Here’s a mid-month update on the screens we’re tracking. I’ve added a 1-year return column so you can see how each screen has performed over the past 12 months. We had a rotation into small caps last week which helped VG Horse gallop ahead. Naz Cons is still the YTD and 10-yr return champ, but the Horse is the 1-year return champ.
| Screen | YTD Return | 1-yr Return | 10 yr CAGR | 1 | 2 | 3 | 4 | 5 |
|---|---|---|---|---|---|---|---|---|
| High_Relative_Val | 7.9 | 16.9 | 12.7 | MITT | SKFRY | ORRF | AMKR | BY |
| Liquid_Cons | 11.7 | 21.6 | 17.4 | NRG | VST | NVDA | MU | GEV |
| Naz_Cons | 44.5 | 63.0 | 29.0 | NVDA | AVGO | MU | NFLX | QCOM |
| ROE_Cash | 11.7 | 26.7 | 14.4 | MSFT | VRTX | REGN | WDAY | CPNG |
| Tech_Growers | -13.8 | -10.7 | 13.6 | SOUN | APP | APF | GCT | GRND |
| Up_5% | 0.6 | -0.3 | 11.8 | DAKT | IBKR | NECB | ESEA | KELYA |
| Up_5X3 | 1.2 | 9.5 | 16.3 | NECB | DAKT | ESEA | TRTX | CNK |
| VG_Horse | 20.8 | 78.6 | 17.7 | KEQU | TAYD | DAVE | GHM | SGC |
| WK__Voom | 11.9 | 15.4 | 15.5 | AMSC | GTE | CMRE | WLDN | CGNT |
| S&P 500 | 18.0 | 25.8 | 13.1 |