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I would appreciate a link to the definition of the YieldEarnYear screen. It's origin pre-dates the current Shrewd'm message board, but I've been unable to find a definition (formula) for it using the Motley Fool archive search function at yorickm.com.

Same for the SOS_Elan screen (which underlying screens are in the "SOS"?)

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I've been trying to "catch up" with things, as best I can. The demise of the Motley Fool MI board certainly made catching up a lot more difficult!

For the last thirteen years (May 2013 to date), most of my IRA account has been in the CashCowROE screen, but I haven't been rebalancing. My CAGR for that screen in that period was 19.23%, disregarding dividends (which are very small).

Most of that gain was in 2 positions, LLY and STX, which are up 1,876% and 2,039%, respectively, over the 13 years I've held them. Needless to say, I need to rebalance; they've together become 54% of the entire account.

I'm considering what screens to use, and I'm leaning towards CashCowROE, YieldEarnYear, and SOS_Elan. I want a mix of strategies. Not too many eggs in one basket (like I am now!)

I welcome any suggestions, comments or critique.

Thanks.

Robert Marshall, aka Dog Island Inv. Co.

Define	{YLDEARNYEAR}				
Uses	[% Current Yield]	[Current P/E Ratio]	[Total Return 1-Year]	[Total Assets]	
Deblank	[% Current Yield]	[Current P/E Ratio]			
Keep	:[Current P/E Ratio]<>0				
Keep	:[Total Assets]>0				
Create	[Formula1]	:([% Current Yield]/[Current P/E Ratio])			
Sort	Descending	[Formula1]			
Top	:35	PlusTies			
Deblank	[Total Return 1-Year]				
Sort	Descending	[Total Return 1-Year]			
Top	:10				
End					

Define	{SOS_Elan_v2000}	
Add	{KEYEPS}	:10
Add	{KEY100}	:10
Add	{SPARK}	:10
Add	{ROTC}	:10
Add	{LPS1+2_R26}	:10
Add	{LPS1+2_RSW}	:10
Add	{EG}	:10
Add	{EGRSW}	:10
Add	{PEG}	:10
Add	{PEGRSW}	:10
Add	{RS26WK}	:10
Add	{RSW}	:10
Add	{PLOWRSW}	:10
Add	{PLOWBKLD}	:10
SOS		
; Top :20		
End		


Define	{SOS_Elan_v2001}	
Add	{KEYEPS}	:7
Add	{KEY100}	:7
Add	{SPARK}	:7
Add	{PEG13}	:7
Add	{RS13WK}	:7
Add	{EG}	:7
Add	{EGRSW}	:7
Add	{PEG}	:7
Add	{PEGRSW}	:7
Add	{RS26WK}	:7
Add	{RSW}	:7
Add	{PLOWRSW}	:7
Add	{PLOWBKLD}	:7
Add	{RS52WK}	:7
SOS		
; Top :20		
End		


Define	{SOS_Elan_v2002}	
Add	{EGPLOW_PE_E}	:7
Add	{TREPPE_E}	:7
Add	{R13_EG_E}	:7
Add	{PEGRSW}	:7
Add	{EGRSW}	:7
Add	{PEG}	:7
Add	{RSW}	:7
Add	{PLOWBKLD}	:7
Add	{RS26WK}	:7
Add	{KEYEPS}	:7
Add	{PEG13}	:7
Add	{EG}	:7
Add	{KEY100}	:7
Add	{RS52WK}	:7
SOS		
; Top :20		
End		

Welcome back. I do remember you from the early days of MF MI boards. Alot has changed in the last 12-15 years you have been gone. Many of the original VL screen have been falling off on their post discovery returns (as expected) and no longer present as the "cream of the crop" anymore.

Many new screen have been created for today environment. Many people have migrated toward SI Pro screening as they feel its a more robust and dependable universe. The new screen and their definations can be found under the SI Pro ranking posts.

One of the flavors of screen that appear robust is the ROE_CASH screens in SIP. Very strong screen that hold up well going 15-30 stocks. Add in a HTD (hold to drop)screening and its little turnover and holds many stocks for years and years. Only "problem" I see in this screen is it tends to stick with the large/mega cap stocks which have been in favor these past several years. When large caps fall out of favor how will these screen fare is everyones question.

Another avenue to look into is the bear catchers. Doesn't improve CAGR but does realy help large drawdowns which is beneficial if you are getting close to retirement. That too is posted weekly under BCC updated. General consensus is its better to wait till all 3 signals are bearish to trigger the sale. Another added gate is the GTT timing gate which tells you to ignore the BCC signal as long as it signals the economy isn't in or heading toward a recession. Helps limit wiplash and false signals.

Good luck in catching up to date. This board isn't as robust and active as it was 15 years ago, but still alot of good ideas and investement advise to boot.

Peace,
Opihi

You have done very well. I believe based on comments, and on people dropping out of the group that most people fail to beat the market.

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