From 1997 to 2022, the OP screen had a 28% CAGR and -63% MDD. A gtr1 version {SG_PriceLow} had 19% CAGR and -83% MDD. ..

Thanks for creating an alternative version. Nice work

Two comments:
* As mentioned, my drawdown figures were using balances only at monthly trading dates, so intra-month drawdowns will necessarily be worse.

* A different source database of course means a different screen.
It might be worse, or it might be better, but it's different.

For example, I believe the "Sales Growth 5-Year" field at VL is the 3-year average divided by the 3-year-average five years earlier.
(that's how they do their earnings growth figures, though I don't really know about the sales growth figure, maybe it's simply 5 year CAGR of sales per share)
Or, the VL database isn't just the largest by market cap, they do a lot of hand picking for the smaller stocks.
And so forth

Jim

Berkshire Hathaway FAQ

---

Contact Shrewd'm
Contact the developer of these message boards.