfolio.

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I’ve heard predictions for 2017 that run the gamut from new all-time highs at the end of the year to portfolio-crushing bear markets. I don’t know if either of these will be correct or if somewhere in the middle is the more likely outcome.

I do know that by managing your portfolio like a pro using the TradeStops tools, you’ll give yourself the biggest opportunity to succeed profitably in the years to come.

Here’s to profitable New Year’s resolutions,

Tom Meyer,
Education Director, TradeStops

The DPZ Domino’s Pizza Trade – Slice by Slice

Last week, Dr. Smith wrote How to make a killing in pizza. He discussed a trade in Domino’s Pizza (DPZ) using the tools and research that have been introduced this year in TradeStops.

Today we’re going to slice that trade and show you the step-by-step process he used to make this happen.

The chart shows that DPZ hit a low in 2008 below $4 a share. It triggered an SSI Entry signal in early 2010 at just under $10 a share and has been moving higher ever since. (Note that the chart uses a log-scaled “y” axis … each gridline is a 100% gain.)

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This is a great example of the power of investing with momentum and “unlimiting” your gains by staying invested for as long as the stock continues moving higher.

Another important element in the success of investing in DPZ is the concept of “doubling-up on the way up.” This means adding to the position every time the stock moves 2 Volatility Quotients higher (for instance, if a stock trades for $100 and the VQ is 10%, then the stock must rise 2 x 10%, or 20%, before adding to the position).

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Another element that made this trade so compelling was the pent-up momentum in the stock after crashing in 2008. The Volatility Quotient spiked throughout 2008 from the 20% level to above 40% and plateaued there until 2011 when it began moving lower. Our research has shown that these types of moves can act as fuel to propel a stock higher over a multi-year period of time.

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We determined that at each entry point along the way, we were going to buy $250 of risk. In other words, we wanted to take $250 of risk in each purchase of DPZ. How did we figure out what the investment should be?

The Position Size Calculator makes it easy. Here are the parameters we want to use to determine the amount of stock to buy. For the initial purchase of DPZ in 2010, the price of the stock was $9.73, and the Volatility Quotient for DPZ was 43.13%. This is how we set it up in the Position Size Calculator.

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Why did we use a Trailing Stop of 43.13%? Because that was the VQ for DPZ at the time that the SSI Entry signal was triggered in 2010.

Now let’s calculate this and see how many shares we could buy.

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The analysis shows us that we could invest $574 and buy 59 shares of DPZ for our $250 of risk.

You can do the same analysis for the other six purchases of DPZ. Remember, you’re only going to take $250 of risk in each position.

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And here are the results through December 15th of buying just one time when the SSI Entry signal was first triggered vs. buying at the Entry signal and then each time that DPZ moved 2 VQs higher.

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And here are the results through December 15th of buying just one time when the SSI Entry signal was first triggered vs. buying at the Entry signal and then each time that DPZ moved 2 VQs higher.

This chart shows the results of each purchase.

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We’ll be giving you more examples of this type of trading strategy in the future.

Nobody knows how long a stock can continue to move higher. And at some time the run will end. But in the meantime, we need to find ways to make as much profit as possible as our “once-in-a-lifetime” stocks climb higher.

And TradeStops will be here to help you Make More and Risk Less.

Best wishes from all of us at TradeStops for a healthy, happy, and prosperous 2017.

Tom Meyer
TradeStops, Member Services

Know the right amount of risk

Last week, TradeStops introduced its last major upgrade of 2016. Our development team upgraded the Position Size calculator to make it more user-friendly and to give you more information at a glance.

The Position Size calculator now lets you determine either how much risk you’re taking in a position based on your total investment or how much you should invest in a position based on the amount of risk you’re willing to take.

Let’s take a look.

The Position Size Calculator is in the same place as it was before. Just click on the “Research” tab and then on the “Position Size” tab. Here’s what the screen looks like.

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(Click on image to enlarge.)

Now let’s look at each section. For this example, we’ll use Facebook (FB). FB triggered an SSI Entry signal in April, 2014 and has been moving higher all this time, more than doubling in price. The most recent high on the stock was in October and the stock has moved a little lower in the past two months. It’s still a long way from its SSI Stop price of $103.70.

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In the top section of the Position Size calculator, we’ll enter the symbol FB. The Entry Price box will automatically be filled in with the previous day’s closing price.

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If we want to enter a different price, we can go in and change it manually. If we want to look at an option or if we want to consider a short position, all we have to do is click those boxes.

