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3PT_SCV_pst LEA IMKTA AN ADT AB CPA SMP ST ALV BCO UGI TNL CMC MMS HSIC BYD MAT TKR JAZZ KMT PATK GHC ENS OTTR PSMT FHI MSM PLUS GVA BKE
3PT_SCV_pst_slta LEA IMKTA AN ADT SMP CPA AB ST ALV BCO UGI TNL CMC MMS BYD HSIC MAT TKR JAZZ KMT PATK GHC ENS OTTR PSMT FHI GVA PLUS MSM BKE
AssRS13 GOOG AMAT LLY CAH CAT MCK AMD GM TMO TSM FDX GS MPC IBKR UAL
AssRS26 MU AMD GOOG AVGO CAT AMAT LLY GM TSM TMO MRK CAH ASML VLO AAPL JNJ GS NVDA F MDT UAL CVS COR GD MCK SNX L MPC IBKR DELL
BETA LYFT AMD AMKR EXPE UAL IHS BFH LRCX M MTDR PLAB APA AX CMPR DAL SYF TNL AER AMAT CLS GM GS KLAC STRL WEX FTNT GIII GPN KSS MEDP
BLITZ MU AMD LRCX GOOG AVGO CAT APH AMAT LLY APP KLAC TSM TMO MRK ASML AAPL JNJ ANET GS PLTR NVDA AXP BAC WFC TTE SONY SHEL MSFT SCHW ISRG
BlueCheaps TTE USB RIO SHEL NVO BAC BHP BABA BK JPM XOM GS MS SNY BUD NVS HON JNJ ACN LOW CSCO MDT UNP UL CVX PM SIEGY NSRGY PG GD
CAPLOWEG NTAP ULTA MA JBL DAL CAT TPR PHM AMD QCOM EME WSM V DHI RJF SHEL UI ANET ASML MPWR CSX ETN BABA XYL BSX NDAQ SCHW RIO COF IRM
CAPRS CLS KGC LRCX FIX FN GOOG KLAC IDXX MEDP CAH TSM HCA AMD CW THC ULTA AMAT CAT MCK LLY EXPE NVT GS GM AER IBKR CACI MPC ALLE MKL
CashCowROE MPLX BSM PBR CALM SLVM KFRC FLO NVO RHI
CashWhileYouWait AMKR UHS TDC MUR STLD MRK VALE FDX JBHT HAL VLO AKAM TS SIG UPS APA ELV REYN BBY CTSH TTE MGA LUV DAL DINO MATX PBR CPA PVH DVN
CDPD BKNG RHP CPA FCNCA GS URI NXST LLY PIPR TPL INTU DKS PH BLK COST ASML CI JPM MSI FDX NOC PAG DPZ FFH.TO MSCI WSO DE KLAC MPWR ROK
COREVALU BLK JPM ADP CVX SNY NVS HON NSRGY MCD HD JNJ XOM PG
DALY MU AU KGC HBM FSLR INCY TIGO MCY EXPE FTI GVA MGM BMY ALL EXEL ZD ADT SKYW AROC FOUR
DIVIDEND_GROWTH EQNR EPD VNOM UVV BHP CPA PPL.TO BIP CVX DEO TS DINO CPT AVB NTR SU.TO PSX ED WTRG XOM ADM SUI TM GEF GPC INGR BG CBT CF VLO
EG MU AU CLS STX FIX B CIEN FN MEDP TTMI AMKR VICR TER TSEM PARR KSS M VSCO
EG_PELA RNR KGC NEM AEM TOL CMC BLD IBP CX FCFS KR SIG ULTA TIH.TO ALLY DDS SNA USB AEIS MSM DAL STX HCSG
EG5_AT NEM KGC B VIAV FIX LUN.TO JAZZ IDCC STRL AGX TTMI AEIS GOOG AMD LRCX MEDP CLS AU CIEN AMKR UTHR AEO FN ENS AMAT CAT TSEM TER FORM SANM
EG5_PEG RNR TOL CMC DDS KGC CX NEM BLD AEM SIG KR ALLY IBP FCFS ULTA SNA TIH.TO USB STX DAL AEIS HCSG
EG5PE RNR DDS TOL CMC BLD SIG AEM IBP KR KGC ULTA NEM SNA TIH.TO FCFS ALLY CX AEIS USB DAL STX HCSG
EGPLOW_PE BCO RNR DDS JBL TOL CPA ALKS KR ULTA SIG BLD CMC IBP DAL CAT CRUS KGC VMI AEM BOOT SHEL NEM AMD SNA ASML MPWR TIH.TO CX FCFS OTEX
EGPLOW_PE_E RNR DDS TOL CPA SIG BLD CMC CAT CRUS KGC VMI AEM BOOT NEM AMD SNA ASML MPWR TIH.TO CX FCFS OTEX SXI CVS AEIS
EGPR_PE RNR KGC CMC AEM NEM TOL BLD IBP CX FCFS KR SIG ULTA ALLY TIH.TO DDS SNA AEIS USB MSM DAL STX HCSG
EGRSW MU AU HBM CLS STX AVGO KGC FIX AGX B ATZ.TO GOOG FN LRCX TTMI SANM TSEM PARR KSS M
ERS13 AGX CLS GOOG TTMI LRCX CAH AMKR DY FIX KGC FN KLAC FTT.TO MCK AMD MEDP HCA CACI GM EXPE TMO TSM MCY FDX THC JBHT MYRG IDXX STRL TIGO
ERS26 CLS TTMI MEDP FIX FN AMKR AMD SBH KGC LRCX GOOG AGX STRL IBP NVT TIGO DY SIG MCY EXPE GM KLAC FTT.TO DLX TSM TMO IDXX TNL CAH MYRG
