r/stocks
How do you guys stay updated in your invested stocks/businesses?
Investor seeks advice on efficient methods for tracking portfolio companies and sourcing investment research beyond standard reports.
I've been investing in the stock market for little over 5 years now. It has been an experience like never before and has helped me gain capital that no job or just savings would be able to produce.
Throughout the years though, there is one thing that has been a bit troublesome for me though. It is not easy to stay updated with every company I've invested in. I mainly invest in long-term quality companies, but keeping track of every single company just doesn't work.
Those companies have been a little slower though since they don't ten to grow extremely. Thus, I created a part of my protfolio where I invest like 10% of my capital in higher risk/return stocks.
There has been many companies that seemed like really good deals, and they were because some of the companies I wanted to invest in grew by several hundred percents. The reason I didn't invest in them was because I couldn't always make a proper decision. For one, sometimes, getting an understanding of the business outside of their own reports, earnings and business model, has been, well not difficult, but let's say not enough information to make an actual decision. Two, the companies I've invested in takes a lot of time to keep track of what is going on with. Keeping track of news, insider holdings, change in management, change in direction of business going etc.
So I was just wondering two things.
- How do you guys take your decisions if a company is worth investing in or not? Where do you get all your information from?
- How do you keep track of the companies you have invested in? To ensure if you should keep your money there or sell because certain developtments, changes in business/management etc?
I used to do a lot of research. A mid of fundamental analysis, getting a pulse on industry narratives, and a bit of technical analysis to see when a good entry might be.
These days, I'm too busy with other stuff. I still use the same framework, but it's a lot more by feel.
I've been early on some things, I've been wrong on others. But overall I've made decent calls if my portfolio is anything to go by.
Man, I try REALLY hard to not stay updated. Buy companies that are going to be long term compounders and try really hard to hold them until I die.
85% of my PA is in indexes abd levered ETFs. I only have 2-4 single names at any given time so a lot easier to follow.
People who have 20+ active names at any given time are basically wasting their time
People who have 20+ active names at any given time are basically wasting their time
I’ll admit this has become a bit of a problem for me, but there are just too many companies that I think are primed to go up. It’s hard af to narrow it down
Set stop loss orders as soon as you buy and then create a Google alert to scrape news daily, review it when you take a shit.
Valueline is my main source. Morningstar is my second.
Google, Broadcom, Intel
The practical answer is usually fewer names and a clearer checklist. If you need daily monitoring just to feel safe, you probably own too many things or own businesses you do not understand well enough yet. I would decide in advance what actually matters, earnings, guidance, balance sheet, management changes, then use alerts for those instead of trying to watch everything every day. A red market day by itself usually is not information.
Excellent comment
Almost all the research, ranking is available through Schwab. Lately I save more time asking AI which fund I should pick a or b and why. Before I had to look up chart and overlay and compare all key ratios. I spend more time digest global news anticipate a direction and start adding positions if not etfs very early on. Even AVGO disappoint news leaked out and I sold semi about 2 days ago. You know Trump likes to spend money you try to determine which company will do business with gov't. On mutual funds one can invoke buy or sell just before closing. I have a list of etf and its composition 1 hour below I already guestimate the closing price 2 hours before data become available.
Reddit. People hate on Reddit and they also underestimate it. There's usually dedicated subreddits for I want to say 99% of stocks one is invested in. Is browsing the Reddit everyday going to give you every single bit of information? In some cases yes because there are some people that are super religious about their stock and are up to date on everything sharing and posting it for everyone to see. For others you might miss the odd thing or two (usually news related) but for the most part it's very very good and useful.
My issue with Reddit is it's being taken over by bots and people attempting to influence discussion for profit. Simply can no longer trust that you're interacting with other humans posting in good faith. I think that slide into a platform of bots talking to bots will likely kill it eventually so can't see investing.
I found it became much easier when I stopped trying to follow hundreds of companies.
I start with a theme (electrification, grid infrastructure, data centres, AI power demand, etc.) and then build a watchlist of 10–20 companies exposed to that theme.
For updates, I mostly follow RNS releases, earnings reports, investor presentations and major management changes rather than daily share price moves.
If a company needs constant monitoring, I usually ask whether I understand the business well enough in the first place.
The biggest lesson I’ve learned is that you don’t need to know everything. You just need to know enough to recognise when the original investment thesis has changed.
Ai can speed up osint no end.
I have 95 single stocks in all different sectors besides pharma, not including etfs, I use SoFi and if you click on the ticker the latest news on ticker pops up automatically, usually never check it unless something drastic happens