Stock Doctor Group Coaching Sessions
With over 2,000 companies listed on the ASX, of which 75% show signs of poor financial health, building a long term successful portfolio of financially healthy stocks that’s tailored to your investment objectives, would be a daunting task to tackle alone.
But armed with Stock Doctor’s Financial health screen and industry-leading quantitative methodology, you can create your own high-quality portfolio and take control of building wealth.
Our proven quantitative stock research methodology helps you identify financially healthy, high quality stocks to invest in, and just as importantly, those that should be avoided. It’s the ultimate solution for self-directed investors, and our Star Growth Stocks’ returns speak for themselves, averaging 17.95%* per annum since inception in 1995.
Clearly Stock Doctor is a powerful tool, but it’s no good if you don’t know how to use it…
That’s why we invite you to join our complimentary coaching sessions, where you will learn how to master the power of Stock Doctor.
In these small group coaching sessions, together we will explore how to get the best out of your Stock Doctor membership, and our Stock Doctor experts will answer any questions you may have.
You will learn how to identify financially healthy stocks that match your unique investment objectives, construct and manage a successful long-term portfolio, utilise our sophisticated charting tools, and more…
Topic 1: Lincoln’s Financial Health Methodology and Applying the 9 Golden Rules
In this session, you will learn how Financial Health is measured and what is required for a stock to reach Star Stock status. We examine the 9 Golden Rules used to identify Star Stocks, including Financial Health, past financial performance, and a business’ outlook and active risks.
|Monday 7 December 2020||1:00pm – 2:00pm AEDT||Book now|
|Wednesday 16 December 2020||10:00am – 11:00am AEDT||Book now|
Topic 2: Portfolio Management
In this session, we will cover how you can determine your Investment Profile. We look at how to construct a portfolio; add and edit trades; participate in dividend reinvestment plans; and how to use our Portfolio Optimiser.
|Tuesday 8 December 2020||10:00am – 11:00am AEDT||Book now|
|Thursday 17 December 2020||10:00am – 11:00am AEDT||Book now|
Topic 3: Lincoln’s 4 Investment Strategies
In this session, we will cover our four Lincoln Investment Strategies that are based on your objectives and sensitivity to share price volatility. These proven and replicable strategies include when and how to rebalance your portfolio and options around when to enter or exit a stock.
|Wednesday 9 December 2020||10:00am – 11:00am AEDT||Book now|
|Friday 18 December 2020||10:00am – 11:00am AEDT||Book now|
Topic 4: Stock Doctor Investment Tools Part 1
In this session, we cover how to get the most out of Watchlists, Alert Manager, and the Corporate Calendar. Plus, we show you how to use the Stock Doctor Tours and the Help file.
|Monday 14 December 2020||1:00pm – 2:00pm AEDT||Book now|
Topic 5: Stock Doctor Investment Tools Part 2
In this session, we continue to cover Stock Doctor’s investment tools, including how to get the most out of Recent Updates and Announcements, Pending Dividends, and using the My Journal filters. We will also look at how to access the Help and Tours features.
|Friday 11 December 2020||10:00am – 11:00am AEDT||Book now|
|Tuesday 15 December 2020||4:00pm – 5:00pm AEDT||Book now|
Topic 6: Stock Filters and Charting
In this session, we focus on our Stock Filtering tools where you can build your own filter or use the existing Lincoln Filters as well as take you through our advanced Charting functionality for those interested in using technical analysis to time their buy and sell decisions.
|Thursday 10 December 2020||10:00am – 11:00am AEDT||Book now|
|Monday 21 December 2020||1:00pm – 2:00pm AEDT||Book now|
*This is the annualised investment performance for the Star Growth portfolio from its inception date 1/09/1995 to 30/09/2020 and for each notional portfolio over the period shown and includes capital returns, dividend income and estimated transaction costs (but excludes distributions, fees, charges, or tax). The portfolio assumes a full equities allocation at all times, the reinvestment of dividends and the rebalancing of the portfolio to equal weight each time a change is made to the notional portfolio (i.e. when stocks come in and out of the portfolio). All trades assume enough liquidity to purchase the required volume of stock at the closing price on the day following a star stock in/out event or on a rebalance. These past performance figures are not a reliable indicator of future performance of the notional portfolio, or any stocks included in the portfolio. In shorter time periods, the investment performance of the notional portfolio can vary to the figures shown. You should not make investment decisions based on performance figures alone. For more detailed information about how these figures are calculated, including the assumptions used, click here.