Trade Alert: Your First Recommendation

Thank you for agreeing to help beta test my new Stock Trader Alert research service.

You’ve generously donated your time and attention, which I sincerely appreciate. Your feedback will be an integral part in the process of enhancing and eventually releasing Stock Trader Alert to a wider audience.

As I explained in the welcome email, we will be contacting you every Monday with position updates or fresh trades. But before you dive in, be sure you’ve read the trading manual for important information.

For today’s recommendations, our system has triggered a set of new trades: four buys and four sells for those who have established a position in the portfolio. If you are initiating a position, then you’ll have 15 buys today to catch you up to speed.

Remember, with this system, we designate half the portfolio to our stock positions (no more than 15 stocks at a time) and the other half to one exchange-traded fund (ETF).

If you’ve already established a position in the portfolio, here is the first round of Stock Trader Alert trades:

The Stock Trader Alert Portfolio

If you haven’t already established a position in the Stock Trader Alert portfolio, please use 50% of the cash you’ve put aside for this portfolio to buy shares of SPDR S&P 500 ETF (NYSE Arca: SPY).

Action to take: Buy the SPDR S&P 500 ETF (NYSE Arca: SPY), with a portfolio allocation of 50%.

With the remaining 50% of your portfolio, please buy the following stock positions using the allocations listed in the table below:

So far this year, the Stock Trader Alert portfolio has gained 18.31% compared to the S&P 500’s gain of 10.55%.  We are looking to continue this outperformance with this week’s trades and look forward to contacting you again next Monday.

After you make this trade, please take a moment to send me an email letting me know how the trading process went. Were the directions easy to follow? Do you have any questions about the system? You can contact me at I appreciate every bit of feedback you send my way.

Kind regards,

Ted Bauman
Editor, Stock Trader Alert