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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: TGMark   😊 😞
Number: of 6131 
Subject: Re: SIP new data source
Date: 10/05/24 7:43 AM
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No. of Recommendations: 3
My screens use this line to filter out financial and real estate securities:

FINwithRE: pref(if(trbc2.s=55!60,1,0),if(sector.s=7,1,if(incd.s=933,1,0)))

The screens are high turnover, but they still work and it's not evident that there are unusual changes in the picks.
The trbc2 codes are still being used in the screening steps and presumably contain the latest value, and are not being updated any more.
So it seems like things should keep working, more or less, at least for this particular filter (trbc7 based filters may be less reliable).

Mark



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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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