Building A Portfolio Part 2: Choosing A Stock

http://seekingalpha.com/article/1929911-Building-A-Portfolio-Part-2-Choosing-A-Stock?source=feed ByInzkeeper:

The first article in this series, “Building a Portfolio Part 1: Not Just Buying Stocks” discussed the change in perspective from just picking stocks looking at the company’s qualities and valuation to picking stocks considering how those same stocks fit within my portfolio’s strategy and current configuration. The first article looked at my portfolio from a number of angles, including allocation across asset class, allocation across markets, sectors, risk, and dividends. Following right behind my annual portfolio review, this exercise has exposed weaknesses in portfolio composition that needs correction – before the market does.

Stocks first must meet a number of basic criteria to warrant being added to my portfolio. With a market of thousands of companies, and my portfolio limited to between 30-42 companies, I do not want to add just any company into my select fold. But how do you decide from a group of quality

Complete Story »

via SeekingAlpha.com: Home Page http://seekingalpha.com