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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: rayvt 🐝  😊 😞
Number: of 6132 
Subject: Re: S&P500 strategy
Date: 08/07/26 9:15 AM
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No. of Recommendations: 6
I get a lower CAGR for 5 stocks: S&P500 Top 80 by (6m price change % + (0.5 × 12m price change %)) then ? SMA30/180 Top 50 then? ADV200 Top 5

Hmmm.
I did a few tweaks and added a HTD, reset the start to 2/1/85 so it's the same as the Nas100 dates. No timing.
Averages: 19.0% CAGR, 33.3% GSD(252), -77% MaxDD
S&P 500 (VFINX) same period -- 10.8% CAGR

gtr1.net: GTR1 Backtester - S5Technical2026a

That last step "step4: [Average dollar-volume over 200 days; lag=1 days] Top 5" seems odd. Why this? Not quite sure where you could easily find this, as most data sites seem to have just the 10 or 20 day Average Volume. FWIW, chopping this to 20 days bumps the CAGR to 19.6%. Changing it to "[Average g-volume over 20 days; lag=1 days] Top 5" drops the CAGR to 17.0%

The top picks on 2025-11-28. A lot of the same names as the Nas100 RS-52wk screen.
Sp500	Nas100
NVDA PLTR
AAPL AVGO
PLTR WBD
AMD MU
GOOGL LRCX
AVGO GOOGL
GOOG GOOG
HOOD APP
LLY KLAC
MU IDXX
APP ASML
INTC AMD
AMAT INTC
GE GILD
LRCX CEG
CAT AMAT

Q: Is there any reason to run this considering that the NAS100 screen(s) are about 10 points better?
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