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The Investor Toolkit
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Stock Research Checklist
Twenty questions across the business, the numbers, the valuation, and the risk. The last three are the ones almost nobody does: write the thesis, write what would prove it wrong, and set the size before placing the order.
Use it: Before you commit money to a name you have not owned before.
Catalyst Cheat Sheet
Eleven catalyst types, what each one usually means, and what to check before you trust the move. Includes the comparison that filters most noise: measure the stock against its own sector before believing any story about it.
Use it: When a stock moved sharply and you want to know whether the reason is real.
Weekly Market Planner
A fifteen minute routine before the week opens. What is scheduled, what it could affect, what would make you buy or sell, and the row that does the most work: what you have decided in advance to ignore.
Use it: Sunday evening, or any time before the week's first open.
Risk Management Worksheet
Thirteen fields, every one of them needing a concrete answer, completed before you enter. Plus the portfolio level checks: sector concentration, what your positions have in common, and what happens if they all fall for the same reason.
Use it: After the research checklist, before the order.
Watchlist Template
A watchlist is not a list of tickers. This one records why each name is there, what you are waiting for, and the date you added it, so a name that has sat untouched for eight months tells you something.
Use it: Weekly, as a standing review.
Position Size Calculator
The formula, a worked example, and a blank to fill in. It separates the two numbers people conflate constantly: how much you own, and how much you lose if you are wrong.
Use it: Every single time, before placing an order.
How to Read The Friday Five
The six parts of every stock section and how much weight to give each, why to read the bear case first, and what the newsletter deliberately does not do.
Use it: Once, before your first issue. Then again after a month.
These documents are general educational material, not investment advice, and not personalized to you. The Position Size Calculator performs arithmetic on numbers you supply; its output is not a recommended position size and carries no assurance that a loss will be limited to any amount. Read the financial disclaimer.