How does this work?
buyholdpass scores the 100 largest US-listed stocks and the 50 biggest ETFs every trading day. Analyst ratings, price forecasts, trailing gains, trend steadiness, and valuation each earn points against a published rubric, and the total becomes one verdict per instrument: BUY, HOLD, or PASS. For stocks, BUY is the ten highest totals on the board that clear the line; the rest above it are HOLD.
The method
Once a month, update your portfolio from the board. For each instrument, the verdict tells you exactly what to do:
| Verdict | Not in your portfolio | Already in your portfolio |
|---|---|---|
| BUY | Buy it. | Keep it. |
| HOLD | Don't buy. | Hold it — don't add more. |
| PASS | Don't buy. | Sell it. |
A dashed LIMITED chip means the instrument is too new to judge — most of its metrics are imputed — so the method offers no advice on it yet.
Why monthly?
The board re-scores every weekday after US market close, but the method is deliberately slower than the data. Acting once a month keeps you from trading on day-to-day noise while still catching real changes in a stock's standing — a verdict that flips and stays flipped will still be flipped at your next monthly check.
Where do the verdicts come from?
Every point is earned mechanically — no discretion, no vibes. Stocks are scored on seven metrics (analyst grade, 1-yr forecast vs price, 1-yr and 5-yr total-return gains, trend steadiness, TradingView's technical rating, and forward P/E); ETFs on three (1-yr, 5-yr, and 10-yr total-return gains). The rubric page publishes every conversion table and threshold, so any verdict can be traced back to its inputs.
Provenance
The method descends from a spreadsheet maintained by hand from 2013 to 2019 — same idea, same point-scoring bones. This site automates the data collection, recalibrates the scoring for total returns and today's market, and re-runs it daily.
buyholdpass is a personal research tool and a published record of one method — it is not investment advice. Do your own thinking.