Free Resources to Help You Build a High Yield, Low Risk Portfolio of Shares
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How to build a high yield, low risk portfolio
This is where you'll get a high level overview of defensive value investing. You'll find information on: How you can find high quality companies; how you can buy them at attractive valuations; how you can build a diverse portfolio; how you can decide when to sell.And you'll get two versions of this guide: A short one covering the major points (24 pages) and a longer one for when you want more detail (108 pages).
The Defensive Value Investor: Value Traps
This is a free chapter from my book, The Defensive Value Investor. It explains, in great detail, 19 questions to help you avoid those annoying (but often educational) value traps.
Investment lessons and case studies
I have learned many lessons over the years by making many mistakes. To help you avoid those same mistakes, you can download a series of annual reviews which contain a multitude of investment case studies and lessons learned in recent years.
Company Analysis Spreadsheet
This spreadsheet will help you calculate a company's growth rate, growth quality, profitability and much more. Just enter the company's financial data and the calculations are done for you.
Company Analysis Worksheet
This worksheet will help you decide if a company is a potential value trap and whether or not is has any durable competitive advantages.
Portfolio Analysis Spreadsheet
This spreadsheet will help you keep track of how well diversified your portfolio is in terms of industry, geography and the balance between defensive and cyclical sectors.
It can also "rank" a list of stocks according to their growth rate, growth quality, profitability and other important factors. This can be helpful for making buy or sell decisions.