Webinars

On-Demand Webinars

Getting Started with TradeStops!

Hosted by: Marina Stroud

In this Getting Started webinar, Marina Stroud will walk you through all the updates to the TradeStops program and help get you started on your journey with TradeSmith. She might even have a couple surprises for you, so you won’t want to miss it!

The TradeStops Dashboard, Portfolios, and Alerts

Hosted by: Marina Stroud

In this training webinar, Marina Stroud will take a deep-dive into some of the new updates in TradeStops. This will include the comprehensive Dashboard, the new process for working with Portfolios, and how to set up alerts.

The TradeStops Research Tools, Templates, & Settings

Hosted by: Marina Stroud

In this training webinar, Marina Stroud will walk you through the updates to the TradeStops research tools, setting up alert templates, and how to customize TradeStops to your liking.

TradeStops Essentials: TradeStops Orientation 101

Hosted by: Marina Stroud

In this training webinar, Marina Stroud will answer, “What is TradeStops and how can it help me?” She will also review the site navigation and how to adjust your program settings.

TradeStops Essentials: Create Your Portfolios

Hosted by: Marina Stroud

In this training webinar, Marina Stroud will show you how to import your brokerage account(s), set up a manual portfolio, and upload a .CSV file. She will also take you through your Newsletter Center to track your various publishers.

TradeStops Essentials: Maintain Broker Synchronization

Hosted by: Marina Stroud

In this training webinar, Marina Stroud will show you how to troubleshoot the most common synchronization issues.

TradeStops Essentials: Add Alerts and Create Templated Alerts

Hosted by: Marina Stroud

In this training webinar, Marina Stroud will review the volatility quotient (VQ), which is the heart of the TradeSmith system, and the Stock State Indicator (SSI-Health). She will show you how to add your alerts and create your very own templated alerts.

Analyzing the TradeStops Billionaire's Club

Hosted by: Tom Meyer

The TradeStops Billionaire’s Club was introduced two years ago. We just recently added ten new investors with different management styles from the original billionaires. We’ll look at some of the new billionaires and how you can follow their investments using TradeStops.

TradeStops Essentials: Edit Your Portfolios, Positions, and Alerts

Hosted by: Marina Stroud

In this training webinar, Marina Stroud will take you through the various edit features available for your portfolios, positions and alerts. You will also be able to adjust the columns of information to meet your investment needs.

TradeStops Essentials-Dashboard Explained

Hosted by: Marina Stroud

In this training webinar, Marina Stroud will take you through the TradeStops Dashboard to provide a portfolio overview, a glimpse into your newsletter recommendations, and links to access your tools and other site features.

TradeStops Essentials: Tool Overview Part I

Hosted by: Marina Stroud

In this training video, Marina Stroud will show you how you can review a new potential trade, its chart, possible exit strategies and position sizing.

TradeStops Essentials: Tool Overview Part II

Hosted by: TradeStops Essentials: Tool Overview Part II

In this training video, Marina Stroud will show you how you can review your portfolio asset allocation and overall portfolio volatility quotient.

TradeStops Essentials: Tool Overview Part III

Hosted by: Marina Stroud

In this training video, Marina Stroud will show you how to build a new investment portfolio based on our algorithms and rebalance your portfolio(s) based on equal risk position sizing.

Mid-Year Update

Hosted by: Tom Meyer and Marina Stroud

It can be difficult to keep up with a large number of portfolios and positions. With the long 4th of July weekend coming up, now’s a good time to review your positions and reset your alerts as necessary. Getting caught up will help you manage your portfolios when the markets become more volatile.

Tracking Volatility in TradeStops

Hosted by: Tom Meyer & Marina Stroud

There’s been a lot of chatter in the media about volatility lately. Join us as we take some time to examine volatility from the TradeStops perspective and give you a better understanding of the Volatility Quotient and Stock State Indicators.

Adjusting for dividends

Hosted by: Tom Meyer & Marina Stroud

In this webinar, we will go over why we adjust for dividends by default.  If you decide you do not want to adjust for dividends we will also show you how you can change this to unadjusted prices.

Heading Towards a Bear Market? What's Your Exit Strategy?

Hosted by: Tom Meyer & Marina Stroud

The stock market has had two months of upheaval since making new all-time highs in late January. Nobody knows if we’re near the end of the increased volatility or if this is just the start. 

