Putting it All Together

The articles in this section discussed different criteria you should use to evaluate your stocks and the different steps for addressing those criteria. Below is an easy-to-use checklist for keeping track of those steps when you're monitoring the stocks in your portfolio.

  1. Review the fundamentals of your stocks.
  2. Watch valuations.
  3. Investigate rapid price moves.
  4. Inspect earnings.
  5. Monitor dividends.
  6. Listen for news.

It may be helpful to print this checklist and keep it with you while you're researching.

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