No. of Recommendations: 8
I do not rebalance, let the winners (and, sigh, the occasional loser) run. I don't want to trim the winners, and the losers generally drop off in a month or two.
I run the screen every month, trading on the first. 25 HTD 30.
For April there was only 1 stock that changed. Sold one, bought one. In March, 7 sells and 11 buys. (7 full and 4 underweight)
Despite the HTD, there are sometimes a stock that keeps dropping out and in.
FWIW, here is are my current holdings and their gains. I don't bother to keep track of the trade dates, this is in an IRA at M1 Finance. When a profitable stock is sold, some of its proceeds gets distributed to the stocks that are underweight, so many of the stocks have been bought several times.
Symb Gain %
ADSK 16.91%
ATKR 26.37%
BRBR 11.01%
CELH -0.72%
CHDN -3.62%
CMG 20.24%
CROX 9.13%
FTNT 2.53%
IBP 44.65%
KLAC 101.90%
LNG -5.36%
LPLA 10.76%
LYV 6.93%
MCHP 8.96%
MEDP 105.47%
MSCI -2.82%
NRG 40.86%
NVDA 78.86%
PARR 17.32%
QLYS -9.03%
TDG 0.57%
TPX -2.51%
TSCO 8.99%
WING 45.96%
WMS 31.41%