FOG_BDF AU TTMI STX KGC TIGO ATZ.TO CX FTT.TO FIVE HWM WDC AEM FN NEM HSBC ELAN MEDP AEIS TD.TO SONY HII C ULTA BMO.TO SANM MU JCI WPM FNV SGI
FOG_MI TTMI PARR KGC TIGO FTT.TO FN MEDP ULTA SANM AER NVT THC GS HL IBP IDXX HCA SYF OPCH TNL GM DY USFD BFH GOOG SIG MCK AGX CMC APA
Fundamentals RCIB.TO CX MT VALE CVE.TO F BP LNR.TO VOD SBLK RIO TS TTE ALV SHEL MBGAF PAA EPD WES SUN SPH HMC CCA.TO
GAR_EG5 RNR DDS TOL CPA CMC BLD SIG AEM IBP KR AMD KGC BOOT ULTA VMI NEM ORLY SNA TIH.TO ASML FCFS CAT NDAQ ALLY SXI CX CVS AEIS USB
GAR4 HAE GMED LLY ILMN TEVA AGX JAZZ PLUS EXPD CNC AKAM KFRC KMT AU REGN OMCL DY ORI MRK CPRX OI SHOO G QLYS FORM BMY EXEL L.TO LUV KEYS
3PT_Value_SmallCap HLF LEA M APA IMKTA SBH KSS AN DINO DAN PARR ADT SMP SIG AEO CPA AB GAP ST ALV BCO MUR UGI TNL CMC MMS BYD KALU MAT TKR
GAR4pbvlt3 HAE GMED LLY ILMN TEVA AGX JAZZ PLUS EXPD CNC AKAM KFRC KMT AU REGN OMCL DY ORI MRK CPRX OI SHOO G QLYS FORM BMY EXEL L.TO LUV KEYS
GAR4CFS HAE GMED ILMN TEVA JAZZ PLUS EXPD CNC AKAM KFRC KMT OMCL DY MRK CPRX OI SHOO G FORM EXEL L.TO LUV ALSN EPAM KSS MATX B RL AEO OPCH
GAR4CFSpbvlt3 HAE GMED ILMN TEVA JAZZ PLUS EXPD CNC AKAM KFRC KMT OMCL DY MRK CPRX OI SHOO G FORM EXEL L.TO LUV ALSN EPAM KSS MATX B RL AEO OPCH
GARPEG CLS MU STX B TTMI AU AGX PARR FIX AMKR KGC HBM GMED SANM JAZZ LLY FSLR ENS UTHR AMD SBH DY NEM ATZ.TO ILMN AVGO LVS CAH HAE INCY
H52EarnPS CAH COR CVS F MCK MGA GM MPC VLO SBH USFD KALU SIG AEO TTE JLL DAL SHEL FDX HCSG ALV CVE.TO FTT.TO CMC THC BCO CX UHS MYRG KMT
H52EgPS PFGC CVS AN KR BG SYY DG SMP SIG VOD SHEL GPC PSMT ALV MMS CMC AB BCO CX NTR URBN WMT MSM PHM AIR CPA MTRN DDS RIO LH
H52EgPSlta PFGC CVS AN KR BG SYY SMP DG SIG PSMT GPC SHEL ALV MMS CMC BCO CX URBN NTR AB AIR WMT MSM PHM CPA MTRN DDS LH RRR VMI
HBSP HMC VOD MBGAF MT CNC TM TSN HPE F CMCSA TEF TTE LEN SHEL CAJPY BG GM CVS PBR EQNR CVE.TO BP CHTR ET HUM CI ELV PSX HAL VLO
HI_DIV PBR ARE PAA T.TO WPP CAG UMC MBGAF VALE EQNR STLA PFE CALM KHC TTE BHP RIO O TIGO ENB.TO EMN BP BCE PPL.TO IMBBY BTI TROW CNQ.TO EXR TRP
HI_INC_CSH IBKR L VIRT BFH USB RNR HOG SYF PRU GM SCHW NUS LUV EWBC MBGAF MFC GBX CPA PVH TROW M TTE VTRS PBR HP LEA PHIN VC EG MGPI
HIGH_CASH KGC TIGO LRCX SANM FN GOOG KLAC MEDP CAH TSM HCA AMD THC M ULTA AMAT CAT MCK LLY EXPE GS AMKR GM AER IBKR DINO MPC MCY MKL BFH
HIGHCASHFLOW META NVDA XOM TSM TM SHEL VZ T DTEGY CVX WMT UNH CMCSA BABA TTE JNJ NFLX TMUS MRK ORCL GM V PBR PG COP ABBV EQNR HD MS MBGAF
HIPRICE STX NEM AEM AEIS RMBS MPWR DDS PSTG JBL ASML AMD FCFS TIH.TO ULTA NEU CAT CVS BOOT APTV CPA WTS ANET PRLB ALV ORLY IBP FHI ALLE EME SHEL
HIYIELD CVX NSRGY PM XOM TM MRK NVS RY.TO ABBV PG HSBC KO UNH HD JNJ MS IBM BAC WFC CSCO JPM TMUS GS AZN CAT SAP AXP ORCL WMT TSM
JLC_DIV PBR T.TO ET MBGAF MO MPLX VALE EQNR UPS EPD VZ PFE VICI KHC TTE CQP BHP OKE EIX ENB.TO PPL.TO BTI GIS PRU TGT BMY CNQ.TO HPQ KVUE TRP
IN_RS26 KSS CIEN FIX HP AEO SANM PRIM FSLR FORM ENS IESC JAZZ NXT NVT SXI REZI DY UTHR AMG APA ACLS MYRG CACI MPWR CRS BCO KALU THC WST PLUS
KEY100 MU STX B AU AMD LRCX GOOG NEM LVS AVGO CAT APH VRT AMAT CMI LLY GM APP SCCO KLAC TSM TMO AEM IDXX TEL MRK CAH ASML IMO VLO
KEYCLQ APP LLY APH LRCX GOOG KLAC AMD AMAT CAT
