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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Mark19   😊 😞
Number: of 15071 
Subject: Re: Diversifying away from Berkshire
Date: 12/30/2022 3:40 PM
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A typical strategy might go like this:
* Start with the list of Value Line stocks. They are mostly decently big and plausible picks.
* Of those, find the 40 with the highest reported [recent annual] return on shareholders' equity
* Of those, buy equal dollar amounts of the 20 stocks with the highest reported 5 year rate of growth of revenue per share
* Hold for a while, maybe 1-12 months. 6 is good.
* Repeat. Replace any stocks that no longer meet the same criteria.

My only issue with these is that the whole world can see the the high sales growth and high roe. Wouldn't you end up with a lot of high pe stocks?

Maybe another step, screening for low p/e would be helpful.
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