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Investment Strategies / Mechanical Investing
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Author: opihiman911   😊 😞
Number: of 5823 
Subject: Re: Questions about YieldEarnYear, SOS_Elan screens
Date: 06/04/26 3:50 PM
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No. of Recommendations: 12
Welcome back. I do remember you from the early days of MF MI boards. Alot has changed in the last 12-15 years you have been gone. Many of the original VL screen have been falling off on their post discovery returns (as expected) and no longer present as the "cream of the crop" anymore.

Many new screen have been created for today environment. Many people have migrated toward SI Pro screening as they feel its a more robust and dependable universe. The new screen and their definations can be found under the SI Pro ranking posts.

One of the flavors of screen that appear robust is the ROE_CASH screens in SIP. Very strong screen that hold up well going 15-30 stocks. Add in a HTD (hold to drop)screening and its little turnover and holds many stocks for years and years. Only "problem" I see in this screen is it tends to stick with the large/mega cap stocks which have been in favor these past several years. When large caps fall out of favor how will these screen fare is everyones question.

Another avenue to look into is the bear catchers. Doesn't improve CAGR but does realy help large drawdowns which is beneficial if you are getting close to retirement. That too is posted weekly under BCC updated. General consensus is its better to wait till all 3 signals are bearish to trigger the sale. Another added gate is the GTT timing gate which tells you to ignore the BCC signal as long as it signals the economy isn't in or heading toward a recession. Helps limit wiplash and false signals.

Good luck in catching up to date. This board isn't as robust and active as it was 15 years ago, but still alot of good ideas and investement advise to boot.

Peace,
Opihi
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