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Post by uncleharley on Oct 2, 2023 21:23:48 GMT
Do you keep a list of securities that you think are candidates to buy? If so, how do you manage that list? I have an extensive list of securities and indexes that I had an interest in at one time, but the list is overgrown with securities I am no longer interested in. How do you determine which ones to delete and when do you delete them or do they just remain on the list for eternity? I probably need a manager for my watch list, but short of doing that I would like to know how others manage their watch lists.
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Post by anitya on Oct 2, 2023 21:54:43 GMT
My watch list performs two functions: signal for intermarket relationship or potential buys. I just delete the potential buys when I am no longer interested in a security. Some of these "lost interest" tickers do not catch my eye during the week days, but when I look at the list over the weekend, I can catch them and delete them.
Try looking at the list over the weekend.
The other way to do is to start a new list of the most interesting ones from the old list. If you do not feel the urge to look at the old list for few weeks, delete the old list.
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Post by catdog on Oct 3, 2023 1:05:35 GMT
My lists seem so exciting in the beginning. Sometimes I keep adding and it becomes unwieldly. Unfortunately when everything is a priority then nothing is a priority. I found a handwritten watch list with about 30 securities on it. Many were scratched out and I even eventually bought about three on the list.
It seems like the ones I do the most research on become less desirable, yet something can catch my eye and I buy it the next day.
Catdog
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Post by FD1000 on Oct 3, 2023 3:37:37 GMT
I have kept a watch list of my favorite funds since 2000. I only trade fund OEFs. All these funds are selected according to my rigorous criteria. The ideas is to find a very limited list, think 5-10 funds. I still keep maybe 50 funds on my generic watch list and many of them have been there for years. So, I invest only 2-3 funds and replace 1-2 funds any time if one fund has better performance than another I own already. This means I trade at least 20-30% of my portfolio on any change.
Exception: my big market picture have a binary option. If risk is very high = 99+% in MM. In most cases = 99+% invested.
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Post by mnfish on Oct 3, 2023 11:33:28 GMT
I have a few stock screens saved at Wells that are updated with current info based on my parameters when I re-open them. So, stocks come and go off the lists created if they meet or don't meet the parameters.
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Post by retiredat48 on Oct 3, 2023 15:15:39 GMT
My list consists of "post-it notes" put all over the house! Looking at just one laptop right now, I count 13 funds/etfs stuck to the desk/device.
I lose them over time, culling the list. If the notes loose their stickiness, that means the fund is likely not worth it.
I also send some threads discussing a fund/etf to a "mutual funds" category, and a BONDS category, in hotmail account, for reference. I do not cull the lists, ever.
Disclosure: The above is true.
R48
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Post by catdog on Oct 3, 2023 17:15:01 GMT
R48, Does that mean that your watch list is correlated to the strength or weakness of 3M? Catdog
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Post by archer on Oct 3, 2023 18:01:12 GMT
I keep mine in the draft folder of my email. I keep them in categories for what they are for, such as growth, income, leverage, etc. I don't really rely on them much and prefer to keep up to date by using screens on Fidelity and Stockcharts, mostly stockcharts. Fido runs their screens through then end of the past month.
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Post by uncleharley on Oct 3, 2023 19:25:12 GMT
I have a few stock screens saved at Wells that are updated with current info based on my parameters when I re-open them. So, stocks come and go off the lists created if they meet or don't meet the parameters. What is Wells? It sounds like something that could be a compliment to my list on stockcharts, but probably more useful or manageable.
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Post by archer on Oct 3, 2023 21:15:55 GMT
I noticed today that when you save charts on sotckcharts.com, the saved chart is for the entered ticker. They are saved in the dropdown menu at the top of the chart page.
This doesn't manage them but it keeps them in an easy place to check up on them, and delete if you want.
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Post by oldskeet on Oct 4, 2023 8:31:52 GMT
Hi guys. I have three watch lists. One is an active one that consist of funds under construction within my portfolio that I am actively putting new money into rather than adding to established long term hold positions. The second consist of funds that I have under review. The third consist of funds that I once had money in and kicked to the curb and ones that I have studied but they did not fit in the portfolio at the moment. My active list consist of six to nine funds.
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Post by mnfish on Oct 4, 2023 9:39:26 GMT
I have a few stock screens saved at Wells that are updated with current info based on my parameters when I re-open them. So, stocks come and go off the lists created if they meet or don't meet the parameters. What is Wells? It sounds like something that could be a compliment to my list on stockcharts, but probably more useful or manageable. Wells Fargo/Advisors account website.
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