As individual investors, we might not know where the market is going to go, but it is our responsibility to have a plan in place no matter what the market ultimately decides to do. 

We’ll discuss a few of the TradeStops strategies and some ideas that we haven’t published yet. 

There is no “one size fits all” solution to determining when to exit the market. But if you want to be a successful investor, you have to know when you are getting out of the market. 

Green Zone Risk vs. Yellow Zone Risk

Hosted by: Tom Meyer & Marina Stroud

We introduced the Low Risk Runner strategy a couple of weeks ago. We’ll take a closer look at the strategy and the difference between risk when investing in the SSI Green Zone and the SSI Yellow Zone.

Setting up views in TradeStops

Hosted by: Tom Meyer and Marina Stroud

Explore how you can tailor your position views to become a more well-informed investor. We’ll show you how to adjust your position views to focus your interests for capital gains, income earning stocks, or even fundamentals.

How We Help with Options

Hosted by: Tom Meyer & Marina Stroud

Many TradeStops members use options to increase their income, enter stocks at a lower price, or just to speculate with limited risk. How can TradeStops help?

With Increasing Volatility, Are You Using the Right Stops?

Hosted by: Tom Meyer & Marina Stroud

For the past few years, we’ve seen volatility decrease. Now, volatility is increasing and it can affect the stops you have set for your stocks. In this presentation, we’re going to show you how both decreasing and increasing volatility affects your stops and help you understand which stops are best for you under these changing conditions.

Understanding and Implementing the 2 VQ Approach in TradeStops

Hosted by: Tom Meyer and Marina Stroud

We first introduced the 2 VQ approach to our members in 2016. In this educational presentation, we’ll show you the detailed results of the 2 VQ approach on two different stocks and how you can implement this approach yourself in TradeStops.

Portfolio Exit Strategies

Hosted by: Tom Meyer and Marina Stroud

With the increased market volatility, many stocks have stopped out. But what’s the best way to exit an entire portfolio? That’s a difficult question for many investors. We’ll discuss a few of the strategies that we’ve presented previously in TradeStops with updated examples. Also, we’ll discuss how to set up exit strategies for stocks you’ve bought that are in the SSI Red Zone.

SSI and the Markets

Hosted by: Tom Meyer and Marina Stroud

The historically strong move up in the stock markets since Christmas Eve 2018 has many TradeSmith members wondering why we haven’t seen more of the stocks and ETFs they follow trigger Stock State Indicator (SSI) Entry signals. During this educational webinar, we’ll reacquaint you with the SSI Entry signals and what is necessary for an Entry signal to occur. We’ll also show you how to find stocks that might be triggering an Entry signal in the near future.

Managing Alerts in TradeStops

April 24, 2019

Hosted by: Tom Meyer and Marina Stroud

TradeStops is known for its ability to track trailing stops on the stocks you own. Did you know that there are a number of other alerts that can help you manage your positions and even find new timely trades? We’ll show you all the different alerts and how you can customize them during this educational presentation.

Adjusting Position Views in TradeStops

Hosted by: Tom Meyer and Marina Stroud

TradeStops has a lot of ways for you to see the underlying data for the stocks and portfolios you own. In this presentation, Marina and Tom will show you how to create different Position Views so that you have just the information that is important to you. Some investors like to focus on income, some on capital gains, and others are short-term traders. There are views that can be created for all of these different investing scenarios.

Managing Options Trades in TradeStops

Hosted by: Tom Meyer and Marina Stroud

Many TradeStops members are trading options for income, stock replacement, and pure speculation. We’ll show you how to set up alerts on different types of options strategies and set your expectations on how you can follow your options trades in TradeStops.

Understanding Correlations

Hosted by: Tom Meyer and Marina Stroud

Correlated assets move in tandem with one another. That means when one has gains, so will the other. The opposite also applies, leaving a portfolio vulnerable to higher losses. Want to learn even more about correlations and how they apply to your portfolio? During this webinar, we’ll show you all the ins and outs of creating a fully functional, un-correlated portfolio.

A New Way to Look at the Markets and Investing Opportunities

Hosted by: Tom Meyer and Marina Stroud

TradeStops is a great tool for following the overall markets and sectors. We’ve been using watch portfolios for years to accomplish this. Now there’s a better way to follow the markets that gives us much more information and the ability to make better investment decisions. We’ll be showing you how to do this and we’ll also be showing you how to find just the right stocks that fit the portfolios you’re wanting to build.