Still hoping Robbie bring GTR1 back on line. But until that limping along with Stock Investor Pro only.
My SIP data only version of mungo’s ROE_Cash screen with a final Boris sort is doing well over the last year.
(ci.SP = 500 OR ci.SP = 400 OR ci.sp = 600) \
CI.IND_2_DIG <> 7 \
CI.IND_2_DIG <> 55 \
MLT.PFCPS > 0 \
(CASH_Q1 + STINV_Q1) > 0 \
BSQ.Equity_Q1 > 0 \
fcfps_12M > 0 \
100*ISA.NETINC_12M/BSQ.EQUITY_Q1 > 18 \
ORDER BY (BSQ.CASH_Q1 + BSQ.STINV_Q1 - BSQ.STDEBT_Q1 - BSQ.LTDEBT_Q1) Desc \
limit %s;" % (data_set, holdtilldrop)

ROE_CASH_boris 2022-11-17 thru 2023-11-17
Top 10 tilldrop 15 period 28 days slippage RndTrp 0.70% , Dividends True , CashForNoPicks True
CAGR 43.4% GSD 22.3% CAGR/GSD 1.9 UlcrIndx 1.7% MxDD 4.6% AT 130%
1.43 X accumulated with 13 Buys, 130 Holds and 100.0% Avg Invested
13 cycles, Over 1.00 Years Missing at Sell 0

Buy_Date       %Gain	AccGain	Hold	New	 MDD
11/18/2022	-3.1	0.969	10	10	3.1
12/16/2022	1.06	0.979	10	0	2.1
1/13/2023	11.43	1.091	10	0	0
2/10/2023	-4.57	1.041	10	0	4.6
3/10/2023	12.88	1.176	10	0	0
4/6/2023	-0.79	1.166	10	0	0.8
5/5/2023	12.71	1.315	10	2	0
6/2/2023	3.1	1.355	10	0	0
6/30/2023	1.14	1.371	10	0	0
7/28/2023	0.48	1.377	10	0	0
8/25/2023	0.9	1.39	10	1	0
9/22/2023	-1.37	1.371	10	0	1.4
10/20/2023	4.59	1.434	10	0	0

RAMc

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