Mark Minervini on Finding Alpha | Investing With IBD

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This week, successful growth investor Mark Minervini joined us for a discussion about current stock market conditions, his approach to position sizing and progressive exposure and his stock picking strategies. He looks at IBD-style stocks setting up, but there's one key difference in the way he seeks alpha.

2:45 market breadth, 11:00- position sizing, 15:00 - critical 5% / 10% to 15% / 20%, 22:00, among the better interviews by IBD. Non-repetitive and actual recent examples. Should have avoided needless economic theories in first half. Advanced traders finding most interviews little irrelevant and boring.

1. 10% stop loss, 10% of your total capital, 1% of total account - too big or too small will have problems
2. 2.5% risk of your total capital is too much
3. Second book - mathmatics - quantify - artable things to do
4. Opportunity - use math and science to eliminate a lot of risk
5. Hands of God - when you buy, when you sell, when you to accept the loss
6. Alpha - sideways
7. Index vs alpha
8. Long stretch - Dow up 10%, prior six month 60% - Alpha
9. Moving up with index - stock type index name - performance with the same index
10. Capture Alpha
11. Position size - discipline - know what works for you
12. How to generate Alpha?
13. Looking for stocks - continuous move - come out of well-formed base, good relative strength
14. Biostat stocks - no earnings