Constructing
a Portfolio

 

GEARS will assist the registered user to design, construct and maintain a portfolio that will achieve your stock market investment objectives. Each member investor can choose a performance benchmark, a risk tolerance level and a time horizon. GEARS then constructs a list of stocks designed to deliver returns consistent with those parameters.

Once stocks are chosen and a portfolio constructed, GEARS provides ongoing analysis of your portfolio structure and diversification, portfolio performance relative to a relevant broad market index, and decision ideas that emerge from the benchmark index.

New buy ideas that emerge from the data are packaged according to their relevance to the objectives, risk tolerance and time horizon of each investor.

Each week the registered user receives an email containing a broad benchmark index overview and a description of the performance of the portfolio that week. Registered Members receive details and rationale behind any new decision ideas that emerged from the portfolio list, or the new buy ideas search each week.  You can review the various Investing Styles or Benchmark Indexes by clicking on the links.

By constructing portfolios with specific investment objectives and measuring the performance of the portfolio against a broad market index, you can monitor the relationship between your investment goals and your investment experience each week.

A membership at GEARS is available for a monthly subscription fee of $49.95 which gives you unlimited access to the GEARS company reports and stock decision ideas by industry, sector and investing style.  These are also available in the GEARS store on a pay-per-view basis at $5.00 per GEARS company report.

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