Investment Strategies: Research Tools In Maintaining Our Investment Portfolios

Posted originally on: November 16, 2018. Manila. Revision Date: August 11, 2019

Analyst, financial planners, investment planners or a simple investor a like have their own personal preferences when in comes to their investment criterias.  Picking the investment criteria may be based on different factors such as age, economic situation of an individual, weather, risk tolerance of an individual, or even personal preferences to mention a few. Some investors just jump right in without thinking and others over analyze to the point they miss the opportunity of the market momentum.  Having a method in analyzing your portfolio is a good start in order to successfully manage it.

The following research method or process is a sample used in analyzing and making decisions in our portfolios:

  • Top Down Analysis
    • Economic Analysis
      • Market Indices (Dow Jones, NASDAQ, S& P, Russell and others)
      • Federal Rates and economic policies
      • Price of Gold,
      • Treasury Rates
      • payroll rates and unemployment
    • Industry Analysis –
      • Segmentation Analysis,
      • Competition Analysis,
      • Complimentary Product Analysis,
      • Business Cycle (Question Mark, Star, Cash Cow and Dogs)
  • Financial And Technical Analysis
    • Income Statement, Balance Sheets, Cash Flows
    • Ratio Analysis
    • Technical Analysis
    • Dividend Sustainability DIVIDEND PER SHARE SHOULD ALWAYS BE HIGHER THAN EARNINGS PER SHARE for long term sustainability
  • Research Materials from Financial Institution Brokers and Partners (Not Disclosed Due to Security Reasons) research materials
    • research materials
    • upgrades and downgrades
    • earnings release
    • ipo calendars
  • Newspapers and Media (make sure the news feeds are timely and reliable)
    • Bloomberg
    • WallStreet Journal
    • Forbes
    • Google
    • Yahoo
    • MSN
    • Dun and Bradstreet
    • Barrons
    • IBD – Investors Business Daily
    • CNNFN
    • BBC

Having an investment criteria or method in place allows investors and individuals to properly evaluate each investment opportunities and be able to decide properly and on a timely basis.

6 thoughts on “Investment Strategies: Research Tools In Maintaining Our Investment Portfolios

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