tag:blogger.com,1999:blog-28360876.post4282495774818074831..comments2023-10-26T11:34:14.369-04:00Comments on MFI Diary: Top 200 June 10th 2011Marsh_Gerdahttp://www.blogger.com/profile/01375422931807610092noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-28360876.post-36504412454190623462011-06-18T20:24:52.001-04:002011-06-18T20:24:52.001-04:00My top 50 mechanical portfolio looks every week at...My top 50 mechanical portfolio looks every week at the top 50 list. If a stock is new to that list over the past 52 weeks, I add it to my mechanical portfolio. Stocks fall off the list when they have been held for a year.<br /><br />Top 30 is the same.<br /><br />You can send emails to marsh_gerda@yahoo.com<br /><br />To the first comment/question - I would say I am buying traditional MFI stocks.Marsh_Gerdahttps://www.blogger.com/profile/01375422931807610092noreply@blogger.comtag:blogger.com,1999:blog-28360876.post-70334947647562447232011-06-17T12:30:18.523-04:002011-06-17T12:30:18.523-04:00Marsh,
Can you please post a detailed explanation...Marsh,<br /><br />Can you please post a detailed explanation to enable a better understanding of your mechanical spreadsheet? Specifically, if you're picking top 50 portfolios, I'm not sure why you are listing single stocks (sometimes one at a date, sometimes 5 at a date). Thanks so much -- by the way, do you have an email address?<br /><br />Thanks!sleepswellhttps://www.blogger.com/profile/08568988596766552059noreply@blogger.comtag:blogger.com,1999:blog-28360876.post-12203401772371223842011-06-15T15:12:06.013-04:002011-06-15T15:12:06.013-04:00Hi Marsh,
I think that on the long run the Magic F...Hi Marsh,<br />I think that on the long run the Magic Formula will outperform the market, however it will not double market returns. Value investing traditionally outperforms the US market by 3-5 percentage points (maybe transaction costs will eat this advantage).<br />So, maybe, we'll have to improve the formula (using Graham rules, Piotroski F_Score, etc.)<br />Are you already buying MFI-Dividend stocks or are you buying traditional MFI stocks?<br />What do you think?<br />Thanks!Marcus Paulohttps://www.blogger.com/profile/12773289102610527300noreply@blogger.com