โ†—

WATCHLIST BUILDER

NOTION TEMPLATE

Organize and prioritize stocks across sectors with scoring criteria built in.

H
HENNINGSENENTERPRISE
INVEST โ€ข GROW โ€ข PROSPER

Dashboard Overview

Total Stocks Tracked50
Strong Buy12
Watch Closely18
Research Needed15
Avoid5

Master Watchlist

TickerCompanySectorPriceMarket CapScoreRatingStatus
AAPLApple Inc.Technology$215.32$3.28T92Strong BuyActive
MSFTMicrosoft Corp.Technology$485.18$3.60T95Strong BuyActive
NVDANVIDIA Corp.Technology$120.98$2.97T87Strong BuyActive
KOCoca-Cola Co.Consumer Staples$72.34$310B84BuyActive
JNJJohnson & JohnsonHealthcare$152.24$367B81BuyActive
XOMExxon Mobil Corp.Energy$118.65$505B77BuyActive

Stock Scorecard

Revenue Growth10
Earnings Growth10
Return on Equity10
Debt Level10
Valuation10
Dividend Strength10
Analyst Ratings10
Market Leadership10
Competitive Moat10
Technical Trend10
Total100

Rating System

90 โ€“ 100Elite Opportunity
80 โ€“ 89Strong Buy
70 โ€“ 79Buy
60 โ€“ 69Watch
Below 60Avoid

How It Works

Score each stock out of 100
Use ratings to prioritize
Track catalysts & earnings
Review regularly & adjust
Invest with a system

Sector Pages

๐Ÿ–ฅ
Technology
AAPL, MSFT, NVDA, AMZN, GOOGL, META
๐Ÿฆ
Financials
JPM, BAC, GS, V, MA, AXP
โœš
Healthcare
LLY, JNJ, UNH, PFE, ABT
๐Ÿ”ฅ
Energy
XOM, CVX, COP
๐Ÿ›’
Consumer Staples
KO, PEP, PG, WMT, COST

Research Tracker

Apple Inc. (AAPL)
Investment Thesis: Strong brand, ecosystem, cash flow
Competitive Advantages: Brand, market share, innovation
โš ๏ธ Risks: China exposure, regulation, slower growth
๐Ÿ—“ Next Earnings Date: July 29, 2024
๐Ÿ’ฒ Dividend Info: Yield 0.55%, payout ratio 16%

Catalyst Calendar

DateEventStock / Market
Jul 23EarningsTesla
Jul 29EarningsApple
Aug 4EarningsMicrosoft
Aug 12CPI ReportMarket

Alert Tracker

TickerBuy BelowFair ValueSell Above
AAPL$200$230$270
MSFT$450$500$600
NVDA$100$160$160
KO$65$75$90

Dividend Watchlist

TickerYield5Y GrowthSafety
KO3.10%5%95
PEP3.00%7%94
JNJ3.20%6%92
PG2.40%5%90

Priority Rankings

TIER 1 โ€” BUY NOW
Highest conviction opportunities ready for investment.
TIER 2 โ€” WATCH CLOSELY
Strong opportunities waiting for better entry.
TIER 3 โ€” RESEARCH FURTHER
Need more data and analysis.
TIER 4 โ€” AVOID
Does not meet criteria.

Template Includes

Master Watchlist Database
Stock Scoring System
Sector Organization
Research Pages
Catalyst & Earnings Calendar
Alert & Price Level Tracker
Dividend Watchlist
Priority Rankings
HENNINGSEN ENTERPRISE INVESTOR TOOLKIT
FOR EDUCATIONAL PURPOSES ONLY. NOT FINANCIAL ADVICE.