Stan Weinstein: Checklist
Follows Stan Weinstein’s buy checklist from “Secrets for Profiting in Bull and Bear Markets”: the stock is in Weinstein’s Stage 2, a fresh uptrend. Its price is above the average price of the last 200 trading days, and that average is itself rising. Its price performance ranks in the strongest 30 percent of the market, and it trades no more than 15 percent below its high of the past twelve months, so there is little old resistance overhead. On up days it also changes hands at least one and a half times as much as on down days — a sign that buyers are accumulating. Weinstein’s 30-week line is mapped via the 200-day line. Only shares our own deep-dive analysis rates green are bought — yellow or no analysis at all is not enough. The check and any new purchase happen every trading day; a position is sold as soon as the price falls 15 percent below its highest level since purchase, the share drops off the list, or it is no longer rated green.
This portfolio buys shares.
- Performance
- −0.51%
- Lead over QQQ
- −1.37%
- Largest drawdown
- −3.07%
- Win rate
- —
- Cash ratio
- 60.3%
- Portfolio value
- $99,490
Performance against the yardsticks
What the portfolio holds
| Stock | Shares | Entry | Price | Value | Share |
|---|---|---|---|---|---|
| CON | 626.96 | $31.90 | $31.70 | $19,875 | 20.0% |
| ECG | 156.74 | $127.60 | $125.40 | $19,655 | 19.8% |
| Cash | — | — | — | $59,960 | 60.3% |
The rules of this portfolio
- Buys
- every trading day
- Stop-loss
- 15 % below the highest price reached
- Sells
- checked every trading day: rating turned red, stop-loss hit, holding period over, or the stock dropped out of the selection.
Every trade with its reason
The complete history of this portfolio, most recent trade first. It is never truncated — it doubles as the recommendation history required by Art. 4(1)(i) of Delegated Regulation (EU) 2016/958.
| Date | Stock | Action | Shares | Price | Reason |
|---|---|---|---|---|---|
| 07/27/2026 | CON | Buy | 626.96 | $31.90 | Newly selected |
| 07/27/2026 | ECG | Buy | 156.74 | $127.60 | Newly selected |