Dear Investors,
Thank you for choosing us as your trusted advisor in the world of stock trading and investments.
Our mission is to provide you with expert recommendations, personalized strategies, and the insights you need to achieve your financial goals.
Insight
By reading this, you will gain insight into our method of selecting and managing U.S. stocks to build a strong and profitable portfolio.
First, after identifying potential stocks, we monitor them daily. We set reasonable objectives based on a thorough analysis of financial developments in similar companies.
Our approach primarily involves studying quarterly and annual earnings reports, trading volumes, and the economic outlook for various sectors. This ensures diversification and minimizes risk. We avoid putting all our eggs in one basket!
Additionally, we never allocate more than 15% of our capital to a single stock.
Stock Strategy
| Trigger Price | Confirmed Price | Target 1 | Target 2 | Stop Loss |
|---|---|---|---|---|
| X Price ($) | X Price ($) | +8-10% | +15-20% | -8-10% |
Our Trade Strategy
A simple, step-by-step approach to help you make informed decisions in the market.
1. Set Price Targets & Stop Loss
For each stock, define the following levels:
- Target 1 (T1): +8 / 10%
- Target 2 (T2): +15 / 20%
- Stop Loss (SL): -8-10%
2. Actions at Target 1 (T1)
When the price reaches Target 1 (T1), sell 70% of your stock position.
3. Actions at Target 2 (T2)
Once Target 2 (T2) is reached, sell the remaining 30% of your stock position.
4. Stop Loss Adjustment
After reaching Target 1 (T1), you have two options for adjusting your stop-loss for the remaining 30%:
- Leave your stop-loss at the original level.
- Raise the stop-loss to lock in 3.5% profit and minimize risk.
Buying and Selling Strategy
This graphic illustrates a practical example of how to implement the buying and selling strategy using market trends and price triggers. It serves as a visual guide to help you understand the key actions for effective stock trade management.
Watch the Video - Stock Strategy in Action
Conclusion
While this may be a tough time for those who are relatively new to the stock market, the process of clearing (Stop) is a necessary step that helps us hold strong positions while eliminating the weakest ones. In fact, completing a "clean" is often the signal to become more aggressive. This is exactly how a successful portfolio is built!
As seasoned investors know, a powerful portfolio isn’t built overnight. After all, no portfolio, no matter its size, can hold too many positions for long. However, investors who don’t let their emotions take over and stick to the plan will be the winners!
The stock market has many cross currents, which can often weigh it down. Investors are still confused and hesitant to commit more money. The market lacks a true catalyst, so be patient and let the market settle while sticking to the plan. Don’t drown in the rip tide of indecision.
Above all, always wear your life jacket and practice good risk management (never put all your eggs in one basket).
Risk Warning
Trading may expose you to risks of losses exceeding your deposits and is suitable only for informed clients with the financial means to bear such risks.
Only risk a very small portion of your capital, particularly an amount you can afford to lose without any financial impact on your daily life. You should seek advice from an independent financial advisor and ensure that you have a certain risk tolerance.
Past performance is not indicative of future results.