10-22-2014, 05:05 AM
On the topic of keeping track of equities I use a site called stockrover.com that I use for both my portfolio tracking and screening. It has been a revelation and gives me incredible insight into my portfolio performance and power to find the next best idea.
![[Image: ODFW8HS.png]](https://i.imgur.com/ODFW8HS.png)
Creating new screeners and applying weights to each metric is incredibly easy:
![[Image: 3w08IRy.png]](https://i.imgur.com/3w08IRy.png)
I then use the output of that screen, which ranks the equities according to my weights, for ideas about where I should be allocating new money.
Between instant article alerts on seekingalpha.com for all of my positions, stockrover.com screening, ideas here, my lineup of news site + blogs, plus normal due dilligence I don't feel overwhelmed at all. I enjoy the work involved so that helps.
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The sector charts are indeed part of the Morningstar portfolio tools.
BASFY: $82B market cap, 3.1% yield, 12.2% CAGR 5 yr dividend % increase, 36% payout ratio, Morningstar 3 star stock. I don't consider that speculative but I'm willing to dive deeper into a certain aspect of the company if you'd like.
CALM: Egg production in the US is turning into an oligopoly. Making more money -> more retained earnings -> more dividends. 40% payout of more every year is more right? I like the company but I'd also like to understand your POV.
Creating new screeners and applying weights to each metric is incredibly easy:
I then use the output of that screen, which ranks the equities according to my weights, for ideas about where I should be allocating new money.
Between instant article alerts on seekingalpha.com for all of my positions, stockrover.com screening, ideas here, my lineup of news site + blogs, plus normal due dilligence I don't feel overwhelmed at all. I enjoy the work involved so that helps.
-----------
The sector charts are indeed part of the Morningstar portfolio tools.
BASFY: $82B market cap, 3.1% yield, 12.2% CAGR 5 yr dividend % increase, 36% payout ratio, Morningstar 3 star stock. I don't consider that speculative but I'm willing to dive deeper into a certain aspect of the company if you'd like.
CALM: Egg production in the US is turning into an oligopoly. Making more money -> more retained earnings -> more dividends. 40% payout of more every year is more right? I like the company but I'd also like to understand your POV.