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 18.77%* 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 view our complimentary recorded coaching sessions, where you will learn how to master the power of Stock Doctor.

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 current volatile market, having a disciplined investment framework is important for a healthy portfolio. During this session, we will examine Stock Doctor’s 9 Golden Rules which arms you with a sound and logical investment framework. We will also learn how Financial Health is measured and what is required for a stock to reach Star Stock status.


Topic 2: Portfolio Management

Learn how to be proactive and manage your risk using our portfolio manager and optimiser. Get a good understanding of how you can construct a portfolio, add and edit trades, and participate in dividend reinvestment plans using the tools in Stock Doctor. We will also demonstrate how you can determine your Investment Profile.


Topic 3: Lincoln’s 4 Investment Strategies

Let us show you how our clearly defined investment strategies can help you diversify your portfolio exposure and manage risk. Learn how you could also use our technical entry and stop-loss indicators to your benefit.


Topic 4: Stock Doctor Investment Tools Part 1

See how our tools can save you time on a daily basis by identifying and sorting quality companies in seconds. We look at 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.


Topic 5: Stock Doctor Investment Tools Part 2

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. Quickly filter, identify and view important company announcements and corporate actions in your portfolio and watchlists.


Topic 6: Stock Filters and Charting

Learn how to screen the entire ASX to identify the healthiest Lithium, Nickel and Gold Stocks as an example, and use our advanced charting tool to identify strong bullish and bearish signals.

*This is the annualised investment performance for the Star Growth portfolio from its inception date 1/09/1995 to 31/03/2022 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 volume-weighted average price (VWAP) 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.

Important: This communication is issued by Lincoln Indicators Pty Ltd (Lincoln) ABN 23 006 715 573, as Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167. This communication may contain general financial product advice or forward-looking statements regarding our intent, belief or current expectations with respect to the market conditions. Caution is advised to place undue reliance on these forward-looking statements, as our advice has been prepared without taking account of your personal circumstances. Therefore, you should consider its appropriateness, in light of your objectives, financial situation and needs, before acting on it. Before acting on any advice, you should consider the appropriateness of the advice and we recommend you obtain financial, legal and taxation advice before making a decision. Please refer to our Important Information and Financial Services Guide (FSG) for more information at www.lincolnindicators.com.au. If our advice relates to the acquisition or possible acquisition of a particular financial product, you should obtain a copy of and consider the Product Disclosure Statement (PDS) at www.lincolnindicators.com.au before making any decision.

Copyright © 2022 Lincoln Indicators Pty Ltd. All rights reserved.

All financial services are provided by Lincoln Indicators Pty Ltd ABN 23 006 715 573 (Lincoln) as the Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167.