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Watchlist - Custom views

Please find a sample of custom views you can either use or alter within your Watchlists in order to view data in a way that brings the most important information to your attention quickly.

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** Remember to use the filter box, at the top of the watchlist view builder to find the relevant criteria quickly.
 
Review View

This is a good all-round view that you can see income/growth properties all in one area. Start with the Return 1yr inc div as this is the total return figure.

• Share Price ($)
• Financial Health rating
• Price change 6 months (%)
• Price change 1 year (%)
• Return 1 year including dividends (%)
• Lincoln Valuation
• Consensus target
• EPS growth 1 yr (%) forecast year 1
• Grossed Dividend yield (%) forecast year 1
• Last price sensitive announcement
• PE (Price Earnings) ratio
• EPS (Earnings per share) growth 1 yr (%)
• Grossed Dividend yield (%)
• Market capitalisation ($mill)
• GICS industry group (level 2)
• Star Stock status
• Constituent of ASX200

Forecast Growth View

You will use this view to review a portfolio which has a growth bias. As discussed, if an investor is looking for growth then sort by the forecast columns to ensure the company is expected to keep growing.

• Share Price ($)
• EPS growth 1 yr (%) forecast year 1
• EPS growth 1 yr (%) forecast year 2
• EPS growth 2 yr (% pa) forecast year 1
• Lincoln Valuation
• Lincoln Valuation date
• Price to Lincoln Valuation (%)
• Consensus target
• Consensus target date
• Price to consensus target (%)
• PE ratio forecast year 1
• Dividend yield (%) forecast year 1
• Year average franking %
• Next ex-dividend date
• Last price sensitive announcement
• Period end
• GICS industry group (level 2)

Income View

This view is ideal for looking at your income portfolios. Forecast dividends will obviously be important. And we have included Market Capitalisation so if you are a retired income investor and have some small companies be aware of potential for volatility.

• Share Price ($)
• Period end
• Dividend yield (%)
• Franking
• Grossed dividend yield (%)
• Days to next ex-dividend date
• Ex-dividend date
• Next ex-dividend date
• Price change 1 year (%)
• Dividend yield (%) forecast year 1
• Grossed Dividend yield (%) forecast year 1
• DPS (Dividend per share) growth 1 yr (%)
• Dividend cover ratio
• Market capitalisation ($mill)

Daily View

This is a good consolidated view for you staying on top of what has happened today. Sort first by price change for the day (often a good something positive/negative has happened today). Often this will accompanied by an announcement or a change in valuation.

• Share Price ($)
• Price change 1 day ($)
• Price change 1 day (%)
• Price change 1 week (%)
• Price change 1 month (%)
• Price change 3 months (%)
• Price change 6 months (%)
• Price change 1 year (%)
• Period end
• Last price sensitive a’ment
• Consensus target date
• Lincoln valuation date

Health View

This view is designed to save time with regards to monitoring the health of businesses you are interested in. You may wish to apply this view to quickly eliminate stocks that don’t have the health characteristics you are seeking Eg remove companies with poor operating cash flow ratios

• Share Price ($)
• Period end
• Financial Health rating
• Financial Health score
• TLTAI rating
• OCFCL rating
• OCFTAI rating
• PDACL rating
• RPTAI rating
• CLTL rating
• QACA rating
• Debt to Equity
• Interest coverage ratio

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