Julian Komar

Intro

Goal of risk management

Knowledge: What is a draw down?

The 4 levels of risk management

Knowledge: What does 1% risk mean?

What is portfolio risk?

Build up portfolio risk slowly

Limit your portfolio risk to 5%

How many positions should a portfolio have?

Using margin

Learnings about portfolio risk management

What is cluster risk?

Capital concentration vs. diversification

Cluster risks in your portfolio

Example: Portfolio cluster risks

Learnings about cluster risk management

What is information risk?

3 types of information risk

Take a 20% / 30% gap into account

Limit your position size

Example: Reduce position size before earnings

Avoid news driven or story stocks

Learnings about information risk management

What is single trade risk?

Risking 1% of your trading capital is enough

Knowledge: What is stop loss distance?

Example: The position size depends on the stop loss distance

How to calculate the position size

Knowledge: What is R in trading?

Always keep the risk at the same amount

3 Examples of position sizing

Automatic risk adjustment

Learnings about single trade risk management

Risk management quiz

Risk Management Plan

Stock Selection Checklist

Intro

Goal of stock selection

Become a specialist in a small trading niche

The stocks we want to find

Knowledge: What are institutions?

Look for institutional quality stocks

Learnings about institutional quality stocks

Strong technicals is a must

Knowledge: What is relative strength?

Relative strength shows you the leaders

Only buy stocks in an uptrend

Exponential moving averages

Look for new all-time highs

Stocks that doubled can double again

Look for multiple weeks trading bases

Interpret the volume behavior

Learnings about strong technicals

Outstanding sales (and EPS) growth

Strong sales growth is a must

EPS is a must for mature companies

Avoid negative EPS

Strong EPS estimates are a big plus

Stocks matching all fundamental criteria

Young companies must have a higher growth

Examples of young companies with a higher growth

Learnings about fundamental criteria

Using stock screeners

2 different screener software

MarketSmith: High RS screener

MarketSmith: High RS screener example

MarketSmith: IPO 1 year screener

MarketSmith: IPO 1 year screener example

MarketSmith: IPO 3 year screener

MarketSmith: IPO 3 year screener example

MarketSmith: Weekly unusual volume screener

MarketSmith: Weekly unusual volume screener example

MarketSmith: Topic screener

MarketSmith: Topic screener example

MarketSmith: Unusual volume screener

MarketSmith: Unusual volume screener example

MarketSmith: New 52 week highs screener

MarketSmith: New 52 week highs screener

MarketSmith: >10% week performance screener

MarketSmith: >10% week performance screener example

MarketSmith: >90 RS screener

MarketSmith: >90 RS screener example

MarketSmith: >100% year performance screener

MarketSmith: >100% year performance screener example

MarketSmith: EPS >50% screener

MarketSmith: EPS >50% screener example

MarketSmith: New RS high screener

MarketSmith: New RS high screener example

MarketSmith: Big EPS estimate screener

MarketSmith: Big EPS estimate screener example

FinViz: EPS estimate >30% screener

FinViz: EPS estimate >30% screener example

FinViz: Strongest stocks screener

FinViz: Strongest stocks screener example

FinViz: >20 sales growth screener

FinViz: >20 sales growth screener example

FinViz: >100% performance over 12 months screener

FinViz: >100% performance over 12 months screener example

FinViz: >10% performance last week screener

FinViz: >10% performance last week screener example

FinViz: High volume today screener

FinViz: High volume today screener example

FinViz: New 52 week high screener

FinViz: New 52 week high screener example

FinViz: IPO last year screener

FinViz: IPO last year screener example

Only put the best candidates on your watchlist

Tips to go through your screener

Daily and weekend routine

Go through sectors and industries

Go through sectors and industries – Example

Comparing two stocks

Sister stocks

Learnings about stock screeners

Require a disruptive theme or products

Update vs. innovation vs. disruption

Company lifecycle

Mid cap companies turning into large cap companies

Mid cap companies turning into large cap companies – Example

Future growth potential is important

Disruptive companies gain market share

Growth acceleration through events

How to do research about companies

How to do manual research for stocks

Best sources for research

Price is more important than any fundamentals or story

Major events and technology changes

Global technology changes

Example: Railways in the 19th century

Cycle for disruptive and innovative themes

Example 1: Electric vehicles

Example 2: 5G networks

Example 3: Telehealth

Example 4: Cloud software

Example 5: Semiconductors

Example 6: E-commerce

New companies take over the leadership

Learnings about disruptive themes and products

Product or service focused companies

Focused vs. wide range of products companies

How growth companies scale sales and profits

Scaling sales and profits – focused vs. wide range of products companies

Market dominance is an important factor

Entrepreneurial companies

Important facts about entrepreneurial companies

Examples - Introduction

Example 1: AMD

Example 2: NVDA

Example 3: TDOC

Example 4: AAPL from 2001

Example 5: TWST

Example 6: TTD

Example 7: ETSY

Example 8: FB (early years)

