Example scored watchlist¶
This is a worked example of the beginner selection scorecard: the same names a beginner might follow, with StockFit and OptionsFit. It is not a live brokerage export and not a recommendation to buy, sell, or hold anything.
Not financial advice
Scores are an operating draft (listing type, typical options liquidity, business familiarity). They are not a live bid/ask check. Confirm chains and fund facts yourself.
Real share counts, account dollars, and personal lots stay in a private operator file — not on GitHub Pages.
Shortlist rule used in the example¶
| Use | Rule |
|---|---|
| Own-for-years | StockFit ≥ 2, then about 5–8 names, not eight copies of one theme |
| Options practice | OptionsFit ≥ 2 |
| Out | Either score 0, or both scores ≤ 1 |
Canadian-listed ETFs in the example¶
| Ticker | StockFit | OptionsFit | Own-for-years? | Options practice? | Comment |
|---|---|---|---|---|---|
| XEQT | 3 | 0 | Core if you want global | No | CAD all-in-one equity; typically no U.S. options chain |
| VEQT | 3 | 0 | Alternate — not with XEQT or VFV | No | Similar; often heavier Canada weight |
| ZEQT | 3 | 0 | Alternate — not with XEQT or VFV | No | Similar; often lower published MER |
| XBAL | 3 | 0 | Only if you want bonds | No | Balanced stock/bond; replaces an all-equity core |
| XIC | 2 | 0 | Skip if the core is already a global all-in-one | No | Canada-only; not inside an S&P 500 ETF |
| VFV | 2 | 0 | Core if you want US large-cap only | No | S&P 500 in CAD; do not stack with an all-in-one |
Companies and other names in the example¶
| Ticker | StockFit | OptionsFit | Own-for-years? | Options practice? | Comment |
|---|---|---|---|---|---|
| AAPL | 2 | 3 | Options-first if core is S&P 500 | Yes | Liquid mega-cap; busy U.S. options |
| AMZN | 2 | 3 | Options-first if core is S&P 500 | Yes | Same |
| GOOGL | 2 | 3 | Options-first if core is S&P 500 | Yes | Same |
| NVDA | 2 | 3 | Options-first if core is S&P 500 | Yes | Same; a 100-share lot is a large cash check |
| NFLX | 2 | 3 | Options-first if core is S&P 500 | Yes | Same |
| SHOP | 3 | 2–3 | Satellite | Yes (U.S. line for many CA brokers’ options) | Canadian company; confirm listing |
| RY | 3 | 2–3 | Satellite if core is US-only | Yes (U.S. line) | Canadian bank; not in the S&P 500 |
| CNR | 3 | 2 | Satellite if core is US-only | Yes (U.S. CNI) | Canadian railroad; confirm ticker |
| ATD | 3 | 0–1 | Satellite if core is US-only | No (this example) | Canadian consumer; often thin options |
| TSM | 2 | 3 | Satellite (non-US) | Yes | Taiwan foundry ADR; theme overlap with US semis |
| SAP | 2 | 3 | Satellite (non-US) | Yes | European enterprise software ADR |
| ENB | 2 | 2 | Alternate | Maybe | Canadian midstream; more cyclical |
| ASML | 2 | 3 | Alternate | Yes | Chip equipment; overlaps a foundry satellite |
| NDAQ | 2 | 2 | Maybe | Maybe | Confirm chain quality live |
| PLTR | 1 | 2 | Follow only | Maybe | Theme/growth; not a boring core |
| HOOD | 1 | 2 | Follow only | Maybe | Same |
| SOFI | 1 | 1–2 | Follow only | Weak | More speculative |
| AAL | 1 | 1–2 | No | Weak | Cyclical airline |
| IREN | 0–1 | 1 | No | No (this example) | Crypto-adjacent |
| NVTS | 0 | 0–1 | No | No | Small-cap; often a poor chain |
| NBIS | 0 | 0–1 | No | No | New/thin |
| HIMS | 0–1 | 1 | No | No | Speculative |
| ETHA | 0 | 0 | No | No | Crypto ETF |
| IBIT | 0 | 0 | No | No | Crypto ETF |
Illustrative shortlists (still not advice)¶
Own-for-years (example shapes):
- Global core: one all-in-one such as XEQT as ~60%; SHOP up to the ~15% cap; small slices of names not already huge inside that ETF.
- US-index core with spread: VFV as ~40%; SHOP at the ~15% cap; a few non-S&P 500 companies (for example a Canadian bank, a railroad, a consumer name, one Asia ADR, one Europe ADR). Mega-caps already inside the S&P 500 stay options-first.
That is the core–satellite pattern with percents only.
Options practice (example): AAPL, AMZN, GOOGL, NVDA, NFLX, SHOP (U.S. line), TSM, SAP. Second tier after a live chain check: RY, CNI, PLTR, HOOD, NDAQ.
Not financial advice. Verify broker rules and fund facts yourself.