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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: Max CAGR for 3 step Screens
Date: 06/07/24 2:27 PM
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No. of Recommendations: 2
How about this as a combined twist?
Step 2 is bottom 15 by beta
Current step 3 is top 10 by dividend yield.

Step 4: Using the 15 by beta, sort by [Sales Growth 5-Year]. Take the top 4 (or 5) plus the 10 from step 3, giving a possible 14 or 15 stocks.

Using my most recent data, there is quite a few stocks in common between steps 3 & 4.
Top 5, 3 in common and 2 additional.
Top 4, 3 in common and 1 additional.
Top 2, 1 in common and 1 additional.
Top 10, 7 in common and 3 additional.

I guess you could buy a double weight of the ones in common. Or just buy the new ones, for a varying size portfolio of 10 to 15 stocks.

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This community has written 6,227 posts about Mechanical Investing. The article-length ones it recommended most:
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