The Series · Distilled

The Cheat Sheet

Every rule, number, and red flag from all six volumes, compressed onto one screenshot-friendly page.

In this series: 1 Foundations · 2 What Moves Prices · 3 Practice Room · 4 Reading a Company · 5 The Dangerous Aisle · 6 Your Portfolio · 7 Case Study · 8 The Toolkit · 9 Crowd Psychology · 10 Crashes · 11 Forecasting · Cheat Sheet

✱ The Series, Distilled

The whole series on one page

Screenshot this. Every number and rule below is explained fully in Volumes 1 to 6.

Twenty words that cover most conversations

Bull / Bear
Expecting prices up / down.
Bid / Ask / Spread
Buyer’s price, seller’s price, the gap you pay to trade.
Limit / Market order
Your price or better / whatever price, right now.
Stop loss
Auto-sell at your damage cap. Place it when you enter.
Volume / Liquidity
Shares traded / how easily you can exit at a fair price.
Support / Resistance
The floor buyers defend / the ceiling sellers defend.
EPS / P/E
Profit per share / how many years of it you are paying for.
Cost basis / Realized
What you paid / a gain or loss made real by selling.
Diversification
Spread out so no single disaster sinks you.
Index fund / ETF
Hundreds of companies in one cheap ticket.

The risk math

The 1% rule
Risk at most about 1% of your account per trade.
Position size
Shares = (account × risk%) ÷ (entry − stop).
Risk to reward
Only take trades paying at least 2× the planned loss.
Daily stop
Down 2–3% on the day? Close the app.
Never
Average down on a day trade, trade rent money, hold TQQQ casually, sell naked options.

Before every buy

Can I lose this money?
If no, stop here.
Do I understand the business?
One sentence, or no trade.
Why now, and what makes me sell?
Entry, stop, target written first.
Am I chasing?
Trending + FOMO + urgency = walk away.
Does the price make sense?
Fair P/E ≈ growth rate. Far above it, you are paying for perfection.

Reading a red day

Nasdaq worst
Rates or tech news squeezing growth stocks.
Russell worst
Recession worry hitting small companies.
All deep red + VIX spiking
Macro shock. Mostly sit on your hands.
Mixed, VIX calm
Rotation, not fear.
Mild red, VIX flat
Noise. No story, no action.

Red flags, condensed

In a stock pitch
Promoted anywhere, urgency, guarantees, penny-stock miracles, spikes with no news.
In the financials
Profit without cash flow, receivables outracing sales, endless one-time items, ballooning share count, debt piling while profit stalls.
On the earnings call
Vague guidance after precise years, dodged questions, a new excuse each quarter, blaming short sellers.

The crash protocol

Remember the pattern
Belief → leverage → euphoria → shock → panic → capitulation → recovery. Every time so far.
What survives
No leverage, cash you do not need soon, diversification, time.
What dies
Borrowed money and forced sellers.
Your job
Mostly: nothing. Panic selling converts paper losses into real ones near bottoms.

The long game, in four lines

Mix
Roughly 110 minus your age in stocks; the rest in bonds. Adjust for nerves.
Vehicle
Three broad index funds, or one target-date fund. Stock picks are a small satellite at most.
Maintenance
Automate monthly, DRIP on, rebalance yearly, check quarterly.
Taxes
Hold over a year when you can, mind the 30-day wash sale, fill retirement wrappers first.
The one-liner. Time in the market beats timing the market; position size beats prediction; and the plan exists to overrule the feeling. Education only, not financial advice.