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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" 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 6243 
Subject: Re: twice the Nasda100 CAGR with simple criteria
Date: 06/18/25 1:46 PM
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Zacks backtester allows testing the S&P500 stocks with analyst "buy" recs. and they underperform the whole index in the test I ran from the end of 2008l

Interesting.

I ran a screen and got the same top 10 stocks as I got from finviz.
This Criteria:
S&P 500 - ETF
EQUAL YES

% Price Change (52 Weeks)
>= 20

Current Avg Broker Rec
<= 2

Then order by 52 week price change.


It seemed to me that YOY momentum was the prime factor, and recommendations of buy-or-better would just filter out some that might be a flash in the pan. Indeed after removing that, PLTR was picked and all the others stayed the same.

I didn't see the backtester. Maybe you have to have a subscription?
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This community has written 6,227 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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