CPM Investing LLC - Research Publications
A. Setting Up Your Trading Desk
B. Making Your First Trades
Option 1: Call Schwab (800 number is in Share-To-Trade Worksheet).
Option 2: Set Up Trades on Schwab.com
Option 3: Set Up Conditional Trades on StreetSmart Edge
An overview of the steps needed to set up Focused 15 Investing's sample "Shares-to-Trade Worksheet" on your Windows or Mac computer.
Many subscribers trade using Schwab.com and find it meets their needs. Those who trade several accounts may find Schwab's StreetSmart Edge (SSE) platform useful.
If you want use Schwab's StreetSmart Edge (SSE) platform...
You do not need this template if you set up trades on Schwab.com or by calling the Schwab broker.
Introduction to the two-step process for getting invested and determining a Focused 15 Investing model portfolio to follow.
The shares to trade are shown between the big blue arrows. The tickers for each ETF are to the left of the estimated number of shares.
You should be familiar with the calculations in the worksheet and modify them as needed to fit your needs. I make no guarantee about the strength or accuracy of the worksheet and good value ranges.
With the information in the worksheet, you have a few options for setting up trade orders: