This site provides:
1) Free complete guidance of how you can use Yahoo Finance to manually identify the stocks in our Primary Screen results (see -- How_to_ID_what_to_invest_in.
2) Optionally you can purchase (see coupon code for a “free checkout”, or significant discount, on each “blue” purchase button) for $18.00 our "HOLD (don't sell)", Primary Screen list of approx. 450 stocks (excluding OTC stocks, and ADR/ADS stocks), from the 4,000+ we screen. Or purchase (see coupon code for a “free checkout”, or significant discount, on each “blue” purchase button) for $18.00 our "BUY", Secondary Screen list of approx. 100 stocks, which is derived from our Primary Screen list by applying to it criteria requiring growth in earnings and net tangible assets for the last 3 years (this added criteria reduces our Primary Screen list results by approximately 75%).
3) Also available (see coupon code for a “free checkout”, or significant discount, on each “blue” purchase button) for $18.00 is this week's updated listing of the detailed monthly (weekly thru 2017) changes in both our screens, with the reasons for any deletions. This list provides the additions and the deletions for both our Primary and our Secondary Screen lists for the previous 20 months (weeks thru 2017).
4) Free we provide you with the monthly updated statistical benchmarks comparing the current companies in the S&P 500 to the current results of last month's Primary and Secondary Screens (usually, approximately 50% of the companies in our screens are also in the S &P 500; this is a coincidence, since we don't specifically screen to include S&P 500 stocks) - (Statistical_Information).
5) For tracking and making available publicly the actual results from using our "BUY" Secondary Screen criteria, FOR THE PREVIOUSLY ENDED CALENDAR QUARTER (after updating the months of February, May, October, and November), we create a "motif" portfolio at https://www.motifinvesting.com/ of 2 stocks from each of ten economic sectors (see the discussion at 6) c) below). Consequently, each tracking portfolio is a "motif" with 20 companies, in which motifinvesting.com allows us to invest as little as $ 300, equally weighed in each of the 20 stocks (through the purchase of fractional shares), as a single transaction for which we are charged a single $19.95 transaction fee (or only $9.95 by selecting "Next market day" transaction). The 2 companies we select from each sector are the 2 stocks in each sector from our Secondary Screen that have the highest "positive range"value for the "ST Perf Indicator" (for more information see ST_Perf_Indicator). (Please note: At this writing motifinvesting.com didn't facilitate automatic re-investment of dividends, and there are certain citizenship requirements to open an account.)
To SEE HOW OUR RECOMMENDATIONS PERFORM, click this link:
then select one of our published portfolios and Click on "Full Details"
-- or --
find our published portfolios by
With your browser go to:
MotifInvesting.com > Explore Motifs
Select: Community Created Motifs
“Search”, with capitalization as shown: daillak
6) Finally, we provide recommendations and tips for how to best structure and manage a portfolio created from the stocks in our screens, or a portfolio created with stocks that you identify with the manual criteria/approach we recommend
- INVESTING so STOCK PRICE MOVEMENT is IRRELEVANT when deciding when to SELL:
a) MOST IMPORTANTLY you should ONLY NO LONGER BUY (or continue to accumulate) A STOCK WHEN you’ve purchased our current HOLD List (Primary Screen) and you find that a Dividend Growth stock you own isn’t still on our current HOLD List (Primary Screen). Not being on our HOLD List (Primary Screen) means a stock may have met at least one, or more, of the following first 5 criteria for when to consider no longer accumulating a Dividend Growth stock:
(Also, using yahoo.com you can manually obtain the data to apply the following criteria for deciding when to consider no longer accumulating a Dividend Growth stock [for detailed instructions of how to manually obtain the data and make the calculations for 1. through 5. that follow click this link How_to_ID_what_to_invest_in:]
1. a dividend is reduced (EXCEPT IF CAUSED BY, AND PROPORTIONATE TO, A STOCK SPLIT);
2. or the % dividend payout exceeds 95% of EPS (Earning Per Share);
3. or the % dividend payout is between 75% - 95% of EPS for two consecutive years;
4. or there has been no dividend increase for 3 years (EXCEPT A STOCK SPLIT CAN BE COUNTED AS EQUIVALENT TO A DIVIDEND INCREASE);
5. or consider no longer accumulating a Dividend Growth stock as long as this condition persists: if, assuming dividends have been paid for the last 6 years, the annual per share DIVIDEND PAID FOR the most recent FULL- year isn't at least 1.4 times the annual per share DIVIDEND PAID FOR the FULL-fifth year back (in making this calculation be careful to properly adjust the divisor, "annual per share DIVIDEND PAID FOR the FULL-fifth year back", for any stock splits during the five+ year time frame).
6. or consider no longer accumulating a Dividend Growth stock, if a "STOCK BUY-BACK" is announced AND THERE IS NO DIVIDEND INCREASE ANNOUNCED;
7. and consider no longer accumulating a Dividend Growth stock, if there is an unexpected departure of the company's CFO (Chief Financial Officer).
