At the end of October, only 3 of these 9 curated screens have beaten the S&P 500 over the past 12 months and year-to-date. Two of these are the “Consolidators” screens - Naz_Cons and Liquid_Cons - both of which are looking for a “bull flag” chart pattern where the price has leveled off or declined recently falling a long period of high momentum. This pattern has been well known for decades, and was the basis for the FOG screens back in the day. The 3rd market-beating screen is VG_Horse.
The market has delivered a 38% return over the past 12 months, and an annualized 13.1% return over the past 10 years. Seven of these nine screens have beaten the market’s 10-year return.
| Screen | YTD Return | 1-yr Return | 10 yr CAGR | 1 | 2 | 3 | 4 | 5 |
|---|---|---|---|---|---|---|---|---|
| High_Relative_Val | 15.0 | 30.6 | 12.6 | CFBK | SUM | HRI | CPAC | HBCP |
| Liquid_Cons | 26.1 | 62.3 | 18.2 | PLTR | UAL | HWM | IRM | VST |
| Naz_Cons | 23.5 | 52.9 | 26.2 | NVDA | META | SMCI | AVGO | NFLX |
| ROE_Cash | 8.9 | 23.2 | 13.5 | GOOGL | REGN | ISRG | CPNG | MELI |
| Tech_Growers | -8.6 | 16.6 | 12.7 | RDDT | ZETA | KVYO | IONQ | MNDY |
| Up_5% | 11.0 | 31.9 | 14.7 | VHI | GGAL | NECB | NCLH | CALM |
| Up_5X3 | 15.5 | 37.8 | 17.6 | TIMB | MGRC | TIGO | ALGT | NECB |
| VG_Horse | 51.7 | 131.0 | 20.8 | WLFC | NUTX | INSG | RAIL | CMCL |
| WK__Voom | 13.2 | 21.8 | 16.0 | LUMN | TAC | TDS | ESOA | CCSI |
| S&P 500 | 21.2 | 38.1 | 13.1 |