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William J. O'Neil's Decision framework

Overview

Built a rules-based blend of fundamentals and chart action.

Style

CAN SLIM, breakouts, earnings momentum, volume

Firm

Investor's Business Daily

Period

1933-2023

William J. O'Neil

Decision framework

A practical checklist for turning philosophy into action.

Beginner decision framework

When studying William J. O'Neil, convert the style into a clear process before using real capital. A process keeps decisions from being driven only by news or emotion.

Do I understand this asset or business?

What is the main edge or thesis?

What would prove me wrong?

If wrong, how much can I lose and can I recover?

Does this decision fit my time horizon and temperament?