Q&A Summary with Fresh Insights
Question
Is this recorded?
Answer
Absolutely! You can find the recordings of past webinars at the bottom of the summary section in the market roundup.
Hello! Great to see you here again!
Response
Hey there! Connecting twice in one day feels like a treat! 😄
I can’t hear you.
Advice
Please check your USB connection and Zoom audio settings; I can hear Ken clearly.
What do you think about cashing in profits to "rebalance" after a big gain?
Insight
While letting winners run is often a good strategy, locking in profits can be beneficial, especially when freeing up cash for new opportunities. Typically, we focus on positions underperforming when considering new investments.
Hey, I’m still waiting for my cap. Has it been sent?
Response
Still working on getting a cap that meets all your expectations! Let’s make it happen soon!
Is 19 stocks in the model portfolio too many?
Discussion
We’ve adjusted to shift more toward 5% positions, resulting in a slight increase in the number of stocks we’re managing.
How can I acquire a trading cap to boost my skills?
Response
Ah, the cap holds the secret! Let’s get on that soon!
Kudos to the team for their hard work! Position sizing truly matters!
Response
Thanks, I genuinely appreciate your support and long-term commitment!
First time here and I need to leave soon. Are these webinars recorded?
Answer
Yes, they’re recorded and should be available for viewing the next day.
Where can I find a list of stocks in the portfolio?
Response
You can start at our main navigation bar and check the “Stocks Added/Removed” tab for current listings.
Curious about FIGR, as I didn’t get the alert to sell—but I’m glad I didn’t!
Response
Let’s make sure to add comments on FIGR at the end of this webinar.
I can’t access the FIGR chart unless I click from the Leaders list. Why is that?
Answer
That is indeed a technical issue we are addressing.
Accidentally sold APP—how can I re-enter?
Suggestions
You have a few options: 1) Look for a rebound off the 10-week moving average. 2) Watch for it to retake the 21-day exponential moving average. 3) Consider entering during a breakout from a new base.
I can’t hear anything.
Advice
Please check your USB connection and audio settings in Zoom, found in the bottom menu bar.
What is the purpose of the Stock Spotlight screen?
Insight
The Stock Spotlight has been designed to highlight companies nearing new highs while offering a broader range in EPS and sales growth metrics.
How quickly are messages sent after stocks are added or removed?
Response
Notifications go out immediately, with performance numbers reflecting the price at the time of the alert.
What about bringing back the market school content under the market tab?
Clarification
The Market School commentary is still present and updated daily; just ensure your access is entitled correctly.
Do you typically use hard or trailing stops on positions?
Insight
We aim for enough cushion to allow a position to become a “ten-weeker,” using a stop-loss of around 7-8% from our purchase price initially.
How do I access past webinars?
Response
Look for the link in the daily market roundup, above the "Positions Summary" table.
Can we discuss specific stocks in this format?
Response
Certainly! While we can’t provide personal advice, discussing stock patterns and leadership qualities is very much encouraged.
I believe having more stocks offers better options; I often don’t take all recommendations.
Response
Good perspective! We’re striving to offer variety while ensuring quality.
Why was CLS dropped from the lineup? It appears strong.
Response
Great question! Our entry strategy might need revisiting; starting with smaller positions could have allowed us more flexibility.
What behavior does APP exhibit this week?
Response
Perfect timing for questions on APP; we’ll address that!
Having too many small positions can dilute focus.
Insight
That’s a valid concern. Balancing portfolio size with performance requires careful management, especially for diverse investor needs.
What starter size should I go with for long-term stocks?
Advice
Typical recommendations are to begin with half your intended position size to manage average cost effectively.
This feels like a shift from a flagship model to a broader approach.
Response
I see your perspective. Previously, the focus was narrower, but we’re adapting strategies based on a wider audience.
I’ve noticed ticker symbols aren’t always functional for new IPOs. What’s up with that?
Response
We acknowledge this issue and are working on resolving it.
The absence of partial profits on quarter positions seems puzzling.
Insight
Implementing partial profit measures for tiny positions would complicate our tracking and execution, hence the current structure.
Could you highlight what characterizes the stocks in our portfolio?
Response
Certainly! Key traits include strong earnings, market leadership, excellent management, and high relative strength, along with liquidity.
Curious about the increase in stocks but only a 4% quarterly gain?
Clarification
Keep in mind, many trades are long-term positions; the recent performance can often reflect cumulative returns over time rather than quarterly spikes.
I’m new to the service; can you explain the rapid changes in stock listings?
Response
The alerts you receive during trading hours differ from post-market changes, as those represent more stable evaluations without immediate actions.
Is there anything specific you’d like more info on regarding FIGR?
Response
Let’s definitely dive deeper into FIGR!
