2017, Copyright VectorVest, Inc. · PDF fileCovers the core principles and strategies...
Transcript of 2017, Copyright VectorVest, Inc. · PDF fileCovers the core principles and strategies...
2017, Copyright VectorVest, Inc. ALL RIGHTS RESERVED. No part of this publication may be reproduced in any form or by any means without the prior written permission of the publisher and the copyright holder, VectorVest, Inc.
Special Notice
VectorVest, Inc. will do everything it can to insure the safety of your personal possessions while you are attending the Seminar. If you would like us to watch your computer during lunch, please take it to our registration table, where you will receive a claim check for it. In any event, we cannot assume any responsibility for lost or missing personal property.
VectorVest Product Description
VectorVest 7 – VectorVest 7 comes in three formats, End of Day, IntraDay and RealTime for U.S. and Canadian markets. Additional End-of-Day markets include: Australia, Europe, Hong Kong, Singapore, South Africa, and United Kingdom. VectorVest 7 analyzes, sorts, ranks and graphs thousands of stocks using an advanced, user-friendly platform that is highly customizable. VectorVest 7 provides Buy, Sell and Hold recommendations on every stock, every day and a complete analysis using more than 40 technical and fundamental indicators. Most importantly it gives you market timing updates for precise trading entry and exit points so you can consistently buy low and sell high. The program may be installed on multiple computers for convenience.
VectorVest RealTime Derby – The VectorVest 7 Derby works with VectorVest RealTime to offer a revolutionary, new approach to real-time trading. It runs over a hundred and eighty strategies simultaneously to immediately identify the best performing strategies at any given moment of the day. The Derby ToteBoard analyzes and compiles the results in four different analysis modes – day trading, Buy and Hold, Vary the Start Date and Sliding Window to point you straight to the most consistent, money making strategies for your trading style. Available for an annual fee of $1,095.
VectorVest RoboTrader - Eliminate Emotions from Your Trading - What if you could trade your plan the way it was intended? This powerful tool makes it much easier to manage your portfolio by keeping your emotions out of the way—improving your investment success. RoboTrader watches your portfolio around the clock, in real-time, so you don’t have to devote your time and attention. When it’s time to make a trade the RoboTrader will send you an alert. Simply approve the trade and RoboTrader will place it with your broker directly from VectorVest. Includes AutoTimer FREE! You can add RoboTrader to your subscription for $99/month or $50/month with a subscription to the Derby.
VectorVest OptionsPro - This sophisticated options platform integrates seamlessly with the power and performance of the VectorVest system to help you quickly and easily identify optimal options trades in real-time. I’m confident that this brand new money-making resource will not only save you tons of time, but also deliver a significant boost to your bottom line. You can add OptionsPro to your subscription for $249/month or $2,795/year.
VectorVest ProTrader v7.0 Searches – ProTrader 7 Searches runs over 28 built-in technical searches which can be easily customized, or point and click to build your own. If you're tired of searching through endless charts looking for that golden opportunity, ProTrader 7 Searches is the tool for you! Available for a one-time fee of $495* or FREE with a subscription to VectorVest RealTime.
VectorVest Options Analyzer – The VectorVest Options Analyzer accesses the VectorVest database and allows you to verify and examine the Profit/Loss implications at expiration of options trades. It also allows you to perform sensitivity studies of all the factors affecting the option premiums prior to expiration. It is perfect for back-testing ideas and for assessing potential option trades. Available for a one-time fee of $495 or FREE with a subscription to VectorVest RealTime.
VectorVest AutoTimer – AutoTimer’s awesome backtesting capabilities help you create and refine your winning plan – then put your trading plan into action with the Portfolio Genius. AutoTimer can be used in historical mode to create, test and refine your perfect automated trading system, complete with market timing, stock selection, stop criteria and a host of other money management options. Autotimer can also be used as a sophisticated paper trading tool. Used in conjunction, the Genius + AutoTimer sends alerts when it’s time to make a trade. Available for a one-time fee of $495 or FREE with a subscription to VectorVest RealTime.
VectorVest WatchDog – VectorVest’s Watchdog monitors the entire market or your selected WatchLists to instantly alert you to specific technical signals. Choose from MACD or Support & Resistance criteria and receive alerts in the software as well as by email/txt so you never miss a potential trade again! Available for a one-time fee of $495* or FREE while subscribed to VectorVest RealTime.
VectorVest Options Course 4-CD Set – Learn how to increase your portfolio’s profit potential, while reducing your risk. This course begins with a thorough introduction to options terminology, characteristics and pricing and teaches you the ins-and-outs of the most effective options strategies. Each strategy is broken down in detail using case studies and profit & loss analysis which are illustrated using the Options Analyzer. Over 9 instructional hours! Available for only $995. PLUS, if you purchase this video set through VectorVest, you may attend a live VectorVest Options Course for only $295.
SpecialBookPricingforSeminarsOnly*Upto50%offlistprices
Title List Seminar
1. A Beginner’s Guide to Short-Term Trading: Maximize Profits in 3 Days to 3 Weeks-Turner Covers the core principles and strategies associated with short-term trading and includes everything from which charting techniques are most useful to topics such as short-selling methods and proper money management for fast-paced markets.
$16.95
$13.56
2. Encyclopedia of Chart Patterns - Bulkowski This book is recognized as the premier reference on chart pattern analysis. It also includes summary tables, a glossary, a chapter on methodology and a visual index to make chart pattern identification a snap.
$120.00
$96.00
3. Get Rich with Options – Lee Lowell This book gives you the basic foundation on the hows and whys of options trading. It will teach you thfour best option strategies that will increase your wealth like no one else will.
$45.00
$36.00
4. Hit and Run Trading Updated - Cooper This book teaches readers different methods that can be used for day-trading and swing trading.
$100.00
$80.00
5. Little Book of Trading - Michael W. Covel The Little Book of Trading teaches the average person rules and philosophies that winners use to beat the market, regardless of the financial climate.
$19.95 $15.96
6. Options Made Easy: Your Guide to Profitable Trading - Cohen This is an easy-to-read yet comprehensive guide to options trading. It will guide through the process of selecting stocks and continue all the way to implementing the options trade safely.