KEYRSW MU LRCX GOOG PLTR APH AMD KLAC AMAT APP LLY CAT JNJ TMO GS AAPL MRK NVDA AXP ANET BAC ISRG WFC MSFT BSX V MA TMUS CRM ADBE
KEYSTONE MU AMD LRCX GOOG CAT APH AMAT LLY APP KLAC TMO MRK AAPL JNJ ANET GS PLTR NVDA AXP BAC WFC MSFT SCHW ISRG BSX MA V TMUS CRM ADBE
LLTD NLY JBS SIG CALM WAFD PLAB TROW ROCK NICE USNA
LOWDV FISV GM CVE.TO HMC VOD CMCSA MBGAF CI LEN CHTR HUM DVN ELV BIIB HPE SHEL DHI OXY L TEF CVS KHC ALC TAK VZ NOK SU.TO T EQNR BUD
LOWPB STLA HMC VOD KHC MBGAF MT AIG TAK TFC CFG TM C HPE TECKB.TO NTR F FANG CMCSA MTB FCNCA TEF FUJIY PCG TTE LEN SHEL VICI BNTX FISV CAJPY
LOWPE SSRM PARR IHS DK CX HBM MT CVI HLF VOD JAZZ NUS HG CPA VALE LNR.TO GM SPNT AER NLY MBGAF DINO JBS TNL BWA LNC STT GL HMC MCY
LowPEsafe PARR DK SSRM HBM CX CVI MT HG IHS VOD
LOWPE_ZLTD NLY IGM.TO CPRX CFFN SIG CALM WAFD PLAB TROW ETD GNTX ROCK NICE USNA
LOWPE_ZLTDA NLY IGM.TO CPRX CFFN SIG CALM WAFD PLAB TROW ETD GNTX ROCK NICE USNA
LPCF PBR APA OVV MTDR KSS GM R ACI OXM PAGP ADT CMCSA ASIX VTRS MUR MGPI MBGAF WU DVN M HP NUS LEA MGA MATX F AER HOG SHEL GBX
LOWPSR FTT.TO
LPE_YLD NLY BSM CALM PRU COLB TROW PFS KEY RF TS CNA PFG ZION ASB MTB MET HWC STT ALLY WBS EWBC BPOP VOYA UNM EQH SIGI THG RGA AXS OSK
LPS1+2_R26 CLS TTMI TER VICR MEDP FIX FN AMD AEO POWL GOOG AGX STRL MKSI IBP FSLR ENS NEM LVS IQV IESC SHOO JAZZ CAT BLD WFRD SXI REZI APH VRT
LPS1+2_RSW CLS TTMI AGX FIX GOOG FN NEM MEDP DY FTT.TO PLTR APH AMD AEO KLAC STRL ENS CAH MKSI CX FSLR AMAT PSTG JAZZ UTHR APP LLY IDXX CAT SCCO
LPSAD HMC F MBGAF VOD TEF PBR GM MT BP CHTR HPE EQNR CVS TM CMCSA TTE CI NTR SHEL UAL DAL CAJPY HPQ TSN HUM ET ELV LEN DG TGT
LPSB STLA HMC VOD MBGAF MT TM HPE F CMCSA TEF TTE LEN SHEL CAJPY ADM GM CVS PBR EQNR CVE.TO BP CHTR ET HUM CI ELV PSX VLO FDX UAL
LPZ_Stable CALM NLY NICE WAFD ROCK CFFN GNTX ETD CPRX YELP BKE ALGN AEO URBN IOSP IDT EXEL MLI WMK RGR ALKS COLM WHD PAYC FIZZ SEIC LOPE CRUS RLI ATEN
NoMo IGM.TO HMC TTE SHEL BTI VALE MPLX WES PAA BNS.TO HESM PRU F CWH CPA PFS OKE CFFN USB UVV SON RF DLX EIX HBAN KEY CALM MLKN SWKS CNA
NoMoSafe HMC BHP TS UMC TTE PBR BTI VALE BSM MPLX WES PAA BCE BNS.TO VIRT HESM PRU MO F MGA VZ CPA NWBI PFS PFG OKE TFC PAGP CFFN USB
OPTION_A HL STX CDE KGC AEIS RMBS NEM CAT DDS PSTG CX AEM WMS NUS ASML TIH.TO ANET MPWR HCSG PRLB BCO IHS CVS EME SMP VMI ULTA OSK FCFS LECO
PE_GrNetRs PLAB HG BFH PHM NA.TO COLB VC HSBC TS JHG WAFD MFC RNR WSFS RUS.TO MET EQNR CALM UVV EQH
PEBsize OXM ETD AXL ODP SMP DLX UPBD COHU CRI PLAB GBX VYX ARCB WS NWBI STRA MTX CXW SEM ASGN SMPL HE PHIN CENT ATKR RUS.TO PFS SPNT WAFD ITGR
PEG AU MU KGC B STX FIX CLS AMD FN CIEN
PEG13 AU MU B HAE STX GMED LLY CLS AGX CIEN
PEGFF MU AU KGC HBM FSLR NEM INCY PSTG MCY CX FTI F OTEX APTV MGM THG BMY ALL EXEL ZD ADT SKYW AROC FOUR YELP
PEG-Minimalist SPNT NLY HBM AU COMM BP INCY FTI CX FSLR F MMM KGC IVZ DAN GM VOD RYAAY VALE B THC AER LVS LAUR BBDB.TO L LNR.TO JAZZ BK ORI
PEG-NT WDC MU AU HBM FSLR PSTG KGC PAAS GTX CENX INCY GAP FTI SSRM COMM MCY EYE CX COHU EXEL BJRI SPNT IVZ F NLY NBIX MMM AXL THG SWX
PEGRSW HBM AU MU KGC NEM B STX FIX CLS AGX AVGO
PL_LD_NRS TDC BCO RNR NVDA AAPL NTAP ACGL CPA SYF AX HIG MTG TRV AER QLYS THG FFH.TO MLI PRU AXP FCNCA CB UTHR VALE EWBC EME PLAB MKL EPAM AIZ
