I too have switched to primarily to ETFs using Tactical Asset Allocation for the last few years. But I do replace some ETFs with a stock screen in a risky environment.
Interesting that IJR (IShares Core S&P Small-Cap) has not done well compared to the S&P or even worse compared to the the NASDAQ for the last 3, 5 or 10 years.

But by contrast if you look at the best performing AAII screens for the last 3 years O’Shaughnessy’ Small Cap Growth & Value had a 37.8% CAGR and his
Tiny Titans Screen had a 34.6 CAGR virtually all of it coming in 2021 an 2022. Even the Foolish Small Cap 8 screen had a CAGR of 41.9% for the last 5 years!
That’s a 5.75:1 gain.

Interesting but useless information unless there someone has the methodology to select the best screens for the present time.

RAMc

Mechanical Investing FAQ

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