I've been working on creating a worksheet for value pick on stocks for myself. Lately, I am thinking that this worksheet could help others to quickly see if a stock is undervalued, fair, overvalued. It's a long way from becoming something that I feel would be truly useful. My reason behind creating this is that I think watchlists are often quite useless because you only see a stocks current price. Please give me some feedback as to what I could add/remove to improve the worksheet. OR! maybe I'm wasting my time because there is something like this out there for free? I would like to know that too. Current fields/thoughts behind each field: - Ticker: Stock ticker - Risk: This is personal but could serve as a reminder to users of the risk for themselves in buying a stock - Exchange: Currently CAN/US (IE. NYSE, TSX) will expand or create a different worksheet for each exchange - Previous ATH: It's the all time high price since the company listed. Currently I don't think it is really accurate but I will try to continue to improve this - Current Price: The current price of the ticker, it is a bit delayed because I'm just using free information off the web - Percentage Increase: Speculation of percentage gain buying at `Current Price` compared to `Previous ATH`. Basically how much the price has dropped compared to it's ATH and how much you stand to gain if it was to go back up to the ATH - Increase: It's just another way of Percentage Increase but just saying if the stock reaches ATH again it will be a 1x, 2x, 3x...10x etc

Today, I’m adding more HYLD, QDAY, and MSTE to the portfolio. (MSTE is a mandatory buy for me at the end of every month, no matter what). CDAY is still above my average price per share, so I won't be buying it unless it drops by the end of the day. I’ll be updating my specific purchase details at 1:30 PM PST here: https://my1mportfolio.com/

The S&P and Tech are continuing to slide, so I’m keeping it simple: I’m not diversifying into new territory. Instead, I am loading up on more shares of my core high-conviction positions. My Two Buying Windows Today: - Window 1: 6:30 AM – 7:30 AM PST (Market Open) - Window 2: 12:00 PM – 1:00 PM PST (Late Day) What I’m Buying: - HYLD, HDIV, QDAY: Doubling down at these levels. - MSTE: Still a Hard Pass for now. I’m staying disciplined and waiting for Bitcoin to drop to $65K or lower before I cycle back in. The Non-Reg Pivot: Why CDAY? I’m likely starting a CDAY position in my Non-Reg tomorrow. Since my TFSA is maxed out, HDIV can only grow as fast as its own distributions allow. For the taxable account, the tax efficiency of CDAY is the clear winner: CDAY: Eligible Dividends - 2.58%, Capital Gains - 7.88%, Return of Capital (ROC) - 89.54% HDIV: Eligible Dividends - 0.00%, Capital Gains - 24.74%, Return of Capital (ROC) - 75.26% That ~90% ROC makes CDAY a much better tool for tax-deferred compounding in a Non-Registered account. I’m skipping SDAY (85.5% ROC) for now as HYLD is already covering that ground effectively. Current Portfolio Blueprint: - USD RRSP: TSPY / ISBG - TFSA: HDIV (Growth via distributions, and MSTE Distributions) - Non-Reg: HYLD, QDAY, and likely CDAY. Stay disciplined. Buy the red, ignore the noise. 🥂

- President and CEO at Trade Desk, Inc. $TTD purchased $148.10M (first-ever purchase). This increased their listed holdings by 255%. Dip Buy: the stock was down -35% in the previous 3 months. Reversal: they made 64 straight sales before this purchase. - President and CEO at GRAPHIC PACKAGING HOLDING CO $GPK purchased $501.10K (largest purchase ever, out of 2). Dip Buy: the stock was down -55% in the previous year. - Director (Shelton James H) at Duolingo, Inc. $DUOL purchased $498.79K (first-ever purchase). This increased their listed holdings by 107%. Dip Buy: the stock was down -46% in the previous 3 months. Reversal: they made 4 straight sales before this purchase. *** Note *** I own DUOL, and Trade Desk is on my watch list!

This get's updated weekly, typically during our livestreams. Right now, I am only locked in on Duolingo and Netflix. Buy price for Duolingo for me is $100 or less Buy Price for Me for Netflix is $66 or Before Early March (Voting occurs on March, which could affect price) - I attached a screenshot showing when and how I will MOST LIKELY be buying in (This can always change) ⚠️ Legal Disclosure: I'm not a registered financial advisor. This is educational content only, not personalized investment advice. I hold positions in securities discussed. Consult a licensed professional before investing. All investments carry risk.