$39.99
$31.99
7. Options Playbook – Brian Overby The Options Playbook was created to demystify option trading and teach different option plays for all market conditions.
$35.00
$28.00
8. Reality Driven Investing: Statistics That Make a Difference – Donald L. Hinman This book presents an easy-to-understand guide for scouting good stocks and how to identify them.
$24.99 $19.99
9. Stock Market Profits: Seven Simple Secrets – Drew Sands This is a short, easy-to-understand book for the stock market beginner, winner or loser that contains must-have information
$17.91 $14.33
10. Stocks, Strategies & Common Sense – Bart DiLiddo, PhD This book contains the foundation and core concepts for the VectorVest Stock Analysis and Portfolio Management System. Dr. DiLiddo is the author of the book and founder of the VectorVest Advisory
$19.95
$9.95
11. The Bible of Options Strategies: The Definitive Guide for Practical Trading Strategies This is an all-in-one practical, easy-to-use reference guide to the world’s most common options trades. It will teach you why each strategy works, when it is appropriate to use and how to place the trade step-by-step.
$65.99
$52.79
12. The New Savage Number - Savage This book illustrates strategic guidance steps along with hands-on techniques that are essential for one to plan for a successful retirement.
$16.95
$13.56
13. The New Sell & Sell Short - Elder How to take profits, cut losses, and benefit from price declines. Expanded 2nd Edition
$39.99
$31.99
14. Way of the Turtle - Curtis Faith This book takes a look at the legendary Turtle Traders and the famous experiment that made them millions. Curtis Faith breaks the silence to reveal the rules, timing, risk, rewards and secrets to his biggest trades and 100 percent annual returns.
$27.95
$22.36
Morning Sessions – Day 1
09:00 AM Welcome
09:15 AM The VectorVest System of Analyzing Ranking Stocks
10:00 AM Stock Viewer and Graphs
10:45 AM Break
11:00 AM Business Sectors and Industry Groups
11:45 AM Power of the VectorVest Homepage
12:15 PM Served Lunch
Afternoon Sessions – Day 1
01:15 PM Managing Your Portfolio
02:00 PM Using UniSearch to Enhance Performance
02:45 PM Break
03:00 PM Testing Your Ideas
04:00 PM ETF Magic
04:45 PM Q&A
05:00 PM Cocktail Reception
06:00 PM Special Presentation
Morning Sessions – Day 2
09:00 AM Using Special Tools for Explosive Profits
09:45 AM ProTrader Graphs
10:30 AM Break
10:45 AM ProTrader Searches
11:30 AM Situational investing
12:15 PM Served Lunch
Afternoon Sessions – Day 2
01:15 PM Worry‐Free Model Portfolios
02:15 PM Break
02:30 PM Seven Secrets to Making Money with VectorVest
04:00 PM Adjourn
Day One
Morning Session
VectorVest
The VectorVest System of Analyzing and Ranking Stocks
9:15 AM – 10:00 AM
1
VectorVest
VectorVest believes
every investor should know:
What a stock is really worth,
How safe it is and,
When to buy sell or hold.
VectorVest
VectorVest believes in
Buying rising stocks in rising markets and
Selling falling stocks in falling markets.
2
VectorVest
VectorVest believes
The stock market is driven by Earnings, Inflation and Interest Rates.
S&P500 Earnings
3
How the Market Works
Earnings
Stock Value goes up with rising earnings.
-4
-2
0
2
4
6
8
10
12
14
16
0
5
10
15
20
25
30
35
40
45
50
1960
1961
1963
1965
1967
1969
1970
1972
1974
1976
1978
1979
1981
1983
1985
1987
1988
1990
1992
1994
1996
1997
1999
2001
2003
2005
2006
2008
2010
2012
2014
2015
S&P 500 P/E vs. CPI: Jan. 1960 to Dec. 2016(20-week average)
CPI Percent ChangeS&P 500 P/E Ratio
4
How the Market Works
Inflation
Stock Value goes up with falling inflation.
0
2
4
6
8
10
12
14
16
196
0
196
1
196
3
196
5
196
7
196
9
197
0
197
2
197
4
197
6
197
8
197
9
198
1
198
3
198
5
198
7
198
8
199
0
199
2
199
4
199
6
199
7
199
9
200
1
200
3
200
5
200
6
200
8
201
0
201
2
201
4
201
5
EY
an
d IY
(in
%)
S&P 500 Earnings Yield vs. 30-Year T-Bond Interest Yield:Jan. 1960 to Dec. 2016
EY
IY
5
How the Market Works
Interest Rates
Stock Value goes up with falling
interest rates.
How the Market Works
Stock Value goes up when:
Earnings go up,
Inflation goes down and
Interest Rates go down.
6
How the Market Works
How Do Investors Decide where To Put Their Money?
Stocks vs. Bonds
How the Market Works
Money Goes Where Money Grows
EY vs. IY
Earnings Yield vs. Interest Yield
7
0.0
0.5
1.0
1.5
2.0
2.5
3.01
960
196
1
196
3
196
5
196
7
196
9
197
0
197
2
197
4
197
6
197
8
197
9
198
1
198
3
198
5
198
7
198
8
199
0
199
2
199
4
199
6
199
7
199
9
200
1
200
3
200
5
200
6
200
8
201
0
201
2
201
4
201
5
EY / IY
Ratio of S&P 500 Earnings Yield and
30-Year Bond Interest Yield: Jan. 1960 to Dec. 2016
How the Market Works
The Yield Premium
Ideally: EY = IY
In Reality: EY = IY + YP
Where: YP = Yield Premium
8
How the Market Works
Inherent Value
If: EY = IY + YP
Then: 100 x (E/P) = IY + YP
Or: 100 x (E/V) = IY + YP
And: V = 100 x [E/(IY + YP)]
How to Value Stocks
Value of Disney (Walt), DIS
V = 100 x [E /(IY + YP)]
V = 100 x [5.72/(5.26)]
V = $108.74/ Share
Closing Price = $103.91/Share*
* 12/16/2016
9
How to Value Stocks
V = 100 x [E /( IY + YP)]
x Sqr [((R + G)/2) / (IY + YP +F)]
where
E = Earnings in $ / share
IY = Interest Rate in %
R = Profitability Factor in %
G = Earnings Growth in % / yr.
