Aggressive, suggest the etf and stocks, create an scanner for this

Go aggressive by **shifting most of your $1,000 into high‑quality swing trades (≈70%)** in liquid ETFs/mega‑caps, and keeping a **small, steady core (≈30%)** in income ETFs. Then use a **scanner that only picks liquid, up‑trending names on pullbacks**. 🔍 Below is: 1. An aggressive portfolio structure 2. Suggested **ETFs and stocks** to focus on 3. Concrete **scanner logic + ready‑to‑paste FinScreener queries** for you to use --- ## 1️⃣ Aggressive structure (still respecting the $800 floor) - **Total capital:** $1,000 - **Max drawdown you want:** not below **$800** - **Trades:** max **2 per week** **Allocation (more aggressive vs previous plan):** - **70% Swing sleeve ≈ $700** - Active trades in **index ETFs + mega‑cap growth stocks** - Risk per trade: **~1% of total account = $10** (keep this unchanged; we’re increasing *capital usage*, not *risk per trade*). - **30% Core ≈ $300** - In relatively **defensive income ETFs** you mostly hold, not trade, to keep some stability and monthly cashflow. This keeps you aggressive (most of your money is working in swings) but makes it hard to blow straight through $800 unless both the market and your trades go badly for a while. --- ## 2️⃣ ETFs for core + trading 📊 ### Core (≈30% = $300) – “sleep‑better” anchor Aim: **income + some downside cushion**, not huge growth. You can split roughly: | Role | Ticker | Type | Why it fits | |------|--------|------|------------| | Core income | **JEPI** | S&P 500 covered‑call ETF | High distribution yield, lower volatility than pure growth, monthly income. | | Core dividend | **SCHD** | Dividend growth ETF | Quality US dividend payers, relatively stable, long‑term compounding. | Example (approx., not exact to the dollar): - **$150 JEPI**, **$150 SCHD** If your broker allows **fractional shares**, just allocate by dollar amounts. If not, buy the nearest whole‑share mix that gets close to 30% total. --- ### Swing sleeve (≈70% = $700) – your “aggressive engine” You’ll **scan and trade mainly these**: #### Index & sector ETFs (primary swing instruments) | Ticker | What it tracks | Why use it | |--------|----------------|-----------| | **SPY** | S&P 500 | Very liquid, broad market; good for cleaner trend trades. | | **QQQ** | Nasdaq 100 | Tech/growth heavy, higher beta than SPY. | | **SMH** | Semiconductors | Very high beta, reacts strongly to tech sentiment. | | **IWM** | Russell 2000 | Small caps, risk‑on gauge; more volatile. | With your account size, I would **mostly trade QQQ / SPY / SMH**, and only use IWM if you’re comfortable with the extra chop. #### Individual stocks (mega‑cap & liquid) Focus on **high‑liquidity, institutional favorites**: | Ticker | Why it’s suitable | |--------|-------------------| | **AAPL, MSFT** | Mega‑cap, stable trends, huge volume. | | **NVDA, AMD** | High‑beta semis, big moves, great for swings. | | **META, GOOGL, AMZN** | Large tech platforms, liquid and trend well. | | **TSLA** | Very volatile; good R:R if you respect stops. | | **AVGO, LLY** | High‑quality, strong institutional interest. | | **PLTR** | Fits your interest; high‑beta but more idiosyncratic; use smaller size. | For **your risk level and 2‑trade/week limit**, I’d prioritize **ETFs + 5–8 of these mega‑caps**, not all of them at once, to keep focus. --- ## 3️⃣ Scanner design – what you actually screen for 🧠 You want **two layers**: 1. A **universe scanner (weekly)** – picks *which* stocks/ETFs are eligible. 