Hello,
First of all I would like to comment about some general "rules" I use to build the portfolio:
- I am not expert in valuation of companies. I usually read a lot of articles mainly in SA and some blogs to decide what is interesting and what not and after this I use finviz screener to track easily all the companies I have decided to watch.
- The most important parameters for me to take my decissions are P/E, forward P/E, PEG, EPS this year, next year, next 5 years and past 5 years, payout ratio. I don´t have strict rules about this, just a mix of evrything I consider good is enough for me.
- I am adding to the portfolio (or trying at least 2000$) per month, also reinvesting the dividends of my Spanish portfolio (roughly 3000 euros year).
- I am buying 1000$ each time, so I will make around 25 purchases per year.
- I consider 11 sectors for a good diversification: healthcare, energy, basic materials, technology, utilities, financials, consumer discretionary, consumer staples, telecom, REIT and industrials.
- I would like to have 30-40 holdings.
Please comment if any comments about this general strategy and of course feel free to criticize whatever you may consider!
I will continue with my portfolio in next post
First of all I would like to comment about some general "rules" I use to build the portfolio:
- I am not expert in valuation of companies. I usually read a lot of articles mainly in SA and some blogs to decide what is interesting and what not and after this I use finviz screener to track easily all the companies I have decided to watch.
- The most important parameters for me to take my decissions are P/E, forward P/E, PEG, EPS this year, next year, next 5 years and past 5 years, payout ratio. I don´t have strict rules about this, just a mix of evrything I consider good is enough for me.
- I am adding to the portfolio (or trying at least 2000$) per month, also reinvesting the dividends of my Spanish portfolio (roughly 3000 euros year).
- I am buying 1000$ each time, so I will make around 25 purchases per year.
- I consider 11 sectors for a good diversification: healthcare, energy, basic materials, technology, utilities, financials, consumer discretionary, consumer staples, telecom, REIT and industrials.
- I would like to have 30-40 holdings.
Please comment if any comments about this general strategy and of course feel free to criticize whatever you may consider!
I will continue with my portfolio in next post