Investment Strategies

A blue-chip stock is a well-established, financially sound company with an excellent track record of strong performance. Blue chips are large companies in mature industries that pay regular dividends. Examples of blue-chip stocks include Apple, Microsoft, Boeing, Coca-Cola, IBM, and Visa. 

Alpha measures a stock, fund, or asset's performance relative to its benchmark. It is often expressed as a percentage. For example, if an investment increases in value by 10 percent but the market benchmark increases by 5 percent, then the alpha would be +5%.

The best CANSLIM stock screeners to accurately find growth stocks are Stock Rover for US investors and TradingView for international traders. Stock Rover has 3 pre-built CANSLIM screeners, and one is available for free. 

A cyclical stock's price is influenced by macroeconomic or systemic changes within the broader economy. These stocks are renowned for mirroring the economic cycles through the growth, boom, bust, and recovery phases.

Beta is a financial ratio measuring volatility for individual stocks or portfolios. It quantifies the anticipated fluctuation in stock price in relation to overall market movements. A beta greater than 1.0 implies that the stock is more volatile than the broader market, whereas a beta below 1.0 indicates a stock with lower volatility.

To find undervalued stocks, use established financial ratios such as discounted cash flow, the margin of safety, PEG, price to book, or the price to Graham number. Each ratio provides a unique insight into a company to determine if it is undervalued.

Managing a stock portfolio entails seven crucial tasks: conducting research, analyzing performance, rebalancing holdings, assessing correlations, planning future income, optimizing tax benefits, and analyzing future performance.

The six best time-tested proven ways to make money in the stock market are investing in long-term ETFs, using a Robo Advisor, investing in value stocks, a portfolio of growth stocks, dividend investing, and stock trading. Each has its unique risk and reward characteristics.

You can safely invest in index funds through mutual fund companies or as an index ETF directly through your broker. Investing in an index fund ETF is the most cost-effective, liquid, and efficient way to diversify your portfolio.

To consistently beat the market is difficult but not impossible. O'Neill, Greenblatt, Buffett, and Klarman are legendary investors who have beaten the market. I test the strategies and show you the best ways to implement them.

CANSLIM is an active investment strategy that utilizes specific screening criteria such as earnings, market leadership, product innovation, institutional ownership, and stock price trends. These key criteria play a vital role in the process of stock selection.

To build a balanced investment portfolio, determine how much to invest, your risk tolerance, portfolio allocation, and your investing strategy. Next, choose the right tools to screen and research the ideal stocks and ETFs to enable you to manage your portfolio effectively.

To find the best dividend growth stocks, we need to screen for specific criteria. Find stocks with a 10+ year history of growing dividends, a sustainable payout ratio, 5-year sales growth over 4%, and a margin of safety greater than 0.

Index funds are the best thing to happen to individual investors since the inception of the stock market. Find out more about index fund and their extensive benefit and negative traits.

Our regularly updated S&P 500 companies list shows you what companies are currently in the S&P 500 index and provides the ticker symbol, their market capitalization, and PE Ratio.

Investing in index funds is a great way to diversify your portfolio and reduce risk. Index funds track the performance of major stock market indices, such as the S&P 500 or Dow Jones Industrial Average. Index funds are low-cost and have been shown to outperform actively managed mutual funds in the long run.

The difference between ETFs, mutual funds, and index funds is ETFs trade like stocks on an exchange, mutual funds are actively managed private investments, and an index fund can be either an ETF or a mutual fund.

Our research shows you how to create the best dividend stock screener; you must decide on a high-yield, safe, or dividend growth strategy. Next, choose our tested criteria for your screener, like payout ratio, yield, and coverage.

Our up-to-date NASDAQ 100 companies lists included ticker, sector classification, market capitalization, PE Ratio, EPS, and employee count. We also show you how to export this list to Excel.

Our regularly updated inverse/short ETFs list shows you what ETFs are currently active and provides the ticker, market capitalization, and expense ratios.