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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: twice the Nasda100 CAGR with simple criteria
Date: 06/18/25 1:46 PM
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Zacks backtester allows testing the S&P500 stocks with analyst "buy" recs. and they underperform the whole index in the test I ran from the end of 2008l

Interesting.

I ran a screen and got the same top 10 stocks as I got from finviz.
This Criteria:
S&P 500 - ETF
EQUAL YES

% Price Change (52 Weeks)
>= 20

Current Avg Broker Rec
<= 2

Then order by 52 week price change.


It seemed to me that YOY momentum was the prime factor, and recommendations of buy-or-better would just filter out some that might be a flash in the pan. Indeed after removing that, PLTR was picked and all the others stayed the same.

I didn't see the backtester. Maybe you have to have a subscription?
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This community has written 6,115 posts about Mechanical Investing. The article-length ones it recommended most:
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