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Background Information

A typical investment selection process for a stock picker can be decomposed in 3 steps:

  • Screen: build a list of stock tickers from a stock market screen and add in any additional company ticker you would like to own, this list can have 100 to 300 stocks
  • Optimize: use the optimizer to obtain a short list of 25 to 30 stocks with good expected return and low risk.
  • Analyse: check the details of the stocks proposed, exclude stocks you do not like.

For further reference:

  • a selection of finance Books
  • a selection of Articles on the topic of portfolio selection

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