Top 10 portfolio performance?

[thefist]

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.

[Running_Man]

Quote:

Originally Posted by thefist 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.

[triangle]

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.

[thefist]

Quote:

Originally Posted by Running_Man 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. I’m thinking exclusion of non dividend payers would hurt performance some. First, there won’t be many excluded. Second, the ones excluded got there due to high growth. Maybe third, it’s a small list and removal of any candidate will hurt.

[ERD50]

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Originally Posted by Running_Man View Post 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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Originally Posted by Running_Man 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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Originally Posted by Running_Man OK thanks, I will begin to be looking at that this weekend

RM, any progress?

-ERD50