What you will learn …

This is not a classical video course! It’s a school! New content will be release regularly.

Get access to over 300 videos with more than 25 hours in total + 300 pages analyzed charts to train your chart reading skills!

US stocks only, medium term approach – no day trading! Perfect for part-time traders.
Risk management: How to calculate the right position size and manage single trade and portfolio risk.
Using stock screeners: Be consistent in your stock selection and reduce work.
Fundamental & technical analysis: Find high potential stocks which can move strongly.
Chart & volume patterns: Learn to read supply & demand in the chart.
300 analyzed stock charts as example to train your chart analysis skills! Will be extended to 600 charts soon …

Content (will be extended regularly)

I will add more content regularly. Next topics: Example videos in TradingView / MarketSmith, Trading Psychology and Mindset …

Welcome

How to use the video course
Golden rules
Reading list stocks and trading

Risk Management

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

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

Watchlist management

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

Charts

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

Markets

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

Buying and Selling

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

Additional lessons

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