🔥 August 2025 WATCHLIST: 🚀 The Disruptors, Innovators & Asymmetric Winners I’m Tracking NOW! 💸🔍 - PAID SUBSCRIBERS

My Take

It’s super important in this world to be organized. A chaotic management of your personal portfolio can lead to outsized losses and an under performing portfolio. There are a couple of kinds of watch lists that I feel have benefited me over the years:

1. A very short list - if a stock gets a 5%-10% loss - It doesn’t matter the time frame, it doesn’t matter the reason - just buy the stock. I usually have 3-5 stocks on this list. It served me well in buying Crowdstrike ( CRWD 0.00%↑ ) and Meta ( META 0.00%↑ ) and others during the April downturn.

2. A medium sized list - these are stocks that I want to find optimal entries on. They may not be an immediate buy like the list above, but if a setup presents itself, make sure to start and then build a position in them.

3. A long watch list of stocks I don’t own, but at some point may want to - this list I share on Trendspider for subscribers. I scan against it for entries in the 4 hour algorithm regularly and this is where I sometimes get ideas for “trades” around catalysts like earnings.

I typically don’t publish the #1 or #2 list at all because I feel teaching people to build and monitor their own list is a far more valuable skill than just saying “here’s a stock that I like and here’s why”. Everyone has different ways of doing things.

And a note about the lists I keep - 1 stock may be on all 3 lists as I monitor them all. I also may NEVER buy a stock that’s on the list - even the pullback list. Also sometimes if I don’t have a full position in a stock, then it could be on this list as well. If I don’t have a stock in my current portfolio, it has to “feel right” in order to add a new stock. I manage quite a few stocks, but I try and target to have no more than 15 holdings including ETF’s. I currently have 13 positions in my Fidelity portfolio PLUS the Alpha Picks portfolio. I don’t include the Alpha Picks in my “managed” positions as I typically am just buying and selling when they tell me to. I’ll add to the winners and manage them, but they are set up with alerts in Trendspider and that’s REALLY easy to manage.

You want 3 freebies? HERE YOU GO FROM STEVE CRESS

And if you want even more?

Alpha Picks is 7 for 7 with portfolio companies BEATING earnings so far this earnings season. The portfolio is up 30% over 1 year and is absolutely KILLING it over this April recovery. Some of the stocks on my watch list are directly from this portfolio.

Click the photo for more information on the portfolio

What you’ll get in this newsletter below:

I’m going to basically give you a blueprint. I’m going to go through and analyze all the stocks in my medium watch list and tell you my thought process.

• My medium list that was updated this week. 24 names that I either have to add to my position or start a new position.

• SEPARATE NEW NEWSLETTER COMING SOON - 10 Prompts to turn any AI in to your own personal analyst to look at these stocks.

By the end of this, you’ll have actual stocks that I think are solid businesses with catalysts and you’ll have the ability to put my analysis to the test using your favorite AI program with those 10 prompts I’ll be releasing soon.

SO LET’S GET STARTED