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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: opihiman911   😊 😞
Number: of 6132 
Subject: Re: Hope for GTR1?
Date: 04/18/23 5:43 PM
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RAMc,

Thank you so much for posting this listing. I've been trying to work with SI screener without much success.

A couple questions. Why did you limit your screening to just the SP 500 & 600? What about mid caps? While true that this screen mostly picks large cap stocks, it has pick and held in the past a couple solid mid cap stocks for several month and nice gains. I would assume that 95+% of your picks are going to come from the SP500, very little added value from the 600 small cap index.

The original screen definition was top 1700 stocks by market cap. When I was making my feeble attempts at building this screen I was using the SP 1500 minus financials which was leaving me just over 1300 stocks. Maybe a larger pool of more likely mid cap stocks that will pass the filters and be lower on everyone radar? I like the original idea of top 1700 market cap because there are many great stocks that don't make the SP 1500 list because the index already has "too many" stocks from x sector. It also allows a more fluid movement of stocks as their price increases or decreases instead when the SP decides to update their index once or twice a year.

Also any way to expand the screener to the top 30-40 so the original idea of HTD can be implemented? I believe the original was buy top 20 HTD till 40?

Great work, appreciate it and gives me another stepping stone in the right direction towards my sorry efforts to learn SI screener.

Peace,
Opihi
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