Greg Morton

Individual investor and longtime IBD meetup leader who develops practical trading tools and routines (such as his 'coloring book' spreadsheet) to apply the IBD/O'Neill methodology while balancing a full-time life and teaching other investors.

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14 snips

Dec 17, 2025 • 58min

Ep. 351 How Everyday Traders Can Create Their Own Trading Schedules

Greg Morton, an individual investor and a dedicated IBD meetup leader, shares his innovative trading strategies. He introduces his 'coloring book' spreadsheet that simplifies complex IBD methodologies into daily schedules. Greg discusses how he tracks market trends, manages buy/sell days, and sources breakout stocks efficiently. He emphasizes the importance of having written sell rules and outlines his tiered watchlist approach, ensuring he stays disciplined while fitting trading into his busy life.

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