No. of Recommendations: 5
What is CAGR you've achieved on this portion of your folio?

Short Answer: 19.09%, I think.

Longer Answer. It's really only 2 years since I have been fully and only using the Overlaps results for a portion of my portfolio. In a non-ira brokerage account, I put 2/3 of that account in SPY three years ago, and the other third in about 5 or 6 stocks chosen from the Overlaps results. I move those 5 or 6 around as the stocks come and go on the list. As I said, not strictly Mechanical, but Describable.

I save Excel spreadsheets every Friday of my totals in my Fidelity Account, but I have not totaled the Overlap stocks from them until today, and I have looked at just three or four of those today. Taking the totals of the overlaps on the last Friday of May 2017 and the last Friday of May 2019, and putting them and their dates in the XIRR function in Excel, I get 19.09%. Taking a couple of other random dates in 2017 and 2019, I get 22.04%.


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