Whitepaper: The Golden Rules

Golden Rules
Tim Lincoln
Written by

Tim Lincoln

Co-Founder and
Chief Investment Officer

Dec 11th, 2020
Related topics
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During periods of uncertainty, the ability to separate facts from the noise and  have the tenacity to stick to your investment framework could be the difference between achieving mediocre or superb investment performance.

Lincoln Indicators’ investment framework — The Golden Rules for Successful Share Market Investing — underpins our years of success and our ability to deliver strong outperformance in good and in bad markets.

In this Whitepaper, we share these 9 Golden Rules, providing you with a sound, intelligent stock selection framework. This framework will be your investment compass and can be tailored to your own needs.

Our first three Primary Golden Rules help you identify exceptional investment opportunities while avoiding high-risk businesses, while our Secondary Golden Rules further tailor your investment approach to align with your specific investment objectives and tolerance to risk.

In this whitepaper you’ll learn:

  • The Importance of having an investment framework
  • Golden Rule 1: Financial Health
  • Golden Rule 2: Past financial performance
  • Golden Rule 3: Outlook and active risks
  • The Secondary Golden Rules
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The information in this communication is market commentary only and reflects Lincoln’s views and beliefs at the time of preparation, which are subject to change without notice. To obtain up-to-date information, please contact us.

Important: This communication is provided by or on behalf of Lincoln Indicators Pty Limited ABN 23 006 715 573 (Lincoln), as Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167 for information and educational purposes only. This content may contain general financial product advice. It has been prepared without taking account of your personal circumstances and you should therefore consider its appropriateness in light of your objectives, financial situation and needs, before acting on it. Investments can go up and down. Past performance is not a reliable indicator of future performance. Shares and other investments may go up and down in value, and their past performance may not be repeated and gives no guarantee of future performance. Information in this communication was current as at the date of its preparation, unless otherwise stated, and may be subject to change.

You should read and consider our Important Information and our Financial Services Guide (FSG) which sets out key information about the services we provide. Where 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) for the product at www.lincolnindicators.com.au before making any decision.

At the date of preparation of this communication, Lincoln, Lincoln Financial Group Pty Ltd or directors, employees and/or associates of these entities "may hold" interests in these ASX-listed companies. Further information about particular stocks held by these entities or persons from time to time is disclosed within the Stock Doctor program and may change at any time without notice.

Lincoln, Lincoln Financial Group Pty Ltd, any directors, employees and agents of these entities, make no representation and give no warranty as to the accuracy of this communication and do not accept any responsibility for any errors or inaccuracies in, or omissions from, this communication (whether negligent or otherwise) and are not liable for any loss or damage howsoever arising as a result of any person acting, or refraining from acting, in reliance on any information in this communication. No person should rely on this communication as it does not purport to be comprehensive. This disclaimer does not purport to exclude any rights under, or warranties implied by, law which may not be lawfully excluded.

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Copyright © 2021 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.