F = Inflation Rate in % / yr.
How to Value Stocks
Value of Disney (Walt), DIS
V = 100 x [E /(IY+YP)] x Sqr[((R + G)/2) / (IY+YP+F)]
V = 100 x [5.72/5.26] x Sqr[((14 + 8)/2)/(5.26 + 1.7)]
V = $108.74 x Sqr (1.58)
V = $136.68 /Share*
VV = $127.43/Share
*12/16/2016
10
Stocks Ranked by Value
*Analysis as of 12/16/2016
Company Symbol Exch. Price Value
Disney (Walt) DIS xN 103.91 127.43
NVIDIA Corp NVDA xO 100.41 62.32
Cyberoptics CYBE O 24.85 25.87
Juno Thera Inc JUNO xO 18.94 10.17
Relative Value
An Indicator of Long‐TermPrice Appreciation Potential
Price, Value, Earnings Growth, AAA Corporate Bond Rates and Risk are used to compute Relative Value.
11
Stocks Ranked by RV
*Analysis as of 12/16/2016
Company Symbol Exch. Price Value RV
Cyberoptics CYBE O 24.85 25.87 1.53
NVIDIA Corp NVDA xO 100.41 62.32 1.44
Disney (Walt) DIS xN 103.91 127.43 1.23
Juno Thera Inc JUNO xO 18.94 10.17 0.63
Relative Safety
An Indicator of RiskConsistency and Predictability of Financial Performance are the
Primary Factors in Assessing Relative Safety.
12
Stocks Ranked by RS
*Analysis as of 12/16/2016
Company Symbol Exch. Price Value RV RS
NVIDIA Corp NVDA xO 100.41 62.32 1.44 1.38
Disney (Walt) DIS xN 103.91 127.43 1.23 1.24
Cyberoptics CYBE O 24.85 25.87 1.53 1.05
Juno Thera Inc JUNO xO 18.94 10.17 0.63 0.64
Relative Timing
An Indicator of Short‐Term Price TrendThe Direction, Magnitude and Dynamics of Price History are used
to determine Relative Timing.
13
Stocks Ranked by RT
*Analysis as of 12/16/2016
Company Symbol Exch. Price Value RV RS RT
NVIDIA Corp NVDA xO 100.41 62.32 1.44 1.38 1.72
Disney (Walt) DIS xN 103.91 127.43 1.23 1.24 1.10
Cyberoptics CYBE O 24.85 25.87 1.53 1.05 0.86
Juno Thera Inc JUNO xO 18.94 10.17 0.63 0.64 0.35
VST‐Vector
The Master IndicatorVST‐Vector combines RV, RS
and RT into a singlecomprehensive indicator.
14
Stocks Ranked by VST
*Analysis as of 12/16/2016
Company Symbol Exch. Price Value RV RS RT VST
NVIDIA Corp NVDA xO 100.41 62.32 1.44 1.38 1.72 1.53
Disney (Walt) DIS xN 103.91 127.43 1.23 1.24 1.10 1.18
Cyberoptics CYBE O 24.85 25.87 1.53 1.05 0.86 1.14
Juno Thera Inc JUNO xO 18.94 10.17 0.63 0.64 0.35 0.54
Stop‐Price
An Indicator of When to Sell orCover a Position
An adjusted 13‐Week Moving Average of Closing Prices is used to compute Stop‐Prices.
15
Stocks Ranked by Stop
*Analysis as of 12/16/2016
Company Symbol Exch. Price Value RV RS RT VST Stop
Disney (Walt) DIS xN 103.91 127.43 1.23 1.24 1.10 1.18 92.78
NVIDIA Corp NVDA xO 100.41 62.32 1.44 1.38 1.72 1.53 81.88
Cyberoptics CYBE O 24.85 25.87 1.53 1.05 0.86 1.14 24.45
Juno Thera Inc JUNO xO 18.94 10.17 0.63 0.64 0.35 0.54 21.88
Recommendation
The Bottom LineAll Factors are Considered in Making a B, S, H
Recommendation.
16
Stocks Ranked by REC
*Analysis as of 12/16/2016
Company Symbol Exch. Price Value RV RS RT VST Stop REC
Disney (Walt) DIS xN 103.91 127.43 1.23 1.24 1.10 1.18 92.78 B
NVIDIA Corp NVDA xO 100.41 62.32 1.44 1.38 1.72 1.53 81.88 B
Cyberoptics CYBE O 24.85 25.87 1.53 1.05 0.86 1.14 24.45 H
Juno Thera Inc JUNO xO 18.94 10.17 0.63 0.64 0.35 0.54 21.88 S
Buy, Sell or Hold Criteria
Buy (1) Price > Stop Price, (2) VST > 1, (3) RT > 1 and
(4) Price must be diverging away from Stop Price
Sell Price < Stop Price
Hold Price > Stop, but any of the other three factors needed to receive a Buy are not met.
VectorVest
Stock Viewer and Graphs
10:00 AM – 10:45 AM
1
Stock Viewer
The Stock Viewer is your entrance into VectorVest.
It is an enormous spreadsheet of all VectorVest’s Indicators and Parameters.
Stock Viewer
Capital Appreciation Analysis
EPS ‐ Earnings/Share
EY ‐ Earnings Yield
P/E ‐ Price/Earnings Ratio
GPE ‐ Growth/(P/E) Ratio
SPS ‐ Sales / Share
P/S ‐ Price/SPS
CI ‐ Comfort Index
Value ‐ Intrinsic Value
RV ‐ Relative Value
RS ‐ Relative Safety
RT ‐ Relative Timing
VST ‐ Value, Safety, & Timing
REC ‐ Recommendation
GRT ‐ Earnings Growth
2
Stock Viewer
Dividend Analysis
• DIV – Dividend
• DY ‐ Dividend Yield
• DS ‐ Dividend Safety
• DG ‐ Dividend Growth
• YSG ‐ Yield, Safety, and Growth
Stock Viewer
Price & Volume Information
Price ‐ Closing Price
Open ‐ Open Price
High ‐ High Price
Low ‐ Low Price
Range ‐ High Minus Low Price
Stop ‐ Stop‐Price
$ Change ‐ Today’s Close Minus Yesterday’s Close
%PRC ‐ Percent Price Change
AvgVol ‐ 50 day Moving Average
Volume ‐ Shares Traded
% Vol ‐ Percent Volume Change
3
Stock Viewer
Sales & Capitalization Data
• Sales ‐ Yearly sales in Millions.
