Dividends4Life: Unique Investing Process


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Every investor has a unique process that they follow when buying and selling stocks. In the past, I have written about certain aspects of my process and I am currently working on several additional posts. To pull all of this together in a logical format, it will be helpful to introduce the conceptual framework that I use.

download investing checklists

A. Why Buy Dividend Stocks?

B. Understanding and Measuring Risk

C. Determine Your Goal and Asset Allocation

D. Identify Potential Investments for Evaluation

E. Pre-screen the Investment

F. Perform Detailed Quantitative Analysis

G. Perform Detailed Qualitative Analysis

H. Begin Accumulating the Security

I. Evaluate Your Holdings

J. Formulate an Exit Plan

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