Long‑Only Position Builder (Finviz + MarketWatch) – v2

Step 1. Find Candidates — Fundamentals (One‑click scans)

Baseline in every scan: Price ≥ $5 • Avg Vol ≥ 1M • USA

• Quality Compounders — profitable, growing, not over‑levered.
  Open scan
  Why: high ROE + positive EPS growth + reasonable PEG + modest debt ⇒ steadier compounding.
• Value at a Reasonable Price — solid but not pricey.
  Open scan
  Why: lower P/E + capped PEG + reasonable debt can cushion downside and allow re‑rating.
• Dividend & Defensive — income plus lower swings.
  Open scan
  Why: yield ≥ 2% with payout ≤ 60% is more sustainable; beta < 1 tends to swing less than the market.
• Durable Growth — future earnings power at a fair price.
  Open scan
  Why: secular growers with EPS 5y growth; keep PEG in check and avoid high leverage.
• Low‑Vol Blue Chips — sleep‑at‑night names.
  Open scan
  Why: large‑cap with beta under ~0.9 can be steadier for new investors.

Step 1A. More Fundamentals (extra one‑click lists)

• “Aristocrat‑style” Dividend Quality (approx.) — large‑cap, positive dividend, sustainable payout.
  Open scan
  Why: Approximates dependable dividend payers. (Finviz can’t filter official S&P “Aristocrats”, so we use sustainable payout + quality profitability.)
• Cash‑Strong / Low‑Debt — balance‑sheet strength first.
  Open scan
  Why: Low Debt/Equity with solid current/quick ratios → flexibility in downturns and optionality for buybacks/organic growth.
• Quality Small/Mid — earlier‑stage quality with guardrails.
  Open scan
  Why: Puts some growth in the mix without sacrificing basic quality metrics.

Step 1B. Entry Timing — Technical Long Setups

Use these to time entries on the candidates you like. Open, then check charts + news.

• Pullback in Uptrend — buy strong stocks on a dip near support.
  Open: Above 200/50‑DMA, below 20‑DMA
• Breakout to New High + Volume — momentum continuation.
  Open: New High + RelVol ≥ 1.5
• Trend Resumption — reclaiming momentum above key MAs.
  Open: Above 200/50‑DMA + RelVol ≥ 1.3
• Post‑Earnings Drift (positive) — ride good news.
  Open: EPS QoQ > 20% + Sales QoQ > 10% + Above 50‑DMA
• Sector Leader — strongest names in strong sectors.
  Open: Above 200‑DMA (mid/large)

Step 2. Sector Mix Planner (Diversify by design)

Choose how many long positions you want. We’ll suggest a per‑sector cap ≈ 25% so no single theme dominates.

Step 3. Position Sizing & Equal‑Weight Plan

Step 4. Risk Calculator (LONGs)

1. Choose an entry near support (e.g., 20/50‑DMA).
2. Place a stop just below that support.
3. With 1% risk on $100k, max loss = $1,000 → Shares = ⌊ 1000 ÷ (Entry − Stop) ⌋

Step 5. Quick Checklist (ELI5)

1. Real business? (ROE ≥ 15%, debt reasonable)
2. Fair price? (P/E ≤ 20, PEG ≤ 2)
3. Uptrend? (above 50/200‑DMA)
4. Diversified? (different sectors, ≤ 25% in any one)
5. Plan written? (entry, stop, target)