Marc

Video Walkthrough of My Daily Process: How I merge my Finviz screener, TradingView watchlists, and a 'Compression' screener to generate stalk & focused ideas. Here’s a quick walkthrough of how I generate my stalk/focused ideas—also shared exclusively with my X subscribers through a daily pre-market tweet condensed into a 5-minute reference. A breakdown of the process; 1. Tradingview as my based charting and watchlist management platform. It is tile next to my finviz web browser. 2. I have 13 preset screeners across both platforms , 9 in finviz (post-market to watchlist), 4 in tradingview (watchlist compression, pre-market gapper of stock & etf, watchlist RVOL sorted). Details of each screener are shared in Chapter 3 of jfsrev.substack.com/my-trading-too…. You can also get direct Shared Screen access from x.com/jfsrev/status/… 3. I copy each screened result from Finviz and paste it into its corresponding TradingView watchlist (e.g., “Hottest Stock” results go into the “Hottest Stock” watchlist). @erikcarell has built a Finviz API workaround that lets you import an entire screen directly into a TradingView watchlist. x.com/erikcarell/sta… 4. Screened results aren’t usually actionable on their own, so I add an extra layer— “compression” screener within TradingView—and run it through each dedicated watchlist. This is what I refer to as a “screen within a screen.” My watchlists are color-coded to show which screener each stock came from—and to highlight when a name appears across multiple screeners (e.g.,🔴= Hottest Stock). 5. I review each name that passes the “compression” screener, evaluating them one by one on the chart to determine whether they qualify for my stalk/focused idea watchlist. The criteria I use are outlined in my “15 Hard Rules” in Chapter 6. jfsrev.substack.com/my-trading-too…. 6. The same process is then applied at the ETF level, since TradingView separates its Stock and ETF screeners into two different sections. 7. On top of that, I manually review over 160 ETFs to track day-by-day price action/RS across industry groups (not shown in the video). The full workflow—including post-market study—takes at least 2 hours per session. The process flows as follows: Screening → Watchlist Management → Focus List Rebuild & Preparation → Qualitative Market Reading for Situational Awareness → Portfolio Stop Management (when needed). No single screener will ever capture every opportunity. To stay ahead of the market, you need unwavering dedication, discipline, and consistency. Eventually, the market rewards that effort with the strong, or trending moves. But first, you need a strategy and process that fits your lifestyle and is sustainable over the long term. I hope you all find this helpful as we navigate this challenging yet financially rewarding journey.

My Trading Process, Tools, Routine, and Core Beliefs A 60 pages of experience-based lessons and insights curated from 15 years of my tweets. 1. Glossary – Terms and Expressions I Use 2. Charting – My Approach Using TradingView 3. My Screeners – Workflow of Finviz & Tradingview 4. Process & Routine – Moving Ideas to the Focus List 5. Pre-Market Routine – Situational Awareness 6. Proficient Execution– Trade Design, Stops, % Risk 7. Post-Execution – Trade Management 8. Journaling – Fine-Tuning to Improve YoY % Return 9. Conviction – Internalizing These 6 Graphics 10. Full-Time Trading – What Does It Takes 11. Five Books I Highly Recommend To Everyone 12. Free Productivity Tools & Websites I Rely On 13. How I Delayed My Own Progress by 3 Years 14. Reflections and Experiences for You to Relate To 15. Closing Remarks – A Call to Inspiration 16. FAQ, Paired with Thought-Provoking Questions 17. Subtle Strategies to Attract Institutional Attention jfsrev.substack.com/my-trading-too… Managed to finish this project early as a Christmas gift🎄for everyone — enjoy!

