With the market setting another record high last week, here’s a mid-month update on the screens we’re tracking. The absolute champ is still Nasdaq Consolidators (Naz_Cons) which is up a blistering 48.2% year to date. Over the past 10 years, this screen has delivered a 30% annualized return, which beats Wall Street legends like Peter Lynch. Thank you to musselmant for introducing us to this screen earlier this year.
Megacap tech has been the place to be the past 18 months. Small caps have not fared so well this year, which is one reason why only 3 of our 9 curated screens are beating the market YTD.
Speaking of blistering, I hear there’s going to be a heat wave next week in the Northeastern US. Happy Father’s Day, and stay cool!
| Screen | YTD Return | 10 yr CAGR | 1 | 2 | 3 | 4 | 5 |
|---|---|---|---|---|---|---|---|
| High_Relative_Val | 9.3 | 13.2 | SB | NFYS | HSII | PSIX | IOSP |
| Liquid_Cons | 12.4 | 18.1 | WDC | NRG | VST | MU | GE |
| Naz_Cons | 48.2 | 30.1 | NVDA | AMD | META | MU | QCOM |
| ROE_Cash | 6.7 | 14.1 | MSFT | VRTX | REGN | WDAY | MNST |
| Tech_Growers | -16.4 | 13.7 | GCT | APP | CRWD | TOST | APPF |
| Up_5% | 2.0 | 12.8 | GATO | WKME | PPC | EGO | CCU |
| Up_5X3 | -0.2 | 16.3 | WME | PPC | GATO | ANF | EGO |
| VG_Horse | 18.1 | 17.3 | DAVE | VIRC | USAP | SGC | GHM |
| WK__Voom | 15.1 | 15.8 | CMRE | GTE | ACTG | KEQU | IPI |
| S&P 500 | 14.6 | 13.0 |