The One Tool To Build Your Portfolio

4 Model Portfolios

Having a strategy for your portfolio is important to ensure that it is in line with what you aim to achieve.

Hence, The Portfolio Series screener plans to help you screen stocks based on 4 different investment personalities below.

Dividend Portfolio

Dividend investing focuses on buying dividend-paying stocks or REITs for a steady stream of income.

Growth Portfolio

Growth investing aims to identify companies that have promising future growth potential.

Value Portfolio

Value investing focuses on buying companies at bargain prices and selling when they reaches intrinsic value.

Trend Following Portfolio

Trend following is a technical analysis approach that detects and rides on the trend for big profits.

Take the first step in building your portfolio NOW!

Dividend Portfolio

Metrics to screen for Dividend Stocks/REITs

Dividend Yield > 4%
Dividend Pay-out ratio < 1x
Net Debt to Equity < 0.5x
CAGR of DPU > 2% for past 3 years
Total Debt to Total Assets < 0.4x (for REITs and Trusts)

Dividend Investing is most suitable for investors with:

Low - Moderate Risk Tolerance Level
Long Investment Horizon
Low Effort & Time for Portfolio monitoring

Growth Portfolio

Metrics to screen for Growth Stocks

Revenue Growth > 15% for past 3 years
Gross Margins > 25% for past 3 years
Price Upside from Analyst Consensus Estimates > 20%

Growth Investing is most suitable for investors with:

High Risk Tolerance Level
Short Investment Horizon
Moderate Effort & Time for Portfolio monitoring

Value Portfolio

Metrics to screen for Undervalued Stocks

Compounded Earnings Growth > 10% for past 3 years
Return on Equity > 10% for past 1 year
Net Debt/Equity < 1x
Trailing P/E Ratio < 15x

Value Investing is most suitable for investors with:

Moderate Risk Tolerance Level
Moderate - Long Investment Horizon
Moderate Effort & Time for Portfolio monitoring

Trend Following

Metrics to screen for Trend Following Stocks

RSI (N=20) > 50 for 1 day
ADX Trend (N=20) above 25 for 1 day
Bullish ADX +DI > -DI (N=20)
Price > MA50 for 1 day

Trend Following is most suitable for investors with:

High Risk Tolerance Level
Short Investment Horizon
High Effort & Time for Portfolio monitoring

Screening stocks is just 1 small part of the equation.
Shareinvestor’s platforms provide you a suite of comprehensive data across 7 markets
to empower your stock research process.

Some of our popular features include:

10 years of Fundamental Data
Dividend Analysis
Insider Trades

Share Ownership
Intrinsic Calculator
Consensus Estimates and many more

I was on the fence about joining Shareinvestor Webpro because there are many free tools available in the market. But i am glad i gave it a try. Now I can analyze stocks much faster using just a few useful features.
Desmond Teo, 33 years old

Great Stuff! I am impressed by all the new additions. You guys have one of the most powerful stock analysis platforms out there. An affordable price point for any serious stock investor.
Augustine Lim, 51 years old