• Sales GRT ‐ Sales Growth.
• Shares ‐ Shares Outstanding.
• Mkt Cap ‐Market Capitalization in Millions.
Stock Viewer
Business Sector and Industry Group Information
• The Business Sector and Industry Group that a stock resides in may be seen at the end of each row.
• The Industry Group Averages are listed in the green row at the bottom of the Stock Viewer. This information will change to correspond with the stock you have chosen above.
4
Stock Viewer
Stock Viewer Format
• Default Column Layout
• Default Column Sort
• Drop Down Calendar
Stock Viewer
Find Your Stocks
Use the “Find” button to locate stocks you’re familiar with and see what VectorVest has to say
about them.
5
Stock Viewer
Analyze Your Stocks
Use the Stock Analysis Report for instantaneous analysis of any stock on any day.
VectorVest Graphs
VectorVest Graphs Provide a Visual Presentation of Unique Indicators &
Parameters.
“A picture is worth a thousand words!”
‐ Napoleon Bonaparte
6
VectorVest Graphs
VectorVest Graph Types
• Stock
• Industry
• Sector
• Market Timing
• Performance
VectorVest Graphs
Default Stock Graph Layout
• Price
• 40‐Day SMA (Price)
• RT
7
VectorVest Graphs
Displaying Graphs
• Multiple Tabs
• Detaching Windows
• Scrolling
• Time Frames
• MultiView
VectorVest Graphs
Additional Graphing Features
• Drawing
• Cursors
• Zoom
8
VectorVest Graphs
Layout Manager
• Customizing the Parameter List
• Customizing Parameters
• Creating Layouts
• Applying Layouts
VectorVest Graphs
VectorVest Simple
Favor smooth, steady rising price and smooth steady rising earnings.
VectorVest
Break
10:45 AM – 11:00 AM
VectorVest
Business Sectors and Industry Groups
11:00 AM – 11:45 AM
1
Business Sector & Industry Groups
Segmenting the Market
• Overall Market
• Business Sectors
• Industry Groups
• Individual Stocks
Business Sector & Industry Groups
Birds of a Feather Flock Together
VectorVest analyzes Industry Groups and Business
Sectors in the same way it would analyze an
individual stock.
2
Analyze Groups, Sectors & ETF’s
Relative Timing
RT is the key indicator when analyzing Industry Groups, Business Sectors and ETF’s.
Group & Sector Graphics
A Picture is worth a Thousand Words!
Industry Group and Business Sector graphs provide the best indication of what has happened in the past,
what is happening now and what is likely to happen in the future
3
Group & Sector Graphics
The Past is Prologue
1. Examine Long‐Term Price Trends
2. Study the Relationship between Price, Stop, and Relative Timing
3. Examine 10 x 30 Week Moving Average Crossovers
Group & Sector Performance
RT Shows What’s Hot and What’s Not
1. Beware of Stocks in Groups Falling from Top 30 Ranked by RT
2. Bottom‐Fish for Stocks Rising from Bottom 20 Ranked by RT
3. Is RT Rank Above or Below that of the VVC?
VectorVest
Power of the VectorVest Homepage
11:45 AM – 12:15 PM
1
Power of the Homepage
Getting Started with the Homepage
The VectorVest Homepage is designed to read like the front page of your newspaper.
The headline story is alwaysMarket Timing.
Power of the Homepage
The Color Guard
The Color Guard provides a terse, accurate analysis of Market Direction.
2
Power of the Homepage
Customize Your Homepage
You can use Gadgets to put the information you want on your Homepage.
Power of the Homepage
Exploit the Home Page
All the Information You Need to Make Money with
VectorVest is on the Home Page.
VectorVest
SERVED LUNCH
12:15 PM – 1:15 PM
Day One
Afternoon Session
VectorVest
Managing Your Portfolio
1:15 PM – 2:00 PM
1
Managing Your Portfolio
“Good portfolio management starts with buying the right stocks.”
‐ Stocks, Strategies & Common Sense, p59.
Managing Your Portfolio
Analyze Your Stocks
Use Stock Analyzerto Study Stocks that You Have
Owned in the Past.
High VST‐Vector Stocks Tend to Go Up.Low VST‐Vector Stocks Tend to Go Down.
2
Managing Your Portfolio
High RS Stock Performance
Portfolios of the top 20 stocks, ranked by RS, have made money over 98% of the time for the last
Twenty years.
Managing Your Portfolio
3
Managing Your Portfolio
Build a WatchList
WatchLists allow investors or traders to apply the power of rank analysis to the securities that interest
them the most.
Managing Your Portfolio
Creating a WatchList
1. Select a Group (Folder) from the WatchList Directory or create your own by clicking on the drop down arrow next to the ‘New’ Icon.
2. Click the ‘New’ Icon at the top of the WatchList Directory.
3. Type a Name for your WatchList. Add additional notes about the list to the Description field (date, purpose, etc.)
4. Click ‘Add’.
4
Managing Your Portfolio
Adding Stocks to a WatchList
1. Type the company name, or ticker symbol, in the ‘Add Symbol’ box located on the Local Toolbar.
OR…
2. Highlight a group of stocks and use the Right‐Click Menu.
OR…
3. Just drag and drop!* To delete a stock simply right‐click and select delete item
Managing Your Portfolio
Use Rank Analysis
• All WatchLists are ranked by VST‐Vector.
– The best stocks are at the top of the list.
– The worst stocks are at the bottom of the list.
• Perform Rank Analysis.
• Analyze WatchList Averages.
