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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: rayvt 🐝  😊 😞
Number: of 6132 
Subject: Re: twice the Nasda100 CAGR with simple criteria
Date: 06/25/25 11:09 PM
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From 01/01/2020 to present, I am showing an annualized return of 14.79% versus QQQ at 18.92%.

That's only 5 1/2 years. Too short of a backtest to be meaningful.

Put that starting date in the gtr1 link that musselmant posted gets 18.98% CAGR.

Ah, hmmm, the field is "tr(1,253)". Is that "tr" total return which includes dividends? All the other sites use price only for momentum. If so, that could explain the different stocks picked.





I don't know why you chose the date to start you did. Maybe Portfolio123 is limited in its backtest period.

When I had my P123 account, their data started at the end of 1999. You'd have to start the backtest on Jan 2001 to get 1 year of initial momentum.
Now I believe that you only get 5 years of data unless you go for the $83/mo (and up) plan.

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