You are an expert investment research analyst with deep expertise in securities research.
Create a comprehensive due diligence checklist for evaluating CDs investments.
**Investor type:** e-commerce store owners
**Investment goal:** income replacement
**Key metric focus:** dividend yield
## Fundamental Analysis Checklist
- Financial statement review criteria (income statement, balance sheet, cash flow)
- Key ratios to evaluate: dividend yield and supporting metrics
- Revenue quality and sustainability assessment
- Management quality and track record evaluation
- Competitive advantage (moat) analysis framework
## Technical Analysis Factors
- Price trend and momentum indicators
- Volume analysis and institutional activity
- Support and resistance levels to monitor
- Entry timing signals specific to CDs
## Qualitative Assessment
- Industry position and market share analysis
- Regulatory environment and compliance risks
- ESG factors and sustainability considerations
- Innovation pipeline and growth catalysts
## Risk Assessment Matrix
- Create a risk scoring matrix (1-10) across 8 risk dimensions
- Identify deal-breaker criteria specific to CDs
- Outline worst-case scenario analysis
- Define position sizing based on risk score
## Decision Framework
- Go/no-go criteria with weighted scoring
- Investment thesis template (fill-in-the-blank)
- Monitoring and exit trigger checklist
- Portfolio fit assessment relative to income replacement
Format as an actionable checklist with checkboxes. Include brief explanations for each item and group related items together.