5
Managing Your Portfolio
Study Graphs
1. Is Price making new highs?2. Is Price above or below Stop?3. Is Price moving toward or away from Stop?4. Is RT moving up or down?*5. Is RT above or below 1.00?*
*RT can see what you can’t with the naked eye.
Managing Your Portfolio
Prudent Investors should buy
high VST, “B” rated stocks,
in rising Industry Groups,
in Rising Markets.
6
Managing Your Portfolio
Before buying any stocks:
1. Check for acceptable Fundamentals.
2. Always study the graph. What you see is what you get.
3. Check Industry Group price performance.
4. Check rank within the Industry Group by VST‐Vector and by RS.
5. Consider buying only the highest ranked stocks.
6. Check VectorVest News for additional information.
Managing Your Portfolio
Guidelines to Building Your Portfolio
1. Use a Dollar‐Weighted System.
2. Hold 10 to 20 Stocks.
3. Re‐deploy Funds on an Equal Value Basis.
7
Managing Your Portfolio
Entering Your Stocks into Portfolio Manager
1. Click ‘New’ and enter the relevant information to best mimic your trading account.
2. Click on the portfolio name you just created to activate it and then select ‘Add Trade’.
3. Choose the Trade Type by clicking the drop down arrow: Buy Long (Open), Sell Long (Close), Sell Short (Open), Cover Short (Close).
4. Type the company name or symbol in the box below.
5. Select the correct date and the quantity of shares.
6. Click ‘Get Price’ or type your own.
7. Click ‘Apply’.
8. Repeat steps 3‐7 for each trade. Click ‘OK’ when finished.
Managing Your Portfolio
The Daily Drill
1. Study the Color Guard / VV Views.
2. Sell Low VST, “S” Rated Stocks falling in price.
3. Buy high VST, “B” Rated Stocks rising in price.
VectorVest
Using UniSearch to Enhance Your Portfolio
2:00 PM – 2:45 PM
1
Strategy Selection
Things to Consider
What is my primary goal?
Prudent or Aggressive?
Long‐Term or Short‐Term?
Investment Styles & Strategies
2
Finding the Right Stocks
UniSearch is the most powerful search engine on the market today.
It can run Searches, Trends, Hi‐Los and Deltas on Stocks, Industry Groups, Business Sectors, WatchLists and Portfolios individually
or combined.
Using UniSearch
Searches
Searches look for stocks meeting a certain set of conditions at a fixed point in time.
• Searches can be performed on Stocks, WatchLists, Industries or Sectors.
• Searches are generally categorized as: Prudent, Conservative, Aggressive or Speculative.
• Searches can be sorted by Groups or Alphabetically.
3
Using UniSearch
Selecting Searches
• Select Search Group
• Select Search
• Run search
• Use QuickTest to Check Results
Using UniSearch
Performance QuickTest
Use Quick Test to Count Winners & Losers
and measure raw performance.
4
Conservative – Case Study
Date: 03/01/2015
Situation: Confirmed Up Signal
Search: Prima Donnas
1. Click on the UniSearch tab.
2. Click on Searches – Conservative folder, then Prima Donnas.
3. Run Search on 03/01/16.
4. QuickTest to 06/17/16 ‐ the first C/Dn.
QuickTest Results
5
Prudent – Case Study
Date: 02/19/2016
Situation: First green Light in Price Column off a bottom
Search: Bill’s Best Bets
1. Click on the UniSearch tab.
2. Click on Searches – Prudent folder, then Bill’s Best Bets.
3. Run Search on 02/19/16.
4. QuickTest to 06/17/16 ‐ the first C/Dn.
QuickTest Results
6
Aggressive – Case Study
Date: 02/19/2016
Situation: First green Light in Price Column off a bottom
Search: Bottle Rockets
1. Click on the UniSearch tab.
2. Click on Searches – Aggressive folder, then Bottle Rockets.
3. Run Search on 02/19/16.
4. QuickTest to 06/17/16 ‐ the first C/Dn.
QuickTest Results
7
Speculative – Case Study
Date: 02/19/2016
Situation: First green Light in Price Column off a bottom
Search: Jubilee
1. Click on the UniSearch tab.
2. Click on Searches – Speculative folder, then Jubilee.
3. Run Search on 02/19/16.
4. QuickTest to 06/17/16 – the next C/Dn.
QuickTest Results
8
Using UniSearch
Refining Searches
• Filter by a WatchList
• Use Selected Industries
• Use Selected Exchanges
• Use only Optionable Stocks
• Edit existing Strategies
• Create New Strategies
Using UniSearch
Trade Now
Select any stock(s) and use the brand new Trade Now feature to execute trades
immediately.
9
Using UniSearch
Trade Now
The Trade Now button links to your Trading account and allows you to Buy, Sell or Short any
stock directly through VectorVest.
Trade Now Window
VectorVest
Break
2:45 PM – 3:00 PM
VectorVest
Testing Your Ideas
3:00 PM – 4:00 PM
1
Testing Your Ideas
VectorVest 7 has four ways to testyour ideas:
1. QuickTest
2. QuickFolio
3. BackTester
4. Genius
Testing Your ideas
Performance QuickTest
Provides a fast way of testing the performance of a group of stocks over a selected time period.
2
Testing Your Ideas
QuickFolio
Creates a stock portfolio with a few clicks of
the mouse.
Testing Your Ideas
BackTester
Provides a fast, convenient way of establishing the efficacy of the strategy and to refine money
management techniques.
3
Testing Your Ideas
You can always refer to the BackTest tutorial to see how it’s done.
Testing Your Ideas
BackTest Wizard
Is a tool that allows you to create back‐tests in a straight forward, intuitive manner.
4
Testing Your Ideas
Performing A BackTest
You can build your own or select an existing trading system by choosing a backtest template.
*AutoTimer is needed to have access to the templates
Testing Your Ideas
Bill’s Best Bets
A QuickTest of the top 10 stocks showed that from 2/19/16 to 6/17/16 this search gained 13.94% with
7 winners and 3 Losers.
Can we make it better?
5
Testing Your Ideas
Performance Reports
• Summary Report
• Situational Summary Report
Testing Your Ideas
VV Genius
The Genius functions in real‐time and allows you to paper trade and/or monitor your existing
portfolios.
