It's separating laundry but for stocks
A mobile app that allows an investor to sort stocks by their circle of competence
A mobile app that allows an investor to sort stocks by their circle of competence
Strong companies that you understand and want to include in your investment universe.
Companies you want to exclude from your investment universe. Reasons may include poor business economics, bad industry, operates outside your beliefs, etc.
Companies outside your circle of competence. You don't have the knowledge to be able to make an informed investment decision.
A simple and effective way to track the companies you have evaluated. Companies are organized in piles or buckets.
There is no shortage of companies to learn about. Go through the list of publicly trading securities on the following stock exchanges - NYSE, Nasdaq, OTC and CBOE.
Evaluate companies by reading their 10-K’s, 10-Q’s, Investor Presentations, Shareholder Letters, SEC filings, etc.
A simple method of organizing your research in piles that is based on your circle of competence.
Stick with companies you know and understand. These are companies you have placed in your In Pile.
We provide additional filters which includes a filter to show results of companies that have filed with the SEC in the past 5 days. This allows you to keep up-to-date when new information is released.
Q: Who is your target audience?
A: This product targets investors who wish to dedicate their time and effort constructing their own stock portfolio in hopes of getting better investment returns. It is also for those individuals that want to learn more about business and publicly traded companies.
Q: Why should I sort stocks?
A: You will spend a lot of time researching and evaluating thousands of companies. Categorizing stocks based on your circle of competence will help you stay organized. More importantly, it will help you stick with companies you understand.