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Growth Stock Management

The Optimum Investment Strategy

At Optimum Financial Services, LLC, we’ve developed a comprehensive list of criteria that we use to screen thousands of stocks in search of companies that may be positioned to perform well.


Fundamental Screen

Narrow the scope

Stocks are screened based on:

  • Earnings and Sales growth
  • Industry Group Strength
  • Institutional Sponsorship
  • Return on Equity and Profit Margins

The stocks that pass the initial screen are analyzed and ranked based on a combination of these winning attributes.


Technical Analysis

Select stocks positioned to breakout

After we develop a list of fundamentally healthy stocks that have positive sentiment behind them, we then put that list into review for technical analysis. For a stock to have favorable technicals it must show support in the following metrics:

  • Relative price strength
  • Moving averages
  • Daily trading volume

These stocks are then analyzed to find bullish chart patterns that point to higher share prices. Optimum looks for signs of Institutional buying before incrementally forming a position in the company.


Sentiment View

Review analyst opinion and market view

Once a stock is determined to have the supporting fundamentals it’s market sentiment is then reviewed.  Optimum takes into account:

  • Analyst Recommendations
  • Earnings Estimate Surveys
  • Investor Articles

Reviewing these areas helps Optimum gain an overall investor sentiment that the investment community has for the stock.


Portfolio Management

Review positions daily

As economic conditions change these stock positions may also change. Assets are steered incrementally into those areas of the market that are demonstrating strength.  This strategy relies on daily observations, rather than predictions, to determine which securities to buy, hold and sell. There is no substitute for daily hands-on analysis.