Example 9: CSCO (early years)

Example 10: COUP

Example 11: SHOP

Example 12: EBAY (early years)

Example 13: WMT (early years)

Example 14: AAXN / TASR

Example 15: ADBE

Example 16: SE

Example 17: VRSN

Example 18: FIVN

Learnings about product focused, entrepreneurial companies

Extra lesson: From macro to micro view

Stock selection quiz

Tools you will learn about

My own experience

Limits help to focus and maintain consistency

2 watchlists: Main and focus

Main watchlist

Weekend routine

Examples

Get a feeling for your niche by looking at the daily changes

From main to focus watchlist

List to the feedback from your watchlist

Learnings

Focused watchlist

Daily routine

Examples

Using alerts

Learnings

Theme watchlists

Tools you will learn about

My own experience

Getting a first impression of a stock by looking at charts

Chart reading is a craft and art

Start every analysis with the chart

Weekly and daily charts

Indicators in the charts

Weekly charts tune out the noise

Learnings

What makes a good technical chart picture?

Staircase effect

Support at EMA 13 and EMA 40

Shakeouts

Tight trading bases

Clean and harmonic price action

Relative Strength to the S&P 500

Volatility contraction before breakout

Learnings

Accumulation and distribution in the daily chart

Accumulation and distribution in the weekly chart

Volume increase / decrease in the daily chart

Volume increase / decrease in the weekly chart

Monster volume or volume spikes in the daily chart

Exhaustion on monster volume or volume spikes

Monster volume as a sign for a start or end of a trend

Monster volume or volume spikes in the weekly chart

Learnings

Stocks have an own personality

Examples

Learnings

Chart patterns

Cup and handle

Knowledge: Tight vs. wide and loose consolidations

Double bottom

Flat base

Consolidation

Volatility Contraction Pattern (VCP)

IPO base (short)

IPO base (long)

Chart patterns develop in a correction

All chart pattern have something in common

Chart patterns are created by the ebb and flood of demand and supply

Chart patterns are created by the ebb and flood of demand and supply (example)

Institutions must sell into the rally

Learnings

Institutional support at moving averages

Pullbacks vs. corrections

Pullbacks can turn into chart patterns

Institutional support at moving averages (EMA 21 and EMA 65)

Institutional support at moving averages (EMA 200)

Institutional support at price levels

Learnings

Large gap ups

Breakaway gap

Knowledge: Overhead resistance

Avoid buying gaps in a base

Runaway gap

Exhaustion gap

Learnings

Tools you will learn about

My own experience

Don't trade all the time – trade in the right market!

Trading niche is more important than the indices

Indices, stocks and indicators are feedback tools

Stock market vs. indices

Most stocks follow the indices

Learnings

Helpful market indicators

Distance to moving average 200

How to add the Percentage Distance indicator to TradingView

New highs / new lows

How to add the new highs and new lows indicator to TradingView

How to add percent stocks above 50 and 200 day moving average to your TradingView chart

ADRN indicator

Learnings

Martz Market Trend System (MMTS)

How to add the MMTS to TradingView

Recognize the market environment in real-time

The right market environment

The wrong market environment

Exhaustion

Difficult market environment

Bear markets

Your trading statistics change with the market environment

Learnings

How to recognize a potential reversal in the stock market

Time your entries and exits

Monitor every rally attempt to spot a potential reversal

Follow through days

When it's time to buy stocks again

Additional indicators to spot a potential reversal

A bear market is different from a pullback

Learnings

Extra lesson: How to add the Up volume and Down volume indicator to TradingView

Extra lesson: Seasonality in the stock market

Checklist for stock entry

Tools you will learn about

Checklist for stock exit

My own experience with buying

99% of buying right is preparation

Select only the best stocks

Technicals are more important than fundamentals

Buying a pullack

Further tips on buying a pullback

Learnings

Buying a breakout

Buying a cheater breakout

Learnings

Buying on a gap up

Intraday gap up fine tuning

Learnings

Intraday volume calculation

Further tips on intraday volume calculation

Start every position small and buy in multiple steps

Adding to your position

Identify the best trades and sell or reduce mediocre trades

Follow up buy

Pyramiding your winners

Trading around a core position

Learnings

My own experience with selling

Selling a stock properly means following rules

Cutting losses short and letting profits run

Hitting some home runs in a year

Stop loss keeps the losers small

Break out stop

Break-even stop

Time stop

Re-enter quickly if you get stopped out by accident

Getting stopped out on a gap down

Learnings

Letting your profits run with trailing stops

Look for the dominant moving average

Selling a stock with a trailing stop

Learnings

Selling a stock into strength

Learnings

The “red zone rule”

Learnings

I will add more videos here in future

Sep 29, 2021 – Markets start to correct.

