In my July update last month, I had said the following:
The market posted a 2.3% gain in August, so this pattern continues. Here are the results for our curated screens at the end of August. Happy Labor Day!
Screen | YTD Return | 1-yr Return | 10 yr CAGR | 1 | 2 | 3 | 4 | 5 |
---|---|---|---|---|---|---|---|---|
High_Relative_Val | 10.4 | 23.1 | 12.6 | WLFC | ELMD | ITRN | DDI | SOR |
Liquid_Cons | 8.0 | 21.9 | 16.7 | VST | HWM | IRM | NVDA | KKR |
Naz_Cons | 21.2 | 37.8 | 26.2 | NVDA | SMCI | META | AVGO | ARM |
ROE_Cash | 14.4 | 27.5 | 14.4 | MSFT | REGN | ISRG | CPNG | MELI |
Tech_Growers | -23.3 | -15.5 | 10.9 | ZETA | GRND | QNST | MELI | IOT |
Up_5% | 6.5 | 9.3 | 12.7 | THC | AMSC | CTRE | HLX | IPI |
Up_5X3 | 8.8 | 21.0 | 16.5 | RAIL | DDI | ESEA | MPTI | INSG |
VG_Horse | 35.0 | 89.9 | 18.5 | VHI | WLFC | KARO | ELMD | NUTX |
WK__Voom | 4.4 | 4.1 | 14.0 | RAIL | PRTH | SWIM | RDFN | PBI |
S&P 500 | 18.4 | 26.1 | 12.9 |