The middle section allows us to look at FB from two perspectives. First, let’s look at how many shares of FB we can buy if we know how much money we are willing to risk. Let’s assume that we are taking $1500 of risk in each stock. So, we’ll click on the “Risk” box, then we’ll select the “Custom” box, and we’ll enter $1500.

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We’ll come back to the “Invest” box in a moment.

Now, let’s look at the bottom section. The Position Size calculator lets us look at different stops based the SSI Stop price, the VQ of the underlying stock, a percentage trailing stop of your choosing, or a set stop price. We’re going to look at the SSI Stop price. To do that, we just check the SSI box.

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Then we press the “Calculate” button.

The analysis tells us that if we are willing to take $1500 of risk in FB, we can buy $10,610 of FB stock or 88 shares.

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(Click on image to enlarge.)

Now, let’s go back and change the entry on the middle section. If we know how much we want to invest, the Position Size calculator will let us know how much risk we’re taking in that investment.

In this case, we want to invest $15,000 in FB. How much risk will we be taking?

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Now, when we press the “Calculate” button, we can see that if we were to invest $15,000 into FB, we’ll be taking $3329 of risk.

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(Click on image to enlarge.)

It’s that simple! We recommend that you take a few minutes to try this out and familiarize yourself with these new capabilities. The Position Size calculator can help you know exactly the right amount of money to invest in any new position, whether it’s a risky stock or a conservative stock.

Best wishes for a healthy, happy, and prosperous New Year with TradeStops.

Tom Meyer
Member Services

Manual Portfolios Made Easy

TradeStops makes it easy to manage your portfolios. Some of you are able to synchronize your portfolios, but many of you have to manually enter your trades. This article will help you understand the process and get a head start.

To create a manual portfolio, just click on the “Portfolios” tab at the top of any page. You can also click on the “Create Portfolios” circle on the “Welcome” page.

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This will open the “Add Portfolio” window. Be sure to click on the “Manual” tab to get started. For this example, we’ll create an Investment Portfolio and title it “THM Portfolio.”

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What’s the difference between an “Investment” portfolio and a “Watch” portfolio? In the way that they work…nothing. They both are updated at the same times and send you the same alerts. We created these two designations to help you separate actual investment portfolios from portfolios of stocks and funds you’re watching, but don’t actually own. We recommend that you organize your portfolios this way so that your actual investments are in “Investment” portfolios and the stocks that you’re watching are in “Watch” portfolios. This will be important when you use the Risk Rebalancer and want to get a good overview of all of your portfolios combined.

The only investment information that we’ll add at this time is the amount of cash that’s in the portfolio. In this case, we’ll start with $1000.00. Here’s what this looks like after we save the portfolio.

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Now that we’ve created the THM Portfolio, let’s add our stocks to it. That’s easy to do as well. Find the THM Portfolio under the “Portfolio” tab, and click on it. Then, click on the green “Add Position” button.

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We’ll add the first stock here. We bought JP Morgan Chase (JPM) in 2015. It’s important that the date and the entry price are correct, not only so you can see your profit or loss, but also so TradeStops can keep track of your recieved dividends. This is an important part of the TradeStops service.

But the most important part of TradeStops is that we give you the ability to manage the positions in your portfolios. The last data point that we enter is the type of alert for each stock that we enter.

The Stock State Indicator alert is our most advanced alert as it actually acts as five alerts in one. This will tell you when your stock has triggered an SSI Entry signal and is in the Green Zone, when it has triggered an SSI Stop signal and is in the Red Zone, as well as moves into the Yellow Zone. There is more information in the Help Center about the different types of Alerts that are available.

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The first few stocks might take a minute or two each to enter, but after that, it should be very easy. Our guess is that you can enter twenty positions in your portfolio in less than 20 minutes.

And this is what it looks like after we’re finished entering our positions.

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We recommend that you practice creating Manual portfolios. As you become proficient, you’ll see that you can set up many Manual portfolios, each of which allows you to easily track dozens of stocks. Each portfolio can follow a different sector, industry, or investment newsletter. The choice is yours.

Tom Meyer
Member Services

Managing DRIPs in TradeStops

One of the questions that comes up often is “what is the best way to manage our DRIPs in TradeStops?”

For those unfamiliar with the term, DRIP is the acronym for Dividend ReInvestment Plan. This means that dividends received on the stock or fund are reinvested into additional shares of the company.

It’s a great concept, and many TradeStops members take advantage of this. A number of publicly-traded companies offer this at no charge, and many of the brokerage firms also offer this at no charge to their clients. There are even websites available that can give you a lot of this information.

