Follow:
Identify companies with products or services that you are familiar with. Understand their business and add them to your follow list.
Review:
Symfore calculates the value of the company and your expected annual returns for the next 10 years. Review the analysis and change the growth or income projections. Symfore recalculates the annual returns based on your inputs. Application analyzes the company data to calculate a Risk Level.
Invest:
Invest in companies that meet your criteria of IRR (Interal Rate of Return/ Average Annual Return) and Risk Level.
- Review the IRR of a stock compared to 10 year U.S. Treasury bond rate and 10 year S&P 500 return to consider if the returns justify the additional risk.
- Optimize stock allocation to reach your targeted Annual Return.
- Please review Valuation Models for additional details.