Snapshot of the Week: BlackRock

I begin 2019 with an addition of my popular stock series.

As part of a new concept called Snapshot of the Week , I’ll give you short summaries of stocks that look particularly interesting to me.

This week’s focus: US asset manager BlackRock.

BlackRock

My Stock Screener

I use my own stock screener to identify companies that perfectly fit my investment strategy. It determines the attractiveness of a stock based on 4 assessment criteria and finally leads to my personal screening result, which I call Dividend Diary score (also DD score or fka JiR score).


More information about my stock screening process can be found here:


Companies with a Dividend Diary score of

BlackRock in my Stock Screener

BlackRock currently scores a Dividend Diary score of 9.0 bonus points.

Conclusion: BlackRock is (almost) a Buy Candidate

With a Dividend Diary score of 9.0 bonus points, BlackRock could shortly become a buy candidate for me. Should I initiate a position in this company, I’ll let you know as soon as I make the purchase.

What do you think about investing in asset managers and BlackRock in particular? Please let me know and leave a short comment or contact me on Facebook or Twitter!


If you liked this week’s snapshot, you’re also welcome to have a look at my stock series. Here you can find all companies that already went through my stock screener.

Full transparency: All of my stocks, funds, bonds and options are subject to multiple risks. However, I’m neither a financial nor an investment professional. Hence, the presented information is not to be understood as any financial advice or recommendation. I’m not liable for any losses or suffering experienced by any party. More detailed information is available here (only in German).

2 Replies to “Snapshot of the Week: BlackRock”

  1. Good idea to introduce the snapshot of the week. A Compact overview is always useful.

    Regarding BLK: as you might know, I like the financials at current prices. Have boosted my exposure to this sector by buying BLK, BAC, ALV and JPM in November and December. BLK has strong fundamentals and looks undervalued.

    1. Hi Alex,

      Thank you very much for your feedback. I hope our snapshots are of help to other members of the DGI community as well.

      I recognized that you increased your exposure to the financial sector. As you might know, I already own small positions in Allianz and Munich Re. However, I’m still missing a bank or an asset manager in our portfolio.

      Having a look at our stock screener, I’m currently favoring an investment either in BlackRock or in one of the big Canadian banks. Let’s see which one will become a buy candidate first.

      – David

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