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New Tools for Stock Analysis & Portfolio Management by Douglas Gerlach President, ICLUBcentral Inc. Investor\'s Toolkit 5. What\'s New in Investor\'s Toolkit 5?. Intelligent home page New OPS-integrated toolbar Insightful portfolio management tools Option to graph of SSG values to scale

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new tools for stock analysis portfolio management by douglas gerlach president iclubcentral inc
New Tools for

Stock Analysis

&

Portfolio Management

by Douglas Gerlach

President,

ICLUBcentral Inc.

Investor\'s Toolkit 5
what s new in investor s toolkit 5
What\'s New in Investor\'s Toolkit 5?
  • Intelligent home page
  • New OPS-integrated toolbar
  • Insightful portfolio management tools
  • Option to graph of SSG values to scale
  • Full 5-year projections (not just to 5th fiscal year)
  • And much more!
the home page
The Home Page
  • Appears when you start up
  • Items in red require attention
  • Portfolio Report Card gives you status of holdings
update prices
Update Prices

Remove button removes single stock from update process

update company data
Update Company Data
  • Import new data from OPS for all holdings
  • To update one stock, select it and click Update Selected Company
  • Click Update All to update all stocks
portfolio report card
Portfolio Report Card
  • Portfolios highlighted in red require attention
  • Double-click to begin working with a portfolio
defense
Defense
  • “Rule of 5” -- 1 out of 5 stocks will underperform your expectations
  • Occasionally due to unpredictable circumstances
  • More often due to fundamental problems
  • Defense is protecting portfolio from damage from that 1 in 5 stock with fundamental problems
offense
Offense
  • Offense is proactively improving performance of your portfolio by replacing fine but overpriced companies
  • Relates strictly to stock\'s price
  • Overvalued stocks can no longer produce desirable return in future
defensive actions
Defensive Actions

1) Compare

  • % change for Sales, PTP, and EPS
  • More analysis if growth doesn\'t meet expectations

2) Analyze

  • Examine history to refine list of sale candidates
  • Determine if marked trends exist

3) Decide

  • Use web to determine reasons for failure
  • Sell stocks ASAP with low prospects for strong, steady growth
using pert
Using PERT
  • PERT-A allows you to see subtle downtrends not always visible on quarter to-quarter basis
  • Over time, however, these might aggregate into substantial decay in performance
  • Gives you insight into past behavior of company
offensive action
Offensive Action

1) Check Risk and Reward

  • Select companies whose RV, U/D Ratio, and TR indicate they are overpriced

2) Reevaluate

  • Review SSG for each, making sure that EPS growth and forecast high PEs are reasonable

3) Challenge

  • Replace companies with unsatisfactory return & risk with companies of equal/better quality & better potential returns
challenge overpriced stocks
Challenge Overpriced Stocks

Set Challenge Parameters

working with ssgs data
Working with SSGs & Data
  • New Toolbar gives you instant access to online SSG data
    • Enter Ticker or Company name to download SSG data from OPS
    • Automatically downloads nearly all information necessary for SSG and PERT
using the library
Using the Library

Library contains all past saved SSGs

  • Click column header to re-sort
  • Or view by portfolio
  • Double-click a stock to open it
  • Add/Remove shares to portfolios
visual analysis
Visual Analysis

Options for scaling graph, starting projection line & entering growth rates

historical growth rates
Historical Growth Rates

Click “View Hist. Growth” to display

Growth rates displayed for various periods

company toolbar
Company Toolbar
  • Quickly change to new form
  • Zoom in or out, print, save, refresh data & price and more
ssg page 2
SSG Page 2

Yellow, pink & green highlighting shows you items to review

pre tax profit margin graph
Pre-Tax Profit Margin Graph

Allows you to visually identify trends in PTP.

high and low p e ratio graph
High and Low P/E Ratio Graph

Review past P/E Ratios to identify trends that may continue in the future

average hi lo p e judgment
Average Hi/Lo P/E Judgment

Review past high and low P/E Ratios

Eliminate outliers if necessary

3 options to choose from...

Or enter your own future estimates

select low price
Select Low Price

Select a potential low stock price or enter your own

price zones and u d ratio
Price Zones and U/D Ratio

Buy, sell or hold?

Forecasted high price

Current price

Selected low price

many more features
Many More Features
  • Toolkit 5 also includes:
    • Stock Comparison Guide
    • Portfolio/PERT Reports, including:
      • PERT
      • Portfolio Trend Report
      • Portfolio Summary
      • Portfolio Defense Report
      • Portfolio Offense Report
recommended by usatoday com

Try Investor\'s Toolkit 5 for yourself, and find out why USAToday.com called the program:

“a great tool to help investors stop themselves from potentially paying too much for a stock.”

Recommended by USAToday.com
investor s toolkit 5
Investor\'s Toolkit 5
  • For more information & free demo:

http://www.iclub.com/tk5/

  • To purchase:

http://www.iclub.com/tk5/buy/

  • For support:

http://www.iclub.com/support/

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