But some members have problems keeping track of their DRIP plans through TradeStops. The brokerage firms normally list just one line for each position, and you have to dig into finding each trade.

That’s where TradeStops can help. This is not an easy, just-push-one-button solution. It will take a little time to enter the information, but it’s easier to have it in one place, TradeStops, than to look it up in dozens of individual brokerage statements.

For this example, we’re going to use XLE, the energy sector ETF, and we’re going to assume that the initial purchase was 500 shares on 8/18/2015 at $69.23 per share.

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Since then, there have been 5 dividends paid, and additional shares have been purchased each time.

Unfortunately, the brokerage firms don’t give you an easy breakdown of each transaction. Here is what it looks like after being imported into TradeStops.

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The brokerage firm uses the date of the last dividend as the “Entry Date.” Of course, this is wrong. The “Entry Price” is also wrong as it is just the cost basis divided by the number of shares.

This can be frustrating. The information above is technically correct, but it doesn’t reflect what actually happened.

An easy solution is to create a new portfolio as a “Watch” portfolio to keep track of these purchases. Just go to the “Portfolios” tab and then “Add Portfolio.”

We’re going to add a new portfolio titled “XLE Dividend Reinvestment.”

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Once this has been set up, then it’s easy to enter each of the actual transactions. In the case of XLE, we have the original purchase that was made and the five purchases from the DRIP plan.

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You can see the individual transactions sorted by their “Entry Date.” Take a look at the last column titled “Dividends.” This shows you the dividends per share that have been earned for each position. This goes from a high of $2.32 per share for the original position down to $0 for the latest position. When XLE next goes ex-dividend, you will see that $0 change to the dividend per share that will be paid. That same amount will be added to each of the “Dividend” entries for the other shares as well.

Having these separate entries for each dividend paid in a DRIP plan makes understanding your entire position much easier.

For those who have been participating in the DRIP programs for years now, this could take a little time. But you don’t have to do this in just one sitting. By having this dedicated portfolio, you can add the separate purchases any time at your convenience.

This approach is probably not going to make a difference in your position sizing or when you run the Risk Rebalancer. Many investors use the DRIP plans to build up positions in several stocks for the long run so it’s possible that these types of investors will choose to ignore the SSI signals.

Please let us know if you have any shortcuts or tips if you’re keeping track of your DRIP purchases differently. We’re always learning from our members, and we appreciate your input.

Here’s to more profits, one DRIP at a time,

Tom Meyer
Members, Services

Making Money with “Only” 53% Winning Trades

Over the past month, we have been showing TradeStops members the importance of investing in stocks that have strong up-trending momentum. The basis for all of this research goes back to an article that was published over the summer.

This past August, Dr. Smith wrote an editorial that shows the power of the Stock State Indicator Entry signals and Stop signals. In 37% Per Trade over 20 Years, he presented the following statistics that sum up 20 years of backtesting using 1300 different tickers. These tickers include stocks, indices, funds, and commodities. And the results are incredible.

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The study had almost 7500 trades. And 52.7% of these were winning trades. Of course, that means that 47.3% were losing trades. The average winning trade was +84.3%, and the average losing trade was -16.4%. This means that the winning trades outperformed the losing trades by 5-1.

Some of our TradeStops members expressed concern that the winning trades were only slightly more than 50%. They wanted to know why this is a good number.

It’s difficult to blame their thinking. After all, we routinely see ads promoting 75% winners, 80% winners, and even some who advertise that they have 90%+ winning trades. 53% winning trades pales in comparison to these others.

But the purpose of investing is not just to have winning trades. The purpose of investing is to make money. Period. Let’s look at a simple example that shows the power of 53% winning trades.

In this example, we’re going to have one stock that makes money and one stock that loses money. This portfolio, with a 50% win rate, has a worse win rate than the 53% win rate that TradeStops achieved.

We’re going to use two fictional stocks, ABCD and WXYZ, that each have the same Volatility Quotient of 20%. We’re going to invest $100 in each stock. ABCD will have a gain of 5 VQ% and WXYZ will have a loss of 1 VQ%. This is the same win/loss ratio that we saw in the 20 years of backtesting.

Here are the results of the two trades.

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The results are powerful.

These two trades, one a winning trade and one a losing trade, generated a profit of $80 or 40% of the total amount invested. It’s as if you would have made 40% profit on each trade.

Let’s look at these results from the perspective of the “smart money” investors. Institutions and hedge funds look at the TradeStops methodology as a “black box” system. This means that the SSI Entry signals and the SSI Stop signals are generated by a computer. There is no human intervention into the signals because everything is based on the series of algorithms developed by Dr. Smith and his team.

