Author: TradeSmith Education

Our Education Team is here to help you make the most of your TradeSmith subscriptions.

Using TradeStops and Ideas for Better Investment Results

January 28, 2020 / by

TradeStops members, both new users and TradeStops veterans, have the best tool available for understanding and managing risk, both with individual stocks and complete portfolios. Here are three ways that using Ideas by TradeSmith can help you become a more successful investor. Know Where the Markets are Headed The Market Health section of Ideas gives … Continued

Know the Health of Your Stocks Using the Stock State Indicators

January 13, 2020 / by

The TradeStops Stock State Indicators (SSI) were developed using the Volatility Quotient (VQ) as the basis for determining the health of any stock or fund. We talked about the VQ a couple of weeks ago, and you can find that article here. The Stock State Indicator system uses a simple green, yellow, and red-light signal … Continued

A New Year, a New Decade, and It’s Time to Get Back to the Basics

December 30, 2019 / by

Quick question, and answer honestly: Do you have an exit strategy in place for each of your stocks? Hold that answer for a moment. In just a few hours, the calendar will turn over, and we’ll be in a new year and a new decade. One year ago, we were coming off the worst Christmas … Continued

Is Now the Right Time to Rebalance?

December 16, 2019 / by

A couple of weeks ago, we looked at some of the year-end issues that investors should consider before the calendar turns to the new year. You can find that article here. One of the topics we covered was potentially rebalancing your portfolios. For those new to the TradeStops methodology, when we talk about rebalancing, we’re … Continued

Getting Ready for the End of 2019 and the Beginning of 2020

December 3, 2019 / by

There’s just one month left in 2019, and now’s the time to get your portfolios ready for 2020. Here’s a checklist of things you might want to consider. The list is meant to be general in nature, so be sure you’re on top of your own financial considerations. Taxes We all know the saying about … Continued

A Beginner’s Guide to Cycles by TradeSmith

November 18, 2019 / by

Welcome to the world of time cycle forecasting. Our team at TradeSmith recently unveiled one of the most advanced time cycle forecasting programs ever offered to the public — one that we’ve had in beta testing with Platinum subscribers for months. Years of research went into developing this cutting-edge tool. Used correctly, Cycles by TradeSmith … Continued

Managing Your Pure Quant Portfolio

November 11, 2019 / by

It’s been two and a half years since we introduced the Pure Quant Portfolio Builder to our members. Thousands of investors use the Pure Quant tool and tens of thousands have seen this tool. Investors like having a portfolio that is based on a set of rules developed by the TradeStops team. But once a … Continued

How Many Stocks Should You Own?

October 21, 2019 / by

A couple of weeks ago, we told you about the second most-asked question we get at investment conferences – how does an investor more effectively manage all the stocks he or she has bought? This is not new. Investors, especially newer ones, get excited about all the stock recommendations they read about and in just … Continued

The Second Most-Asked Question at Investment Conferences

October 7, 2019 / by

We always enjoy this time of year when the different financial newsletter publishers sponsor their annual investment conferences. It’s exciting to listen to world-class speakers, interact with investors from around the world, and get to be up close with the newsletter editors who always have a few stocks they like to talk about. As you … Continued

Volatility-Based Position Sizing in TradeStops

September 23, 2019 / by

Any of our customers who have been with us for any time at all know that — in addition to a solid exit strategy — one of the risk management tools we most advocate for is proper position sizing in your portfolio. Without proper position sizing, you could be risking more than you’re comfortable with … Continued