Levermann

Buys by Susan Levermann’s scoring system, here with eleven of the thirteen original criteria: what the company earns on its own equity, how much of its revenue is left as operating profit, how much of the balance sheet is equity rather than debt, the price-earnings ratio, analyst opinion (deliberately read against the crowd for large companies), raised or lowered earnings estimates, expected earnings growth, and the price record over six and twelve months along with its momentum and a comparison of the last three months against the market average. Each criterion scores plus one, zero or minus one point; a share qualifies from four points for companies from five billion dollars in market value up, and from seven points for smaller ones. Only shares our own deep-dive analysis rates green are bought — yellow or no analysis at all is not enough. New positions are added once a month; a share is sold as soon as its score is no longer at buy level or it is no longer rated green.

This portfolio buys shares.