Som det beskrivs till höger bygger min strategi på att investera i främst tillväxtaktier med utgångspunkt i CANSLIM (R) modellen. Där CAN avser mer fundamental analys och SLIM avser mer teknisk. Även om jag funnit det nödvändigt att anpassa strategin något med hänsyn till att Stockholmsbörsen inte är densamma som i New York är grunderna detsamma. En snabb sammanfattning kan låta som följer:
"CAN SLIM® is a system of stock analysis introduced by William O’Neil, founder of Investor’s Business Daily® newspaper, and author of the best-selling book: “How to Make Money in Stocks.”
O’Neil carefully analyzed the top-performing stocks dating back to 1953 and identified 7 characteristics they all shared:
C = Current Earnings per share up 20% or more.
A = Annual Earnings increasing 25% or more each year for 3 years.
N = New products, services, and/or management team.
S = Supply and Demand of Shares: Price moves should be supported with increasing volume.
L = Leadership: Winning stocks come from leading industries.
I = Institutional Sponsorship: Large institutions and mutual funds own it and are increasing their stake.
M = Market Direction: 3 of 4 stocks follow the market direction, so invest during bull market trends."
Vad som inte nämns i beskrivningen är bland annat money management delen - dvs att till exempel alltid begränsa förlusten till 7-8% från köppunkten.
"CAN SLIM® is a system of stock analysis introduced by William O’Neil, founder of Investor’s Business Daily® newspaper, and author of the best-selling book: “How to Make Money in Stocks.”
The CAN SLIM® Investment Program is a long-term growth strategy focused on capital appreciation. The portfolio adheres to a flexible
investment mandate that allows for tactical allocation shifts that range between 100% invested in stocks all the way to 100% invested in
cash. Historically, this tactical approach has reduced portfolio volatility and helped to protect investment capital from widespread losses
in extreme bear markets.
O’Neil carefully analyzed the top-performing stocks dating back to 1953 and identified 7 characteristics they all shared:
C = Current Earnings per share up 20% or more.
A = Annual Earnings increasing 25% or more each year for 3 years.
N = New products, services, and/or management team.
S = Supply and Demand of Shares: Price moves should be supported with increasing volume.
L = Leadership: Winning stocks come from leading industries.
I = Institutional Sponsorship: Large institutions and mutual funds own it and are increasing their stake.
M = Market Direction: 3 of 4 stocks follow the market direction, so invest during bull market trends."
Vad som inte nämns i beskrivningen är bland annat money management delen - dvs att till exempel alltid begränsa förlusten till 7-8% från köppunkten.
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