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09-03-2007, 08:34 AM
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#1
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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
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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
__________________
Have Funds, Will Retire
...not doing anything of true substance...
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09-03-2007, 08:43 AM
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#2
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 8,933
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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.
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09-03-2007, 09:29 AM
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#3
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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
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 Quote:
Originally Posted by Dawg52
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?
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TBD...
__________________
Have Funds, Will Retire
...not doing anything of true substance...
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09-03-2007, 10:32 AM
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#4
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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
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I suppose we need a benchmark for comparison; how about VTV?
__________________
Have Funds, Will Retire
...not doing anything of true substance...
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09-03-2007, 11:00 AM
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#5
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Thinks s/he gets paid by the post
Join Date: Jun 2006
Posts: 1,703
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Quote:
Originally Posted by HFWR
... based strictly on the output of the Yahoo Stock Screener
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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
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09-03-2007, 11:19 AM
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#6
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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
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Quote:
Originally Posted by twaddle
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.
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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...
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09-03-2007, 02:08 PM
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#7
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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
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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
So to keep it simple: ten large cap stocks at 10K hypothetical dollars each=$100k total
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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... 
__________________
Have Funds, Will Retire
...not doing anything of true substance...
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09-04-2007, 03:01 PM
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#8
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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
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Up 1.77% first day...
__________________
Have Funds, Will Retire
...not doing anything of true substance...
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09-04-2007, 03:29 PM
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#9
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Moderator Emeritus
Join Date: Feb 2004
Location: minnesota
Posts: 13,228
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__________________
.
No more lawyer stuff, no more political stuff, so no more CYA
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09-30-2007, 10:48 AM
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#10
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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
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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...
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09-30-2007, 10:08 PM
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#11
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Full time employment: Posting here.
Join Date: Jun 2007
Posts: 567
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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.
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10-01-2007, 06:40 AM
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#12
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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
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Quote:
Originally Posted by Webzter
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.
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Not sure, but see Wab's Twaddle's caveat about Yahoo...
__________________
Have Funds, Will Retire
...not doing anything of true substance...
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10-01-2007, 10:25 AM
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#13
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Thinks s/he gets paid by the post
Join Date: Jun 2006
Posts: 1,703
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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
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