Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MIBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MIBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


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.
Answer this questionContinue to Shrewd'mThis note won't appear again
Investment Strategies / Mechanical Investing
Unthreaded | Threaded | Whole Thread (4) |
Author: FlyingCircus   😊 😞
Number: of 6131 
Subject: Sjuggerud - 1-2-3 info resurrection
Date: 02/20/26 2:01 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 11
As I review (too often) my timing dashboard for potential revisions & improvements, I decided to rebuild the broken references to the simple Sjuggerud 123 model that I still have a row for.

I've modified the original PE hard cutoff of 17 from SteveAl's posting of the model of 23+ years ago to be "average PE +1SD over the last 30 years" to reflect the general expansion of the market's PE over time. As you would expect, that component of the model is still "green/ok" even with a current PE around 30.

Bottom line: it's bullish, as it more frequently than not is. PE is under 30yr+1SD, Market is above 45WK MA and the Fed is not raising interest rates - "out of the way".

Back story if you're interested -
Jim (yes, Mungo's) last backtest post in 2019 - https://yorickm.com/Message.php?pid=34097455 (titled 1-2-3). Effective defense at staying out of bad bear markets - reduces GSD and improves CAGR over buy & hold
The original model crossposted to the Fool in Sept 2002 by "SteveAl": https://yorickm.com/Message.php?pid=17832585 (also findable on the Web by searching Sjuggerud and Daily Reckoning
Jim updated a backtest in 2011 which can be found on Yorick (thank you again
JLC tweaked it a few times and posted regular updates from 03-08 before dropping it for QTAA, an example https://yorickm.com/Message.php?pid=24273401
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to FlyingCircus here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 6,115 posts about Mechanical Investing. The article-length ones it recommended most:
Dividend investing · 52 recs · 2025
Non-Mag7 screen · 34 recs · 2025
OT - Div yields and returns · 32 recs · 2024
Using AI to generate backtesting programs · 30 recs · 2025
Rankings for 19Dec2022 · 29 recs · 2022
Unthreaded | Threaded | Whole Thread (4) |


Announcements
Mechanical Investing FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of MI | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community