Examples do-it-yourself index stock investing
Below you will find concrete examples for your own, custom-made do-it-yourself index. Please remember that these examples are not recommendations or advice by Obermatt (disclaimer). They serve as illustrations for how Obermatt could be used for stock analysis, stock picking and stock investing.
Your Personal Value Index
Consult the Obermatt Top 10 Stock Lists for the value strategy. Pick one stock at a time until you have a diversified portfolio of at least twenty stocks. After that, you may sell the stock with the lowest value rank in your portfolio when you buy a new stock from the Top 10 Lists with a high value rank.
Your Personal Growth Index
Consult the Obermatt Top 10 Stock Lists for the growth strategy. Pick one stock at a time until you have a diversified portfolio of at least twenty stocks. After that, you may sell the stock with the lowest growth rank in your portfolio when you buy a new stock from the Top 10 Lists with a high growth rank.
Your Personal Value and Growth Index
Consult the Obermatt Top 10 Stock Lists for the combined strategy. Pick one stock at a time until you have a diversified portfolio of at least twenty stocks. After that, you may sell the stock with the lowest combined rank in your portfolio when you buy a new stock from the Top 10 Lists with a high combined rank.
Your Personal Obermatt 360° Index
Consult the Obermatt Top 10 Stock Lists for the 360° Strategy. Pick one stock at a time until you have a diversified portfolio of at least twenty stocks. After that, you may sell the stock with the lowest 360° view in your portfolio when you buy a new stock from the Top 10 Lists with a high 360° View.
There is research showing that these are the well performing long-term strategies. Manage your portfolio with the free Google sheet. We show how on our Blog. Event better, use the Obermatt Watchlists to maintain your portfolio and you can quickly identify all stocks with good ranks for keeping or bad ranks for selling.