Mindkét szerző erősen ajánlja stratégiáját, majd meglátjuk az eredményt.
Ezen az oldalon késleltetéssel folyamatosan frissül a portfólió hozam. Az egyes portfóliók összetétele alább szintén megtalálható. A portfóliók elemei azonos dollárértékűek vásárláskor. A tesztet 2018.02.28-n, piacnyitás után indítottam.
(az adatok 5 percenként frissülnek; a táblázatok alatt a "chart" linkeken elérhető idősorosan is)
Mcap>500Mil
Chart
Mcap>50Mil
Chart
>50Mil
>500Mil
Use the Stock Screener to select the top-rated stocks from the S&P CompuStat database. Choose the number of stocks to view, and choose the size of the companies you want in the list. Choosing more companies leads to greater diversification, and choosing larger companies generally leads to less volatility. Eliminate any companies you do not want to own for any reason; however, you should keep at least 20 stocks in an effort to properly manage risk.
Use a cost effective way to purchase the stocks. If the amount you are investing represents a large percentage of your long-term investment portfolio, you may want to consider making multiple portfolio purchases over a 12 month period
In our opinion it is good idea to keep your stocks for approximately one year. The system is designed to maximize your after-tax returns; therefore, you want any gains to become long-term by holding them for a year, and you want to sell any losses before the one year holding period is reached.
Acquirer's Multiple szabályrendszer:
1.Research: Ignore any stocks you do not want to own for any reason. Hold at least twenty stocks for diversification.
2. Buy: It’s best to buy all your stocks at once. But it’s fine to scale in— make regular portfolio purchases over twelve months. One way to do it is to buy two or three stocks each month.
3. Sell: For taxable accounts, hold winners for one year plus one day. Then sell. That maximizes after-tax returns. If a stock is up and still in the screener after one year and one day, hold until it leaves the screener. If a stock is down and in the screener, hold. If a stock is down and leaves the screener, sell. You should check your stocks at least quarterly to see if you need to buy or sell.
4. Rebalance: Once you sell a stock, buy the next best stock in the screener you don’t already hold.
