Post #4213 by mungofitch on the Mechanical Investing board

Investment Strategies / Mechanical Investing ❤

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I have used this cash_ROE screen (slightly tweaked for my use) for past 5 years since it was posted and have had very good and consistant return beating the SP every year.
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Yes, it's been very good for five years. It put us into a list of stocks that have made everyone happy for five years, and kept us there - GOOG, AMZN, MSFT, META, NVDA, TSLA.
But I have to ask myself if it's been a fabulous screen, or has it been lucky to hitch a ride on one of the greatest bubbles in modern history.

I don't know the details of the poster's screen variant or how it's being used, but by construction, those six that you mention can be at most 15% of an equally weighted 40 stock screen. While I was running the screen it did pick NVDA, but that wasn't the most profitable ticker for the era. I think it came in about fourth.

Jim

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