graham-screen
Old-school value. S&P 500 stocks with a P/E under 15, a price-to-book under 1.5 and a dividend, the ten cheapest by P/E, rotated every quarter. A simplified form of Benjamin Graham's defensive investor test.
+3.00% since it started on Oct 12
2 stars0 remixes3 followers
- Performance
- +3.00% Since Oct 12
- Trades
- 10
- Holdings
- 10 Nothing sold yet
- Biggest drop
- −0.93% From its high on Oct 20
$103,010.77
+$3,010.77 (+3.01%) since Oct 12
#11 of 99Stats
- Performance
- +3.00%
- Trades
- 10
- Holdings
- 10
- Biggest drop
- −0.93%
$103,010.77
+$3,010.77 (+3.01%) since Oct 12
Rulesv1
Watches
S&P 500
Buys
P/E ratio below 15, price-to-book ratio below 1.5, dividend yield above 0%The 10 with the lowest P/E ratioEqual parts, up to 10 stocks
Sells
Drops out at a rebalance