Dashboard Overview: Tracking Fundamental Health
Below is the interactive dashboard I developed to monitor key fundamental metrics for stocks in investment portfolios and watchlists. It allows for easy tracking of financial health, profitability, growth trends, valuation, rankings, and insider activity over time. Use the arrows or page numbers at the bottom to navigate through the different views.
Founder's Portfolio & Watchlist: Strategy
Investment Approach: Quality & Cash Flow Focus
My portfolio and watchlist (select Investor ID '1' in the dashboard dropdown below) reflect my core investment philosophy: identifying high-quality global businesses capable of compounding value over the long term, purchased at reasonable valuations. Stock selection is primarily driven by criteria similar to those in the Quality Stock Screener and Cash Cow Stock Screener. My watchlist represents a curated list of approximately 300 quality global stocks that I track.
The general emphasis is on companies demonstrating:
- Consistently high ROIC / ROCE / CROIC.
- Strong Free Cash Flow (FCF) generation and positive FCF growth.
- Healthy Margins (Gross, Operating, FCF).
- Manageable debt levels.
- Evidence of a durable economic moat.
- Often, Founder-Led management.
This focus on fundamental quality aims for long-term compounding.
How Stock Investor IQ Tools Support This Portfolio Approach
The tools on this site facilitate finding and monitoring companies like those in the founder's portfolio and watchlist:
- Finding Candidates: The Quality Stock Screener and Cash Cow Stock Screener are primary tools for identifying businesses meeting the desired fundamental criteria.
- Deep Fundamental Review: The Stock Analysis Dashboard allows detailed examination of historical trends for specific companies.
- Valuation Assessment: The Intrinsic Value Calculator and Reverse DCF Calculator help assess if a quality company is trading at a reasonable price.
- Ongoing Fundamental Monitoring: This Portfolio & Watchlist Dashboard (below) is crucial for tracking the fundamental metrics (like ROIC, growth, margins) of current holdings and potential additions over time.
Portfolio & Watchlist Fundamentals Dashboard
Use the dropdown menu (top right, labeled 'Investor ID') to select a stock list. 'Investor ID 1' represents the founder's portfolio & curated global watchlist (~300 quality stocks). Other IDs represent lists shared by fellow users of this site – all lists added are publicly viewable. Data refreshes approximately every three hours.
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Your support helps cover our costs for data, storage and compute.
What to Look For in the Dashboard
This dashboard offers multiple views (navigate using arrows/numbers below the dashboard) to analyze the fundamental characteristics and composition of the selected stock list:
- Gallery: A visual overview of the company logos within the selected list.
- Composition: See the list's weighting by business, sector, industry, market capitalization, and exchange region via interactive pie charts.
- Attributes / TTM Metrics / 5yr Metrics Views: Get a detailed snapshot or 5-year average of numerous fundamental metrics for each company (incl. Margins, Returns, Ratios, Growth).
- 5yr Growth View: Focus specifically on 5-year compound annual growth rates for Revenue, Gross Profit, Operating Profit, Net Profit, FCF, and FCF Per Share.
- Valuation View: Compare stocks based on various valuation metrics (Yields, Buyback, Discount to FV, PE, PEG, etc.).
- Linearity View: Assess the consistency of trends over time for key metrics like FCF PS Linearity, FCF Margin Linearity, and CROIC Linearity using the correlation coefficient (R-squared). Values closer to 1 suggest a more consistent, linear trend.
- Metric Trend Rank View: Identify companies showing positive or negative trends in important metrics like Revenue Growth, FCF Margin, and CROIC over the last 5 years based on their rank.
- Stock Rankings (Earnings, Owners Earnings, FCF): Compare stocks based on key return metrics (ROIC, ROE, CROIC, ROIC-OE) and their 5/10 year growth rates.
- Insider Transactions View: Check recent buying/selling activity by company insiders over the last 90 days and total Insider Ownership for stocks in the selected list.
Historical Portfolio Performance (Founder - Via Interactive Brokers)
The static table below (sourced from Interactive Brokers) shows the historical market performance of my actual personal portfolio, benchmarked against the MSCI ACWI. Returns are calculated using the TWR method and include dividends.
Since portfolio inception (June 2022) through April 2025, the annualised return shown in the image was 30.9% p.a., compared to the benchmark's 13.8% p.a.
Monitor & Share Your Portfolio / Watchlist
If you find this dashboard useful for tracking fundamental metrics, you can leverage the founder's curated watchlist (Investor ID '1') for your own research. You can also contribute to the community by adding your own list!
Feel free to contact me if you'd like to add your own custom stock list (portfolio holdings, a watchlist, or a blend) to this publicly viewable dashboard. Your list will be assigned a unique Investor ID. While the list and its stock components will be visible to all users selecting that ID, no personally identifiable information will be attached. This sharing helps the Stock Investor IQ community discover and analyze new opportunities together.
Additional Resources
Need a refresher on metrics like ROIC, FCF, or PEG used here? Our Stock Investing Glossary provides clear definitions.
Want to find companies with similar fundamental characteristics? Use our screeners:
Try the Quality Stock Screener Try the Cash Cow Screener