AAII Houston Chapter Meeting – Tuesday February 17, 2026
Topic: Using Charts to Form a Sell Discipline
Katie Stockton – Fairlead Strategies
Agenda
4pm until 5pm Katie Stockton Chapter Meeting
5:00pm until 5:40pm John O’Keefe Retirement Investing Update
Katie Stockton Photo
Katie Stockton Bio
Katie Stockton, CMT is the Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and RIA specializing in technical analysis and tactical investment strategies. She serves as PM for the Fairlead Tactical Sector ETF (TACK), which employs sector rotation and asset allocation to navigate changing market conditions. Katie has more than two decades of Wall Street experience delivering technical research and strategic insights to institutional investors.
Katie and team provide technical research, portfolio consulting, and educational resources to both institutional and individual investors, helping clients apply a disciplined rules-based approach to investing and risk management.
She earned the Chartered Market Technician (CMT®) designation in 2001 and holds a BSBA with honors from the University of Richmond
Attend This Meeting to Learn
The trend is your friend until it comes to an end. Many of us have no problem identifying the prevailing trend behind a stock with the help of simple tools like moving averages. However, we often watch those trends reverse, & yet we still hold onto our position, or even average down. It is easy to get married to positions because of the time spent analyzing and implementing them. This makes it essential to have an unbiased sell discipline. Fairlead Strategies can facilitate this by providing a framework for establishing price targets and stop losses, with indicators designed to signal a change in trend. This will help investors (1) recognize a weakness in their investment style (2) overcome this weakness by providing great tools; and (3) improve your risk-adjusted investment returns.