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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: rayvt ✧🐝  😊 😞
Number: of 15061 
Subject: Re: BAC
Date: 07/04/2023 4:25 PM
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No. of Recommendations: 3
30 of those with highest "naive" ROE: 12.3%/year
30 of those with lowest "naive" ROE: 3.7%/year

30 of those with highest "naive" ROA: 12.0%/year
30 of those with lowest "naive" ROA: 1.3%/year


Am I wrong in thinking this is an absurdly simple (in the best possible sense) model for an ETF?

In fact that was a proposed screen a few years back.

"Using a broad market index (like S&P500 or VL1500 or Russell 1000)
Or using the Value Line ~1500 stocks with any Timeliness.
Take only the 90% of the stocks closest to their 52-week high.
(Drop the lowest 10%)

Take the top 100 by ROE ...
and those with earnings >0 and book value is < 0.

then of those, top 25 by 5 Yr sales Growth.
Re-evaluate and/or rebalance every 1 or 2 or 3 or 6 months."
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