Download your free investment guides and spreadsheets below:
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.Download the short version (24 pages) (PDF)
Download the long version (108 pages) (PDF)
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.Download this chapter (PDF)
Investment lessons and case studies
I have learned many lessons over the years by making many mistakes. To help you avoid those same mistakes, these reviews contain a multitude of investment case studies and lessons learned in recent years.Download the 2017 lessons (PDF)
Download the 2016 lessons (PDF)
Download the 2015 lessons (PDF)
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.
Since writing The Defensive Value Investor I've made a few small changes to the various metrics that make up my stock screen. You can find an updated version of the Company Analysis Spreadsheet below which uses the latest metrics:Download the latest spreadsheet (XLS)
Company Analysis Questions
This document contains a list of questions to help you decide if a company is a potential value trap and whether or not is has any durable competitive advantages.Download this document (DOC)
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.
If you would like to take advantage of auto-updating share prices, please use the Google Sheets version:Copy the "Google Sheets" version