TUE 5/12: IVZ – SELLING (ALL) P/L: +$1,749.70 +8.7%

3:44 PM – I’m selling all of my IVZ here as shares are beginning to get extended from the 10 DMA and appear likely to pull back and retest that level. In the meantime, I would rather free up this capital to redeploy into other opportunities, including my recent BUYS in TRP and PRLB.

ULTRA Trader’s Tip: Rotate Capital Efficiently

  • Stocks extended too far above the 10 DMA often pull back to reset.

  • Taking profits into strength helps preserve gains.

  • Capital should constantly be evaluated and directed toward the strongest opportunities.

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Chart services courtesy of stockcharts.com. Annotations by James Taulman.

TUE 5/5: IVZ – BUYING/ADDING TO (1/3) @ $26.80

10:51 AM – Adding to my IVZ position here this morning as shares are trading higher from the 10 DMA, with volume currently running above average. That combination confirms continued demand and supports adding to the position.

James’ Trader’s Tip: Add to Confirmed Strength

  • Moves from the 10 DMA with volume signal sustained momentum.

  • Adding in thirds keeps risk controlled while building a position.

  • Focus capital on stocks proving strength, not lagging setups.

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Chart services courtesy of stockcharts.com. Annotations by James Taulman.

WED 4/22: IVZ – BUYING (1/3) @ $25.49

10:03 AM – Buying IVZ this morning as shares are advancing from the 10 DMA with an increase in volume. That combination signals constructive support and emerging demand.

ULTRA Trader’s Tip: Trust the 10 DMA Setup

  • Advances from the 10 DMA often mark the start of a new move.

  • Volume expansion confirms institutional participation.

  • Entering near support keeps risk controlled and aligned with momentum.

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Chart services courtesy of stockcharts.com. Annotations by James Taulman.