[Please note: The above criteria for no longer accumulating a Dividend Growth stock have no relationship to the current price of a stock, and no relationship to the purchase price of a stock, because what we are recommending is a buy-and-hold strategy for dividend-growth stocks!! ALSO, THESE "no longer accumulate" RULES SHOULD BE SUSPENDED (for probably 12 to 18 months) WHEN ANY VERY UNUSUAL MARKET DROP OCCURS ("crashes" such as in 1987, or the "once in 100 years" events in 1929 or 2008, or the "flash-crash" of May 6, 2010), because after every such event in the history of the market new highs have occurred.]
b) IMPORTANT TIP #1: Because approximately one out of every twenty investable companies will "screw up" so badly that their common stockholders will lose everything, make certain you invest in a diversified portfolio of at least twenty companies so you only lose one-twentieth (5%) of your originally invested funds when that happens! Consider the following as a more detailed guide of how to accomplish this:
c) GIVEN THE FOLLOWING TEN "SECTORS" OF THE ECONOMY (each of which having multiple "Industry" sub-categories, which sub-categories should be ignored for simplicity) : Basic Materials/Commodities; Consumer Discretionary/Cyclical; Consumer Staples/Non-Cyclical; Energy; Financial; Healthcare; Industrial Goods; Technology; Transportation; Utilities and Telephone. After first excluding Over-The-Counter Exchange companies and ADR/ADS companies, USE "EQUAL WEIGHT INVESTING" FOR EACH of these ten SECTORS, by identifying AN EQUAL NUMBER OF COMPANIES FOR EACH SECTOR (BUT AT LEAST TWO COMPANIES FOR EACH SECTOR) that meet our criteria/screen as "a company in which you can invest". THEN INVEST APPROXIMATELY EQUAL AMOUNTS IN EACH OF THE COMPANIES (i.e. if you have $10,000 to invest in 20 companies then that means you should invest $500 in each, and divide the equal amount you are going to invest in each company by the price per share of each company, and buy that many shares). [Or, as noted elsewhere, the website https://www.motifinvesting.com/ enables you to easily make an equally weighted single dollar amount investment in a "motif" portfolio of as many as 30 stocks for a single transaction fee of $9.95 (or only $9.95 by selecting "Next market day" transaction).]
d) Be sure to find out if your broker has a method (usually at no extra cost) for you to designate that your dividends be automatically re-invested in fractional shares of any stock paying a dividend, if so make that designation. Often such a program is referred to as a "DRIP" (Dividend Re-Investment Program).
e) IMPORTANT TIP #2: Almost never, never, NEVER, "rebalance"! Only rebalance if the value of your holdings in a company exceeds 30% of the total value of your portfolio, THEN "REBALANCE" ONCE EVERY 12 MONTHS BY SELLING "one-fifth" OF THAT POSITION UNTIL IT IS LESS THAN 15% OF YOUR TOTAL PORTFOLIO. THEN STOP ALL "REBALANCING" UNTIL A POSITION AGAIN EXCEEDS 30% OF THE TOTAL PORTFOLIO!!
7) If you would prefer to utilize a "managed" dividend growth investing system with a similar style of diversified composition to minimize risk, as well as utilizing equal-weight investing, and a buy-and-hold objective, where a portfolio of 24 specific stocks is recommended - as well as weekly updates of any additions and deletions that you should make to your portfolio - then you should consider a subscription (as of the date of this writing: $149 annually) to the AAII (American Association of Individual Investors) Dividend Investing advisory service at http://www.aaiidividendinvesting.com/. Please be advised that we have observed that the AAII Dividend Investing service's screening methodology is sufficiently different from our site, so that, at any given time, only approximately 55% (plus or minus 15%) of AAII's 24 stocks can be found in our HOLD List (Primary Screen), and only approximately 30% (plus or minus 15%) of AAII's 24 stocks can be found in our BUY List (Secondary Screen). Additionally, the AAII Dividend Investing service provides a large amount of very informative weekly comment to keep you fully informed from a "due diligence" perspective. Where, in contrast, all the rules you need to manage your do-it-yourself portfolio selections from our site are concisely presented at manage_your_do_it_yourself_portfolio.
As one example of the very informative comment provided by AAII we would like to share this excerpt of the concluding paragraph to the article "More Experience Won't Necessarily Improve Returns", published in the Thursday, July 17, 2014, issue of the AAII Journal by Charles Rotblut, CFA, Editor:
"Even if an investor has average levels of investing skill, there are steps he can take to improve his long-term returns. Implementing mechanisms to limit the impact of his emotions is a big one, whether that means using written buy and sell rules (this website's editor: what our website provides) or relying on the help of an adviser (this website's editor: what AAII Dividend Investing provides). Placing greater emphasis on factors historically linked to better returns, such as fundamental strength, attractive valuations, dividends, and even momentum, is also important. Staying diversified limits the blow of bear markets and prevents any one single investment from destroying a portfolio. Finally, it's critical to focus on the things you can control, constantly focus on the long term and accept the complete lack of control you have over both the direction of the markets and the economy."
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