How it Works
The investment strategy in four simple steps.
Screen for top-ranked stocks
Use the Stock Screener to select the top-rated stocks from multiple global exchanges. Choose the number of stocks to view, and choose the size of the companies you want in the list. Choosing more companies leads to greater diversification, and choosing larger companies generally leads to less volatility. Eliminate any companies you do not want to own for any reason; however, you should keep at least 20 stocks in an effort to properly manage risk.
Buy them
Use a cost effective way to purchase the stocks. If the amount you are investing represents a large percentage of your long-term investment portfolio, you may want to consider making multiple portfolio purchases over a 12 month period.
Hold for 1 year — then sell
In our opinion it is good idea to keep your stocks for approximately one year. The system is designed to maximize your after-tax returns; therefore, you want any gains to become long-term by holding them for a year, and you want to sell any losses before the one year holding period is reached.
Go back to Step 1
Once you have sold any gains and any losses, select and purchase a new portfolio of screened stocks.