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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: Mark19   😊 😞
Number: of 6131 
Subject: OT Saul
Date: 08/31/24 9:47 PM
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No. of Recommendations: 11

I thought people would like to know how I did following his stocks (I did Saul for a while and then switched to Bear). I have done it for a full 5 years. I put in a small amount of money, and when it went way up, I sold my original investment, and just played with house money. I calculated my returns and returned 11.85% CAGR.

On one hand that is great. Many people thought they had found the path to retirement at age 35 put all their money into his stocks, right about the time he lost 68.4% of his money in one year.

It truly is a tragedy that people lost their life savings.

However, if I had bought VOO, my return would have been 13.25% CAGR. Even though I was not doing the work of listening to conference calls, analyzing the businesses, financial statements and industries; there is so much buying and selling every month that it is a lot of work to do worse than just owning VOO.

I have a good amount of my money in index tracking ETFs, I have a few newsletters that beat the market, and where I really shine, thanks in part to the mechanical investing group, is in fixed income. Preferred stocks, and close end bond funds, so I don’t feel bad about my performance.
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This community has written 6,115 posts about Mechanical Investing. The article-length ones it recommended most:
Dividend investing · 52 recs · 2025
Non-Mag7 screen · 34 recs · 2025
OT - Div yields and returns · 32 recs · 2024
Using AI to generate backtesting programs · 30 recs · 2025
Rankings for 19Dec2022 · 29 recs · 2022
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