Three Recipes For Using Our Site
Three "Recipes" For Using Our Site:
FROM SCRATCH
- Time: 10 minutes
- Advantages: Freshest ingredients
- Instructions:
- Purchase (see coupon code for a “free checkout”, or significant discount, on each “blue” purchase button) our current BUY List (Secondary Screen) for $18.00. WHEN YOU DOWNLOAD THE "BUY" LIST of approximately 100 stocks, YOU WILL FIND THAT THE FIRST PAGE PRESENTS A DIVERSIFIED 20 COMPANY PORTFOLIO FROM FOLLOWING THE INSTRUCTIONS on lines 2, 3, and 4, at the top of each page of the BUY List.
- Or, create your own portfolio, using the top two stocks (ranked using our proprietary ST Perf (Short-Term Performance) Indicator; and in the positive range per the Column B heading) from each of the groups representing the 10 major sectors of the economy (discussed elsewhere on our site), to form an equal dollar weighted and diversified portfolio of 20 stocks. Please note at the top of each page of our BUY List the instructions on lines 2, 3, and 4, for how we select the 20 companies each month that are listed on the first page of our Buy List.
- Or, based on your personal preferences, create a portfolio by selecting from our current BUY List (Secondary Screen) two stocks from each of the 10 major economic sector groups.
- Annually purchase our Primary Screen and make certain each Dividend Growth stock you own is still on our HOLD (don't sell) List (Primary Screen), which means it hasn’t met any of our first 5 criteria for when to stop buying/accumulating a stock. For any stocks you own which are no longer on our HOLD List (Primary Screen) use our system, at this link on this site, for how to "manage_your_do_it_yourself_portfolio".
PRE-MIXED
- Time: A call to your financial advisor asking that a part, or all, of your portfolio be managed consistent with the recommendations of this website.
- Advantages: Knowing you can have control over future actions taken within your portfolio.
- Instructions:
TELL YOUR FINANCIAL ADVISOR:
What percent of future purchases must be on the then current version of this site’s “Buy List”;
And that any future stock sales must not be on the then current version of this site’s “HOLD (don’t sell) List”.
Call your advisor's attention to what Column J reflects* for stocks on the site’s “Buy List”, or the site’s “HOLD (don’t sell) List”:
- Annually purchase our HOLD List (Primary Screen) and make certain each Dividend Growth stock you own is still on our HOLD List (Primary Screen) which means it hasn’t met any of our first 5 criteria for when to stop buying/accumulating a stock. For any stocks you own which are no longer on our HOLD List (Primary Screen) use our system, at this link on this site, for how to "manage_your_do_it_yourself_portfolio".
HOME GROWN
- Time: 50 to 100 hours
- Advantages: Self-made investment satisfaction of "Doing-It-Yourself".
- Instructions:
Based on your personal sources for stocks to consider for investment, use our manual methodology with the "steps 1), 2), etc." referred to at the link "click-by-click-how-to-use-our-screens-manually" on this site.
- For each stock you manually identify as "a DIVIDEND GROWTH COMPANY in which you can invest" use the "Income Statement" information on finance.Yahoo.com to confirm that each stock identified in step 1) has had growing and stable earnings for the past 3 yr.s.
- Make certain from the stocks which qualify in step 2), which are the equivalent of the stocks in our BUY List (Secondary Screen), that you accumulate stocks until you have at least two stocks from each of the groups representing the 10 major sectors of the economy (discussed elsewhere on our site), to form an equal dollar weighted and diversified portfolio of 20 stocks.
- Annually purchase our HOLD List (Primary Screen) and make certain each Dividend Growth stock you own is still on our HOLD List (Primary Screen), which means it hasn’t met any of our first 5 criteria for when to stop buying/accumulating a stock. For any stocks you own which are no longer on our HOLD List (Primary Screen) use our system, at this link on this site, for how to "manage_your_do_it_yourself_portfolio".