Examples do-it-yourself index stock investing

Below you will find concrete examples for your own, custom made do-it-yourself index. Please remember that these examples are not recommendations or advice by Obermatt (disclaimer). They serve as illustrations for how Obermatt could be used for stock analysis, stock picking and stock investing.

Your Personal Value Index

Consult the Obermatt Top 10 Stock Lists for the value strategy. Pick one stock at a time until you have a diversified portfolio of at least twenty stocks. After that, you may sell the stock with the lowest value rank in your portfolio when you buy a new stock from the Top 10 Lists with a high value rank.

Your Personal Growth Index

Consult the Obermatt Top 10 Stock Lists for the growth strategy. Pick one stock at a time until you have a diversified portfolio of at least twenty stocks. After that, you may sell the stock with the lowest growth rank in your portfolio when you buy a new stock from the Top 10 Lists with a high growth rank.

Your Personal Value and Growth Index

Consult the Obermatt Top 10 Stock Lists for the combined strategy. Pick one stock at a time until you have a diversified portfolio of at least twenty stocks. After that, you may sell the stock with the lowest combined rank in your portfolio when you buy a new stock from the Top 10 Lists with a high combined rank.

There is research showing that this is the best long term strategy. Manage your portfolio with the free Google sheet. We show how on YouTube.