6
Testing Your Ideas
VV Genius
Portfolios can be paper traded manually or by using Portfolio Automation.
Testing Your Ideas
Various Other Reports
• Transaction Log
• Diversification Graph
• Trade History
VectorVest
ETF Magic
4:00 PM – 4:45 PM
1
ETF Magic
What Makes ETF’s so Exciting?
ETF’s, Exchange Traded Funds, eliminate single stock risk like Mutual Funds do, but can be traded like stocks
on an exchange.
ETF Magic
What Makes ETF’s so Exciting?
ETF’s provide an amazing range of investment flexibility and convenience…
from matching the performance of indexes, to international investing, to commodity and currency trading and to selling short
without margin.
2
ETF Magic
What Makes ETF’s so Exciting?
Options on 3x ETF’s can provide up to
30 to 1 leverage.
ETF Magic
What makes ETF’s so Exciting?
ETF’s are usually identified by
name, ticker symbol and category,
e.g.,
iShares SP500 Index, IVV, Large Blend.
3
ETF Magic
What is the Secret to Picking the Right ETF’s?
Market Timing and Trend Analysis are the keys to picking the right ETF’s.
ETF Magic
How does one Know which ETF’s to Buy, Sell, or Hold?
VectorVest analyzes, sorts and ranks
over 1,400 ETF’s everyday and gives a
Buy, Sell, Hold Recommendation
on every ETF every day.
4
ETF Magic
Making Money with ETF’s
Bullish ETF’s
Buy using the “Best Performing ETF’s” search
In bull markets.
ETF Magic
Making Money with ETF’s
Bearish ETF’s
Buy using the “Worst Performing Contra ETF’s”
searches in bear markets.
5
ETF Magic
Midas Touch & Gold Pairs
• Buy NGUT when Midas Touch Graph Signals Bullish Crossovers
• Buy DUST when the Midas Touch Graph signals Bearish Crossovers
VectorVest
Q&A
4:45 PM – 5:00 PM
VectorVest
CockTail Reception
5:00 PM – 6:00 PM
VectorVest
Special Presentation
6:00 PM
VectorVest
VectorVest Two‐Day
Investment Seminar
End of Day One
VectorVest
VectorVest Two‐Day
Investment Seminar
Start of Day Two
Day Two
Morning Session
VectorVest
Using Special Tools For Explosive Profits
9:00 AM – 9:45 AM
1
Explosive Profits
Special Tools
Hi ‐ Lo
Trend
Delta
Explosive Profits
Hi‐Lo
• Allows you to search for stocks hitting new price Highs or Lows over any period of days or weeks.
• Hi‐Lo can be run separately or in combination with other searches.
• Can be run on Stocks, Industries, Sectors or WatchListsindividually or in combinations.
2
Hi – Lo Case Study
Date: 02/19/2016
Situation: First green light in the Price Column off a bottom
Search: Teeny Boppers
1. Click on the UniSearch tab.
2. Click on Searches – Price‐Volume folder and then select Teeny Boppers.
3. Run Search on 02/19/16.
4. QuickTest to 06/17/16 ‐ the next C/Dn.
QuickTest Results
3
Explosive Profits
Favorite Hi‐Lo Applications
• Stocks Hitting 52‐Week Price Highs.
• Stocks Hitting 26‐Week Price Lows.
• Repetitive New Price Highs or Lows.
• Industries & Sectors Hitting Repetitive Highs or Lows.
Explosive Profits
Trends
• A Trend search finds Stocks, Industries, Sectors or WatchLists exhibiting a certain pattern.
• Trend Searches can be run separately or in combination with other searches.
• Trend Searches can be run on Stocks, Industries, Sectors or WatchLists individually or in combination with each other.
4
Trends – Case Study
Date: 02/19/2016
Situation: First green light in the Price Column off a bottom
Search: BF ‐ =S, =B
1. Click on the UniSearch tab.
2. Click on Trends – Bottom Fishing and then select “BF ‐ =S, =B.”
3. Run Search on 02/19/16
4. QuickTest to 06/17/16 ‐ the next C/Dn.
QuickTest Results
5
Explosive Profits
Trend Favorites
• New Buys
• New Sells
• Uptrending ETFs
• Down Hill Racers
• Power Play: Double Ups
• BF ‐ <>B, <>B, =B, =B, =B, =B
Explosive Profits
Delta
• Finds stocks with the highest magnitude of percentage change over a defined period of days or weeks.
• Can be used on almost any parameter contained within Stock Viewer.
• Can be run on Stocks, Industries, Sectors or Watch Lists individually or in combination with other searches.
6
Delta – Case Study
Date: 02/19/2016
Situation: First green light in the Price Column off a bottom
Search: Rising Business Sectors
1. Click on the UniSearch tab.
2. Click on Delta Searches – Stocks folder, then Rising Business Sectors.
3. Run Search on 02/19/16.
4. QuickTest to 06/17/16 ‐ the next C/Dn.
QuickTest Results
7
Explosive Profits
Favorite Delta Applications
• The best way of observing internal market rotation is by noting the percentage changes in RT of Business Sectors and Industry Groups over various time periods.
• Should be used in conjunction with the RT Rank Analysis of Business Sectors and Industry Groups.
• Can be run on Stocks, Industries, Sectors or WatchLists.
VectorVest
ProTrader Graphs9:45 AM – 10:30 AM
1
ProTrader Graphs
Technical Analysis Indicators
VectorVest 7 includes eleven of the most frequently used technical analysis indicators in addition to three types of moving
averages and several popular drawing features.