Sep 30, 2021 – Winning stocks in a bad market

Oct 04, 2021 – From market to sector

Oct 06, 2021 – Looking for signs of a market turnaround

Oct 07, 2021 – ABC correction pattern

Oct 08, 2021 – Doing research about $APP AppLovin

Oct 12, 2021 – Monitor your niche!

Oct, 14 2021 – Follow through day in the NASDAQ

Oct, 17 2021 – Using Average True Range (ATR) for stop loss and trailing stop

Oct, 20 2021 – Analysis of market turnaround

Oct, 26 2021 – How I handle stocks with a weak breakout

Oct 27, 2021 – Observing the market. Solar stocks are in the top list

Oct 27, 2021 – What do do if a stock explodes to the upside without you + Shakeout patterns

Oct 27, 2021 – $SNAP - Price is more important than fundamentals

Nov 02, 2021 – Observing your niche

Nov 05, 2021 – $UPST lesson of character change

Nov 07, 2021 – Looking at the market

Nov 10, 2021 – Observe the reaction to earning reports in your niche

Nov 11, 2021 – Stocks with increasing volatility is a sign to wait

Nov 20, 2021 – Shakeouts and Undercut & Reversals (U&R)

Nov 25, 2021 – Market and portfolio comment

Dec 03, 2021 – Risk Management and lessons from the correction

Dec 08, 2021 – Waiting for confirmation to start buying again

Dec 13, 2021 – Notice rotation from growth to value in the stock market

Dec 17, 2021 – Buying first test positions which failed

Dec 30, 2021 – Finding strong sectors / industries. Example: Semiconductors.

Jan 10, 2021 – Look at the market and short-term trades

Jan 17, 2021 – Sell failed breakouts early

Feb 15, 2022 – 50 / 80 rule

Trading cyclical stocks instead of growth stocks

May 25, 2022 – Look at the market, bear market & trading other markets

June 28, 2022 – Look at the market: How I assess the indices and current themes on the watchlist

August 16, 2022 – What I look for when I go through a FinViz screener

September 26, 2022 – 10 tips for part time traders

December 12, 2022 – Market trend and bottoms in the S&P 500

February 13, 2023 – Look at the market: New uptrend with leading semiconductor stocks

How to add the MMTS as an overlay behind your chart

360° Stock Selection Checklist

October 10, 2023 – Deep Dive MMTS Indicator

How to use The Chartbook

Chartbook A – 1

Chartbook A – 2

Chartbook B

Chartbook C – 1

Chartbook C – 2

Chartbook C – 3

Chartbook D

Chartbook E

Chartbook F

Chartbook G – 1

Chartbook G – 2

Chartbook H

Chartbook I

Chartbook J

Chartbook L

Chartbook M to Z (coming soon)

Important information

My personal 25 lessons of the stock market ebook

Does CANSLIM still work? From Boston IBD Meetup

"Know HOW to Hold ‘Em” Ajay G. Jani, CMT (Chartered Market Technician)

AMN Healthcare Svcs (AHS) Base Reading

Ambarella Inc. (AMBA) Picking, Managing and Selling The Climax Top

Basic Simple Sell Rules CANSLIM

Short Selling Principle & Techniques (Gil Morales / Chris Kacher)

CAN SLIM Basics Review Model Stock (WB)

GMCR Model Stock Review

Hansens Natural Model Stock Review

Margin Use Considerations For CANSLIM Investing

Maximize Gain, Minimize Loss, Keep Ego Out – Simply Doing The Best We Can

STUDY OF TRUE MARKET LEADERS

Short Selling By Debora O’Flynn

Sketchers Model Stock Review

Square Climax Top

Upper Channel Line Sell Signal

Amgen Model Book Stock 1990 to 1992

CAN SLIM Stock Portfolio Example Summer 2012 Rally

Ride in the Cockpit with the O'Neil Disciples

MoKa - Market Direction Model

VoSi Conference (Gil Morales / Chris Kacher)

IBD Americas Greatest Opportunities Collection

Buying IPOs