In this episode of Stock Spotlight, host Michael expands on his investment strategy, focusing on the process of entering new positions and creating effective portfolio tracking metrics. This episode builds upon the previous discussion of investment checklists and benchmarks by introducing additional tools and techniques for successful investing.

Michael begins by reiterating his 33-question research checklist for initial stock assessment, which helps identify companies worthy of a 'watch' or 'pass' rating. He then delves into his strategy for entering new positions, combining fundamental analysis with technical precision to optimize the timing of long-term investments. Additionally, he shares strategies for creating effective portfolio tracking metrics that simplify the process of monitoring investments and inform portfolio weighting decisions.

By providing this comprehensive toolkit, from initial stock selection to ongoing portfolio management, Michael equips listeners with valuable insights to enhance their investment strategies and make data-driven decisions.

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00:00 Intro

00:56 Entering New Positions

02:39 Valuation & Technical Analysis

03:19 Intrinsic Value

04:46 Yields

05:40 Multiples

07:20 Moving Averages and Trend Identification

08:38 Volume Analysis

09:05 Support and Resistance Levels

09:53 Portfolio Tracking Metrics

19:59 Outro

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Intro Music: Andrey Rossi – Seize the Day

Outro Music: Ra – Prospect

*Music provided by Uppbeat Premium

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Subscribe to my YouTube channel: https://www.youtube.com/@stockspotlightpodcast

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Disclosure: The host of Stock Spotlight is not a licensed financial advisor. The information and opinions shared during the show are for entertainment purposes only.