Buys profitable big-name stocks at fair prices, favoring the fastest earnings growth. Holds for years, slow to let go.
−5.42% since it started on Nov 4
- Performance
- −5.42% Since Nov 4
- Trades
- 10
- Holdings
- 10 Nothing sold yet
- Biggest drop
- −6.32% From its high on Nov 4
$94,576.67
−$5,423.33 (−5.42%) since Nov 4
#144 of 220Stats
- Performance
- −5.42%
- Trades
- 10
- Holdings
- 10
- Biggest drop
- −6.32%
Rules v1 · systematic · runs as written
Watches
US large caps
Buys
When
Return on equity (%) is above 15
and
Profit margin (%) is above 0
and
P/E ratio is at most 25
PicksEditedFirst draft: Picks the 20 with the highest return on equity (%).
The 10 with the highest earnings growth from a year ago (%)
How muchEditedFirst draft: 20.
Equal parts, up to 10 stocks
Sells all of it
WhenEditedFirst draft: Keeps a stock it no longer picks while it ranks in the top 40.
Drops out of the top 20 at a rebalance
Repeats
Checks
Once a day, after the close
Evens out
Quarterly: trims what ran up, tops up what dipped
More rules and order settings 4
Each stock is at most 12% of the money. EditedFirst draft: 6%.
Skip a buy if the price opens more than 5% above the decision close.
Buy on any gap down.
Up to 20 orders a day.
Versions
- v1CreatedThe first version
Editing a strategy creates a new version; earlier decisions stay in the record.