Tool guide
Long Term
The investing lens for names you hold, not trade: fundamentals, valuation, and trend context so you know a position is still worth keeping.
Open the tool →What it is
The investing lens for names you hold, not trade: fundamentals, valuation, and trend context so you know a position is still worth keeping.
What it shows
Screens the investable universe by quality score and fundamentals (P/E, debt, margins, and dividend safety) so you can find names worth owning for months to years. Quality Score tiers, starter baskets, and a suitability checklist for wheel and LEAPS candidates.
When to use it
Use Long Term to find names suitable for the Wheel strategy (you want to own quality businesses at a discount, not deteriorating names at any price) and for LEAPS candidates where you need the underlying to remain viable for 6–18 months. Filter to quality score 70+ for names where the fundamentals support a long-dated directional bet.
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Concepts used here
- Quality scoreA 0–100 fundamental rating blending profitability, growth, valuation, and dividend safety.
- Dividend safetyA rating of how reliably a company can sustain its dividend through downturns.