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No. of Recommendations: 11
Here's a screen that seems to do well in both
the Zacks backtester and the MI/VL one.

Very simple and beats the S&P every year
in both cases.

I'm sure that someone out there can tweak it
a bit (but not too much) to be even better...

1) Mkt cap >1B
2) dividend yield * 1 year return / (P/E) top 5


 
CAGR in %
Year mi/vl screen Zacks screen S&P
2000 66 58 -11
2001 8 13 -9
2002 10 19 -22
2003 29 49 28
2004 35 55 10
2005 41 45 8
2006 26 43 14
2007 35 56 6


MI/VL screen Zacks screen S&P
Start $ 10,000 $ 10,000 $ 10,000
2000 $ 16,600 $ 15,800 $ 8,900
2001 $ 17,928 $ 17,905 $ 8,099
2002 $ 19,721 $ 21,269 $ 6,317
2003 $ 25,440 $ 31,727 $ 8,086
2004 $ 34,344 $ 49,024 $ 8,895
2005 $ 48,425 $ 71,325 $ 9,606
2006 $ 61,015 $ 102,239 $ 10,951
2007 $ 82,370 $ 159,382 $ 11,608


Also, for 2008, the Zacks screen is currently up 22.5%

In Zacks, I used a 4 week hold, and MI/VL a monthly hold-
might account for some of the differences, the other could
be in the databases accessed (survivorship issues??)

Since no proprietary ratings were used, the current picks from
Zacks and the free MSN screener are pretty much in sync
(excluding ADRs).
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