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 List" Secondary Screen criteria, see the Menu link: Home > Independent substantiation of our performance
TIP #1: 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).
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" only 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!!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: $199 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."
Back to Top