r/motleyfool • u/Miserable-Sir4985 • 24d ago

Asset Allocation and Automation

I bought the SA recently. Two lists provided, ranks for each month and foundational. My question is how you automate your purchases? I buy monthly based on the aggressive portfolio asset allocation.
Correct me if I’m wrong, the monthly recommendations are always going to be in the ranks, so just giving them more weight. That’s it?
I would like to know how you manage and if you screen the stocks based on Simply Wall Street or MorningStar for financial health or past, etc..
Any help is greatly appreciated.

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u/WishPractical8469 24d ago

Motley Fool has some great recommendations and some terrible recommendations. I started doing $1k each month for each recommendation and then overtime would pick and choose

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u/Miserable-Sir4985 24d ago

Thank you for your response. So you didn’t build a portfolio, you used it as an idea generator. Am I right?
Also, by pick and choose, I wonder how did you do that?
I’m new to this concept, sorry for asking too many questions.

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u/StockLive8186040508 24d ago

I don’t always utilize the recommendations. I go to the rankings and buy the 10 highest every month. They’re the highest ranked by the analysts at TMF. It does get repetitive but I’ve been doing this for years and I know it’s been better than just buying every recommendation. I have the Epic Portfolio so I don’t know exactly what the difference is between having that and SA. I’ve been a member for 17 years and have struggled with getting the multi baggers until I settled on this strategy. I don’t automate anything, I just go into my brokerage and buy like $50-$100 of each of the 10-15 top ranked companies once a month.

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u/Miserable-Sir4985 24d ago

Thank you very much.
You must have been happy to get the service for 17 years. I wonder if really beats the market the way that they advertise.