Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MIBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MIBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


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.
Answer this questionContinue to Shrewd'mThis note won't appear again
Investment Strategies / Mechanical Investing
Unthreaded | Threaded | Whole Thread (10) |
Author: RAMc ✭  😊 😞
Number: of 6243 
Subject: Re: SIP new data source
Date: 10/05/24 12:49 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 6
Running almost any SIP screen on GTR1 will not give accurate results until Robbie updates all the sector and industry to the new definitions.
I took lohill’s latest screen picks for ROE_Cash_boris which typically has a low turnover as an example:
20-Sep ROE_Cash_boris GOOGL META V NVDA FANG AMZN TJX MOH ANET DXCM JBL ACN CPRT AMAT NKE UTHR ADBE FTNT GRMN ROST HALO MTDR SNPS EOG PANW
27-Sep ROE_Cash_boris GOOGL META V NVDA FANG AMZN TJX MOH ANET DXCM JBL ACN CPRT AMAT NKE UTHR FTNT GRMN ROST HALO MTDR SNPS ADBE EOG PANW
3-Oct ROE_Cash_boris GOOG GOOGL RNR NVDA META TSLA ABNB HIG PCAR MOH ANET EQH AMP CPRT SYF UTHR AMAT TROW FTNT GRMN FLR ADBE NVR EOG SNPS
Notice that from the 20th to the 27th there were few changes (none for the first 16)
However for the 3rd of Oct only 13 of the 25 tickers previously tickers are selected.

But I think there may be a much bigger problems with the new vendors data matching the old data.
I looked at the AAII Driehaus screen which has a very low 6% turnover using the AAII built in SIP screener.
The 20-Sep using the old data vendor only passed 9 stocks but the new data passes 17 stocks only 6 are in both selections.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to RAMc here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 6,227 posts about Mechanical Investing. The article-length ones it recommended most:
Dividend investing · 52 recs · 2025
Non-Mag7 screen · 34 recs · 2025
OT - Div yields and returns · 32 recs · 2024
Using AI to generate backtesting programs · 30 recs · 2025
Rankings for 19Dec2022 · 29 recs · 2022
Unthreaded | Threaded | Whole Thread (10) |


Announcements
Mechanical Investing FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of MI | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community