The Power of Patterns: How This Technical Analysis Model Shapes Investment Strategies

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6 • 658 Ratings

🗓️ 3 May 2024

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

Joseph Furnari comes on to discuss his technical analysis model for investment strategies. By combining fundamental knowledge with technical insights, Joe has crafted a simple yet effective model that prioritizes key indicators such as stock price, moving averages, and trend patterns to predict future performance while minimizing complexity. Joe's journey exemplifies a disciplined and systematic approach to investing, guided by a deep understanding of both fundamental principles and technical analysis techniques, driving ongoing research and refinement to optimize portfolio performance.

Today we discuss:

The importance of technical analysis for investors seeking a robust methodology
Joe's frustrations with common investor mistakes led him to explore technical analysis
How Joe's technical analysis model focuses on key indicators such as stock price, 10-day, and 200-day moving averages, aiming for simplicity and effectiveness
How through meticulous backtesting spanning over 50 years, Joe refined his model to accurately predict market movements and optimize investment decisions
The methodology that involves owning individual stocks, with a screening process to identify top opportunities guided by Joe's model's logic
How risk management in Joe's model is primarily based on technical analysis indicators, with sell rules designed to mitigate potential losses and optimize returns

For more information, visit the show notes at https://moneytreepodcast.com/technical-analysis-model-joseph-furnari-604

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance
Douglas Heagren | Pro College Planners

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Transcript

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0:00.0	Welcome to the Money Tree Investing Podcast.
0:04.0	Stock market, wealth, personal finance, value stocks, invest in your life.
0:10.0	Hello, Smart Money Tree Podcasts listeners.
0:13.0	Welcome to the sweet show.
0:14.0	My name is Kirk Chisholm and I'll be your host.
0:16.0	So today I'm joined with Joe Frenari.
0:19.0	How you doing today, Joe?
0:20.0	Good. How you doing, Kirk?
0:21.4	Glad to have you joining us.
0:22.9	With Joe, we had an interesting topic here.
0:25.3	This doesn't come up all that much, but it's something that I find is very important for the people
0:29.7	who are looking to go down the path of technical analysis.
0:32.9	So, Joe, maybe you could tell us a bit about your background and how you got started. I got my MBA in finance
0:38.6	and have been investing since the mid-1990s. I'm also an engineer by trade and an avid data
0:46.5	enthusiast. One of the things that I did early in my investing career was apply fundamental
0:52.9	analysis. It's a thing most people learn in the area of
0:57.6	finance and investing. And I applied it to a T. I did a lot of customized research over the years,
1:03.8	kept up with my publications like Wall Street Journal, Investors Business Daily, read in Bissor's books.
1:09.6	I did pretty much everything by the book.
1:12.5	And while that led me to a high-performing stock portfolio and to identify some good
1:19.3	opportunities a long way, I still found myself making a lot of common investor mistakes
1:24.8	that lead to poor performance. And some examples of that would be buying a
	...

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