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cover of episode Ep. 302 Finding Outperformance And Notching Bigger Wins With Conviction In Market Leaders

Ep. 302 Finding Outperformance And Notching Bigger Wins With Conviction In Market Leaders

2025/1/8
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Investing With IBD
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Alissa Coram
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Alissa Coram: 起初，我以记者的身份加入Investor’s Business Daily (IBD)，专注于新闻报道。为了报道自己感兴趣的科技公司（如特斯拉、苹果、Netflix），我开始在视频中加入图表分析，这逐渐让我对交易产生了兴趣。 疫情期间，我开始更积极地进行交易，并于2021年开始使用杠杆ETF。2022年，我成功规避了熊市风险。2023年和2024年，我的投资组合取得了显著的增长，2024年回报率接近49%。 我的交易策略结合了技术分析和基本面分析。我喜欢在市场处于有利位置时，选择大型、流动性强的龙头股，并利用市场时机信号进行交易。我通常会在50日均线附近买入，并持有股票直到出现重要的卖出信号（例如，10周均线被大幅跌破）。 在2024年，我通过在11月市场反转后积极买入TQQQ和QLD，以及对英伟达的精准操作，获得了巨大的收益。然而，我也犯了一些错误，例如在英伟达达到高点后没有及时获利了结，导致部分利润回吐。 从这些经验中，我学习到要改进仓位管理和控制回撤。我需要在保持长期持有策略的同时，学习如何在强势时期分批获利了结，并根据市场变化调整仓位。 目前，我关注市场中的性格转变（例如单日大幅上涨或下跌）作为交易信号。我长期看好市场，认为创新、人工智能和潜在的企业减税将是利好因素。但我仍然需要谨慎，并做好应对市场波动的准备。 我目前关注的股票包括ServiceNow和Netflix，因为它们都具有良好的技术面和基本面，并且当前价格处于有利的买入位置。 我的股票选择方法是技术面和基本面分析各占一半，两者兼顾才能建立信心。我从IBD Live和其他交易员那里学习了很多，并将其与自身风格相结合。 Justin Nielsen: 作为访谈主持人，我引导Alissa Coram分享了她的交易经历和经验。我与她一起回顾了她从新闻记者到成功交易员的历程，并探讨了她交易策略的各个方面，包括技术指标的使用、风险管理、市场时机把握以及对市场走势的判断。 我与Alissa一起分析了她成功的交易案例和失败的教训，并帮助她总结了经验，例如如何改进仓位管理和控制回撤，以及如何更好地利用市场时机。 在访谈中，我也向Alissa询问了她对当前市场环境的看法，以及她关注的股票。我们一起讨论了市场中的风险和机遇，以及如何制定可持续的投资策略。

Deep Dive

Key Insights

How did Alissa Coram double her portfolio within a year?

Alissa Coram doubled her portfolio by focusing on leveraged ETFs like TQQQ and QLD, and actively trading high-performing stocks like NVIDIA. She capitalized on market timing signals and leveraged strong technical and fundamental setups, particularly during the market turnaround in late 2022 and early 2023.

What was Alissa Coram's strategy for trading NVIDIA in 2023 and 2024?

Alissa Coram initially bought NVIDIA on a gap-up after earnings in May 2023, despite it being extended. She added to her position when the stock retook the 50-day moving average in November 2023 and held through pullbacks. She sold after a major violation of the 10-week moving average in July 2024, despite still being up significantly on her position.

What were Alissa Coram's key lessons from her trading experience in 2024?

Alissa Coram learned the importance of managing drawdowns and position sizing. She realized the need to take partial profits into strength and refine her buy, hold, and sell rules. Additionally, she emphasized the value of learning from real-time trades and adapting strategies to align with her trading style.

Why does Alissa Coram focus on leveraged ETFs in her trading strategy?

Alissa Coram focuses on leveraged ETFs like TQQQ and QLD because they allow her to capitalize on broad market trends without needing to pick individual stocks. This approach aligns with her preference for trading in strong, trending markets and simplifies her strategy, especially given her busy lifestyle.

What stocks is Alissa Coram currently watching and why?

Alissa Coram is watching ServiceNow (NOW) and Netflix (NFLX). She likes ServiceNow for its steady fundamentals, strong relative strength, and pullback to the 50-day moving average. Netflix appeals to her due to its orderly pullback, strong earnings, and expansion into live content and gaming.

How does Alissa Coram balance technical analysis and fundamentals in her stock selection?

Alissa Coram balances technical analysis and fundamentals equally. She seeks early entries based on technical setups but requires strong fundamentals to build conviction in her trades. This dual approach helps her stay patient during ordinary pullbacks and avoid getting shaken out of positions prematurely.

Chapters
Allie Coram, initially a journalist at IBD, transitioned into video content creation, focusing on chart analysis. This led to her active involvement in trading, particularly during the pandemic. Her early trading focused on a few tickers and leveraged ETFs, but she later refined her strategy to include market timing signals.
  • Allie's background in journalism and finance
  • Transition to video content creation using chart analysis
  • Early trading experiences and evolution of strategy
  • Impact of the pandemic on trading activity

Shownotes Transcript

No one wants to be a one-hit wonder. Briefly outperforming the market isn’t enough — what matters is learning how to continue moving the needle in your portfolio with a strategy that’s sustainable. Alissa Coram, executive editor of multimedia at Investor’s Business Daily, joins the “Investing with IBD” podcast to discuss how she doubled her portfolio within a year, her buy rules, sell signals and how to fit active trading into a busy lifestyle.

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