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Investment Strategies / Mechanical Investing
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Author: rayvt ✧🐝  😊 😞
Number: of 3959 
Subject: Re: Factor ETF Long-term Performance
Date: 04/06/2024 10:23 PM
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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%
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