No qualifying author-owned investment thesis was confirmed in this post.
The author provides a technical framework for entry based on moving averages and specific market conditions for each asset, rather than fundamental investment theses.
Comments7
▶ Full Post Text
Hey everyone 👋
I’m a beginner to the US stock market and recently scaled up my investing with a $5,000 portfolio.
Instead of lump-sum buying, I built a rule-based strategy using:
Technical charts (DMA levels)
Risk management & position sizing
Long-term quality US companies
Some help from ChatGPT to structure the framework
I’ve already started investing where prices reached my predefined levels.
Currently ~30–50% of the capital is deployed, rest will be added only on dips.
Looking for feedback:
Does this structure make sense?
What would you change?
Any stocks I should remove or add?
Am I overcomplicating this as a beginner?
🟦 MICROSOFT (MSFT) — $750
Nature: Strong trend, shallow corrections
Above 50 DMA → Starter buy 30% ($225)
50 DMA → Add 20% ($150)
100 DMA → Add 30% ($225)
200 DMA → Aggressive 20% ($150)
Stop: Breaks 200 DMA + earnings deterioration
🍎 APPLE (AAPL) — $600
Nature: Range-bound, valuation sensitive
Any dip >8% → Starter 25–30% ($180)
50 DMA → Add 20% ($120)
100 DMA → Add 30% ($180)
200 DMA → Add 20% ($120)
Pause: Below 200 DMA + demand issues
🔎 GOOGLE (GOOGL) — $600
Nature: Fear-driven deep sell-offs
Near 50 DMA → Starter 30% ($180)
100 DMA → Add 30% ($180)
200 DMA → Add 40% ($240)
Rule: Buy aggressively only on regulatory panic
📦 AMAZON (AMZN) — $600
Nature: Most volatile → best opportunity
Any 10–12% dip → Starter 30% ($180)
50 DMA → Add 20% ($120)
100 DMA → Add 25% ($150)
200 DMA → Add 25% ($150)
Pause: Breakdown without margin recovery
💳 VISA (V) — $400
Nature: Defensive, slow mover
50 DMA → Starter 30% ($120)
100 DMA → Add 30% ($120)
200 DMA → Add 40% ($160)
Rule: No lump-sum buys
🏦 BERKSHIRE (BRK.B) — $550
Nature: Shock absorber
S&P down 5–8% → Starter 30% ($165)
S&P down 10–15% → Add 40% ($220)
Panic → Add 30% ($165)
Rule: Never chase ATHs
📊 VOO (S&P 500 ETF) — $600
Nature: Market exposure
Near 50 DMA → Starter 30% ($180)
Near 100 DMA → Add 30% ($180)
Near 200 DMA → Add 40% ($240)
Rule: No buying in euphoric bull markets
🚀 QQQ (Nasdaq 100 ETF) — $400
Nature: High beta
8–10% correction → Starter 30% ($120)
100 DMA → Add 30% ($120)
200 DMA → Add 40% ($160)
Rule: Avoid euphoric rallies
🟦 META (Recently Added) — $500
Nature: Violent drops → strong reversals
Starter → 25–30% ($150)
50 DMA → 20% ($100)
100 DMA → 25% ($125)
200 DMA → 25–30% ($125)
Pause: Below 200 DMA until base forms
🧠 Key Rules I’m Following
No lump-sum buys
No chasing ATHs
Capital deployed only at predefined levels
ETFs + quality mega-caps only
Long-term mindset (not trading)
I know this might be too structured for a beginner, but it helps me stay disciplined and avoid emotional buying.
Would really appreciate honest feedback from experienced US market investors 🙏