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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" 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 6243 
Subject: Re: call for more research
Date: 09/16/26 9:38 AM
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No. of Recommendations: 6
if you don't make an extra $650 from using it I would be shocked.

Well, there is that.
FWIW, I pay $320/yr for a subscription to "CEFs: Income + Opportunity focuses on the high-yielding Closed-End fund space" It has paid for itself many times over. Fixed(-ish) income allocation. I have thought about cancelling it since the stock screen have been doing so much better. But ... diversification.
seekingalpha.com - Cefs income opportunity

I am building portfolios of a mix of strategies with mdd of -19% and cagr of 36%

Well, I don't believe anything 20% or more. Especially with only -19% MaxDD. Notwithstanding that a couple of my screens have gotten 36% & 63% & 52% CAGR in the last few years. Even after getting crushed these last few months.
It's fun being in a bull market.

I remember the dot-com boom and bust. Lots of people quit their jobs because they thought the had found the Golden Fleece. Then the rains came.

So anyway, I don't know about you, but I watch 6-8 high CAGR screens and the eye opener is the very high overlap. The same few stocks show up in almost all the screens. So I'm thinking that it's not actually 6-8 screens, it's more like 6-8 different ways of measuring generally the same criteria.

You just don't get huge returns if you don't have stocks like SNDK & MU. Also AXTI, NUAI, and ERAS -- in the Russell 2000.

What does one do with a screen that picks completely different stocks as a 30% screen but only shows 15%? It still beats the S&P500 by 5 points, but it sure would be tempting to drop it.

Or as somebody said, "Put all your eggs in one basket and watch the basket."
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This community has written 6,227 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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