$KC - A Breakdown of My Trade on $KC's +180% Move in a Month (Scans, Watchlist Management, Entry Day Insights, and Systematic Risk Management for Holding) Rather than replying to individual DMs about my $KC position (ironically, my earlier post was about $FBTC), I decided it’s better to share this as part of the free educational content for everyone to benefit from. Here are a few key points about the share structure of $KC before the breakout, so you can adjust your screening parameters if needed. This is the type of stock profile that typically shows up in the 'Top 100 Performance% Stocks' annually. It's also why I tend to focus on small to mid-cap stocks most of the time. Share Structure Before Breakout at $3 i) Market Cap: $700M USD (Current: $2B USD) ii) ADR%: 5.7% (Current: 10.8%) iii) IPO Timer: 4.5 Years ago iv) Outstanding Share Float: 250M v) Avg (50) $ Vol: $35M USD/day vi) Avg (50) Share Volume: 4M/day 1. 1st move back above 200-MA after 1 year, +80% with RS during the 2 weeks. $KC will initially show up on your '1-Month Strongest Move' screener. I move the entire list (which includes $KC) to my watchlist, awaiting a higher low swing to confirm a character change. 2. Higher Low may be in place at this point with price contraction within a symmetrical triangle. I abolutely pay more attention to stocks when price contract along with ALL moving averages contracts together. (10, 20, 50, 100, 150, 200 DMA) $KC remains in watchlist, but will begin to keep appearing in my 'Screener within Watchlist' based on technical price compression. 3. Entry day on 5/11; here are some qualification i) it broke out of a 2 week technical triangle pattern and consolidated range ii) it broke out with high RVOL (RVOL was 40% in 10mins of open) iii) LoD was only 40% (i skip trade beyond 60%. I want high possibility of position ending the day with unrealized profit, not near entry price) Entry day is T. 3 stop set based on 33% stop level from entry to LoD. I do not consolidate and adjust my stops to breakeven (avg price) until T+3 days T+3 = 33% size down (immediate partial profit taking or shaving risk down on trade that did not follow through but still hovering above avg entry as I have tight stops (since I only do execution when price action presents entry to LoD below 60%). All stops are consolidated to breakeven level on 1 full singular size. Read more here on my detailed approach to risk management within a singular trade: x.com/jfsrevg/status… 4. Day 4 onwards is all mental stop on 10-MA. I do not mess with the trade if it doesn't close below 10-MA. 5. This trade did not close below 10-MA at all even at 13 x ATR% from 50-MA currently (highest ever). No reason to sell everything, but you have every reason to sell some pieces into strength at extension beyond 10 x ATR% beyond 50-MA. To be fair, nobody will know the outcome on the day their trade execution; but what I strongly advise is to adhere to the principle of law of large number and you need to have this few things right; i) make sure your screener gets u the setup before they MOVE, not after (i do not believe in high volume scan, you have already missed the most optimal entry day and the risk/reward is skewed after it. Try volume based high RVOL 'at time' scan instead during live market at minimum. High volume scan works best only as post continuation base setup, and the perfect entry spot often is a few weeks after that result appear) ii) have a entry rule that stack the odds of position ending the day with unrealized profit. LoD 60% rule, high RVOL etc are my 'secret' iii) ensure you have non-discretionary profit taking/stop loss rule. you cannot second guess the market, and u need to keep your emotion in check. you won't be able to hold a big runner if you like to second guess 'top' and 'bottom' in the market. the trades that can move needle in your annual performance % are trades that you never expect to do what they are doing. they make moves against basic human instinct. iv) you need to know when to go 'heavy' vs 'light' in terms of trade frequency and activity. $KC trade was taken right on the day market bounce off it's rising 50-MA, before subsequent market gap up to reclaim 10 & 20-MA. Market index chart eg. $SPY $RSP $QQQ are great to cushion you when to layer your risk or release the pedal. I will never take on risk when $SPY is 4 x ATR% from 50-MA when it historically pullback from 5 x ATR% from 50-MA. I am pretty certain $KC sort of move will never happen in any stock at this juncture of the market. You need to stack every single possible odds to let the trade work in your favor, and the current market extension now is a headwind more than a tailwind. v) repetition & refine; do this 100 times, go through your trade data and refine. do it another 100 times again, go through your trade data and refine. in a year, you will be able to refine up to 4 times at least. you only can get better if you refine your trading based on your trade journal. you can't escape this part of the work, please. I hope this is helpful, it's just some basic principle, math and plenty of repetition in trading for me. If you find this type of content valuable, do retweet ♾ so I know what sort of things to share in this space during my free time.

