TUE 7/28: IVZ – SELLING (ALL) P/L: -$354.41 -3.5%

7/28 TUE: IVZ – SELLING (ALL) P/L: -$354.41 -3.5%

11:02 AM – Selling all my IVZ shares this morning. The stock has become volatile following earnings, which is both expected and fairly normal. However, I’m simply not willing to assume any additional risk here. My personal trading account is currently sitting at all-time highs, and my priority is protecting those gains rather than hoping for a post-earnings recovery.

James’ Trader’s Tip: There Is Nothing Wrong With Reducing Risk

• Earnings often create unpredictable price swings, regardless of a company’s long-term outlook.

• Protecting capital is just as important as generating returns.

• Sometimes the best decision is to step aside and preserve portfolio strength for the next high-probability opportunity.

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WED 7/22: IVZ – BUYING (1/3) @ $30.60

3:50 PM – Starting a 1/3 position in this Finance-Investment Management leader—a stock I have followed and reported on many times throughout my career. Shares are closing decisively above the ROUND-$30 level this afternoon while volume remains above average, giving us a technical BUY SIGNAL.

James’ Trader’s Tip: Strong Closes Help Confirm Breakouts

  • A stock that finishes the session firmly above resistance is showing that buyers maintained control into the close.

  • Above-average volume adds credibility by indicating stronger participation behind the move.

  • The best breakouts do not merely cross resistance—they close above it with conviction.

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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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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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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.

James’ 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.