Learn How to Analyze Stocks Using the Strategies of Buffett, Lynch ...

More documents

Recommendations

Info

Buffett Quote on Emotions & Discipline “Investing is not a game where the guy with the 160 IQ beats the guy with the 130 IQ…Once you have ordinary intelligence, what you need is the temperament to control the urges that get other people into trouble in investing.” Rebalance Long Term All Cap Emotion Portfolio Construction "To invest successfully does not require a stratospheric IQ, unusual business insights, or inside information. What's needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding the framework.“ Warren Buffett, Chairman Berkshire Hathaway
Key Lessons We have Learned that will help maximize Long Term Performance • Understand the variables in the strategy. These have proven to be successful and predictive; • Stick to the strategy through the ups and downs and over the long term; • Examine and scan entire equity universe. Avoid looking at a few stocks at a time; • Rebalance periodically (monthly, quarterly or annually) to ensure you are always holding the highest scoring stocks; • Adhere to the strategy with the utmost discipline and remove emotion.
Page 1 and 2: Learn How to Analyze Stocks Using t
Page 3 and 4: Who: At Validea we follow numerous
Page 5 and 6: Let’s look at the quantitative st
Page 7 and 8: Methodology Example, Peter Lynch 1.
Page 9 and 10: Methodology Example, Peter Lynch 1.
Page 13 and 14: Methodology Example, Warren Buffett
Page 15 and 16: Methodology Example, Warren Buffett
Page 19 and 20: Methodology Example, Ben Graham 1.
Page 21 and 22: Methodology Example, Ben Graham 1.
Page 23 and 24: Other Key Pillars In Strategy Rebal
Page 25 and 26: To Be Successful You Need To Stick
Page 27: Portfolio Construction - equally we

Learn How to Analyze Stocks Using the Strategies of Buffett, Lynch ...

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?