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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: RAMc   😊 😞
Number: of 6131 
Subject: ROE_Cash version SIP only
Date: 11/18/23 5:15 PM
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No. of Recommendations: 9
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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