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 (12) |
Author: musselmant 🐝  😊 😞
Number: of 6132 
Subject: Re: funds mech?
Date: 04/01/26 4:58 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 4
Just as an example, using Zacks backtester, the most recent 1 year ROE top 10% of zacks ranked stocks has a monthly traded CAGR since the end of 2008 to 3/20/2026 of 12% (16% if all zacks rank 1 stocks with 1 year ROE higher than their industry). The last 5 years ROE average instead is 15% (17.1% for zacks rank 1 stocks with 5 year ave ROE higher than their industry), and the top 10% by change in ROE of the two is 18%. If you buy those with zacks rank 1 with a ROE change higher than their industry it is 17.3%
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to musselmant 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 (12) |


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