Equity Strategy Workbook: Screening, Analysing, and Constructing Stock Portfolios

Choosing an equity investment approach and being able to implement it systematically are different skills. This workbook bridges that gap by providing screening templates, analysis worksheets, and portfolio construction checklists for the major equity investment styles. By the end of this course you will be able to design and apply a stock screen for a chosen equity style, complete a basic stock analysis worksheet, evaluate a portfolio's style characteristics using standard metrics, and build a simple model equity portfolio with defined selection criteria and position sizing rules. What you will learn: - Building a value stock screen: P/E, P/B, EV/EBITDA, and earnings yield thresholds and their rationale - Building a growth stock screen: revenue growth rate, earnings growth, and return on equity criteria - Building a dividend stock screen: yield, payout ratio, dividend growth history, and coverage metrics - Completing a fundamental analysis worksheet for a single stock across valuation, quality, and growth dimensions - Evaluating portfolio style tilt: aggregate P/E, P/B, yield, and growth rate vs. the benchmark - Constructing a model portfolio: position count, maximum position size, and diversification criteria - Building a portfolio monitoring checklist for quarterly review of each holding - Comparing an active model portfolio's characteristics to a benchmark index ETF Every module pairs a worked example with a blank template for practice. Portfolio construction exercises use representative fictional companies with realistic financial characteristics so the analytical skills transfer to real applications. Checklists guide each step from screen to selection to portfolio assembly. This course is designed for individual investors and finance students who want to build practical equity portfolio construction skills. Basic familiarity with financial ratios is assumed. This content is purely educational and informational; it does not constitute financial advice.