10.- Appendix.pdf

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Sec10.pdf
5-Step Investing Formula
Online Course Manual
10
Appendix
Section 10 of 11
www.investools.com
© 2005 INVESTools Inc. All rights reserved.
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THE 5-STEP INVESTING FORMULA
Appendix
Section Contents
SECTION 10 APPENDIX
Phase 2 Stock Scoring Form .................................................................4
Phase 2 Quick List for Zacks Report and Market Guide .......................6
Investment Tracking Record ..................................................................8
© 2005 INVESTools Inc. All rights reserved.
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THE 5-STEP INVESTING FORMULA
Appendix
Course Overview
INTRODUCTION
SECTION 1 Getting Started
Logging into the INVESTools Investor Toolbox
Support Links
Workshop Review
Account Information
Subscription Renewal
Technical Support
Contact an Instructor
SECTION 6 Step 4: Technical Analysis
Technical Indicators
Moving Averages
MACD
Stochastics
Volume
Support & Resistance
Buy Signals
Money Management
Sell Stop Orders
How Many Shares to Buy
Sell Signals
Insider Trading
SECTION 2 Introduction to Investing
Tolerance for Risk
Setting Goals
Asset Allocation
Tax Exposure
Brokerage Firms
Introduction to the 5-Step Investing Formula
SECTION 7 Step 5: Portfolio Management
Creating a Portfolio
Managing Your Portfolio
Paper Trading Account
THE 5-STEP INVESTING FORMULA
SECTION 3 Step 1: Searching for Stocks
Using a Prebuilt Search
Navigating the List of Stocks
BONUS SECTION
SECTION 8 Bonus Topics
TurboSearch
Index Tracking Stocks / Exchange-Traded Funds
Dow Jones Industrial Average—
The Diamonds (DIA)
S&P 500—The Spider (SPY)
NASDAQ—The Qs (QQQQ)
SECTION 4 Step 2: Industry Group Analysis
Top-Down Analysis
Big Chart
AutoAnalyzing All Stocks in a Group
Best & Worst Industries List
SECTION 9 Introduction to Options
Advantages/Risks of Options
Leverage
Call Options
Put Options
Covered Calls
SECTION 5 Step 3: Fundamental Analysis
Phase 1
Phase 2
Price Pattern
Volatility
Zacks Report
Market Guide
News
AutoAnalyzer™
SECTION 10 Appendix
Phase 2 Stock Scoring Form
Phase 2 Quick List for Zacks Report and
Market Guide
Investment Tracking Record
SECTION 11 Glossary
© 2005 INVESTools Inc. All rights reserved.
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THE 5-STEP INVESTING FORMULA
Appendix
PHASE 2 STOCK SCORING FORM
Price Market
Symbol Pattern Volatility Zacks Guide News
Score each stock using the following scale:
A = EXCELLENT
B = VERY GOOD
C = NEUTRAL
D = POOR
F = BAD
© 2005 INVESTools Inc. All rights reserved.
page 4 of 9
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THE 5-STEP INVESTING FORMULA
Appendix
PHASE 2 STOCK SCORING FORM
Price Market
Symbol Pattern Volatility Zacks Guide News
Score each stock using the following scale:
A = EXCELLENT
B = VERY GOOD
C = NEUTRAL
D = POOR
F = BAD
© 2005 INVESTools Inc. All rights reserved.
page 5 of 9
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