How to systematize your stock lists to see trending themes more clearly

This is the best way we’ve found to organize and systematize stock (and ETF) lists to allow us to see market trends and trending themes more clearly.

To develop good organizational habits one needs to practice them every day.

Always – Always – Always conduct your own review before initiating any trades. Never simply take our word for it; not only do mistakes happen, but our risk tolerance may not be the same as yours. Never treat the Key List as a “buy list” or a tip service. We are first and foremost an educational service; please always do your own research and trade with care!