16 min

How to build your stock portfolio (value vs growth stocks‪)‬ Market Adventures: The Journey to Financial Freedom

    • Investing

A few considerations when building your stock portfolio


“I am not a registered investment advisor or securities broker dealer. These are my thoughts and are not advice. Seek your own education or you will lose money.”


Scroll II: The Greatest Salesman in the World



I will greet this day with love in my heart


Value


Old-timer, long history

Strong moat

Consistent dividend

Some tools I use


10 and 5yr chart (monthly and quarterly)

Consistent EPS

Free cash Flow

Net Operating margin

Long term debt-to-capital

**Graham number: Square root of (22.5 x EPS x Book value)

Book value refers to the total amount a company would be worth if it liquidated its assets and paid back all its liabilities. Book value can also represent the value of a particular asset on the company's balance sheet after taking accumulated depreciation into account.



Examples


KO, JNJ, INTC, MSFT, MO, XRX



Growth


Cultural (ex. uber)

Room for growth


Ability to scale (ex. Raise prices, ad revenue, user base)

Market share



Competition

Spending

**LEADERSHIP

How do you know where to go?


Financial management
Personal free cash flow
Free time to get educated


More time to learn + free cash = growth


Less time to learn + free cash = value


More time to learn + less cash = options & growth

Less time to learn + less cash = fractional companies you use a lot

WHAT’S THE KEY: Learn → test → “perfect” → Scale up = $$$

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Is the Stock Market the answer for you? Learn more: https://gum.co/VxJLm 

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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app

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Send in a voice message: https://anchor.fm/marketadventures/message
Support this podcast: https://anchor.fm/marketadventures/support

A few considerations when building your stock portfolio


“I am not a registered investment advisor or securities broker dealer. These are my thoughts and are not advice. Seek your own education or you will lose money.”


Scroll II: The Greatest Salesman in the World



I will greet this day with love in my heart


Value


Old-timer, long history

Strong moat

Consistent dividend

Some tools I use


10 and 5yr chart (monthly and quarterly)

Consistent EPS

Free cash Flow

Net Operating margin

Long term debt-to-capital

**Graham number: Square root of (22.5 x EPS x Book value)

Book value refers to the total amount a company would be worth if it liquidated its assets and paid back all its liabilities. Book value can also represent the value of a particular asset on the company's balance sheet after taking accumulated depreciation into account.



Examples


KO, JNJ, INTC, MSFT, MO, XRX



Growth


Cultural (ex. uber)

Room for growth


Ability to scale (ex. Raise prices, ad revenue, user base)

Market share



Competition

Spending

**LEADERSHIP

How do you know where to go?


Financial management
Personal free cash flow
Free time to get educated


More time to learn + free cash = growth


Less time to learn + free cash = value


More time to learn + less cash = options & growth

Less time to learn + less cash = fractional companies you use a lot

WHAT’S THE KEY: Learn → test → “perfect” → Scale up = $$$

---

Is the Stock Market the answer for you? Learn more: https://gum.co/VxJLm 

---



---

This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app

---

Send in a voice message: https://anchor.fm/marketadventures/message
Support this podcast: https://anchor.fm/marketadventures/support

16 min