ilmostro’s Activity

Sun Oct 19

NL

Boards Post

ilmostro replied to the Mechanical Investing board. 11:15 AM

Re: Mechanical Kiss?

Actual commissions and bid-ask spreads are included in the SSR portfolio and are
reflected in the performance figures.


Sure if buying <=100 shares. More than that on some of these stocks and the performance suffers. [more]

Sat Oct 18

NL

Boards Post

ilmostro replied to the Mechanical Investing board. 7:26 PM

Re: Mechanical Kiss?

Interesting! Thanks.

Of all those only about 10 are greater than my 10yr real world after friction results.

Pretty good even if I say so myself.

Bryan

Sat Oct 11

NL

Boards Post

ilmostro replied to the Mechanical Investing board. 4:25 PM

Re: October

I don't know about you but market timing ( long term index based) has definitely improved my returns.

Good to know!
I do wonder how many MI'ers that use screens instead of indices can claim that feat?

Elan just stated [more]

NL

Boards Post

ilmostro replied to the Mechanical Investing board. 11:11 AM

Re: October

As someone who so far has not been successful with MI

I wasn't successful with MI in my early years either. It took some time to find the best screen for my personality and learn how to check my ego at the door and just let the screen [more]

NL

Boards Post

ilmostro replied to the Mechanical Investing board. 10:14 AM

Re: October

(Off tomorrow to Africa for a couple of months)

Awesome. Hope you have a great time!

I used to want to travel the world when I retire but I have been rethinking that lately.

Too many things to see and do in the USA [more]

NL

Boards Post

ilmostro replied to the Mechanical Investing board. 10:04 AM

Re: October

I don't think it was silly. It's all a learning process, and we've matured a lot with time and experience.

Well I think searching/datamining for 100+ CAGR screens was very silly.


Market timing hasn't improved returns, [more]

Fri Oct 10

NL

Boards Post

ilmostro replied to the Mechanical Investing board. 5:20 PM

Re: October

10yr Cagr 11.87%

6yr Cagr 16.91%


Awesome!

6yr for the WERport is 13.7
and 9.8 yr is about 14.2


There was a time in the 1990s when people on this board got euphoric about how rich we were all [more]

Thu Oct 9

NL

Boards Post

ilmostro replied to the Mechanical Investing board. 5:30 PM

Re: October

I have been using the same screens for six years now and have stayed invested through thick and thin. The only reason I pretty much quit reading the board was because at the time it had evolved into a market timing discussion and I happen to [more]

Mon Oct 6

NL

Boards Post

ilmostro replied to the Mechanical Investing board. 6:40 PM

Re: OT: Mi Jokes?

A value investor and an MI investor sit down for a beer.

The MI investor asks, "why the long face? Did one of your value plays go down a lot?

The value guy says, "no that isn't why I am upset, in fact I am sitting on a big [more]

Fri Oct 3

NL

Boards Post

ilmostro replied to the Mechanical Investing board. 4:10 PM

Re: ot - political discussions

...whenever the market does its negative thing, the MI board tends to go in an OT direction...

This is a better market indicator than any other techniques.


Probably just as predictive too.:-D

Bryan

Thu Oct 2

NL

Boards Post

ilmostro replied to the Mechanical Investing board. 5:54 PM

Re: OT: Mi Jokes?

Truman!

Is that where that saying originated? I never knew.
Thanks,
Bryan

NL

Boards Post

ilmostro replied to the Mechanical Investing board. 5:47 PM

Re: Poll: YldEarnYear in Sept

I don't track individual screens. My overall MI portfolio was down 2.5% for the month, with a substantial cash allocation and, during the last week, a hedge with an inverse ETF worth about 6% of portfolio value.

I'll play along. The [more]

NL

Boards Post

ilmostro replied to the Mechanical Investing board. 5:35 PM

Re: OT: Mi Jokes?

Instead of an economist with crystal balls I would prefer a one-handed economist.


Bryan

Wed Oct 1

NL

Boards Post

ilmostro replied to the Mechanical Investing board. 9:34 PM

Re: ot - political discussions

Yikes! You can't be serious.

Dead serious. They are extremely boring to me at least.
Timing and options are just as likely to lose you money as make you money.

I suggest you collect those important posts in an offline [more]

NL

Boards Post

ilmostro replied to the Mechanical Investing board. 6:22 PM

Re: ot - political discussions

Everyone knows this board is challenged enough with generating, evaluating and supporting or discarding mechanical investing ideas at this point in its lifecycle. It needs to get re-committed and refocused that way - not devolve into yet another [more]

Tue Sep 30

NL

Boards Post

ilmostro replied to the Mechanical Investing board. 6:16 PM

Re: obama vs. reagan and george w:good for capit

I guess I fall into the category of:

"Better to Remain Silent and Be Thought a Fool than to Speak and Remove All Doubt"


That's cool.

I just object to lowering one's opinion of someone else just because [more]

Mon Sep 29

NL

Boards Post

ilmostro replied to the Mechanical Investing board. 6:16 PM

Re: obama vs. reagan and george w:good for capit

There are those who have responded who I have had enormous respect for due to their wonderful investment contributions that I now have less regard for because of what I feel are their naive, flawed and extremely partison world [more]

NL

Boards Post

ilmostro replied to the Mechanical Investing board. 5:14 PM

Re: obama vs. reagan and george w:good for capital?

If voting could make any difference they would outlaw it.
They are all self serving crooks IMO.

Bryan

Fri Sep 26

NL

Boards Post

ilmostro replied to the Mechanical Investing board. 2:25 PM

Re: obama vs. reagan and george w:good for capit

All you need is a smidgen of economics knowledge and the application of logic to conclude which party's policies are better.


Ahhh. It is ever so clear now. Thanks for the enlightenment.

Bryan

PS I don't belong [more]

Mon Sep 22

NL

Boards Post

ilmostro replied to the Mechanical Investing board. 8:00 PM

Re: PDLI auditor dumped them

Just following the screen without any further due diligence in these cases is unwise.

This is exactly what I do. Been pretty successful at it.

I think this is why MI is so hard for some people. They can't check their ego at [more]

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