Hi Longacres - I took a twist on your rankings, numbering 1-25 on PE, then 1-25 on DYT, then averaging those qualitative rankings, so by that ranking system the "top 5" were MKTX, JNJ, ZTS, ADP, and LMT, with DPZ 6th and TSCO 7th. Not a huge difference, but interesting. Anyway, bought about $1000 each worth of MKTX, JNJ, ZTS, ADP, LMT, TSCO, and TXN (11th ranked, but one of the more undervalued stocks by a different parameter set). Thise were bought on 2/2 and after, so they've done OK so far...(since I didn't buy on 1/1). Look forward to your quarterly rebalance experiment!
Hi Jeffery, that is a unique twist. I'll be curious to hear how well these positions perform for you, please keep me updated. In hindsight it's probably better that you didn't buy these on 1/1, MKTX especially as it had a pretty rough January. I'm very excited to see how my little experiment portfolio performs this year!
Hi Longacres - I took a twist on your rankings, numbering 1-25 on PE, then 1-25 on DYT, then averaging those qualitative rankings, so by that ranking system the "top 5" were MKTX, JNJ, ZTS, ADP, and LMT, with DPZ 6th and TSCO 7th. Not a huge difference, but interesting. Anyway, bought about $1000 each worth of MKTX, JNJ, ZTS, ADP, LMT, TSCO, and TXN (11th ranked, but one of the more undervalued stocks by a different parameter set). Thise were bought on 2/2 and after, so they've done OK so far...(since I didn't buy on 1/1). Look forward to your quarterly rebalance experiment!
Hi Jeffery, that is a unique twist. I'll be curious to hear how well these positions perform for you, please keep me updated. In hindsight it's probably better that you didn't buy these on 1/1, MKTX especially as it had a pretty rough January. I'm very excited to see how my little experiment portfolio performs this year!