This black box system makes managing your investments much easier. There is no guessing as to when you should buy or when you should sell. And it’s this type of black box technology that is taking over the investing world. You’re the beneficiary of the fact that TradeStops is on the leading edge of developing this technology.

That doesn’t mean that there is nothing for you to do. It’s still up to you to determine how much risk you’re willing to take. It’s up to you to determine the percentage of investments in stocks and bonds. And it’s up to you to make the decisions on which stocks to buy and sell in your portfolios.

Hopefully you now have a better understanding of why 53% winning trades is so important for your investment portfolios. It’s not the percentage of winning trades that makes a difference, it’s how much you can make on your winning trades in comparison to your losing trades.

Tom Meyer
Members, Services

The New Stock Analyzer

Last week, we brought to you the new TradeStops Stock Analyzer. This takes the place of the Stop Loss Analyzer under the “Research” tab and is now the first place you should go to get an overview of stocks that you own or stocks that you’re considering adding to your portfolio.

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If you own a stock, you’ll want to enter your purchase date into the “Entry Date” window. If you’re researching a stock, you can leave today’s date as the default. For this example, let’s look at Microsoft (MSFT).

The Stock Analyzer has three main sections. The two sections at the top of the page examine the stocks or funds with different stop loss settings, and the bottom section shows the chart of the stock or fund based on the inputs that are important to you.

The first section on the left side of the screen shows the stock itself with its current Stock State Indicator status, the Volatility Quotient percentage, the VQ trailing stop based on the Entry Date chosen, the change in price from the previous day, and the historical returns of the stock.

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In the case of MSFT, you can see that it has been in the SSI Green Zone for more than four months. The Volatility Quotient is 16.96%, and the VQ Stop price is $50.35.

MSFT closed at $60.64 on Thursday, and you can see the returns for the past one and three years as well as the daily trading volume.

The second section on the right side of the screen lets you see different stop loss settings based on the Stock State Indicators, the Volatility Quotient, or fixed percentage trailing stops.

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You can click on the pencil icon and change the Trailing Stop percentage. You can also go back and change the Entry Date to see the difference that makes in the different Stop Prices.

The third section at the bottom of the page is the TradeStops chart with numerous settings you can choose to show or not show. This is what it looks like with all of the settings checked. (Click image to expand.)

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And here’s what the chart looks like with all of the settings unchecked. (Click image to expand.)

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Let’s take a look at the different chart settings and how they can be used to help you analyze the stocks you own or are considering owning.

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Having all of these checked could create some confusion when looking at the chart. Let’s assume that we want to use the SSI Stop as our exit strategy. We can then uncheck the VQ Trailing Stop and the % Trailing Stop. Also, the stock’s volume and historical VQ% are not as important to me when I’m looking at the chart, so let’s uncheck those as well. This results in a cleaner, easier-to-understand chart. (Click image to expand.)

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We recommend that you play around with the settings so that you can personalize the chart to show only those items that are of importance to you.

And we have more changes that will take place over the next few weeks that will make the Stock Analyzer even easier to read.

Enjoy the latest TradeStops upgrade!

Regards,

Tom Meyer
Member Services

A Powerful Resource at Your Fingertips

As you already know, TradeStops is the industry’s best site for managing your individual stocks and portfolios. These tools help tens of thousands of investors to invest more intelligently and have a greater opportunity to make more money.

But possibly the best tool within TradeStops is available to every subscriber and it’s even available to non-subscribers.

And that tool is Dr. Richard Smith himself!

Dr. Smith delivers two editorials every week in which he teaches you about the TradeStops tools and how they can help you become a better investor. And he’s always looking for new opportunities and strategies that investors can use to make money in the stock markets.

Accessing his articles is easy, just click on the “Blog” circle at the bottom of the Welcome page.

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A new window opens up and the editorials and other educational articles are laid out in reverse chronological order.

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But there are dozens of articles. And going through all of them can take a lot of time. So we’re going to make things easier for you. Here are some of the most important articles that Dr. Smith and his team have written. And we have categorized them according to the articles’ focus.

Investment Philosophy and Tools

There were a series of articles in June, 2015 that give a great overview to trailing stops and the evolution of just using fixed percentage trailing stops to stops that are based on the actually volatility of the underlying stocks themselves. Some of the verbiage that is used in these articles is not used today. But the theories are well-explained and they’re a good starting point for understanding the TradeStops underlying philosophies.

Here are those articles:

What it Takes to be a Successful Investor, Part I

Successful Investing Part II

Successful Investing Part III

There is another good article from June, 2015 that discusses volatility-based investing.

