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Personal Investment Picker -

 

Decision Analysis Tool

 What Is This? - How Does It Work? - Microsoft Excel Users Click Here

Decisions On Stocks, Mutual/Index Funds or New Broker

Criteria Alternatives
Column I Column II A1   A2   A3  

 Stock

Criteria

Importance

(1-10)

Rate (1-10)

IIxA1

Score

Rate (1-10)

IIxA2

Score

Rate (1-10)

IIxA3

Score

Earnings Per Share
Fundamentals
Technicals
Sector/Industry
Recommendations

Stock Results

Total Score

Alternative 1

 

Total Score

Alternative 2

 

Total Score

Alternative 3

 

               
Column I Column II A1   A2   A3  

Mutual/Index Fund 

Criteria

Importance

(1-10)

Rate (1-10)

IIxA1

Score

Rate (1-10)

IIxA2

Score

Rate (1-10)

IIxA3

Score

Asset Level
Turnover
Risk
Performance
New Shareholder $

Mutual/Index Fund 

Results

Total Score

Alternative 1

 

Total Score

Alternative 2

 

Total Score

Alternative 3

 

               
Column I Column II A1   A2   A3  

Broker Criteria

Importance

(1-10)

Rate (1-10)

IIxA1

Score

Rate (1-10)

IIxA2

Score

Rate (1-10)

IIxA3

Score

Experience
Information
Firm Reputation
Technical Services
Trade $

Broker Results

Total Score

Alternative 1

 

Total Score

Alternative 2

 

Total Score

Alternative 3

 

(Clears All)

The Investment - Stock, Mutual/Index Fund or Broker With The Highest Total Score Theoretically Becomes Your Choice.

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