PL_LD_NRS_ALT TDC ABBV BCO RNR NVDA AAPL NTAP DOL.TO GL ACGL CPA AXS SYF UI RCIB.TO AX IMBBY GOOS.TO HIG MTG TRV AER LNR.TO QLYS THG NVR FFH.TO AFG MLI WRB
PIH4 KSS GMED JAZZ LLY AGX CAH PLUS DY AKAM HL AEO IDXX REGN TEVA B EXPE MRK KFRC QLYS ORI AU TSEM ENS KEYS FICO MUR M SANM FORM FSLR
PIH_CSO_safe NEU MCRI MUSA SMP WTS CASY CW AWR CPA BRC SAIC MCY MSM LECO SIGI UHS CHDN ALV RUSHA BYD JBHT REGN ROK DCI SEIC LDOS CMI RMD VIRT CINF
PIH_CSO_simple NEU MCRI MUSA SMP WTS CASY CW AWR CPA BRC SAIC MCY MSM LECO SIGI UHS CHDN ALV RUSHA BYD JBHT REGN ROK DCI SEIC LDOS CMI RMD VIRT CINF
PIH_MCP SMP MCRI AWR VIRT PAGP BRC SAIC RUSHA SIGI CPA MSM MCY REYN BYD MUSA NEU DBX CHDN OTEX ALV WTS SEIC ACI DCI ORI VTRS LECO MGA UHS JBHT
PLOW_PE BCO NTAP JBL RNR DAL ULTA KR CPA DDS ALV SIG ALLE EME CAT BLD LECO IBP WMS VMI HUB/B PNR STX ASML SNA ACIW NEM KGC CX ETN BOOT
PLOW_PE2 VSCO M AEO LRCX GOOG FIX AU STX CLS AGX TTMI B TER TSEM CIEN MU FORM HL KSS PARR
PLOW26WK LRCX GOOG CAT AMAT LLY APP MRK ASML AAPL NVDA ABBV AMGN ORCL AXP QCOM META HD MA V NFLX
PLOWBKLD WDC MEDP FIX POWL LRCX GOOG IDCC IESC DDS NXT AMAT ILMN IDXX TEVA UI NU MLCO YETI ASML LAUR ANET BKE NVDA EXPD EME ULTA ULS AXP AWI TJX
PLOWBVS RNR DAL SIG CPA BCO DDS KR CX NTAP ULTA BLD ALV JBL ACIW CVS LFUS VMI SNA WMS SMP ALLE EME PNR SHEL BOOT CAT IBP HCSG NEM SXI
PLOWEG5_RS631 BCO RNR DDS TOL ULTA SIG BLD CMC NEU IBP OSK FHI CAT LECO KGC VMI AEM BOOT REZI NEM AMD ASML MPWR TIH.TO CX FCFS LFUS SXI ALLY USB
PLOWLD_NRS BCO MA NTAP ALKS EME CRUS DDS PATH RMBS ULTA RMD HCSG V MPWR WTS AMD PRLB KAR FSS MSFT CDE PSTG AIT VC HUB/B CTAS XYL NEM HL SNA
PLOWPBV RNR DAL SIG CPA BCO DDS KR CX NTAP ULTA BLD ALV JBL ACIW CVS LFUS VMI SNA WMS SMP ALLE EME PNR SHEL BOOT CAT IBP HCSG NEM SXI
PLOW_PE2MOD STX B TTMI CLS VSCO TER CIEN TSEM KSS
PLOWRSW LRCX GOOG AMAT APP LLY CAT ASML AAPL MRK AMGN ABBV NVDA AXP QCOM ORCL V NFLX META MA HD
PST_5/10 CLS CIEN MU STX TTMI MEDP FIX SMTC FN LUN.TO AMKR AMD LRCX AEIS STRL PRIM PAAS IBP LVS IESC DDS REZI DY SIG EXPE NVMI CX AA KLAC SHOP
R13_EG ALLY RNR NEM KGC CMC CX AEM SIG TOL DDS STX FCFS AEIS USB KR DAL IBP ULTA BLD HCSG SNA TIH.TO
R13_EG_E RNR NEM KGC CMC CX AEM SIG TOL DDS FCFS AEIS BLD SNA TIH.TO
R13_EG2 RNR KGC CMC ALLY NEM AEM TOL CX IBP BLD FCFS SIG ALV KR ORLY ULTA WTS TIH.TO DDS AEIS SNA USB LFUS MSM DAL STX HCSG
REIT GLPI HR NLY SLG PK ARE
REP RNR ALLY BCO CPA NEM OTEX CMC KGC CX TOL SIG DAL CVS SHEL KR USB AEM DDS JBL CRUS ULTA FCFS VMI BOOT STX SNA IBP ALKS BLD AEIS
REV KGC DDS NEM RNR STX AEM CX CMC SIG BLD AEIS TIH.TO FCFS TOL HCSG DAL SNA ALLY IBP USB ULTA MSM LFUS KR WTS ORLY ALLE LECO BSX ITW
ROC_RS26WK LRCX GOOG AMAT LLY APP ASML AAPL NVDA ABBV TJX QCOM MSFT MCD META HD MA V COST PM NVO
ROE_Cash GOOG NVDA META ABNB HUM ANET REGN MOH VEEV ISRG AMAT FTNT NOW CPRT EW UTHR COST DDOG PANW TJX PINS LRCX ZS PATH CTSH DECK NVR MNST CALM FSLR
ROE_Cash2 NVDA FTNT TJX NTAP NSP BOX MANH UI CHWY TDC IDXX EXPE ATMU EAT JBL TNET LII FTDR IT GOGO ADP NGVT KTB VVV KLAC GWW WH TPR BCO CLX
ROE_EY_26 BCO TDC AES SBH WDC AMGN JAZZ TPR TEVA WFRD AMCX EXPE AAPL ATMU APA APP REVG MRK NGVT KLAC MEDP LVS M RCIB.TO CAT IQV POWL AEO GES BKE
