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Investment Strategies / Mechanical Investing
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Author: platykurtic   😊 😞
Number: of 3958 
Subject: Re: Finance with Real Estate Sectors: SIP changes and
Date: 12/15/2024 2:46 PM
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Of course as I'm an idiot there's one small error and so the reply post should be...

Using the great work lizgdal has done above it's possible to formulate a 'drop in' replacement for FINwithRE that uses the GCIS coding in the TRBC2 field for dates after 20240930 & the TRBC coding for dates before that as long as there's data (and before that the sector.s & incd.s coding that was in place then). That is ...

FINwithRE: pref(if(ord(1)>=26079,if(trbc2.s=40!60,1,0),if(trbc2.s=55!60,1,0)),if(sector.s=7,1,if(incd.s=933,1,0)))


... should act as a single line 'drop in' replacement for both screening & back-testing. It essentially does SI-Pro pieces that lizgdal outlined in the first post within the original pref() statement.

Apologies - I don't use that field and so was unable to check it that thoroughly.
Platy
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