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Investment Strategies / Mechanical Investing
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Author: rayvt ✧  😊 😞
Number: of 4356 
Subject: Re: cash-roe screen Mungofitch
Date: 08/23/2025 11:11 AM
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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.

The latter.

SPY, VONG, QQQ, etc. all have approximately the same 8-10 stocks.

I recently did a deep look at my accounts and found that close to 25%-30% is in these stocks.

Good reason to watch closely for a solid confirmation of a bear market. Note: bear, not the pullbacks.
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