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https://boards.fool.com/carefree-cloud-overlaps-for-november-34968835.aspx
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| Subject: Carefree Cloud Overlaps for November | Date: 11/2/2021 10:41 AM | |
| Author: fivesolas | Number: 299 of 354 | |
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In an effort to remain relatively “carefree” the table below is intended to show what SAAS (software as a service) stocks are currently popular among some sources. Specifically, this ad hoc “opinion poll” shows stocks that more or less frequently appear among several SAAS-focused portfolios and screens. The data comes from free public sources that I consider current and reliable. This method does not factor in individual weightings, etc. of the holdings unless otherwise indicated. MotleyPeer’s post 79749 on Saul’s Board provides a link to a similar compilation which uses only reports made on that board. Sources for the data I used are: 1 EMCLOUD index, stocks with an efficiency score greater than or equal to 40 @ https://cloudindex.bvp.com/explore-index 2 ARKW, the Next Generation Internet holdings, one of Cathie Wood's actively managed funds @ https://ark-funds.com/arkw 3 Saul’s board. Saul’s most recent reported holdings as well as holdings of a few others whose monthly updates got a high number of recommendations. 4 CMF_muji’s holdings reported in his fool.com profile. He frequently gets honorable mention on Saul’s board 5 Bert Hochfield, picks made within the last 30 days as shown on the free side of Tipranks mined from Seeking Alpha, he frequently gets honorable mention on Saul’s board 6 Peter Offinga’s personal holdings as reported at softwarestackinvesting.com, he occasionally gets honorable mention on Saul’s board 7 From the Mechanical Investing board, Tech Growers by Rdutt. Mostly SAAS stocks - returns for the top 9 seem competitive with returns posted on Saul’s board. See latest SI Pro post by Lohill on MI board for current picks. I borrowed the macro to produce the table below from an overlap posting that used to run on the Mechanical Investing board. Although the macro produces the stocks in descending/alphabetical based on their relative frequency of overlaps, I am not sure as to how it calculates the count.
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