@HighBredCloud A little correction, I owned my own firm under the banner of SunAmerica Securities. Self employed. 50 cold calls a night if I didn't have appointments. back then, people picked up their phones.@HighBredCloud I can't comment on that because every client's portfolio was unique to them. Thus no particular indicator. There is no holy grail...
Even back then, there was no money to be made pushing individual stocks. The OSJ (compliance overseer) told me to stick with Mutual Funds and creating plans for clients. To help clients understand patience, we showed them the idea of buy/sell on a 10 month SMA. It lagged but it was the concept I wanted to get across.