Personal Seven-Step Stock Selection and Tiered Trading Risk Framework
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About this skill
Problem Solved
Individual investors often lack a consistent process for stock selection, entry, and stop-loss. They may chase recent news or short-term gains, buy weak late runners, miss leader timing, and fail to exit after losses. This skill turns sector, stage, stock tier, entry, and risk control into checkable steps to reduce improvised decisions.
Core Capabilities and Limits
Key capabilities include:
- Tiered selection: screen for durable industry trends, classify sector stage as launch, main rise, or late acceleration, then separate leaders from late catch-up names.
- Entry and exit rules: define trigger levels around the 20-week MA, 10-week MA, and 5-day line, with position, volume, and candle confirmation.
- Risk-control loop: use K-line, moving-average, trend, and account stop-losses, plus sector-weakness take-profit, position caps, and a stock blacklist.
Limits: it is a methodology, not investment advice; it depends on weekly charts, volume, earnings, shareholding, and unlock data; it is not suited to high-frequency, leveraged, or undisciplined trading.
Use Cases
- Before weekly review, screen sector stage and mark valid entry signals.
- Before entry, check 20W MA, volume, candle, and buy-signal type.
- During holds, apply K-line, MA, and trend exit rules with cooldown.
- End of month, audit position caps, 2% stop, and sector exits.
Best For
- Individual investors who want a fixed entry/exit checklist.
- Trend traders checking MA and volume signals in reviews.
- Position managers enforcing per-stock caps and 2% stops.
- Readers learning sector cycles and leader-tier selection.
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