Once you have these top contenders added to your Guru Focus portfolio, from there you can do much deeper analysis and set up all kinds of customizable alerts to monitor their activity moving forward. This is a powerful tool to test different theories or monitor your real investments over time. And once you've made it through each of these steps, you will have successfully completed a repeatable investing process for finding quality candidates, vetting and monitoring them with a process you can refine in the ...

Stock Screening & Selection - Refine stock screener criteria to generate a short list of potential candidates [1] - Utilize customizable screener view to quickly assess GF Score and moat ranking [1] - Add promising candidates to a portfolio for further analysis [2] Key Qualities of Stocks for Portfolio - Robust financial strength and performance potential are essential [2] - A strong competitive advantage is a key consideration [2] - Room for growth is a desirable attribute [2] - Stocks should be reasonably priced [2]

The next thing you're going to want to do is build your custom screener to reflect your particular strategy. Now, as we discussed previously, Guru Focus has tons of pre-built screens built around different investing principles that you can use as a jumping off point. Or you can build your own by setting your criteria and filters around some of the different metrics and principles we talked about previously, such as minimum thresholds for financial strength, profitability, and growth rates.And if you need he ...

So, now that you've built a strong foundation in the basics of investing, it's time to put that knowledge into action. This final module is kind of like your capstone project, an opportunity to take everything you've learned so far and discuss how to apply them to real investment decisions. For this module, make sure you download the associated capstone workbook and stock analysis checklist.They should help guide you through this process. So, first you're going to outline your personal investment strategy. ...

Portfolio Construction - Tools alone are insufficient for building portfolios; investors' knowledge and execution are crucial [1] - The key is combining foundational knowledge with tools to implement plans [1] - The next module will focus on applying knowledge to create a roadmap for practical application [2] Practical Application - The roadmap includes building custom screeners, analyzing real stocks, and assembling a first portfolio [2]

Insider Trading Analysis - Insiders typically buy lots of stock when they think the company is undervalued or set to grow [1] - Guru Focus provides screeners to help find stocks that insiders are buying [1] Investment Strategy - It's always better to investigate opportunities from multiple angles, regardless of investing style [1] - Guru Focus allows users to investigate opportunities with ease by putting all tools in one place [1]

Investment Insights - By tracking guru and insider trading activity, investors can identify potential opportunities and risks in the market [1] - Analyzing guru and insider behavior can help investors understand emerging trends before others [2] - Studying successful investors and knowledgeable insiders provides insights into portfolio management strategies [2] Website Tools - The website offers a "latest picks" page showcasing recent trades by top investors [3] - Users can create portfolios based on the holdings of gurus they follow using the aggregated portfolio tool [3] - The website provides pre-built screeners to identify companies recently purchased by insiders [3]

Model Portfolios Overview - Model portfolios are pre-built stock collections based on specific investment strategies, goals, or risk levels [1] - They offer insights into real-world applications of investment strategies and provide specific stock ideas [1] GuruFocus Model Portfolios - GuruFocus offers model portfolios, including the most broadly held portfolio and the top 25 GF Score portfolio [2] - The most broadly held portfolio is constructed by analyzing the holdings of successful institutional investors [2] - The top 25 GF Score portfolio comprises the 25 companies with the highest GF Scores each year [3] Benefits of Using Model Portfolios - Model portfolios can help understand techniques associated with different investment strategies [2] - They provide a time-tested view of investment outcomes [2] - Users can find opportunities vetted by top investors by examining the holdings of the most broadly held portfolio [3] - The top 25 GF Score portfolio offers a short list of candidates with high outperformance potential [3] - Users can historically see how stocks with high GF Scores have performed relative to the overall market [4] Accessing Model Portfolios - Model portfolios can be accessed on gurufocus.com under the "tools" category [4]

In this module, you'll learn how to use Guru Focus's professional-grade research tools to identify stocks that meet your unique approach. We'll discuss things like screeners, model portfolios, and trade data from top investors and company insiders. First, we have to talk about stock screeners.Screeners are incredibly powerful tools that let you quickly filter through thousands of stocks and identify just the ones that meet the criteria you're most interested in. By setting different parameters such as valua ...

Investment Strategy - A clear understanding of financial goals, time horizon, and risk tolerance is essential for personal investing strategy [1] - Confidence in the strategy and disciplined execution are crucial, especially during market downturns or volatility [1] Opportunity Identification - Identifying investment opportunities requires specific knowledge and tools [2] - Guru Focus is designed to assist in finding and identifying investment opportunities [2]