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Post-Analysis Review & 2014 Goal Setting

Post-Analysis Review & 2014 Goal Setting. January 14, 2014. Current Market Update. Since last meeting on 11/19/13: NASDAQ @ 3931 Market uptrend under pressure 11 / 14 Today NASDAQ @ 4183 (6.5% increase) Distribution count: NASDAQ 7 and S&P500 6

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Post-Analysis Review & 2014 Goal Setting

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  1. Post-Analysis Review & 2014 Goal Setting January 14, 2014

  2. Current Market Update • Since last meeting on 11/19/13: NASDAQ @ 3931 • Market uptrend under pressure 11/14 • Today NASDAQ @ 4183 (6.5% increase) • Distribution count: NASDAQ 7 and S&P500 6 • Best practice: Review Price and volume of market and leading stocks daily • Big Picture • Sector Leaders

  3. Sub-Industry Rank

  4. 2013 Post-Analysis Review • Purpose of Post-Analysis Review • Get rid of repetitive mistakes • Learn from your mistakes and also what you are doing right • To make you a better investor • We all make mistakes • Key is to figure them out and to correct them • Abnormal/normal behaivor

  5. 2013 Post-Analysis Review • Ask yourself… • Did you end up with leaders in your portfolio in 2013? • Are you entering positions correctly? • What percent of your portfolio ended up in leading sub-industries? • How did you handle margin? • Did you evaluate each individual stock and the portfolio risk for each decision correctly? • Where is the stock now after you sold it? • Don’t complicate process

  6. 2014 Goal Setting • “The trouble with not having a goal is that you can spend your life running up and down the field and never score.” - Bill Copeland • “If you aim at nothing, you will hit it every time.” -Unknown Author • “What you get by achieving your goals is not as important as what you become by achieving your goals.” - ZigZiglar

  7. 2014 Goal Setting • Things to consider for your 2014 goals • Use your 2013 post-analysis to see what worked and what didn’t • What can you improve on? • Put it into practice • Why are you trading/investing? • Take 10 minutes to figure out why you want to be involved in stocks • (if you want it bad enough…you will achieve it) • discipline

  8. 2014 Goal Setting • Putting it into practice (continued) • Break down your goals into daily actions that must be accomplished every day. • "Small steps taken consistently will eventually get to the end of the trip, or move you along in your journey. Work consistently toward those goals through the temporary setbacks and plateaus that you inevitably are going to have.” • http://news.investors.com/management-leaders-in-success/042805-407252-swimming-in-the-talent-pool-laps-ahead-coach-richard-quick-teaches-his-athletes-to-own-their-goals.htm#ixzz2qL0Rf9SJ

  9. Other Stocks to review

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