ROEPLOW RKT APP IDXX ANET DDOG MNST AMZN CDNS COIN ADSK ABNB SNPS NFLX FTNT ADBE
ROIC LRCX GOOG AMAT APP LLY ASML AAPL ABBV NVDA TJX QCOM MSFT MCD PM V META MA COST HD NVO
RS13WK HL AGX M CLS GOOG TER TTMI AMAT LLY KSS LRCX CAH AMKR HLF ENS DY FIX KGC FN SANM CAT PARR KLAC FTT.TO ILMN MCK AMD MEDP HCA CACI
RS13WKT12 CIEN HL BE MU FORM VSCO TSEM VICR COHR AGX M CLS STX AU UTHR B AEO GOOG TER LUMN TTMI AMAT W LLY KSS LRCX GMED HAE TEVA MKSI
RS1WK KSS HLF SBH M HL DAL THC OPCH UAL AMKR USFD CMC PLAB IBP TNL SIG DLX GOOG GIII DY IHS IDXX JBHT BFH ILMN FN ULTA KGC EXPE HCA
RS2020 HLF HAE KSS GMED ILMN LLY TDC AU JAZZ AGX TEVA CAH B HL TSEM DY KMT SHOO REGN AEO KGC GOOG M FICO ENS MUR RL FORM ATZ.TO SANM
RS26WK KSS HL CLS TTMI TER MEDP PARR FIX FN M AMKR AMD SBH KGC LRCX GOOG SANM AGX STRL IBP HLF ENS CAT NVT CMPR TIGO DY SIG AMAT MCY
RS26WKT12 BE KSS HL CLS W TSEM CIEN MU STX TTMI TER B SOFI VICR MEDP PARR AU LUMN FIX COHR FN CDE M VSCO AMKR AMD SBH HP AEO KGC
RS4WK HLF KSS ILMN LLY AGX CAH HL DY AKAM MCY IDXX KGC EXPE G GOOG OI QLYS TIGO M ENS MKL DLX SANM HIG MATX FDX HCA CACI APA MCK
RS4WKT12 HLF HAE KSS GMED ILMN LLY TDC AU JAZZ AGX TEVA CAH B HL EXPD PLUS OMCL TSEM DY AKAM KMT SHOO MCY ORI MRK IDXX REGN AEO KGC EXPE
RS52WK CLS HL TTMI KGC PARR AGX TIGO IHS LRCX FTT.TO SANM DY FIX FN GOOG KLAC IDXX MEDP CAH STRL KSS HLF TSM HCA AMD CW THC ENS M ULTA
RS52WKT12 BE CLS AU HL TTMI KGC STX PARR CDE PLTR W ATZ.TO AVGO AGX B TIGO NXT MU IHS NEM LRCX TSEM AEM FTT.TO SANM DY CX FIX HBM APH
RSCAP GOOG LRCX CLS FIX KGC FN DY HL FTT.TO TIGO SANM TTMI AGX PARR IHS
RSEG-rgonsal RNR ALLY NEM KGC CMC CX AEM TOL SIG DDS STX FCFS KR USB IBP DAL BLD AEIS ULTA HCSG SNA TIH.TO
RSEP M KGC FIX CLS TTMI AMKR FN TER
RSPEG1 KGC FIX CLS TTMI AMKR LRCX FN
RSPEG2 HBM AU MU FSLR B STX CLS AGX TTMI GOOG AMKR LRCX MKSI AEO HLF TSEM
RSPS HL MU FORM AGX M CLS STX UTHR AEO GOOG TTMI AMAT W LLY KSS LRCX GMED HAE MKSI SHOO CAH AMKR FSLR JAZZ PSTG HLF SCCO ENS DY FIX
RSW CLS HL TTMI KSS KGC AGX PARR LRCX FIX GOOG FN M SANM MEDP TIGO DY HLF FTT.TO AMKR AMD KLAC STRL ENS CAH AMAT LLY IDXX CAT IHS TSM
SAFETY_BOUNCE WM CL WCN ICE PEG CHD MCD RSG GIBA.TO AWR VZ MMC NUV CNI ROP COST PG UL MDLZ DEO V TMUS SLF.TO LIN HD CHKP KMB
SAFETY_HICCUP STN.TO T.TO ETN WSP.TO MSFT SAP CHKP LMT TEL LIN MO HON TDY LHX NOC VICI CVX AIG SHEL ESLT O RJF RTX GD XOM DUK AMX ABBV NSRGY PEP
RSWEPS HOOD MU WDC B STX TTMI CLS BBDB.TO TSEM AU FLNC KSS
Screamers HLF KSS LLY AU JAZZ AGX CAH B HL TSEM DY MCY ORI IDXX AEO KGC EXPE INCY LVS GOOG WCC TIGO M MDT ENS MKL NEM L.TO RL CMI
SHORT_A KRNT UDR CPT GKOS
SHORT_ALTMAN_Z CCOI CABO CZR KNTK QDEL PENN TRN JEF PK MAC VNO NPI.TO BXP GATX HTZ BN X.TO RUN SEDG
SHORT_B CCOI FMC HELE CABO CODI TTD PRCT FUN CAVA RPD FRPT RHI WPP BRBR ENPH KRNT RH ACHC RXO SPSC NEOG JACK WIX CMCO APOG IT DECK KMX KRO MAN
SHORT_C CODI NEOG KRO OGN BLMN UTZ HLX HTLD TDOC SNAP SWBI EVCM PTEN HBI HLIT CNH BHC HLMN GT RES WU AMCR GOGO SFL SSYS USA ADTN AMCX DENN AXL
SHORT_DCB GH GKOS LGIH NTRA INSM RKT RIVN FWRD VTR U PCVX AXSM JEF CPT HRL SUI UDR NA.TO NAVI DKNG HR TPG SBUX BXP LNC FRT VKTX MAC MXL MRNA
