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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: mungofitch 🐝🐝🐝 GOLD
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Number: of 6131 
Subject: Re: Rankings for 1Dec2025
Date: 12/08/25 8:29 AM
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Since the data fields it uses don't change quickly, the turnover is quite low.

PS
I was running this screen for some time, but closed it all out March 17 this year.

For fun, I checked to see how the portfolio would have done if I had simply held that last set of picks till now.

My usual benchmark for this is RSP, the equally weighted S&P 500 ETF, since the MI scheme is equally weighted and picks almost exclusively from that set. It's up 9.7% without dividends since then.
The LargeCapCash stocks I sold are up and average of 20.2% since then, not counting dividends. (they are all dividend payers, the average yield was something like 1.8%)

The S&P 500 was of course hard to beat, with its large and perhaps risky allocations to the Mag 7. It's up 20.9% in the same date range, again without dividends.

I'm not sure one can draw a firm conclusion from this, much beyond it being consistent with the notion that if you forget to trade for a while it's not too likely to blow up in your face.

Jim
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This community has written 6,115 posts about Mechanical Investing. The article-length ones it recommended most:
Dividend investing · 52 recs · 2025
Non-Mag7 screen · 34 recs · 2025
OT - Div yields and returns · 32 recs · 2024
Using AI to generate backtesting programs · 30 recs · 2025
Rankings for 19Dec2022 · 29 recs · 2022
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