Curated screens 2024-05-03

Investing Strategies Mechanical Investing
1

My end of April update is a week late because I’ve been traveling around in various European resorts the last couple of weeks. (It’s nice to be retired :slight_smile: ) All the curated screens are still beating the market over the past 10 years, but only 4 are outperforming the market year to date. Both the S&P 500 and Nasdaq have staged a comeback rally the last 3 business days, and are now both above their 50-day moving averages. Most of the tech megacaps have reported Q1 earnings that beat expectations.

Screen YTD Return 10 yr CAGR 1 2 3 4 5
High_Relative_Val 8.0 13.5 LKCRU DSEEY SKFRY THC RBB
Liquid_Cons 6.5 18.5 GEV WDC NRG MU GE
Naz_Cons 19.2 28.8 NVDA AVGO MU CRWD PDD
ROE_Cash 3.7 14.3 CSCO MSFT VRTX REGN WDAY
Tech_Growers -7.6 16.6 GCT APP GRND CRWD IOT
Up_5% 4.6 13.8 THC POWL MBIN MLI PPC
Up_5X3 3.8 17.0 FGBI UMBF KALU MBIN SMHI
VG_Horse 23.5 17.2 DAVE NL HBB ML BWMX
WK__Voom 14.9 15.8 SIGA TSQ BAND LILA CMPO
S&P 500 7.9 12.8
18 Likes
2

Thank you for posting these!

3

Thank you for posting these!
What’s the posting timing, typically?

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It’s very nice of you to do that. I am glad you have been so successful in your investing.

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I aim to post these during the last weekend of every month.

3 Likes
6

One more question - is your data based only on the first 5 positions in each screen? TIA!

7

Yes - the results shown are for holding the top 5 positions.

5 Likes