ProTrader Graphs
Drawing Features
• Support & Resistance
• Lines
• Gann Fans
• Fibonacci Arcs
• Fibonacci Fans
• Fibonacci Retracements
• Fibonacci Time Zones
2
Support & Resistance Chart Example
ProTrader Graphs
Top Technical Indicators for Trending Markets
• Trend lines
• Moving averages
• Moving Average Convergence – Divergence (MACD)
3
ProTrader Graphs
Drawing Trend Lines on Charts
• Up trend – a straight line that connects a series of lows
• Down trend – a straight line that connects a series of highs
Up Trend Chart Example
4
Down Trend Chart Example
ProTrader Graphs
Moving Averages
• Purpose – prediction of the real direction of price movement
• Graphing – plotted on same chart as price
5
Varying Length for SMA (10,50 & 200 Days)
Moving Averages: 20‐Days(SMA=Circle, EMA=Triangle)
6
ProTrader Graphs
Moving Average Convergence – Divergence (MACD)
• Developed by Gerald Appel
• Integrates positive features of both:– Oscillators
– Trend following
• MACD – can measure momentum and indicate a trend
PorTrader Graphs
MACD (cont.)
MACD indicator consists of two lines derived from three EMAs• MACD line – difference between a fast EMA (e.g., 12‐day) and a slow
EMA (e.g., 26‐day)
• Signal line – an EMA (e.g., 9‐day) of the MACD line
7
ProTrader Graphs
MACD Graph
• Two lines:– MACD line
– Signal line
• Histogram – MACD line minus the signal line
ProTrader Graphs
MACD Crossover Interpretation
• Buy signal – when MACD rises above its signal line
• Sell signal – when MACD falls below its signal line
8
MACD Chart Example
ProTrader Graphs
Bollinger BandsDescription:
• The purpose of Bollinger Bands is to provide a relative definition of high and low.
• By definition prices are high at the upper band and low at the lower band.
• The bands indicate overbought and oversold levels.
9
ProTrader Graphs
Bollinger BandsCalculation:
• Middle Bollinger Band = 20‐period simple moving average
• Upper Bollinger Band = Middle Bollinger Band + 2 standard deviations (20 Period)
• Lower Bollinger Band = Middle Bollinger Band ‐ 2 standard deviations (20 Period)
ProTrader Graphs
Bollinger BandsInterpretation:
• Contracting band warns of an upcoming breakout in the market.
• A trend that hugs a band indicates a strong trend that will likely continue.
• A move outside the band indicates a statistically unusual price trend that is likely to reverse.
10
ProTrader Graphs
Bollinger Bands vs. Envelopes
Bollinger Bands:
• Based upon standard deviations.
Envelopes:
• Based upon a percentage of a moving average.
Bollinger Bands Example Chart
VectorVest
Break
10:30 AM – 10:45 AM
VectorVest
ProTrader Searches
10:45 AM – 11:30 PM
1
ProTrader Searches
Selected ProTrader Searches
• Moving Average Crossovers
• MACD
• Star Search
ProTrader Searches
Moving Average Crossover
• Classic technical analysis technique
• Finds stocks where the short‐term moving average has crossed the long‐term moving average
• Can require both moving averages to be moving in the same direction– Only recommended for lengths <= 20 days
2
ProTrader Seaches
Moving Average Crossover Signals
• Bullish signal – fast (short‐term) moving average crosses above the slow (long‐term) moving average
• Bearish signal – fast (short‐term) moving average crosses below the slow (long‐term) moving average
Moving Averages
There are 3 types of Moving Averages:
• Simple Moving Average (SMA)
• Exponential Moving Average (EMA)
• Weighted Moving Average (WMA)
3
Moving Averages
Simple Moving Average
• Arithmetic Average:
‐ Sum the prices (e.g., close) for each day in the look back window
‐ Divide sum by the number of days in the look back window
• Simple Moving Average – the simple average of prices in a fixed‐length moving window
Moving Averages
Exponential Moving Average
• Description:
‐ The EMA assigns one weight (between 0 and 1) to today’s price and the complement of that weight to yesterday’s EMA
‐ The smoothing weight value is calculated based upon the number of days
4
Moving Averages
Weighted Moving Average
• Description:
• WMA assigns different weights to the prices in the look back window
‐ Most recent prices are considered most important
‐ Largest weights assigned to most recent prices
Moving Averages
20 day WMA – Blue20 day EMA – Red20 day SMA – Green
5
Sensitivity of Moving Averages
Type of Moving Average Sensitivity
Simple Least
Exponential Medium
Weighted Most
Case Study: 12 & 26 EMA Crossover (Bullish)
Date: November 11, 2016
Situation: Green Light in the Price Column.
Search: 12 & 26 EMA Crossover ‐ Long
1. Click on the UniSearch tab.
2. Click on Trade Like a Pro folder, then 12 & 26 EMA Crossover –Long.
3. Run Search on 11/11/16.
4. Graph the top 10.
6
12 & 26 EMA Crossover Example Chart (Bullish)
Case Study: MACD Crossover (Bullish)
Date: November 11, 2016.Situation: Green Light in Price Column.Search: MACD Crossover – Long
1. Click on the UniSearch tab. 2. Click on the ProTrader Folder, then click on MACD Crossover
– Long. 3. Run Search on 11/11/16.4. Graph the top 10.
7
Bullish MACD Crossover Example Chart for (NVDA)
Combining Technical Indicators
The Star Search technique combines the DPO with Bollinger Bands and creates “Trading
Lanes” to help manage your trades.
8
Star Search (Bullish)
1. Enter trade when price breaks above upper Bollinger Band and 20 day DPO turns bullish.
– 20 day look back, 1 Standard Deviation (Bollinger Bands)
2. Stay in the trade as long as price stays in the “Fast Lane.”
3. You may close the position once the price crosses into either the middle or right hand lanes or the 9 day DPO crosses bearish.
Case Study: Star Search (Bullish)
Date: November 11, 2016.Situation: Green Light in Price ColumnSearch: Star Search
1. Click on the UniSearch tab. 2. Click on the ProTrader Folder, then Star Search.3. Run Search on 11/11/16.4. Graph the top 10. 3 month graphs.
9
Star Search Example Chart for (FNSR)
VectorVest
Situational Investing
11:30 AM – 12:15 PM
1
Situational Investing
Recognizing what the market is doing and implementing strategies that are consistent with
that behavior.
