No. of Recommendations: 9
I would appreciate a link to the definition of the YieldEarnYear screen. It's origin pre-dates the current Shrewd'm message board, but I've been unable to find a definition (formula) for it using the Motley Fool archive search function at yorickm.com.
Same for the SOS_Elan screen (which underlying screens are in the "SOS"?)
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I've been trying to "catch up" with things, as best I can. The demise of the Motley Fool MI board certainly made catching up a lot more difficult!
For the last thirteen years (May 2013 to date), most of my IRA account has been in the CashCowROE screen, but I haven't been rebalancing. My CAGR for that screen in that period was 19.23%, disregarding dividends (which are very small).
Most of that gain was in 2 positions, LLY and STX, which are up 1,876% and 2,039%, respectively, over the 13 years I've held them. Needless to say, I need to rebalance; they've together become 54% of the entire account.
I'm considering what screens to use, and I'm leaning towards CashCowROE, YieldEarnYear, and SOS_Elan. I want a mix of strategies. Not too many eggs in one basket (like I am now!)
I welcome any suggestions, comments or critique.
Thanks.
Robert Marshall, aka Dog Island Inv. Co.
