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Old 06-21-2019, 08:47 PM   #61
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Running_Man, why the requirement on dividend payers? I understand why dividends are desirable, but at present, that would exclude 5 of the top 10 companies in SPY. This seems contrary to the original proposition of taking the top 10 each year. Excluding this many companies from the final list changes things substantially. It seems more like a personal preference rather than a test of the proposed screen.
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Old 06-21-2019, 09:15 PM   #62
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Running_Man, why the requirement on dividend payers? I understand why dividends are desirable, but at present, that would exclude 5 of the top 10 companies in SPY. This seems contrary to the original proposition of taking the top 10 each year. Excluding this many companies from the final list changes things substantially. It seems more like a personal preference rather than a test of the proposed screen.
I will still be testing the original proposed screen but I expect my personal screen will outperform the remainder, we will see if they make any difference.
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Old 06-24-2019, 12:51 AM   #63
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Related to this discussion:
https://www.cnbc.com/2019/03/11/just...ts-return.html

Late last week I watched a segment from one cable business/financial show where the person pointed out that X% of 2019 gains had came from the top 4 stocks. I can't remember if X was 25%, 33%, 40%, or something else, but it was a big number.
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Old 06-25-2019, 07:57 AM   #64
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I will still be testing the original proposed screen but I expect my personal screen will outperform the remainder, we will see if they make any difference.
This should be an interesting comparison. Iím thinking exclusion of non dividend payers would hurt performance some. First, there wonít be many excluded. Second, the ones excluded got there due to high growth. Maybe third, itís a small list and removal of any candidate will hurt.
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Old 07-18-2019, 06:41 AM   #65
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OK back to the original ...
I am going to review the raw data of the 10 largest CAP stocks as is, layer my exclusions on top and see what the results are.
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I will think about starting a thread on it in the near future, I have already called Value Line about getting past Value Line reports, have to negotiate a bit on the price of that yet.
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OK thanks, I will begin to be looking at that this weekend
RM, any progress?

-ERD50
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