More info: I just received my settlement money a week ago. I’m still in the process of buying and will be for the remainder of the year. Give me a set up, in order, based on all this info.

Given your situation—fresh capital, building positions over the rest of the year, ETF‑heavy with some single stocks—the watchlist should help you: - Spot **good entry zones** quickly. - Judge **liquidity, risk, and valuation** at a glance. - Keep **noise columns** (tape reading, options) out of the way. Below is a **single, ordered layout** I’d use as your *primary* thinkorswim watchlist for this accumulation phase. --- ## Recommended Watchlist Layout (in order) I’ll assume `Symbol` is fixed on the far left in TOS. ### 1. Description **Why:** Human‑readable name so you instantly see “Vanguard Total World”, “Nasdaq 100 ETF”, “Nvidia” instead of decoding tickers. --- ### 2. Last (Price) **Why:** Anchor for everything else—your “where are we now?” reference. --- ### 3. % Change **Why:** Much more informative than Net Change. You’ll see what’s actually moving relative to its own price, not just dollar moves. > You can drop **Net Change** entirely, or keep it right after % Change if you like: - 4a. Net Change (optional) --- ### 4. Volume **Why:** Shows today’s activity. Spikes often coincide with news, breakouts, or air‑pockets. --- ### 5. Average Volume (e.g., 30‑day) **Why:** Lets you eyeball **Volume vs Avg Volume** → instant read on “is today active or sleepy?” and on **liquidity** (important as you put settlement money to work). --- ### 6. 52‑Week High ### 7. 52‑Week Low **Why:** These give you a **performance corridor**. For someone building through the year, this is crucial to: - Avoid chasing names at nosebleed extremes (just off 52‑week highs). - Spot candidates that have quietly pulled back into more attractive zones. --- ### 8. % From 52‑Week High (or similar) Look for a column like “Pct from 52W High” or a study that approximates it. **Why:** This is your **entry‑opportunity radar**. Examples: - Within ~5% of 52‑week high → strong, maybe stretched. - 10–20% below → potential sweet spot for legging in. - 30%+ below → either **bargain or trouble** → worth a deeper look. If TOS doesn’t have this exact column, keep 52‑W High/Low and use them as the manual proxy. --- ### 9. % From 200‑Day Moving Average (Study Column) Set up a custom “Study” column that shows **price % above/below 200‑DMA**. **Why:** Simple, powerful way to see **trend and discount/premium**: - Above 200‑DMA → longer‑term uptrend. - Far above (e.g., +15–20%) → avoid chasing parabolic stretches. - Below 200‑DMA → risk is higher, but it’s where some of the **best long‑term entries** can appear if fundamentals still check out. This pairs perfectly with “% from 52‑week high” during your year‑long buying program. --- ### 10. Beta **Why:** Quick **risk gauge**. For an ETF/stock mix: - Beta ~1 → market‑like risk. - >1.2 → higher volatility (e.g., tech growth, leveraged sectors). - <1 → defensive ballast. Use this to balance your overall risk as you deploy the settlement: if you’re buying more high‑beta tech, also consider some lower‑beta ballast ETFs. --- ### 11. Market Cap **Why:** Size = risk profile + business maturity: - Large/mega‑cap ETFs/stocks → more stable core. - Small/mid‑cap → higher upside, higher drawdown risk. As you build out over the year, you can visually ensure you’re not accidentally loading too much into the riskiest part of the spectrum. --- ### 12. P/E (or Forward P/E if available) **Why:** Simple **valuation sanity check**, especially for your single stocks: - Compare P/E across similar names (e.g., large‑cap tech) to see who’s priced as a superstar vs still reasonable. - For ETFs, P/E is the blended valuation of the portfolio. If TOS offers **Forward P/E**, prioritize that over trailing P/E for growth names. --- ### 13. PEG Ratio (or EPS Growth if PEG isn’t available) **Why:** P/E alone says “expensive or cheap,” but PEG says **“expensive relative to growth?”**: - PEG ~1 → price roughly in line with growth. - PEG >> 1.5–2 → growth name that might be too richly priced. - Low PEG with solid growth → potential accumulation candidate. If PEG isn’t available, consider **EPS Growth (5‑yr or next‑year)** as a rough proxy. --- ### 14. Dividend / Distribution Yield **Why:** For ETFs and any dividend payers, yield is a key part of your total return: - Lets you compare “growth only” vs “growth + income” names. - Helps you decide where to overweight if you want some income while holding long‑term. --- ### 15. Expense Ratio (for ETFs) **Why:** Silent drag on performance, especially over many years: - Core broad‑market ETFs should be **very low expense**. - Thematic/sector/active ETFs might be higher—worth seeing so you know what you’re paying for. If TOS doesn’t support this directly, you can skip it and just check expenses when doing deeper research, but if it’s there, it’s very useful for a buy‑and‑hold ETF investor. --- ### 16. 1‑Year Total Return (and/or 3‑Year if available) **Why:** Puts recent performance into context: - Strong 1‑year return + high % from 52‑week high → maybe overheated. - Weak 1‑year return but fundamentals intact → could be mean‑reversion candidate. You’re investing across the rest of the year; this helps you **prioritize which ETFs/stocks to buy on dips** versus ones still working higher. --- ### 17. Next Earnings Date (for single stocks) **Why:** Even as a non‑trader, earnings are **volatility landmines**: - If you’re about to initiate or add to a stock, you’ll know if earnings are a week away and can decide whether to buy before or after. - For ETFs this will often be blank, which is fine. --- ## How this layout fits your “rest of the year” plan - **Accumulation-friendly:** - “% from 52‑W high” + “% from 200‑DMA” + P/E/PEG help you **time entries without over‑trading**, simply choosing better moments to deploy each chunk of cash. - **ETF-centric:** - Yield, Expense Ratio, 1‑Year Return, Beta, Market Cap give a strong **high‑level picture** of each ETF’s role: stable core, defensive hedge, growth satellite, income, etc. - **Noise removed:** - You’re not cluttered with bid/ask sizes, MMM, quote trends, Level II‑style details better suited to day traders and options players. If you want, next step I can: - Break this into two presets—**“Accumulation (All)”** and **“Stock Fundamentals” / “ETF Fundamentals”**—with exact column groupings for each. Before I do that, about how many **ETFs vs single stocks** are you planning to end up with by year‑end (roughly), and do you care more about **growth** or **dividends** as the primary outcome?