Post #1114 by Aussi on the Mechanical Investing board

Investment Strategies / Mechanical Investing

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I don't track individual screens by CAGR. I use to use GTR1 for that. So the numbers reported are estimates.

I stopped using small cap screens (WER, YEY and others) in 2018. The returns for 2017/2018 were not good. I restarted in May 2023 with versions of YEY and low forward PE. From May to end of July, up about 8%. August to October down about 20%. Early October to now, up about 35%. Overall since May, 2023, up about 15%.

Not a smooth ride!

Craig

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