I am interested how others use the diverse Stockopedia information and whether you have a morning routine. My routine reflects my personality and the type of shares I like to hold so my typical Stocko routine is:
Stocko Discussion Board - Start at Pauls Small Cap previous day report for additional comments. Check out other threads in hope of an investing revelation!
New Screen Ideas - Check out new entries in Bold Earnings Revision, Earning Surprise, and Earnings Upgrades screens for positive likely future Momentum market anomalies and Richard Driehaus and William O'Neil CAN-SLIM new entry screens for high Growth with Quality ideas. Any company passing 2 or more of these 5 new screens gets my particular attention.
StockRank Movers - Check out the 30 Day then 7 Day QVM and Q score company movers improving by >10 points with a new Stockrank >90. Then I check out the relevant company Stocko page Quality Box on the right hand side of the page for the return numbers and the F score box as a sign of an improving quality business. As I further refinement I check the red F score Fail "Details" link to see if the fail numerical score is very close to a pass (with in 10%) and if they are close award a further point, so a 7 may effectively become an 8 or even a 9. More cudos if so.
7-8am Check InvestEgate - Leave Stocko and look at that day's "Results and Trading" in the drop down box in the InvestEgate Companies Announcement Categories http://www.investegate.co.uk/Index.aspx?sType=category&date=20150804 Pay particular attention to upward % sales and EPS movement greater than +15% especially if the former is less than the later, indicating operational gearing.
Thereafter - Do some additional internet research to decide whether any of the above Stocko/Investiage ideas warrant selling an existing holding to buy something new?
Next Day - Repeat - Ian
Firstly I check out ADVFN to see if there are any announcements from companies I own shares in. If there are I read them, decide whether I need to take any action - then fail to do it.
Next go to Stockopedia. Look at the charts for the stockranks and my favourite guru screens.
Fantasize about how rich I would be if I had invested on the basis of those screens for the last few years. Fantasize about how rich I will become in a few years now that I am using those screens/ranks as a basis for my investments.
Look at my portfolio and it's ratings on Stockopedia. Decide to sell some of my weaker shares. Go to my stockbrokers website, then fail to sell them and decide to give them a bit longer to work out.
On a good day keep checking my portfolio every hour and feel very smug about how much money I am making.
On a bad day avoid looking at my portfolio and pretend my losses are only paper losses.
Spend most of the day oscillating between fantasizing about how rich I will become and worrying about how the markets might crash.