Grateful for the years of independence, I'll be closing out this brokerage account. I'm thrilled to be embarking on my journey in the realm of fund management with acceptance of a direct closed ended investment from a global macro strategic fund into my one-person LLC. As the main PM with a minority stake going forward, I'll continue to share my weekly diary if time and jurisdiction permits. For those keen on making their mark in the professional space, show your passion, be thoughtful and honest with your struggle. Leverage your Twitter presence to enhance visibility on LinkedIn as well, and consider joining USIC if you are confident of your skills. You never know whose attention you might catch. Below are some Twitter posts and threads from the past which I hope could aid you on your trading journey. Ultimately, passion is the main ingredient to grow your proficiency in trading.

Detailed Breakdown of What Makes A Low Risk Entry Stock Setup. I go over $VRT, a recent trade I made, and dive into details on how I analyze stocks using my custom indicators, price action and volume. Watch here 👇 youtu.be/gYig20UQsw4

@jeffsuntrading The request to Jeff came from me. Thank you all so much for your input. I really appreciate it. I see that I have to rework my strategy.

for Europe based traders focusing on US exchanges, what are your solutions to this?

As the clock struck midnight in the Asia Pacific time zone, I celebrated not only my 35th birthday but also my 13th year of learning within the FinTwit community. Within the realm of solitary trading, there are often instances when the sole source of joy, particularly during a lacklustre market period, is through acts of generosity. With that in mind, I would like to take this moment to express my deep gratitude for the years of selfless education I have received as a silent reader, along with the intellectually stimulating discussions held within this community. Furthermore, I wish to take this opportunity to delve into the purpose and significance of maintaining a daily market diary, as it plays a vital role in your development and growth as a trader. It serves as a navigational tool, keeping you closely on track with market movements, situational awareness and helping to curb over-trading beyond your prepared watchlist. Finally, I would like to extend my gratitude to the following Twitter accounts that have greatly contributed to the development of my market diary over the years. 1. @finitrades - Selfless sharing of Notes & Watchlist Template, with trading style heavily influenced by @Qullamaggie. His google doc also has a whole list of great hyperlinks to @Quallamaggie's material 2. Ben Bennett - Mid-Week market technical analysis on youtube and twitter, was watching it since 2015. 3. @cfromhertz - Daily Market Recap video is the first thing I watch in my morning since i found it on 2017! Demonstrating genuine passion for the market by consistently producing a 20-minute video every day since 2015! 4. Mike Prechter - An ideal mentor who effectively communicates about risk back in 2010s in twitter. Rumored to be the Phantom from 'Phantom of the Pits' . Greatly missed! 5. @alphacharts365 - State of The Market (SOTM) video is my Sunday evening's ritual. No BS, simply clean charts on both daily and weekly of market, key sectors, bonds, vix, credit spread, and I love the new HG1!/GD1! relative strength between copper and gold to access economic growth. 6. @RichardMoglen - after SOTM, I will be watching Richard's Stock Market Outlook. Richard deserves recognition not only for his skill as an interviewer of great traders but also for his dedicated efforts in creating informative watchlist and stock market outlook videos. By increasing the playback speed to 1.25 for both @alphacharts365 and @RichardMoglen videos, you can effectively cover the content within 20 minutes. This allows you to not only obtain a second opinion but also a third opinion, enabling you to keep your own market analysis and biases in check. 7. @LeifSoreide - An aspect of my diary is the breakdown of the sub-market such as $IJS, $IJT, $IJJ, $IJK, $IVE, and $IVW. This was an influenced from Leif. 8. @PrimeTrading_ - Alex consistently shares his daily leading sector scans and a meticulously curated watchlist of stocks. His watchlist comprises only those stocks that meet stringent criteria based on fundamental metrics, relative strength, technical analysis, and his proprietary scoring system known as PRIME Score. Additionally, his proficiency in spreadsheet formulas has inspired me to maintain my own spreadsheet in a sleek and organized manner. So here we go! 1/n

@muninn @Qullamaggie Loke

I reviewed 700+ hrs of video and 3 212 tweets from @Qullamaggie to make the most comprehensive deep dive study to date 🤿 Contains 1700+ trades 🚀 Find the full research bundle in the link in bio 👆 Short introduction in 📺👇 Like and comment "Loke" I'll dm you 30% off 💸