As everyone knows, the market hit a record high last week (5,325 on the S&P 500). So let’s do a mid-month update to see how our curated screens are doing. Looks like they’re all still beating the market over the past 10 years, but only 4 of them are doing so year to date.
| Screen | YTD Return | 10 yr CAGR | 1 | 2 | 3 | 4 | 5 |
|---|---|---|---|---|---|---|---|
| High_Relative_Val | 10.3 | 13.7 | WLFC | MRC | STRL | WCC | COKE |
| Liquid_Cons | 12.0 | 18.9 | NRG | VST | GE | GEV | PGR |
| Naz_Cons | 27.9 | 29.5 | NVDA | META | AMZN | AVGO | MU |
| ROE_Cash | 7.0 | 14.6 | CSCO | MSFT | VRTX | REGN | WDAY |
| Tech_Growers | -6.5 | 16.8 | MTC | GCT | SOUN | APP | TOST |
| Up_5% | 4.5 | 13.5 | APEI | THC | DBD | POWL | BHE |
| Up_5X3 | 7.5 | 17.3 | MBIN | RSKD | APEI | GLP | DBD |
| VG_Horse | 21.7 | 18.4 | DAVE | SGC | USAP | ESEA | SMLP |
| WK__Voom | 16.0 | 16.1 | CHCI | ACTG | GTE | KEQU | WLDN |
| S&P 500 | 11.6 | 13.0 |