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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: platykurtic ✭  😊 😞
Number: of 6131 
Subject: Re: Finance Sector: SIP changes and GTR1
Date: 12/15/24 2:57 PM
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Using the great work lizgdal has done above it's possible to formulate a 'drop in' replacement for FINwoutRE that uses the GCIS coding in the TRBC2 field for dates after 20240930 & the TRBC coding for dates before that as long as there's data (and before that the sector.s & incd.s coding that was in place then). That is ...

FINwoutRE: pref(if(RealEstate=1,0,if(ord(1)>=26079,if(trbc2.s=40,1,0),if(trbc2.s=55,1,0))),if(incd.s=933,0,if(sector.s=7,1,0)))

... should act as a single line 'drop in' replacement for both screening & back-testing. It essentially does SI-Pro pieces that lizgdal outlined in the first post within the original pref() statement.

Platy
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