Nice. I'll check out your other links hopefully later today. I use much of the same criteria, but not as detailed. I'm more a technical analyst, and other than a handfull of stocks, mine are not hold forever. I typically am looking to put $100k into a stock, although sometimes I do it in pieces, and sometimes all at once.
The older I get, the more its about the strength and growth rate of the dividend.
If you don't mind me asking, you state you have 25% in stocks? Or is that in the market altogether?
Do you buy bonds? (One of the best things I've ever done was ladder out muni bonds to mature every year for 20 years). I did this long ago.
Also, do you do any annuities? I find most people don't really understand them. They have replaced the pension (if you find the right ones).
Also wondering if you wouldn't mind sharing your 10 biggest holdings.
FWIW, off the top of my head, my hold forever stocks are
LECO
EMR
CMI
Those are the core 3....
KO (but for a different reason)
added in the last 10 years...
AAPL
MSFT
PG
XOM
G used to be one
You have earned one of my coveted gold stars and will be preserved in my list of people to follow for good reasons.