Post #1514 by rayvt on the Mechanical Investing board

Investment Strategies / Mechanical Investing

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By sheer coincidence, I just got some unexpected money from an early call of a CD (thanks, JPM, for yanking my high yield CD) so I am going to start the "one-step screen" mentioned in #1379, 3rd step variation.

The last one I tried (from the old TMF board) has worked out well.
The 90% closest to 52-week high, top 100 by ROE, top 25 by 5 Yr sales Growth. 25 HTD30 Trade monthly, no rebalacing.

Since Jan 2021, CAGR 13.54% vs. SPY 11.7% (all dividends reinvested)

Who know, maybe more MI screens will be coming back from the dead.

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