- System includes two different types of alert on portfolio.
- System includes another alert type on watchlist.
- No sell order is placed. You are notified by email.
- Benchmark alert includes the estimated yield since purchase date (unlike a trailing stop).
- So if a stock is trading 15% below its purchase price, but has been paying a 4% dividend for years, it may be a keeper.
Sample Alert -- stock basically flat after several years. But trails benchmark significantly, even though it pays a good dividend.
- If alert value is zero, then security will not be compared to benchmark.
- Alert value is normally negative, to find when a security is not keeping up with its benchmark.
- Alert values can be positive, to catch securities which are way above their benchmark before they fall back.