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Worden Trainer
Joined: 10/1/2004
Posts: 4,308
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Learn to use Custom Date Sort and Flagging to identify tickers that have performed consistently over several different time periods.
Custom Date Sort flagging industry sub-industry benchmark S&P 500 personal watchlist
- Doug
Teaching Online!
To view this video you must have Macromedia Flash Player and Microsoft Internet Explorer 5+
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Registered User
Joined: 3/28/2005
Posts: 64
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Outstanding!!!
Just what I was looking for.
Thank you!!!!
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Worden Trainer
Joined: 10/1/2004
Posts: 4,308
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The video above uses a technique that employs both the Custom Date Sort tool and the Flagging capabilities available in TeleChart. If you are not familiar with these capabilities, please watch the following training videos:
Sorting Stocks by their Absolute or Relative Performance
How to use the Flagging feature
- Doug
Teaching Online!
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Registered User
Joined: 10/7/2004
Posts: 111
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Doug -
I enjoyed this video. I have 2 comments, one for you and one for the development team at TeleChart.
For you - Why did your custom sort include 12/31? My understanding was that the custom sort includes the dates shown (the bookends) rather than only takes dates that fall between them.
For TeleChart - Can the name of the Watchlist also have an explanation attached to it. For example, the name January Outperformers makes sense when the watchlist is created, but I find that when I go back to a watchlist maybe a couple of months later, I sometimes don't remember exactly what the list was composed of even though the name may provide a clue. For this one, I would create a note that says something like industries that outperformed the S&P for the month of January 2001 -2005.
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Worden Trainer
Joined: 10/1/2004
Posts: 4,308
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CapGain:
When measuring performance for the third quarter of 2004, for instance, you start with the closing price on 06/30/04, and you end with the closing price on 09/30/04. If you started with July 1st instead of June 30th, you would not be including price action on July 1st, since the calculation is a close to close calculation.
I suppose another way you could look at it would be to measure from the open on July 1st to the close on September 30th. The traditional method, however, is close to close.
I'll pass the suggestion along to the Product Suggestions forum.
- Doug
Teaching Online!
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Registered User
Joined: 10/7/2004
Posts: 111
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Thanks for answering my question and for passing the suggestion along to the Products Suggestions forum.
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Registered User
Joined: 11/11/2004
Posts: 38
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Very informative video. Ya'll do a great job with these. My biggest issue is information overload! 
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Worden Trainer
Joined: 10/1/2004
Posts: 4,308
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Thanks for the kudos, rwsmilie! Much appreciated!
- Doug
Teaching Online!
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Registered User
Joined: 10/7/2004
Posts: 12
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Registered User
Joined: 10/7/2004
Posts: 12
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how do you do this in 2007?
jay
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Registered User
Joined: 2/26/2008
Posts: 10
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Would results from this procedure be the same if you reversed the order of years,, moving forward from the list of 5 years ago to the present? I'd suspect the change to be significant.
So, why did you choosde to look back from the most recent??
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