Volatility Based Investing

Recently, Dr. Smith has had a series of editorials that highlight the power of the SSI Entry signal and the advantages of buying on strength rather than trying to pick a bottom. These started in October and will continue into November.

The first article discusses the success rate and potential profitability of waiting for a new SSI Entry signal to be generated.

Going Green

The second article in the series investigates how long winning stocks should be held (and the answer will surprise you).

Capturing Crazy Gains

The next article in the series generated a large amount of member questions and comments. Everyone knows how much they stand to lose in any trade. The question that everyone wants to know is….

How Much Can I Gain?

The latest article examines the success rate of buying into a stock after it has already started moving higher.

When is it too Late to Buy?



Investment Strategies Based on the TradeStops SSI Signals


Dr. Smith has instructed his research team to find quantitative strategies that use the TradeStops SSI Entry and Stop signals to create potentially profitable trades.

The first of these is the simplest. We wanted to know if we could outperform the S&P 500 by using only the ETF that represents the S&P 500 (SPY). The answer is a resounding yes.

How to Crush the S&P 500

The next strategy involves sector rotation. Dr. Smith wanted to see if using just 9 ETFs that represent different sectors could be used to beat the market. Of all the newsletters written in 2016, this one generated the most response and questions from our members.

Triple the S&P 500 with Just 9 ETFs

We created a separate document that explores the 9 Sector ETF strategy in greater detail.

The TradeStops Sector ETF Strategy

Our research team continues to look for other strategies that are fairly simple to execute and have the potential to generate positive returns for our members.


Investor Behavior

Dr. Smith is very interested in understanding what causes investors to make the decisions that they ultimately make. He has discussed these behaviors in several of the editorials.

A recent article from May looks at different cognitive biases that ruin investors’ results.

Do You Need Financial Therapy?

And in September, Dr. Smith wrote about the fear of regret and how that is the…

The Single Biggest Threat to Our Success


Market Updates

Finally, most every Friday, Dr. Smith shares with you his views on the financial markets. Topics can include stock markets, commodities (gold and oil in particular), bonds, the dollar, etc. He shares the proprietary tools he has developed over the last 20 years to help you differentiate between noise in the markets and what is actually happening.

Sometimes he’ll even unearth a strategy that is rare to find, but has had very successful results. He found an interesting trade on the DJIA using his Seasonal Trader website.

The Most Remarkable Trade of the Year

Feel free to share these editorials with your friends who are also interested in investing. No reason to keep this powerful resource to yourself. And if you have any questions, send an email to support@tradestops.com.

Tom Meyer
Members Services

How TradeStops can help your investing

In any given month, TradeStops will welcome anywhere from several hundred to a few thousand new members. And the challenge for each new member is to integrate TradeStops into the daily management of their investment portfolios and to learn a new investing discipline. It takes time and sometimes new members can feel as if they’re trying to drink out of a firehose.

We understand. As you might imagine, we’re very proud of having built the single best online site dedicated to helping individual investors manage their stocks and their portfolios (we even have a large number of financial advisors who are members because they have better management tools with TradeStops than with their own firms).

But sometimes you can get stuck. It can be frustrating, especially when you’re in the middle of making changes to your portfolio. Where can you go for help?

The first stop should be the TradeStops Help Center. In the upper right hand side of the website is a link to the Help Center.

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When you click on this, it opens up a new window. This window is set up in the same format as the TradeStops site itself.

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For our new users, the best place to start is by clicking on “Getting Started”. It opens up a menu that will take you exactly where you need to go.

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Check out all of the different subjects that are available to you. If you’re new to trailing stops, you can learn about them. To get a greater understanding of the TradeStops principles and verbiage, you can click on the links that define “Volatility Quotient” and “Stock State Indicators”.

One of the areas that can be difficult for many members is setting up portfolios and synchronizing with your brokerage firm. To find out more information about this, click on the “Portfolios” tab at the top of the screen.

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This will help you in setting up your portfolios as well as troubleshooting any problems that might arise, especially with the synchronization process. Our team just updated this recently so all of the information is current.

Finally, we recommend that you check out the “Settings” tab in the upper right hand corner.

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This is where you can change your alerts, the time you receive your alerts, as well as the default settings for synchronized stop losses for both stocks and options. You can also determine if you receive notifications for stocks that are ex-dividend, for changes in weekly VQ%, and when your stocks make new highs in profitability.

We look forward to helping you create a profitable investing experience!

Tom Meyer,
Member Services, TradeStops