Process

Show all Process… posts in reverse chronological order.

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!

B. Understanding and Measuring Risk

• Measuring Dividend Stocks Investment Risk Profile
• Managing The Risk Of A Dividend Cut With Allocations
• Refining Risk Measurement Of Dividend Stocks
• Rework of the Risk/Quality (RQ) Formula

C. Determine Your Goal and Asset Allocation

• Investing Goals
• Rev-up Your Portfolio With Asset Allocation
• Reaching Your 10-Year Investing Goal
• Dividend Investing With ETFs
• Measuring Asset Allocation Across Your Entire Portfolio
• Optimizing Your Asset Allocation

D. Identify Potential Investments for Evaluation

• Fishing in the Bathtub
• The Best Dividend Stocks In The World

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

• Fair Value Data
• Dividend Analytical Data
• Dividend Income vs. MMA

G. Perform Detailed Qualitative Analysis

• Sometimes Things Aren’t As They Appear
• The Most Important Financial Statement

H. Begin Accumulating the Security

• Investment Dating Before Marriage

I. Evaluate Your Holdings

• Time is My Friend
• On The Shelf
• Strategically Managing Your Dividend Portfolio In A Downturn
• Early Warning Signs of a Dividend Cut
• A Two Step Process To Follow After A Dividend Freeze

J. Formulate an Exit Plan

• Sometimes Being Right Is Just Wrong
• Should You Sell A Dividend Stock After A Dividend Cut?
• Should You Sell A Dividend Stock After A Dividend Freeze?

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 tab in the header menu.

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