Basic Stock: 5 Step Investing Formula By lnvestools

The Basic Stock 5-Step Investing Formula by Investools (an official training division of TD Ameritrade Education) provides a complete, beginner-friendly roadmap for analyzing, selecting, and managing stock investments with consistency and discipline.

Across a structured video course, you’ll learn how to identify the right stocks, determine optimal entry and exit points, and manage trades using a repeatable five-step process designed to remove emotional decision-making. The formula builds a foundation that merges fundamental and technical analysis, risk management, and portfolio planning into one coherent strategy.

This course distills Investools’ proprietary approach — used for years in its paid seminars and investor-education programs — into a clear, actionable system anyone can follow. You’ll discover how to read market signals, assess company strength, and recognize key turning points before they happen.

Whether you are just starting out or already trading but lack structure, this course transforms how you view markets — giving you the tools to think and act like a disciplined investor rather than a speculator.

✅ What You’ll Learn:

• The 5-step Investools framework for successful stock investing.
• How to analyze company fundamentals (earnings, growth, valuation metrics).
• How to apply technical analysis for timing entries and exits.
• How to identify market trends and align trades with institutional movement.
• Building and managing a watchlist and portfolio with consistent criteria.
• Setting stop-loss and profit-target rules for risk-controlled trading.
• How to integrate risk-to-reward ratios and position sizing into your system.
• Developing long-term discipline through performance tracking and journaling.

💡 Key Benefits:

• Follow a structured 5-step system trusted by professional educators and investors.
• Replace emotion and guesswork with data-driven confidence.
• Build a strong foundation that connects fundamentals, charts, and psychology.
• Discover a repeatable investment process usable in any market environment.
• Learn to protect capital and grow wealth sustainably.
• Ideal preparation before advancing to options or technical-trading courses.

👤 Who This Course Is For:

• Beginners and self-directed investors who want a clear and proven framework.
• Intermediate traders needing structure in their stock-selection process.
• Long-term investors wanting a disciplined, repeatable system for evaluating opportunities.
• Anyone seeking to manage their own portfolio without relying on external advisors.

📚 Table of Contents:

DVD 1:

• Step 1 Searching for and Investment
• Using a Pre-built Search
• Navigating The List of Stocks

DVD 2:

• Step 2 Fundamental Analysis
• Analysis Phases 1 and 2
• Price pattern
• Volatility
• Zacks report
• Market tables and News info

DVD 3:

• Step 3 Technical Analysis
• Understanding Technical Analysis
• Price charts
• Moving Averages and MACD
• Stochastics Indicator
• Volume
• Support and Resistance
• Buying Stocks: The Green/ Green Rule for Stocks
• Selling Stocks: The Red/ Red Rule for Stocks
• Lake Play and Stop Loss Orders
• Insider Trading
• Insider Buying Search

DVD 4:

• Step 4 Portfolio Management
• Creating a Portfolio
• Managing a Portfolio
• Step 5 Industry Sector trends (Top Down Analysis)
• Best & Worst List and Big Chart

Basic Stock: 5 Step Investing Formula By lnvestools