Situational Investing
Common Strategies
1. Buy and Hold Stocks in all Markets.
2. Sell Weak Stocks in Down Markets.
3. Buy Stocks Long in Up Markets and Sell Stocks Short in Down Markets. “Riding the Wave.”
2
Situational Investing
Buy and Hold Stocks in All Markets
Buy 20 ‘Long‐term Winners – RS Desc.’ on 05/14/96,
Hold to 12/23/16.
368.18% Total Gain,
Over 17% ARR
Long‐Term Winners – RS Desc.
3
Situational Investing
Sell Weak Stocks in Down Markets
Sell 10 ‘Worst Stocks Over $20.00’ Short on C/Dn’s from
11/1/07 to 3/10/09.
Cover All on C/Up’s.
Total Gain = 143.64%
Compounded RR = 92.92%
Not Recommended in Bull Market.
Worst Stocks Over $20.00
4
Situational Investing
Riding‐the‐Wave
Buy Stocks Long on Up Waves.
Sell Stocks Short on Down Waves.
Situational Investing
Riding The Wave
SFS CC – S&P500 Winners/Vern’s Vultures
Trading Template from 12/18/12 to 10/11/16.
Total Gain = 135.25%
Annualized RR= 35.46%
Compounded RR = 25.15%
5
SFS – CC S&P500 Winners/Vern’s Vultures
VectorVest
LUNCH
12:15 PM – 1:15 PM
Day Two
Afternoon Session
VectorVest
Worry‐Free Investing
1:15 PM – 2:15 PM
1
Worry‐Free Model Portfolios
What is Worry‐Free Investing?
Worry‐Free Investing
is the
SAFEST, SUREST, EASIEST
Way to Make Money in the Stock Market
Worry‐Free Portfolio Performance
Up Over 708%
2
WFI Model
Relative Safety (RS)
An Indicator of Risk
Consistency and Predictability of Financial Performance are the Primary Factors in Assessing Relative Safety.
RS is the key to Worry‐Free Dividends!
3
Relative Safety (RS)
Worry‐Free Dividends
4
Worry‐Free Dividends
The Benefits of Dividends from Worry‐Free Investing
• 177 - trades placed since 5/17/1996
• 551 - Dividend Deposits as of 9/30/2016
• $54,005.79 - Total Dividend Income
• $864,382.61 - Total Value, with Dividends (5/17/96 – 10/4/16)
Worry‐Free Dividends
Learn to Trade Options
An Options Collar can be used to secure your portfolio during market corrections and still
allow the dividend payouts to keep on rolling in.
5
WFI Model
VectorVest
Seven Secrets to Making Money with
VectorVest
2:30 PM – 4:00 PM
1
The First Secret
Keep It Simple
Keep it Simple
Buy Safe,
Undervalued Stocks,
Rising in Price
2
Keep it Simple
The VectorVest System
• Relative Value, RV, is a Long‐Term Indicator of Value.
• Relative Safety, RS, is the Missing Link.
• Relative Timing, RT, is the Most Important Indicator.
• Value‐Safety‐Timing‐Vector, VST is the Master Indicator.
Keep it Simple
Build a WatchList of Your Stocks
Provides the Fastest, Easiest Way to Learn VectorVest.
Takes the Guesswork Out of Managing Your Portfolio.
Saves Hours and Hours of Valuable Time.
3
Keep it Simple
Managing Your Portfolio
Sell Low VST‐Vector Stocks Going Down in Price.
Buy High VST‐Vector Stocks Going Up in Price.
The Second Secret
Learn to Read Graphs
4
Learn to Read Graphs
A Picture is Worth a Thousand Words
Graphs Don’t Lie
Graphs Reveal a Stock’s DNA.
What You See is What You Get.
Favor Smooth Price Patterns,
Rising from Lower Left to Upper Right Side.
Learn to Read Graphs
Standard Graphs
Stocks, ETFs and WatchLists
Industry Groups and Business Sectors.
5
Learn to Read Graphs
Market Timing Graphs
The Market Timing Graph,
DEW Timing Graphs
Learn to Read Graphs
Special Graphs
Midas Touch,
Performance Graphs,
Investment Climate Graphs.
6
The Third Secret
Heed the Color Guard
Heed the Color Guard
The Daily Color Guardis a
Precise System of Timing the Market.
It is so Important,it’s Located at the Top of the Home Page.
7
Heed the Color Guard
Functions Like a Traffic Light
Green is Bullish, it’s OK to Buy, Yellow is Neutral, Caution is Advised,Red is Bearish, do not Buy any Stocks.
THE COLOR GUARD DOES NOT TELL YOU
WHEN TO SELL.
Heed the Color Guard
Watch the Daily Color Guard Reports
8
The Fourth Secret
Exploit the Home Page
Exploit the Home Page
All the Information You Need to Make Money
with VectorVest is on the
Home Page.
9
The Fifth Secret
Learn to Trade Options
Why Trade Options?
Options can be used to:
1. Provide Leverage,2. Reduce Risk,3. Lower Costs,4. Generate Income,5. Increase Alternatives,
but they must be used Properly.
10
Provide Leverage
Margin accounts Provide 2 to 1 Leverage,
and increase both risk and reward.
Options Provide 10 to 1 Leverage,
and reduce risk when used properly.
Reduce Risk
Use less Capital to control an asset.
Buy Put Options to protect single stock positions.
Use Option Collars to protect entire Portfolios.
11
Lower Costs
Sell Covered Call Options.
Sell Put Options on stocks you
would be willing to buy.
Generate Income
Sell Covered Call Options.
Sell Credit Spreads.
12
Increase Alternatives
Make money whether a stock goes up or down.
Buy Straddles
(Long Calls and long Puts at the same Strike Price and the same Expiration Date).
The Sixth Secret
Stay Informed
13
Stay Informed
Keep Up with New Developments
1. Read VectorVest Views.
2. Watch the Daily Color Guard Report.
3. Watch our Special Presentations.
4. Watch our Educational Webcasts.
The Seventh Secret
Be an Optimist!
14
Mission Statement
Our Mission is to provide the best stock market guidance available
anywhere at any price.
VectorVest
Important Contact Information
Sales: 1‐888‐658‐7638
Seminars: 1‐800‐231‐0110
Product Support: 1‐888‐658‐7638
E‐mail: [email protected]