Stock Picks - Growth vs Value Stocks - Stock AnalysisThe Levott Philosophy

 

A one of a kind stock market investment tool that helps you stay diversified, provides stock analysis, stock picks and tracks various key components in your portfolio.

Levott's 3 Rules
1. Select quality value stocks at reasonable prices
2. Stay diversified
3. Pick stocks for the long-term

Buying Strategy for Levott's Portfolio
Bar Chart - Value Stocks - Growth Stocks We start by looking at Levott's potential buy list*. We look at stocks with high grades and a good long term return. Our goal is to have the stock double in 5 years. We then start doing our stock analysis on each of the individual stocks we find attractive. Once the list is narrowed down, we will purchase these quality value stock and let you know about it if you choose.

Selling Strategy for Levott's Portfolio
If we lose 8 to 10% on a stock, we strongly consider getting out of it rather than follow it down. This will avoid large losses on stocks and is part of our risk management policy. If a stock pick is heading higher we’ll stay with the stock until the future return on investment flattens (based off our grading & ranking system) or our stake in the stock is too high of a percentage in our overall portfolio. We then will sell part or all of our stock depending on the individual circumstance.

Stay Diversified
Pie Chart - Diversify - Diversification Tools This valuable website assists you in monitoring your accounts in one location. It illustrates how diversified your portfolio is, and the rate of return in numerous areas. You can review the results and make changes in overweight or under performing sectors.

Assess Performance
Levott encompasses week to week (or any specific time frame your choose) comparisons of stock performance and sectors in which you are invested. You can assess your portfolio and redistribute shares to maintain balance.

Unbiased Personal Watchdog
Magnifying Glass - Stock Investing - Stock Diversification They say numbers don’t lie, but they can be deceiving, and our website can expose some of these deceptions. If you don’t look at how your portfolio is doing from time frame to time frame and only focus on cost vs. market value, then you may be sitting on stagnant stocks. An example is if you gain 25% on a stock in year one of owning it and 3 years down the line you are still sitting on that 25% gain. Your real rate of return has gone down dramatically. If you just look at the cost vs. market it looks like a healthy gain and many investors only look at that comparison. This is only one example of how numbers can deceive you. Using Levott’s website will expose these issues with our stock analysis tools.

* Not a recommended buy list – you need to do your own research and evaluate risk
tolerance - Levott does not give individualized investment advice


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Stock Picks - Growth vs Value Stocks - Stock Analysis

Who couldn't use a helping hand when it comes to selecting stocks? Levott gives you the tools and helping hand that you need to be successful in the stock market.

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