Table of Contents:
Disclaimer: This communication is provided for information purposes only and is not intended as a recommendation or a solicitation to buy, sell or hold any investment product. Readers are solely responsible for their own investment decisions.
Preface
This guide is the compilation of the checklists, processes and tools I have used to build an investment portfolio that consistently generated above-average returns over time.
While countless guides and books claim to offer the secret to building a winning stock portfolio, many fall short in key areas:
Lack of Transparency Authors often withhold their own returns/ performance, making it difficult to gauge the effectiveness of their strategies.
Information Gap Crucial details, like where & how to access essential information for analysis, are frequently missing, leaving readers without practical guidance, only theoretical information.
Goal-less Approach Failing to emphasize the importance of starting with clear financial goals leaves readers without a personalized roadmap for success.
Jargon Overload Complex language and technical jargon can alienate new investors and hinder understanding.
This series of microblogs aims to bridge these gaps and empower you to build a portfolio that aligns with your individual aspirations. Here's what sets it apart:
Transparency I openly share my long-term portfolio performance, allowing you to learn from someone with demonstrably successful strategies.
Actionable Insights Each microblog provides clear examples and free online tools to help you apply the concepts to real-world stock analysis.
Goal-Oriented Framework We begin by establishing your financial goals, then work back to build a tailored investment plan.
Clear Communication I prioritize simple, jargon-free explanations to ensure readers can grasp the key concepts.
What you will get out of this guide?
You will learn how to set your financial goals, understand valuation, various criteria for stock analysis, discover helpful free tools, and discover stocks with high growth potentials while mitigating the downside risks of your portfolio.
Remember, this series empowers you to make informed decisions based on your unique financial journey. Feel free to adapt these strategies to your specific needs and you'll gain the knowledge and confidence to navigate the investment landscape and achieve your financial goals.
Complete guide to create a winning stocks portfolio to achieve your financial goals:
1. Identify:
2. Understand:
3. Collate:
4. Eliminate:
5. Favour:
Mitigate risks & improve your returns of success by favouring companies which:
have:
Strong Revenue trends,
(bonus): NAMI (Noble, Ambitious, Meaningful, Inspiring ) Company Missions.
(bonus): are listed for less than 10 years.
attractively valuation:
Minimal Customer Concentration Risks
Do not face high Antitrust Threats.
For B2B businesses, favor those with customer diversity (in terms of revenue & no. of employees)
6. Allocate:
stocks' weightage using Portfolio Decider Grid.
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