No. of Recommendations: 12
LargeCapCash_Div 13 19 -51 0.64
SP500MktCapWeight 11 18 -54 0.55
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Thanks.
Hardly seems worth it.
Depends on what you're looking for. Even a 2%/year advantage over the cap weight index that is (a) not giving you the concentration risk that the cap weight index does, and (b) actually happens over the long run, is pretty good, if it happens. It would probably put you in the top 1% of investors of all time. Even 1% over a long time frame would be quite noteworthy.
Emphasis on "if".
It's a bold claim that it would actually happen with a real money portfolio over the long run, which I certainly shouldn't claim, but I do. And hey, at least early results are consistent.
The general notion here is that, specifically BECAUSE the goals are so modest (and the portfolio diversified), the screen's goals are very much more likely to be met than (say) the concentrated screens in the old Cherry Tree which backtested wonderfully but generally fell flat.
I entirely appreciate that it's dangerous to call your shots. Sue me : )
Jim
