How do I trade?

I get friends & colleagues asking me about my trading methods.

Usually, I reply: "First of all - I do not trade. I invest."

Then I'd mostly go like "I also rarely do intra-day buy & sell movements ( I've adopted the rule of thumb for this, read about it ahead).

Even if it is for the short term - and in the latter case with even more justification - I never enter into a deal without defining in advance the terms under which I would get out of it."

From there the conversation usually gets long & interesting, ending up in me learning with them to DYOR, and sending them to watch & read a bunch of relevant tutorials.

After several similar conversations, I've decided my readers also deserve to have this info.

Create your investing plan & maintain flexible for changes at all time

Intro

I entered into stocks & ETFs markets investments relatively late, in my 30s, as I learned years before, that the markets are very much manipulated by the big institutional buyers.

That understanding has led me to invest in farmland & crypto for more than a decade before I entered into the traditional stock markets.

It happened only after I managed to learn from more than 10 different professionals in those worlds & establish for myself a well-based system, which serves me to evaluate at any given moment whether any given equity is a buy or not.

I follow daily a curated list of top insiders, both in the markets I act in, as well as in Israel, where I hold 5% of the portfolio.

My portfolio with 25% (24.27 without ETFs) ROI in 6 months

Thesis

I believe in self-integrity, meaning - I invest in companies that promote my views, values, and vision.

Once you know yourself and understand your inner motivations, you can apply those to the infrastructure of your portfolio.

If I try to break down my thesis, it would go like this:

1. I am a selective investor, meaning I do not invest in general indexes, such as S&P 500, etc. but rather select specific stocks that are poised for the highest ROI

2. I do invest in ETFs, in a small allocated portion, but very specific ones, that are dedicated to sub-niches.

3. I do not invest in equities which I perceive as speculative. Spikey movements and over-pumped equities are the first basic signs for me to stop investigating and move on to the next candidate.

4. Having said that, When I invested in BTC back in 2013 I did not find it speculative, as I understood the fundamentals it was lying upon.

5. The same applies to when I had identified TSLA at 20$, IIPR at 50$, AEHR at 18$, NXST at 90$, INMD at 26$, and WAL at 37$ (up until 120, and then entered once again in 9$ when the small banks dropped at the beginning of 2023, as I knew that this bank was going to stay) and more.

6. I can continue with that list, but the point is clear - I do not mind if others think something is speculative. I always go, investigate for myself, critically read & deeply drill - until I find reasons why not to invest in the company.

7. If I did not find any reason (out of a long predefined list I have built with time) - then the stock is qualified to enter into the outer circle, first out of a few more circles, which serve as barriers.

Each inner circle is one step closer to the center of all circles - the buy alert

If a ticker has passed all the "negative interrogation" and has proved qualified to enter into the first circle, it means it has managed to successfully answer the "why not to invest here" part.

Obviously, before asking any question regarding a specific ticker, an investor should define to himself basic principles such as total sum allocation, and the type of investment wanted - long or short.

A fast trade move or a steady widening of the position for the years to come?

After defining those personal boundaries, which vary between types of persons, the first question when inspecting a possible ticker for long-term investment would be "Is it a relevant sector for the future?"

Also here, it's important to define when is this "future" supposed to be the present.

For example, an investor can be bullish in the mid-term with all regarding certain oil & petrol stocks, and at the same time, He can be bullish in the long term regarding renewable energies.

18.9% ROI on the S&P for the same period

8. I do look for high returns in a short time, but only as a powerful multiplier, while at the core of the activity, I always look at the long term.

9. My thesis is very much affected by my natural interest & gained knowledge in realms such as Bio\Food\Agri\Ener\Med-tech.

As all of those are related to tech, then naturally they are also related to AI & cyber-security, but we should remember those companies also use CRMs, ERPs & PM software, which by themselves give us some of the most famous tickers out there (though being famous is not a criterion to enter into my portfolio or buy list).

10. The four company sectors mentioned above can be coupled in various ways & correlate with other dozens of reciprocal investment sectors.

NASDAQ with nearly 40%

Next time we will be talking about building our investment method, now that we have built our thesis, each one based upon his\her own unique point of view.

The dow did only 6% in this half-year

I've worked on automating the entire process described above, to the level of no more than 10 minutes of work per day, on a more than 50 tickers portfolio.

I call it Investi-Cation (formerly Noti-Vest), as it is even notifications-based, so I won't need to be hooked to the screen.

Soon I'll be starting to offer it for public use.

Hop on the early adopters waiting list, and enjoy some very nice advantages once it's in your buy zone!

Let me in