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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.
Answer this questionContinue to Shrewd'mThis note won't appear again
Investment Strategies / Mechanical Investing
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Author: lizgdal   😊 😞
Number: of 6131 
Subject: Re: Catch up for someone who's been out of the lo
Date: 04/28/24 2:03 PM
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No. of Recommendations: 12
Hundreds of screens have been posted, but there is no wiki or categorization done. Reading through the individual posts is the only way to get the information. Maybe a LLM AI could be used if there was interest.

SPY has been difficult to beat the last 10 years (12.6 CAGR for SPY large caps, 8.6 CAGR for IJR small caps). Nano cap screens are a choice for some, but transaction costs (mostly the bid ask spread) are important.

Timing methods, tactical asset allocation, options methods, and new screen ideas have been discussed here. I keep track some of the new screen ideas, and will post post-discovery results at some point:

year  new screens
2013 23
2014 12
2015 13
2016 10
2017 5
2018 12
2019 4
2020 20
2021 12
2022 14
2023 16
2024 3


Classification and screen selection methods have not been discussed much here. The most important classification is a screen you think is going to work. Picking screens that actually work would be great but is difficult. Join the hunt if you enjoy the process.

=== links ===
P123 Designer Models
portfolio123.com: Portfolio123

AAII screens
https://www.aaii.com/stockideas/allstrategies

Subject: post-discovery tracks of some screens 2018
http://www.datahelper.com/mi/search.phtml?nofool=y...

Subject: 5 Year Backtests to 2019 December
http://www.datahelper.com/mi/search.phtml?nofool=y...

Subject: 1 Year SIP Backtests to 2023 December
lizgdal writes on 1 Year SIP Backtests to 2023 December

Subject: standard SIP screen postmortem
lizgdal writes on standard SIP screen postmortem

Subject: Re: Tiny Titans
Nano cap screen with a 10-year CAGR of 25.
http://www.datahelper.com/mi/search.phtml?nofool=y...
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Members reply directly to lizgdal 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
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