UnThreaded | Threaded | Whole Thread (1) | Ignore Thread Prev | Next
Author: BAGoldmn Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 253834  
Subject: KILLER PORTFOLIO: Update Date: 7/17/1999 7:03 AM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 0
Subject: KILLER PORTFOLIO: Update
Date: Sat, 17 July 1999 06:55 AM EDT
From: BAGoldmn
Message-id: <19990717065551.29670.00001667@ng-bg1.aol.com>

Today: 7/17/99 YTD

Nasdaq 29.0%
S&P 500 14.9%
DJIA 21.2%

Killer Portfolio 30.8%

Who said the second half can't be as good as the first? We've reached another all time high in this second week of the third quarter. Nasdaq is catching up to us, but otherwise, we're stomping the indices. Despite having our biggest loser (OMI sorry we didn't dump you!), and without a single trade this year, PEG is screaming past the other screens. If BSP can ever get its act together, this will be a veritable all-star team.


Component Strategies & Stocks YTD

PEG (stocks ranked 1-5) 47.0%

Owens & Minor (NYSE: OMI) -33.8%
Amer. Eagle Outfitters (Nasdaq: AEOS) 57.7%
AnnTaylor Stores (NYSE: ANN) 2.0%
Best Buy Co. (NYSE: BBY) 137.1%
Biogen Inc. (Nasdaq: BGEN) 72.7%

Keystone EPS (stocks ranked 2,4-7) 39.9%

America Online (NYSE: AOL) 59.8%
Oracle Corp. (Nasdaq: ORCL) 37.2%
Int'l Business Mach. (NYSE: IBM) 47.1%
Cisco Systems (Nasdaq: CSCO) 38.5%
Home Depot (NYSE: HD) 17.1%

Spark (stocks ranked 1-5) 28.6%

Microsoft Corp. (Nasdaq: MSFT) 37.5%
Dell Computer (Nasdaq: DELL) 16.7%
Nokia Corp. ADR (NYSE: NOK.A) 31.8%
EMC Corp. (NYSE: EMC) 45.4%
Guidant Corp. (NYSE: GDT) 11.6%

BSP (stocks ranked 2-6) 6.6%

Schlumberger Ltd. (NYSE: SLB) 33.5%
Kimberly Clark Corp. (NYSE: KMB) 1.7%
Campbell Soup Co. (NYSE: CPB) -21.1%
Ford Motor Co. (NYSE: F) -6.9%
BankAmerica Corp. (NYSE: BAC) 25.6%

The "Killer Portfolio" picks the best combination of Foolish Workshop mechanical screens based on past performance. It uses three growth screens (Keystone EPS, Spark, and PEG Semi-Annual) and one value screen (BSP). Only the positions indicated above are included, based on superior historical performance and eliminating redundancies (EMC and Dell, the Keystone stocks ranked 1 and 3, are already included in Spark). There are 20 stocks in all.


The year-to-date changes (including those for the indices) are from mid-day January 4, 1999 purchase prices, when I began a real-money Killer Portfolio. Backtests of this kind of portfolio show a compounded annual growth rate of 34% during the last 12 years (1987-98), 41% during the last 5 years (1994-98), 49% during the last 3 years (1996-98), and 50% in 1998. This is an aggressive portfolio that requires an "unemotional", long-term perspective.
Past returns of course do not guarantee future performance.

Regular updates of the Killer Portfolio will be posted. For current screen picks and definitions, see:
Workshop Screen Explanations at http://www.fool.com/Workshop/WorkshopScreenExplanations.htm
Workshop Rankings at http://www.fool.com/Workshop/WorkshopRankings.htm
BSP Web Site at http://hometown.aol.com/Cormend/index.html
BSP Rankings at http://www.serve.com/tsmith/dda/strat.cgi

To find the current Keystone/EPS, check out JackCade's "Screen Results" posts on the Workshop web board, bdfinney's rankings website at http://www.phillysites.com/screens/default.asp?s= or try the following to derive them yourself: (1) Take the current Keystone 10 from http://www.fool.com/Workshop/WorkshopRankings.htm. (2) Get RS using Jonathan Jackel's retriever program at http://www.geocities.com/WallStreet/District/2148/backfunc2.html to
retrieve prices for yesterday and 183 days ago; compute % change; rank descending. (3) Get 12-mo EPS growth from: http://www.stocksheet.com; you have to look each up individually; rank descending; if EPS growth is unavailable, assign it a neutral rank of 5.5. (4) Add RS + EPS ranks for Keystone/EPS rank (split ties with RS). Note: backtesting of this screen used ValueLine for RS and EPS data, so results might differ using this technique.


Regards, Ben Goldman
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (1) | Ignore Thread Prev | Next

Announcements

Pencils of Promise - Back to School Drive
"Pencils of Promise works with communities across the globe to build schools and create programs that provide education opportunities for children."
Post of the Day:
Value Hounds

Considerable Headwinds for Profire Energy?
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement