Join Early Retirement Today
Reply
 
Thread Tools Display Modes
HFWR Value Portfolio
Old 09-03-2007, 08:34 AM   #1
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: May 2005
Location: Lawn chair in Texas
Posts: 14,183
HFWR Value Portfolio

Subtitle: Dart-Throwing With Stock-screener
Sub-subtitle: Slow Day at the Silicon Mine...

As noted above, I am stuck at w*** on Labor Day (ironic, isn't it?) with not much to do. So I've pulled some stock symbols out of my ass carefully constructed created a portfolio of, for lack of a better term, "value" stocks, based strictly on the output of the Yahoo Stock Screener, using the following criterii:

Market cap => $10B
P/E <= 10
PEG => 2
P/B <= 2

This gave me a list of five stocks: AZ, E, NTT, APC, and IP.

I then built a spreadsheet, to devise three portfolios, each based on a different weighting method: price weighting (9/1 price), cap weighting, and P/E weighting (inverse).

Then, for shits and grins kicks, I created portfolios that can be tracked by anyone bored enough to do so:

http://www.bloomberg.com/apps/subscriber/webport

userid: erorg_portfolio
pw: portfolio
Attached Images
File Type: jpg spreadsheet.JPG (42.8 KB, 13 views)
__________________
Have Funds, Will Retire

...not doing anything of true substance...
HFWR is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 09-03-2007, 08:43 AM   #2
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Dawg52's Avatar
 
Join Date: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 9,067
Reminds me of when I got bored at work. I studied different retirement portfolios only using mutual funds and ETF's.

How much longer before you retire?
__________________
Retired 3/31/2007@52
Investing style: Full time wuss.
Dawg52 is offline   Reply With Quote
Old 09-03-2007, 09:29 AM   #3
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: May 2005
Location: Lawn chair in Texas
Posts: 14,183
Quote:
Originally Posted by Dawg52 View Post
Reminds me of when I got bored at work. I studied different retirement portfolios only using mutual funds and ETF's.

How much longer before you retire?
TBD...
__________________
Have Funds, Will Retire

...not doing anything of true substance...
HFWR is offline   Reply With Quote
Old 09-03-2007, 10:32 AM   #4
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: May 2005
Location: Lawn chair in Texas
Posts: 14,183
I suppose we need a benchmark for comparison; how about VTV?
__________________
Have Funds, Will Retire

...not doing anything of true substance...
HFWR is offline   Reply With Quote
Old 09-03-2007, 11:00 AM   #5
Thinks s/he gets paid by the post
twaddle's Avatar
 
Join Date: Jun 2006
Posts: 1,703
Quote:
Originally Posted by HFWR View Post
... based strictly on the output of the Yahoo Stock Screener
Danger, Will Robinson!

Yahoo sometimes gets the number wrong. I chose E in another thread, but it turns out Yahoo is way off on market cap (and P/B, etc). I noticed a few of your other picks were ADRs, so I wouldn't be surprised if Yahoo was wrong on a few of them.
__________________
Emancipated from wage-slavery since 2002
twaddle is offline   Reply With Quote
Old 09-03-2007, 11:19 AM   #6
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: May 2005
Location: Lawn chair in Texas
Posts: 14,183
Quote:
Originally Posted by twaddle View Post
Danger, Will Robinson!

Yahoo sometimes gets the number wrong. I chose E in another thread, but it turns out Yahoo is way off on market cap (and P/B, etc). I noticed a few of your other picks were ADRs, so I wouldn't be surprised if Yahoo was wrong on a few of them.
I concur, but I'd opine that no "free" stock screener can be fully trusted...

Edit/update: I was going to compare screens from different sources, but excite no longer has a screener, bloomburg has no screener, and CNBC's screener doesn't offer PEG ratio as a criteria...

Since the username and pw are known, anyone who wants to add a portfolio can do so.
__________________
Have Funds, Will Retire

...not doing anything of true substance...
HFWR is offline   Reply With Quote
Old 09-03-2007, 02:08 PM   #7
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: May 2005
Location: Lawn chair in Texas
Posts: 14,183
I've decided to alter my portfolio to match Greg's model portfolio at http://www.early-retirement.org/foru...lub-29582.html...

Quote:
Originally Posted by greg View Post
So to keep it simple: ten large cap stocks at 10K hypothetical dollars each=$100k total
I've decided I don't really like PEG ratio, since it uses "forward earnings", a number even a monkey an analyst could love. Plus, on reflection, I think I would have changed the PEG to <= 1, rather than => 2...

I'm still using the mechanical monkey method, i.e. Yahoo stock screener, warts and all. Mkt cap => 50B, P/E <= 10, P/B <= 2, which, oddly enough, gives me ten stocks exactly...
Attached Images
File Type: jpg HFWR portfolio.JPG (19.3 KB, 123 views)
__________________
Have Funds, Will Retire

...not doing anything of true substance...
HFWR is offline   Reply With Quote
Old 09-04-2007, 03:01 PM   #8
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: May 2005
Location: Lawn chair in Texas
Posts: 14,183
Up 1.77% first day...
__________________
Have Funds, Will Retire

...not doing anything of true substance...
HFWR is offline   Reply With Quote
Old 09-04-2007, 03:29 PM   #9
Moderator Emeritus
Martha's Avatar
 
Join Date: Feb 2004
Location: minnesota
Posts: 13,228
Quote:
Originally Posted by HFWR View Post
Up 1.77% first day...
Sell!
__________________
.


No more lawyer stuff, no more political stuff, so no more CYA

Martha is offline   Reply With Quote
Old 09-30-2007, 10:48 AM   #10
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: May 2005
Location: Lawn chair in Texas
Posts: 14,183
One month results:

Price-weighting (equal # shares of each to = $100k): +4.06%
Cap-weighting: +4.64%
P/E-weighting: +6.5%
Equal-weighting ($10,000 each): +4.39%

VTV: +3.5%
__________________
Have Funds, Will Retire

...not doing anything of true substance...
HFWR is offline   Reply With Quote
Old 09-30-2007, 10:08 PM   #11
Full time employment: Posting here.
 
Join Date: Jun 2007
Posts: 567
AZ is an ADR. Does that affect how something like Yahoo spits out p/e? I wouldn't think so, but just wondering.

I should have bought at the start of the month... employee purchase price is 25% off.
Webzter is offline   Reply With Quote
Old 10-01-2007, 06:40 AM   #12
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: May 2005
Location: Lawn chair in Texas
Posts: 14,183
Quote:
Originally Posted by Webzter View Post
AZ is an ADR. Does that affect how something like Yahoo spits out p/e? I wouldn't think so, but just wondering.

I should have bought at the start of the month... employee purchase price is 25% off.
Not sure, but see Wab's Twaddle's caveat about Yahoo...
__________________
Have Funds, Will Retire

...not doing anything of true substance...
HFWR is offline   Reply With Quote
Old 10-01-2007, 10:25 AM   #13
Thinks s/he gets paid by the post
twaddle's Avatar
 
Join Date: Jun 2006
Posts: 1,703
Yahoo seems to be OK wrt AZ. On a few other ADR's, they blow the number of shares outstanding, which throws off their market cap, P/E, and P/B calculations.
__________________
Emancipated from wage-slavery since 2002
twaddle is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
High Dividend Portfolio vs Portfolio Diversified Across Asset Classes ScaredtoQuit FIRE and Money 36 01-12-2007 12:24 PM
ETF only portfolio webbach FIRE and Money 19 12-15-2006 10:37 AM
soon to be portfolio PJ03 FIRE and Money 11 01-21-2006 09:34 AM
Portfolio Acadian Hi, I am... 2 09-23-2005 12:11 AM

» Quick Links

 
All times are GMT -6. The time now is 06:41 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2024, vBulletin Solutions, Inc.