SHORT_K PRMB SAP FMS NPI.TO SBAC T.TO FUN CWH MIDD PAYX BF/B DOX PBH AIN RGR POWI HRL MAN USNA COLM ASGN KFRC WPP NSP RHI
SHORT_M CCOI PRCT LCID NVCR KRO OKLO HUN TDOC WLK VRNS DOW AMN ASTS TNDM S HTZ RKLB SNAP IONQ LYB SLG ESTC APLS PTEN HTLD IOT WFG FWRD RBLX QS
SHORT_V PRCT FUN FRPT RH ACHC RXO PLAY TEAM FND S GTLB LCID ESTC VRNS AMN QDEL PENN SMR KVYO ALK WRBY IAC SSYS CLFD SMMT
SLS_RS13 MU GOOG AMAT LLY CAH CNC UNFI ASML CAT AVGO MCK AMD HCA COR MRK CMI GM VALE TMO TSM AAPL FDX JNJ VLO MDT F CVS UPS IMO L.TO
SLS_RS26 MU AMD GOOG AVGO CAT AMAT CMI LLY GM TSM TMO DINO MRK CAH ASML IMO VLO FERG AAPL MGA JNJ VALE HCA GS NVDA CVE.TO DAL F MDT UAL
SomeMo GWO.TO IGM.TO TTE SHEL MPLX WES PAA MFC BMO.TO F CPA PFS CFFN USB UVV SON RF AVA PNC DLX EIX FITB HBAN KEY CALM MLKN MOS CNA
SomeMoC GWO.TO IGM.TO TTE SHEL MPLX WES PAA MFC BMO.TO F CPA PFS CFFN USB UVV SON RF AVA PNC DLX EIX FITB HBAN KEY CALM MLKN MOS CNA
SomeMoJoeSafe HMC TTE MPLX WES PAA BNS.TO HESM CPA PFS CFFN UVV SON AVA DLX EIX KEY CALM GLPI MLKN
SomeMoSafe GWO.TO IGM.TO TTE SHEL MPLX WES PAA MFC BMO.TO HESM F CPA PFS CFFN USB UVV SON RF AVA PNC DLX EIX FITB HBAN KEY CALM GLPI MLKN MOS CNA
SmoothAndCheap SSRM RCIB.TO BG FDP MO MRK CCA.TO VZ ACI CALM NPI.TO CI KHC BGS TAP HRB DVA CAG STZ BAX FLO PRGO SMPL
SPARK NVDA GOOG TSM PLTR APP APH NEM AEM NU AMX B VRT WPM CLS RYAAY FIX EXPE KGC SYF LUN.TO THC FTAI MTZ CRS UHS NBIX EVR DY TIGO AEIS
SPARKRSW GOOG TSM PLTR APP APH NEM AEM NU AMX B VRT WPM CLS RYAAY FIX EXPE KGC LUN.TO THC MTZ CRS UHS DY TIGO AEIS TTMI AGX VIAV CALX JOE
StrongCheapSafe TTE MGA USB PRU SLB TROW
TA_A HL KGC NEM AEM DDS WMS DAL ORLY FCFS MSM FHI ULTA RNR NDAQ BLD CMC USB TIH.TO TOL ALLY IBP NEU CX ITW ALV STX OSK SIG KR LECO
TK1_R52 MP CDE QS SYM RBLX CALX MRCY RKLB MPWR CCO.TO CELH AVAV HIMS SPOT BA REZI SMP ATRL.TO SLAB BCO OTEX KN ASTE OSK VC STN.TO LECO BHP CRUS FMS
TK2_R52 CDE MPWR REZI SMP BCO OTEX OSK VC LECO CRUS LUMN SIG RMD DELL LOW NTAP HLMN
TPEG13 MU AU STX B TTMI UTHR AMAT AEO M VSCO
TREPPE RNR CPA TOL ALLY CMC CX OTEX DAL SIG USB SHEL BCO NEM KR KGC CVS ALKS DDS JBL CRUS SNA BLD FCFS AEM ULTA VMI IBP BOOT HCSG TIH.TO
TREPPE_E RNR CPA TOL CMC CX OTEX SIG NEM KGC CVS DDS CRUS SNA BLD FCFS AEM VMI BOOT TIH.TO SXI CAT AMD ASML AEIS MPWR
TTI NTAP SIG BCO
TVALUE HLF GM CVI AES BFH LNC LNR.TO CPA PRU SPNT RNG ALL NCLH ZD AXS RGA CRBG CALM VIRT UPBD PPC FIVN PRGO CHTR LRN
Value_EG JAZZ MU CENX B VALE FSLR KGC STX MCY NEM TTMI CX PAAS SIG UHS MRK LNC LUN.TO TNL PBR VIAV DLX FTT.TO AMG CMC SYF LNR.TO F FTI AA
ValueHook AU SSRM FSLR INCY SIG PHM MTG GIII CAJPY STRA
ValueRatio CPA VALE NLY MBGAF LNC MPLX WES SUN MO PAA BSM VZ HESM CALM ET NPI.TO PRU WU CAG CMCSA HPQ XRAY VAC BBWI FLO ENR PRGO WPP
YIELD4 CPA CCA.TO CVX TROW KMB PRU LNC BNS.TO CTCA.TO SJM VAC TGT WHR CALM
YldDiv MTN CVX EXR UPS CPA LAMR PRU CALM LYB TROW MBGAF RHP TGT DEO OKE RIO MO TTE MPLX ENB.TO WES CCA.TO SUN WPC EIX EMN BHP UVV CQP VAC
YLDEARNYEAR CPA VALE NLY MBGAF LNC AES MPLX WES SUN MO GES PAA BSM PBR VZ HESM CALM PRU WU SIRI BGS CAG CMCSA XRAY VAC UPBD BLMN BBWI FLO ENR
