Beginner
7 min read

How Our Research Fits Into Accumulation

The Suggested Investment Score combines four weighted components, with two additional research lenses that never enter the score.

The short answer

The Suggested Investment Score is built from four fixed-weight components — Risk Intelligence, Long-Term Potential, Fundamental Momentum and Ownership Intelligence — and two additional research lenses that provide context but contribute 0% to the score itself. Understanding exactly what is and is not inside the score is necessary before using it to inform a contribution.

What you'll learn

  • State the four weighted components of the Suggested Investment Score and their weights
  • Identify the two research lenses that carry 0% weight and why they still matter
  • Explain what the score is not (a prediction, recommendation or guarantee)
  • Describe how the platform handles missing evidence

The active score

The Suggested Investment Score is built from four components with fixed weights: Risk Intelligence 30%, Long-Term Potential 30%, Fundamental Momentum 20% and Ownership Intelligence 20%.

Those weights are the single source of truth for the score and the daily ranking.

Two supporting lenses

Valuation Intelligence and Capital Returns Intelligence are research lenses shown on company profiles. Each contributes 0% to the Suggested Investment Score and 0% to the daily ranking. They add context; they are never silently averaged into the score.

What the score is not

It is not a recommendation, a prediction, a price target or a promise. It is a structured summary of measured evidence at a point in time, and it can be wrong.

Evidence first

Where evidence is missing, the platform says so rather than filling the gap. Missing data never becomes an assumed value, and no company is ranked on evidence it does not have.

Why the weights are fixed rather than adjustable

A fixed weighting scheme means the score means the same thing for every company on every day, which is what makes comparisons across the ranking meaningful. If weights shifted case by case, the ranking would stop being a consistent measurement and would instead reflect whatever weighting happened to be chosen for a particular company.

Why this matters

You cannot use a score responsibly until you know exactly what it does and does not contain.

How this connects to Intelligent Accumulation

The score is the 'buy intelligently' input in the four-habit framework: it is one structured way of comparing where a new contribution might be directed, never an instruction to act.

Read the full approach

Terms used in this lesson

Suggested Investment Score
Our composite research score: Risk 30%, Long-Term Potential 30%, Fundamental Momentum 20%, Ownership Intelligence 20%.
Risk Intelligence
One of our four scored components: measured evidence about a company's risk characteristics.
Fundamental Momentum
One of our four scored components: whether measured business fundamentals are improving or deteriorating.
Ownership Intelligence
One of our four scored components: measured evidence about who owns a company, from public disclosures.
See the full glossary

Check your understanding

No score is recorded. This is only here to test whether the lesson landed.

1. How much does Valuation Intelligence contribute to the Suggested Investment Score?
2. Why are the four component weights fixed rather than adjusted per company?

Key takeaways

  • Four components — Risk, Long-Term Potential, Fundamental Momentum, Ownership — make up 100% of the score
  • Valuation Intelligence and Capital Returns Intelligence add context at 0% weight
  • The score is a structured summary of evidence, not a prediction or recommendation
  • Missing evidence is disclosed, never assumed

Related concepts

Written by
Suggested Investments Research Team
Content type
Educational article
Published
2026-09-13
Last reviewed
2026-09-13

Sources and methodology

Educational content only. This lesson is not investment, tax or legal advice and does not recommend buying or selling any specific investment. All investing involves the risk of loss.