The mission and purpose of this project is: “Making reasonable stock buying a cheerful and rewarding hobby – for me and for you.”
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The project – Approach
The project task is: “Find stocks that give solid and stable profits in the long run.” To accomplish this task we need to make decisions. I describe how the project approaches the task and by which means the task is solved.
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The project – Stock rating concept
An overview of the applied stock rating strategy concept is given. Its idea and basic assumptions are outlined on a broader, conceptual level.
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DividendQuality strategy – Design
The design of the DividendQuality stock rating strategy. A strategy that focuses more on business stability.
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DividendQuality strategy – Performance
Performance monitoring of stocks chosen according to the DividendQuality stock rating strategy.
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EstablishedGrowth strategy – Design
The design of the EstablishedGrowth stock rating strategy. A strategy that focuses more on established companies with a growing business.
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EstablishedGrowth strategy – Performance
Performance monitoring of stocks chosen according to the EstablishedGrowth stock rating strategy.
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Portfolio theory (~coming soon)
Portfolio theory, the calculation and interpretation of risk and return parameters for the desired portfolio mix and investment style.
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Portfolio theory – Applied to DividendQuality strategy (~coming soon)
The portfolio theory is applied to stocks chosen according to the DividendQuality stock rating strategy. The results are interpreted.
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Portfolio theory – Applied to EstablishedGrowth strategy (~coming soon)
The portfolio theory is applied to stocks chosen according to the EstablishedGrowth stock rating strategy. The results are interpreted.
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Literature
The literature section provides an overview of literature and information sources used for this project as well as recommendations for further readings.
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