โ
WATCHLIST BUILDER
NOTION TEMPLATE
Organize and prioritize stocks across sectors with scoring criteria built in.
H
HENNINGSENENTERPRISE
INVEST โข GROW โข PROSPER
INVEST โข GROW โข PROSPER
Dashboard Overview
Total Stocks Tracked50
Strong Buy12
Watch Closely18
Research Needed15
Avoid5
Master Watchlist
| Ticker | Company | Sector | Price | Market Cap | Score | Rating | Status |
|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | Technology | $215.32 | $3.28T | 92 | Strong Buy | Active |
| MSFT | Microsoft Corp. | Technology | $485.18 | $3.60T | 95 | Strong Buy | Active |
| NVDA | NVIDIA Corp. | Technology | $120.98 | $2.97T | 87 | Strong Buy | Active |
| KO | Coca-Cola Co. | Consumer Staples | $72.34 | $310B | 84 | Buy | Active |
| JNJ | Johnson & Johnson | Healthcare | $152.24 | $367B | 81 | Buy | Active |
| XOM | Exxon Mobil Corp. | Energy | $118.65 | $505B | 77 | Buy | Active |
Stock Scorecard
| Revenue Growth | 10 |
| Earnings Growth | 10 |
| Return on Equity | 10 |
| Debt Level | 10 |
| Valuation | 10 |
| Dividend Strength | 10 |
| Analyst Ratings | 10 |
| Market Leadership | 10 |
| Competitive Moat | 10 |
| Technical Trend | 10 |
| Total | 100 |
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
๐ฅ
Technology
AAPL, MSFT, NVDA, AMZN, GOOGL, META
AAPL, MSFT, NVDA, AMZN, GOOGL, META
๐ฆ
Financials
JPM, BAC, GS, V, MA, AXP
JPM, BAC, GS, V, MA, AXP
โ
Healthcare
LLY, JNJ, UNH, PFE, ABT
LLY, JNJ, UNH, PFE, ABT
๐ฅ
Energy
XOM, CVX, COP
XOM, CVX, COP
๐
Consumer Staples
KO, PEP, PG, WMT, COST
KO, PEP, PG, WMT, COST
Research Tracker
Apple Inc. (AAPL)
Investment Thesis: Strong brand, ecosystem, cash flow
Competitive Advantages: Brand, market share, innovation
โ ๏ธ Risks: China exposure, regulation, slower growth
๐ Next Earnings Date: July 29, 2024
๐ฒ Dividend Info: Yield 0.55%, payout ratio 16%
Catalyst Calendar
| Date | Event | Stock / Market |
|---|---|---|
| Jul 23 | Earnings | Tesla |
| Jul 29 | Earnings | Apple |
| Aug 4 | Earnings | Microsoft |
| Aug 12 | CPI Report | Market |
Alert Tracker
| Ticker | Buy Below | Fair Value | Sell Above |
|---|---|---|---|
| AAPL | $200 | $230 | $270 |
| MSFT | $450 | $500 | $600 |
| NVDA | $100 | $160 | $160 |
| KO | $65 | $75 | $90 |
Dividend Watchlist
| Ticker | Yield | 5Y Growth | Safety |
|---|---|---|---|
| KO | 3.10% | 5% | 95 |
| PEP | 3.00% | 7% | 94 |
| JNJ | 3.20% | 6% | 92 |
| PG | 2.40% | 5% | 90 |
Priority Rankings
TIER 1 โ BUY NOW
Highest conviction opportunities ready for investment.
Highest conviction opportunities ready for investment.
TIER 2 โ WATCH CLOSELY
Strong opportunities waiting for better entry.
Strong opportunities waiting for better entry.
TIER 3 โ RESEARCH FURTHER
Need more data and analysis.
Need more data and analysis.
TIER 4 โ AVOID
Does not meet criteria.
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