YLDEARNYEAR2 AU NLY VALE TIGO DK CPA MBGAF VOD LNC AES JBS FRO AB HSBC BP DINO M TD.TO CVS RIO TTE MPLX DAN RYAAY B NUS UGI F MT BNS.TO
YEYPayout CPA VALE MBGAF LNC AES SUN GES VZ CALM PRU WU SIRI CAG CMCSA XRAY VAC UPBD BLMN BBWI FLO ENR PRGO WPP
YLDYEAR NLY MBGAF AB UMC FAX WES PAA PAGP BSM PBR HESM USA ET T.TO GLPI NPI.TO SFL WU KRP BGS PK CAG LYB KNTK UPBD HUN BLMN ARE FLO OXM
ZLTD NLY JBS SIG CALM WAFD PLAB TROW ROCK NICE USNA
ZLTDA NLY CFFN SIG CALM WAFD PLAB TROW ROCK NICE USNA
KEYEPS LRCX AMD GOOG APH LLY APP MU CAT AMAT KLAC
SHORT_SOS CCOI PRCT GH CABO GKOS FUN LCID CZR LGIH FRPT NVCR KNTK NTRA RH KRO QDEL INSM ACHC OKLO PENN RKT RXO HUN TRN RIVN PLAY TDOC JEF FWRD TEAM
SOS_A AU MU GOOG B HBM HL LRCX AGX M AMAT HAE KGC CLS APP STX NEM LLY GMED TER CAT
SOS_Ancer RNR DDS HAE BCO KGC GMED CPA LLY NEM TOL
SOS_Ancer_2007 HAE NEU KGC RNR GMED MCRI DDS CPA LLY MUSA NEM TOL
SOS_B MU AU KSS HL AMD B KGC CLS AGX GOOG STX HBM HLF LYFT M ILMN LRCX AMKR HAE TTMI LLY EXPE NEM TER AVGO UAL
SOS_BMOD MU AU KSS HL AMD CLS AGX GOOG HBM HLF LYFT B M ILMN LRCX AMKR HAE KGC TTMI LLY EXPE STX NEM TER AVGO UAL
SOS_C AU MU KGC HBM CLS HL B TTMI HAE KSS STX NEM
SOS_D AU MU B LRCX STX LLY HBM LYFT GOOG AMD AMAT AMKR HAE KGC APP EXPE NEM UAL GMED CLS CAT IHS ASML BFH FIX AAPL AGX MRK M
SOS_E MU AU KGC HBM CLS HL AMD B TTMI LRCX HAE GOOG
SOS_F HL AU CLS MU KGC HBM LRCX AGX GOOG M TTMI B AMAT HAE APP
SOS_G AU MU KGC CLS HBM HL B TTMI HAE
SOS_Plow_RS HL GOOG CLS AMAT KSS TTMI TER LRCX M AGX LLY APP CAT MEDP ASML PARR AAPL FIX MRK FN AMGN
SOS_DT RNR KGC HAE ALLY
SOS_DT4D RNR ALLY KGC NEM CPA HAE DDS GMED TOL LLY BCO ILMN
SOS_KitchenSink HAE BCO KGC RNR HLF CPA NLY
Olap_RS52keystone CLS* MU** HL* AMD** TTMI* LRCX** KGC* GOOG** PARR* CAT** AGX* APH** TIGO* AMAT**
Olap_RS52keyeps CLS* LRCX** HL* AMD** TTMI* GOOG** KGC* APH** PARR* LLY** AGX* APP** TIGO* MU**
OVER_PEG AU MU B STX CLS AGX HBM** HAE* KGC** NEM** GMED* LLY* FIX** CIEN*
OVER_RS HL CLS TTMI KSS TER M AGX GOOG AMKR FIX LRCX FN PARR KGC MEDP HLF ENS SANM AMAT AMD DY CAT LLY* CAH* SBH** STRL** IBP** KLAC* FTT.TO* NVT**
Overlap_4/13 AGX HL KSS LLY HLF CAH GOOG M DY ILMN KGC ENS SANM HCA MCK CACI CLS** TER** TTMI** AMAT** AKAM* MCY* IDXX* LRCX** EXPE* AMKR** G* OI* QLYS* FIX**
RSPEGOL KGC* HBM** FIX* AU** CLS* MU** TTMI* FSLR** AMKR* B**
SOS_Elan_v2001 MU AU CLS GOOG STX HL B KGC LRCX TTMI AGX FIX APP HBM KSS LLY AMD MEDP PARR APH TER NVDA NEM WDC TSM M AMAT PLTR HAE POWL
SOS_Elan_v2002 MU AU CLS KGC STX B RNR HL TTMI LRCX FIX CMC HBM KSS GOOG TOL CPA NEM AMD SIG PARR MEDP CX AGX WDC LLY DDS POWL APH HAE
SOS_KJ MU CLS HL KGC LRCX AMD B TTMI GOOG HAE STX HBM GMED AU LLY AGX M APH TER
SOSBM_E MU AU KSS KGC
SOS_Annual GOOG LRCX CLS MU KGC FIX AMD AU APP APH B HL STX NEM TSM MEDP PLTR FN TTMI LLY AMAT CAT NVDA KSS PARR HBM WDC AVGO AEM POWL
SOS_Elan_v2000 CLS GOOG MU LRCX AU FIX TTMI STX B APP MEDP KGC AMD LLY AMAT HBM HL NEM KSS FN AGX TER APH NVDA WDC ASML CAT TSM POWL PARR
SOS_K MU KGC LLY CLS HBM LRCX B HL AU AMD HAE TTMI GOOG STX APH GMED NEM APP
SOS_GJ AU MU KGC CLS LRCX HBM HL AMD TTMI GOOG B APH HAE
"Hear (sic) are year by year results for the 40 HTD 60 backtest, the version without dividends.
