Briefing Active
An Overview of the Briefing Active Portfolio Investment Strategy
Location of Screen: The Briefing Active Portfolio is a hand-selected list of stocks available at Briefing.com
Updated: Regular commentary on holdings, but the holdings do not change frequently. The majority of holdings are held for over a year.
Inception: The current history of the portfolio dates it at November 2003
Created By: Briefing.com Analytical Staff
Briefing Active Portfolio Investing Style Summarized
Briefing does not give many details on how the select these stocks, but does state the following
- Designed for investors who have a time horizon of no more than 18 months
- Not meant to be a diversified basket of stocks
- All selections are expected to beat the market
- Does not consider bulletin board stocks, or stocks that do not have an average trading volume of at least 100,000 shares
- Removal of stocks from the Active Portfolio occur when
- Fundamental changes occur in the company’s business
- There is a change in the macro-economic condition
- Changes in the market trend, or issues with the company’s industry
- Price action since inclusion determines a need for removal
