AAII Investor Update: My Shopping List Screen

Posted on October 21, 2011 | Investor Update

I am using a new stock screen that I’ve simply titled “Shopping List.” As the name implies, this screen identifies stocks with characteristics I want in a portfolio holding.

This is a restrictive screen designed to both find potential investment candidates and eliminate those companies I would likely pass on buying. There are specific characteristics I personally want in stocks, and a screen is a great tool for finding stocks with those traits.

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