Portfolio Management

This webpage is focused on the core function of the investment club: INVESTING

Policy Documents:

BISCC Online Model Investment Club Investment Policy Guidelines

BISCC MIC Stock Study Guidelines

BISCC MIC Stock Monitor’s Review Guidelines

Quick Reference Library:

TK6 Manual

BIwiki

Earnings Release Dates

Stock Research notes template

Value Line Report Schedule & VL Reports for our holdings and watch list companies

Stock Screening:

Stock Screening

Primer on Stock Screening

Screening with Stock Rover

Investment Portfolio:

Portfolio Review Process

"Portfolio Management Guidelines"

"Stock Monitor Portfolio Review Guidelines"

The workbooks below provide visibility to the consensus SSG judgments for stocks that we hold and are on our watchlist:

Record of Partners' Consensus Judgments

Page updated

Google Sites

Report abuse