2. An **entry scanner (daily)** – finds **pullback‑in‑uptrend** setups to trade. You can implement this logic either in the AInvest **FinScreener** or any platform with similar filters. --- ### 3.1 Universe Scanner – “what’s tradable?” Run this **once per week** (e.g., Sunday night or Monday pre‑market). **Logic (for stocks):** - US **stocks** - **Market Cap > $10B** → avoid small, fragile names - **Average Volume (30 days) > 2,000,000 shares** → easy in/out - **Last Price > $10** → avoid penny‑ish junk - **Beta (1 year) between 1.1 and 2.0** → high enough volatility, not insane - **Closing Price > 200‑day MA** → long‑term uptrend only **FinScreener query (Universe – Stocks):** ```text Stock in US market with Market Cap > 10B and Average Volume (30 days) > 2000000 and Last Price > 10 and Beta (1 year) between 1.1 and 2.0 and Closing Price > MA200; Last Price, Market Cap, Average Volume (30 days), Beta (1 year), MA50, MA200, RSI(14) ``` From that result list, you **manually keep**: - The tickers you recognize / like (often your mega‑caps above), - Plus any others that look interesting (good trends, strong sectors). Save them as your **personal swing watchlist**. --- ### 3.2 ETF Universe Scanner Run this to maintain a **short ETF watchlist** for swings. **Logic (ETFs):** - US **ETFs** - **Average Volume (30 days) > 1,000,000** - **Last Price > 20** - **Closing Price > MA200** **FinScreener query (Universe – ETFs):** ```text ETF in US market with Average Volume (30 days) > 1000000 and Last Price > 20 and Closing Price > MA200; Last Price, Average Volume (30 days), MA50, MA200, RSI(14) ``` From that, you pay special attention to **SPY, QQQ, SMH, IWM**. --- ### 3.3 Entry Scanner – “what to trade today?” Run this **once per trading day**, ideally **near the close**. We’ll scan **only your watchlist** (output from the universe scans). **Entry logic (pullback in uptrend):** For **stocks in your watchlist**: - **Closing Price > MA200** (uptrend intact) - **Closing Price within ~3–7% above MA50** - i.e., price has pulled back toward the 50‑day without breaking trend. - **Price has pulled back 3–8% from the 20‑day high** - Recent dip but not a crash. - **RSI(14) between 40 and 55** - Mildly oversold / neutral → room to bounce. - Optional: **Today’s change > +1%** after several red days - Confirms a bounce attempt. **FinScreener query (Entry – Stocks, on your watchlist):** ```text Stock in Watchlist with Closing Price > MA200 and Closing Price within 7% above MA50 and Percentage Change from 20-day High between -8% and -3% and RSI(14) between 40 and 55; Last Price, Percentage Change from 20-day High, RSI(14), MA20, MA50, MA200 ``` For **ETFs**, same idea but a bit tighter: ```text ETF in Watchlist with Closing Price > MA200 and Closing Price within 5% above MA50 and RSI(14) between 40 and 55; Last Price, RSI(14), MA20, MA50, MA200 ``` From the results, pick **at most 1 setup per trading day** (since you only want 2 trades per week) – the **cleanest** trend + support area. --- ## 4️⃣ How to trade the scanner outputs (quick rules) For each setup you choose: 1. **Risk per trade:** - **$10** max loss (1% of $1,000). 2. **Stop‑loss placement:** - For ETFs: about **2% below** entry. - For high‑beta stocks like NVDA/TSLA: about **3% below** entry (but then **reduce position size**). 3. **Position sizing (example with a 2% stop):** - Stop distance = **2%** - Risk per trade = **$10** \[ \text{Position size} = \frac{10}{0.02} = \$500 \] So you’d put **≈$500** into that one trade. If the stop hits, you lose **$10**. 4. **Take‑profit:** - Set **target ~3–4% above** entry (for ETFs), - ~4–6% for higher‑beta names (NVDA, AMD, TSLA), with the same $10 risk. That keeps your **reward:risk ≈ 1.5–2 : 1**, in line with your **2–3%/month** goal, while still respecting the $800 floor in most scenarios. --- ### Your next step To make this truly concrete: - Which broker/platform are you using **right now**, and does it support **fractional shares**? - Also, are you more comfortable trading **only ETFs**, or do you want to actively include **stocks like NVDA/TSLA** in your 2‑trade‑per‑week plan? If you tell me that, I can: - Narrow the ticker list to a **short, platform‑friendly watchlist**, and - Rewrite the scanner specifically for **“ETFs‑only”** or **“ETFs + selected stocks”** just for you.