Long Term Investing & Short Term Trading Systems
Long Term Investing & Short Term Trading Systems
1 Month FREE Trial - copy and follow all our trades

A Complete Long Term Investing and Short Term Trading System

Back Office Investor – long term investing – current projected yearly return = 16.84% (target =15%)

Back Office Trader – short term trading – year to date average monthly return = 10.42% (target = 15%)

Click here to view “Back Office Trader” performance – copy and follow our trades

This unique complete investing system uses a combination of technical indicators, fundamental data and trending analysis to generate buy and sell reports which are published daily, morning and weekly reports provide market summaries. Following our rules and principles will optimize your portfolio and ensure you only hold the best performing long term stocks.

Click here to read the May 18, 2019 Weekly Report ( current portfolio, open positions and market summary )

Click here to read the Back Office Investor – Stock Picking Process

Click here to view the fundamental data screen ( includes data, charts and targets for previous 10 years )

Click here to view the portfolio and watch list performance report ( detailed and summary views also available )

Very Important Investing Rules and Principles

Back Office Investor - one screen, all the fundamental data

How Back Office Investor works

Back Office Investor rules – used successfully by investors for over 60 years

Clients can quickly and easily view financial and fundamental performance of companies in the USA, UK, France and German stock markets to inform their investment decisions. We use 15 investment rules, proven over many years, to identify companies worthy of long term investment.

“Triggered Buy”

Using the Back Office Investor rules, we provide Clients with a list of companies – updated daily – whose financial and fundamental performance meets the BOI long term investment criteria, subscribers also get a list of any company listed as “Triggered Buy” over the past 30 days.

“Triggered Sell”

Using the Back Office Investor rules, we provide Clients with a list of companies whose financial and fundamental performance indicates they are not worthy of investment. Updated daily, subscribers also get a list of any company listed as “Triggered Sell” over the past 30 days.

Search and create personal lists

Search and view financial and fundamental performance data for most companies listed in the USA, UK, French and German stock markets. Save any that interest you on your personal Watch List, and quickly view the performance of companies in your existing Portfolio.

Updated daily

Back Office Investor data is updated daily by noon (London, UK time), giving you visibility of long term trends for most companies in the USA, UK, French and German stock markets.

Features

  • Icon - Data Updated Daily
    Data Updated Daily
  • Icon - USA, UK, FR and DE Exchanges
    USA, UK, FR and DE Exchanges
  • Icon - Create Portfolio & Watch Lists
    Create Portfolio & Watch Lists

The Back Office Investor Rules - used successfully by investors for over 60 years

RULE 1 of 13
BVPS (Book Value Per Share)

Book Value Per Share must be increasing year on year for the previous 10 years.

RULE 2 of 13
Limit & Risk

Limited the purchase of shares in any one company to 5% of the total fund.

RULE 3 of 13
Turnover

Turnover must be increasing year-on-year for the previous 10 years.

RULE 4 of 13
PE (Price to Earnings)

Price to Earnings must be between 10 and 25 for the previous 10 years.

RULE 5 of 13
EPS (Earnings Per Share)

Earnings Per Share must be increasing year-on-year for the previous 10 years.

RULE 6 of 13
ROE (Return on Equity)

Return on Equity must be greater than 10% year-on-year for the previous 10 years.

RULE 7 of 13
ROCE (Return On Capital Employed)

Return on Capital Employed must be greater than 10% year-on-year for the previous 10 years.

RULE 8 of 13
Pre Tax Profit

Pre Tax Profit must be increasing year-on-year for the previous 10 years.

RULE 9 of 13
Average Daily Volume

Must have an average daily volume over the previous 240 days of greater than or equal to 500,000.

RULE 10 of 13
Debt to Capital Ratio

Debt to Capital Ratio must be less than or equal to 50% for the previous 5 years.

RULE 11 of 13
Dividend History

Dividend payments must be increasing year-on-year for the previous 5 years.

RULE 12 of 13
Free Cash Flow

Free Cash Flow must be increasing year-on-year for the previous 10 years.

RULE 13 of 13
Daily Percentage Change

Daily Percentage Change must increase per time-scale.