A free 1-page scorecard from Courtney Hale grading the stocks everyday investors actually want to buy. Five inputs per stock. One final grade. One next move.
Each stock on the sheet runs through five tests. Each test gets a letter. The composite tells you whether to buy, hold, review, or skip.
Revenue growth rate (target 15%+ YoY), earnings trajectory, sector expansion, forward guidance. If the company can't grow, the grade can't either.
Does this company directly benefit from Trump admin policy, regulation, contracts, or public endorsements? Some sectors have a clear tailwind. The sheet flags exactly which ones.
Is the stock fairly priced right now? Uses PEG ratio, gross margins against price, and historical P/E context. A great company at the wrong price still gets marked down.
Disclosed buy-price ranges against the current price. Positions sitting on 100%+ gains get flagged so you know what to trim, what to ride.
Can a beginner actually build a position? Is the entry price accessible? Is the story simple enough to understand without a CFA? This is the one Wall Street doesn't grade for, and it's the most important one.
Each stock on the sheet lands in one of five grade tiers. The letter tells you what to do.
Buy signal for everyday investors. Solid fundamentals, real growth, or major policy tailwind.
Solid stock with some caution. Good for patient long-term holders. May need a better entry point.
Too expensive, too niche, or too speculative for most beginner investors. Wait or skip.
High risk, niche play, or fundamentals don't support the hype. Approach only with eyes wide open.
Speculation only, or fundamentals are broken. The sheet tells you to skip.
Courtney Hale is the founder of 7 Figure Portfolio and Investing Uncomplicated. He's spent the last decade teaching everyday investors how to build real portfolios without the Wall Street middleman, without picking through 200 stocks, and without paying advisors 1% to do something they can do themselves in an hour a quarter.
The Trump Portfolio Grading Sheet is the same framework he uses on his own portfolio. 30+ stocks already graded across five inputs, one composite letter, one clear next move. No charts to learn, no jargon to decode.
Drop your email and we'll send the PDF straight to your inbox. Open it, find your holdings, see the grade, take the next step.