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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: mapg ✭x2  😊 😞
Number: of 6131 
Subject: Re: A new Idea
Date: 07/13/23 10:29 AM
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Replying to Mark19
But 147 stocks is too many to buy. How do you narrow it down to a manageable level?

ROE_RevGr5_GMI-Quality

Attemped 3 month test run as follows:(too short of course for any real "MI" data)
First Selected top 100 by Sum of Ranks
Second Buy top 25 by highest ROE
Replaced drop outs in a "My Fidelity Solo FidFolios" equal weighted account every 5 weeks

Sum of Ranks:
Quality
RevGr(5y)
RoE (TTM)

But that did have a lot of turnover.
The 25 was chosen for the test because that is the chart limit of symbols allowed(used for data export).
One year hold may be a better choice.

GD_

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