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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: rayvt 🐝  😊 😞
Number: of 6131 
Subject: Re: Max CAGR for 3 step Screens
Date: 06/06/24 6:18 PM
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No. of Recommendations: 7
What, you still want a third step?
Top 10 by dividend yield is even higher returns. Advantage over spy 12.5%/year. (but dodgy result because there aren't always 10 dividend paying stocks among the low 15 by beta)


I created a paper portfolio of this screen on 3/9/2024. The stock SWAV was in the 1st & 2nd steps, but not in the third. It was taken over at a 32% gain.

As of 6/6/2024 the gains (including SWAV) for 1, 2, and 3 step are:
4.95%
8.88%
12.57%
SPY gain: 4.48%

When there are fewer than 10 dividend paying stocks for step 3, the remaining slots are filled in with the top stocks of step 2.
Quite a range of returns:
zdiv-10 Gain
NSP -4.40%
IBKR 13.62%
MRNA 50.14%
ZS -9.95%
CRWD 5.46%
DVAX -6.62%
TMDX 58.83%
BILL 25.44%
CPRX -3.02%
GH 47.09%

Avg 12.57%
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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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