No. of Recommendations: 1
By sheer coincidence, I just got some unexpected money from an early call of a CD (thanks, JPM, for yanking my high yield CD) so I am going to start the "one-step screen" mentioned in #1379, 3rd step variation.
The last one I tried (from the old TMF board) has worked out well.
The 90% closest to 52-week high, top 100 by ROE, top 25 by 5 Yr sales Growth. 25 HTD30 Trade monthly, no rebalacing.
Since Jan 2021, CAGR 13.54% vs. SPY 11.7% (all dividends reinvested)
Who know, maybe more MI screens will be coming back from the dead.
