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Short-Term Trading Portfolio Update

By Jim Berg and John Atkinson 4 Jun 2011 12:28 PM

In late December 2007 Jim Berg presented to his Newsletter Members, his analysis of exit signals prior to the bear markets and crashes over the previous 20 years .

Two weeks later, in early January 2008 Jim Berg closed his newsletter portfolio -- ahead of the Global Financial Crisis. Jim re-opened it in June 2009. Those Members who followed Jim’s lead and switched to cash saved themselves from not losing millions of dollars between them as a result.

In July 2005 we opened the notional portfolio in our mentoring-style ‘Investing & Online Tradingmentoring-style newsletter to show WHICH stocks to buy and how Jim uses his proven rule based Trading System to know WHEN to buy and, very importantly, When to sell.  

It also provides key criteria to help optimize individual Trade and Sector Risk and overall Portfolio Money and Risk Management.

Our newsletter and notional portfolio are not intended as a tipping sheet of ‘hot tips’.

They are designed to impart effective trading education to lead you to more than just knowledge. 

The aim is to lead you through to capability - the capacity to use the knowledge and develop the skills to confidently achieve the outcomes you set for yourself. 

In particular, the series of stocks featured in our notional short term trading portfolio each week demonstrate short term entries, trade management and exits using Jim’s Trading Rules, as developed for the newsletter.

Your financial independence is at the heart of everything we teach.

Our valuable Guide How To Write Your Own Stock and Futures Trading Plan’ is currently provided to Newsletter Members, with our compliments. 



This article is an extract from our weekly Newsletter.

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Direct investing in the stock market can result in financial loss. The information in this website is general information only. Any advice is general advice only. Neither your personal objectives, financial situation or needs have not been taken into consideration. Accordingly you should consider how appropriate the advice (if any) is to those objectives, financial situation and needs before acting on this general advice. Jim Berg and John Atkinson are Authorised Representatives (AR Nos. 37724 and 1251439) and ShareTradingEducation™.com Pty Ltd (CAR No. 322726) is a Corporate Authorised Representative of Longhou Capital Markets Pty Ltd. (AFSL No. 292464).