Includes reinvested dividends, and allows 0.4% per round trip for trading costs.
Period Screen S&P Diff
1997 32.2 27.9 4.3
1998 42.8 34.5 8.3
1999 16.3 18.4 -2.1
2000 23.9 -10.8 34.7
2001 -6.3 -8.0 1.7
2002 -16.5 -18.9 2.4
2003 23.0 23.0 0.0
2004 15.3 8.9 6.3
2005 10.4 7.5 2.9
2006 16.7 13.8 2.9
2007 6.1 1.9 4.3
2008 -27.8 -32.9 5.1
2009 39.5 25.5 14.0
2010 20.5 14.2 6.3
2011 4.2 2.5 1.7
2012 14.7 17.1 -2.5
2013 28.7 27.6 1.0
2014 18.7 12.9 5.8
2015 1.5 1.9 -0.4
2016 18.5 14.4 4.1
2017 31.5 21.8 9.7
2018 -2.7 -3.5 0.9
2019 34.5 29.9 4.6
2020 31.0 16.9 14.1
Jan-Mar 13.7 9.8 3.8 (not annualized)
Overall 14.8 9.3 5.5
So, from the backtest anyway, when it underperforms it usually isn't by much.
The long run advantage is heavily flattered by 2000. Best to ignore that.
In reality I wouldn't expect an advantage of more than 3 points as a wild guess."
Screen CAGR GSD MDD Sharpe
LargeCapCash_Div 13 19 -51 0.64
SP500MktCapWeight 11 18 -54 0.55
SP500EqualWeight 11 20 -60 0.52
SP1500EqualWeight 11 22 -60 0.50
from 19870302 to 20251128:
Screen CAGR GSD MDD Sharpe
LargeCapCash_Div 13 19 -51 0.64
SP500MktCapWeight 11 18 -54 0.55
Screen CAGR GSD MDD Sharpe
LargeCapCash_Div 13 19 -51 0.64
SP500MktCapWeight 11 18 -54 0.55
SP500EqualWeight 11 20 -60 0.52
SP1500EqualWeight 11 22 -60 0.5
Cash25a 16 26 -59 0.64
CashFCF25a 18 23 -51 0.76
Ticker fincd12.a [FCF] cashq1.s stinvq1.s [Cash] ltdebtq1.s stdebtq1.s [Debt] [CashLessDebt] Company Name
GS 11 -283 169,577 840,780 1,010,357 287,723 443,495 731,218 279,139 GOLDMAN SACHS GROUP INC THE
JPM 11 -50 274,685 1,136,342 1,411,027 464,744 683,332 1,148,076 262,951 JP MORGAN CHASE & CO
BRK-A 11 -999,999 76,306 305,367 381,673 124,204 3,039 127,243 254,430 BERKSHIRE HATHAWAY INC CL A
BRK-B 11 -999,999 76,306 305,367 381,673 124,204 3,039 127,243 254,430 BERKSHIRE HATHAWAY INC CL B
C 11 -999,999 323,807 638,532 962,339 310,149 468,393 778,542 183,797 CITIGROUP INC
MS 11 -24 103,734 467,043 570,777 326,336 140,692 467,028 103,749 MORGAN STANLEY
BK 11 -8 46,918 129,559 176,477 31,887 44,512 76,399 100,078 THE BANK OF NEW YORK MELLON CORP
IBKR 11 21 5,128 110,694 115,822 108 28,212 28,320 87,502 INTERACTIVE BROKERS GROUP INC CL A
STT 11 -12 4,756 134,810 139,566 24,688 29,518 54,206 85,360 STATE STREET CORP
GOOG 12 4 23,090 75,406 98,496 35,763 8,432 44,195 54,301 ALPHABET INC CL C
GOOGL 6 4 23,090 75,406 98,496 35,763 8,432 44,195 54,301 ALPHABET INC CL A
NVDA 6 2 11,486 49,122 60,608 9,482 999 10,481 50,127 NVIDIA CORP
LNC 11 -26 10,668 35,141 45,809 7,772 0 7,772 38,037 LINCOLN NATIONAL CORP
SCHW 11 17 30,572 53,109 83,681 16,099 33,181 49,280 34,401 CHARLES SCHWAB CORP THE
TSLA 2 1 18,289 23,358 41,647 10,943 2,845 13,788 27,859 TESLA INC
JEF 11 -11 11,459 43,321 54,780 19,585 16,863 36,447 18,333 JEFFERIES FINANCIAL GROUP INC
BAC 11 -2 239,607 535,510 775,117 317,076 446,906 763,982 11,135 BANK OF AMERICA CORP
RJF 11 7 9,195 6,107 15,302 3,432 1,093 4,525 10,777 RAYMOND JAMES FINANCIAL INC
ANET 6 3 2,327 7,780 10,106 0 0 0 10,106 ARISTA NETWORKS INC
ABNB 12 6 7,528 4,156 11,684 213 2,065 2,278 9,406 AIRBNB INC CL A