Here’s a mid-month update on our curated screens. I’ve added musselmant’s new Nasdaq screen he described at Post #1504 by musselmant on the Mechanical Investing board. I’m calling this screen Naz_Cons(olidators) because the criteria are similar to his Liquid consolidators screen except that the universe is the Nasdaq 100 rather than the S&P 500. This is best performing screen so far among the screens below on both a YTD and 10-year annualized return basis.
| Screen | YTD Return | 10 yr CAGR | 1 | 2 | 3 | 4 | 5 |
|---|---|---|---|---|---|---|---|
| High_Relative_Val | 9.1 | 13.3 | AIT | SIGA | VMEO | DXPE | REYN |
| Liquid_Cons | 8.6 | 18.6 | NRG | UBER | CEG | AMD | ANET |
| Naz_Cons | 25.8 | 28.3 | NVDA | AMD | META | NFLX | CRWD |
| ROE_Cash | 8.0 | 14.6 | GOOGL | META | V | NVDA | CSCO |
| Tech_Growers | 4.1 | 14.3 | SOUN | GCT | CRWD | GRND | VTEX |
| Up_5% | 2.0 | 12.9 | ANF | VITL | POWL | RDNT | AVDX |
| Up_5X3 | 1.2 | 15.7 | RDNT | ANF | POWL | DSGR | VITL |
| VG_Horse | 20.3 | 17.0 | DAVE | HBB | SMLP | ML | DSP |
| WK__Voom | 2.7 | 14.9 | SIGA | DSP | AEYE | LFMD | NL |
| S&P 500 | 7.6 | 12.9 |