FAQs
Have some doubts? Get them solved!
About
Your guide to understanding MonkStreet and how it helps long-term investors like YOU.
MonkStreet is an investment analysis platform that helps you find, buy, and hold exceptional businesses over time. Using our proprietary MonkScore® system, we analyze companies on a 0-100 scale to identify truly outstanding businesses from a fundamental point of view. Our systematic approach not only helps you spot excellence but also gives you the confidence to hold these gems when Mr. Market goes bananas.
Our methodology is built on over 300 peer-reviewed academic papers and extensive backtesting. Companies with top MonkScores® have achieved 85.3% returns over three years with a 51.4% probability of beating the market. In comparison, the average stock has only a 30.5% chance of outperforming. We believe in transparency, and our research is built on decades of quantitative investing principles.
MonkStreet is for long-term investors who seek to build wealth by owning great businesses over time. If you are looking for day trading signals, technical analysis, or short-term market timing, MonkStreet is not the right tool for you.
MonkStreet stands out due to its unique-in-the-market:
- Research-backed methodology: Built on 300+ academic papers and extensive backtesting.
- Transparent performance metrics: Our top-rated stocks have documented outperformance.
- Long-term investment focus: We prioritize systematic investing over short-term speculation.
- Comprehensive analysis: Evaluating companies across five key dimensions instead of focusing on a single metric.
- Clear, actionable insights: Designed for investors of all levels, with no unnecessary jargon.
We've got plans to suit every investor, and can check them all out on our pricing page. Two good news? All our plans come with a 30-day no-questions-asked money-back guarantee!
Absolutely! MonkStreet is super user-friendly. It makes finding investment opportunities easy, whether you're just beginning your journey or already a seasoned pro. It's a great place to start!
Using MonkStreet comes with some pretty cool perks:
- You get unbiased, clear insights in thousands of companies without overwhelming jargon.
- You get science-backed time-saving analysis that would take hours to do manually.
- You get to focus your efforts (and investments) in those companies most likely to beat the market.
- Even more important, you stop wasting your time (and money) in companies very unlikely to beat it!
- Plus, our user-friendly interface makes investing a breeze – it's easy and even kinda fun!
Investment Strategy
Building wealth through systematic investing
This is a very personal question, and while I can't give you personalized investment advice, I'm happy to share my own strategy (I'm Alberto Echevarría, founder of MonkStreet):
- First, I spread my investments across 20+ companies to manage risk through diversification.
- Second, I limit my active contribution to any investment in any single company to 5% of my portfolio. If a position grows beyond 5% through appreciation, that's fine – I let winners run.
- Third, I give my investments time to grow. I hold positions for at least three years, allowing quality businesses to compound their value. After three years, I review them and keep them if their MonkScore is still appealing or replace them with higher MonkScore companies.
- Finally, I invest consistently every two weeks, regardless of market conditions. This dollar-cost averaging approach helps me maintain steady market exposure while avoiding the temptation to time the market.
No. We focus on sustainable, long-term wealth building, not get-rich-quick schemes. Our methodology requires patience and discipline, typically holding stocks for at least three years. While our top-rated companies have historically outperformed, successful investing takes time.
While our platform offers daily MonkScore® updates, research shows that frequent portfolio monitoring can trigger emotional decisions that harm returns. The most successful MonkStreet investors are those who stick to the system rather than reacting to short-term market movements. We recommend:
- Review your portfolio monthly to stay informed
- Focus on our three-year minimum holding period to capture full value potential
Platform Usage
Making the most of MonkStreet
No. MonkStreet provides research and analysis, but we are not a brokerage. You will execute trades through your preferred brokerage platform.
The MonkScore® serves as a quality indicator. Companies with scores above 90 have historically performed best. However, always consider your personal investment goals, risk tolerance, and portfolio strategy when making decisions.
While the MonkScore® calculation remains consistent, you can filter companies based on various metrics using the screener, create watchlists, and set up alerts that align with your investment strategy.
Support and Education
Resources to help you succeed
We analyze millions of data points across five key dimensions: Value, Growth, Profitability, Financial Health, and Shareholder Friendliness. Our formula is proprietary, but we provide transparency on the research behind each factor.
Financial data is updated quarterly with earnings releases. MonkScores® are recalculated daily to reflect new market prices and company information.
Our backtesting spans multiple market cycles, validating our methodology across different economic conditions. We provide MonkScores® for the past 10 years.
Technical Details
Understanding our data and methodology
Our support team is available via our contact form. Additionally, Alberto regularly engages with the community through our newsletter and Twitter to answer investor questions and share insights.