Every investor has a unique process that they follow when buying and selling stocks. In the past, I have written about certain aspects of my process and I am currently working on several additional posts. To pull all of this together in a logical format, it will be helpful to introduce the conceptual framework that I use.
A. Why Buy Dividend Stocks?
- Seven Important Reasons for Dividend Investing
- Dividends Are Gold in a Down Market
- You Can't Spend Earnings
- Turbo Charge Your Portfolio With Reinvested Dividends
- Harvest the Fruit
- Auto Pilot Engaged, Sir!
- Measuring Dividend Stocks Investment Risk Profile
- Managing The Risk Of A Dividend Cut With Allocations
- Refining Risk Measurement Of Dividend Stocks
- Investing Goals
- Rev-up Your Portfolio With Asset Allocation
- Reaching Your 10-Year Investing Goal
- Process Overview and Asset Allocation
- Dividend Investing With ETFs
- Measuring Asset Allocation Across Your Entire Portfolio
E. Pre-screen the Investment
- Pre-Screening Dividend Stocks - Part I
- Pre-Screening Dividend Stocks - Part II
- Pre-Screening Dividend Stocks - Part III
- Pre-Screening Dividend Stocks - Epilogue
F. Perform Detailed Quantitative Analysis
G. Perform Detailed Qualitative Analysis
H. Begin Accumulating the Security
I. Evaluate Your Holdings
J. Formulate an Exit Plan
In the future I will continue to add substance to the above framework by filling in specific details. You can always reference this post by clicking on The Process... in the header menu.