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Investment Strategies / Mechanical Investing
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Author: mungofitch 🐝🐝🐝 SILVER
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Number: of 4356 
Subject: Re: cash-roe screen Mungofitch
Date: 08/23/2025 4:57 AM
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No. of Recommendations: 7
I have used this cash_ROE screen (slightly tweaked for my use) for past 5 years since it was posted and have had very good and consistant return beating the SP every year.
...
Yes, it's been very good for five years. It put us into a list of stocks that have made everyone happy for five years, and kept us there - GOOG, AMZN, MSFT, META, NVDA, TSLA.
But I have to ask myself if it's been a fabulous screen, or has it been lucky to hitch a ride on one of the greatest bubbles in modern history.



I don't know the details of the poster's screen variant or how it's being used, but by construction, those six that you mention can be at most 15% of an equally weighted 40 stock screen. While I was running the screen it did pick NVDA, but that wasn't the most profitable ticker for the era. I think it came in about fourth.

Jim

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