Description: Buy & Hold is a long-term passive strategy where investors keep a relatively stable portfolio over time, regardless of short-term fluctuations. This portfolio strategy is very similar to a value strategy (per instrument), when it comes to identifying new opportunities.
Requirements: A Buy & Hold strategy has no need for understanding short-term price movement or technical indicators. It is almost entirely based on fundamental analysis, where companies are compared based on balance sheets, income statements, and statements of cash flows and factors like, e.g. price-to-earnings ratio (P/E ratio), EBITDA (earnings before interest, taxes, depreciation and amortisation) and dividend consistency.
Time Frame: A Buy & Hold strategy is a long-term (years) investment strategy.
On BROKSTOCK: To assist with your Buy & Hold strategy, BROKSTOCK provides Price forecast in a year and a Fundamental Analysis on the instrument’s Forecasts tab. Under the instrument’s Indicators tab, you will find various Financial indicators, Valuation metrics, Profitability metrics, Dividends data and Trade metrics.