I agree to ShareTradingEducation's Terms of Use

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.

For more information, click on the following links:


Jim Berg and John Atkinson are Authorised Representatives (AR Nos. 322724 and 1251439) and ShareTradingEducation™.com Pty Ltd (“STE”) is a Corporate Authorised Representative (CAR No. 322726) of Maven Capital Pty Ltd, Australian Financial Services Licence AFSL 418504. Examples from the Australian and USA markets are provided to demonstrate that Jim Berg’s principles may be used globally. This educational material is from an Australian source and complies with Australian law and not necessarily any other (local) law. Direct investing in the stock market can result in financial loss. STE products have been prepared for the general information of investors and do not take into account the investment objectives, financial situation and particular needs of any particular person. Persons intending to act on information in STE's products should seek professional advice to confirm that the investments or strategies mentioned are appropriate in the light of their particular investment needs, objectives and financial circumstances prior to taking any action. Refer also to the full Customer Caution Notice in our Terms and Conditions.