rgearyiii

Robert Arthur Geary III

rgearyiii’s Activity

Tue May 24

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 9:12 PM

Re: Weekly Screen Rankings

ra7958:
Are the rankings coming soon?

This reminds me of something I've been meaning to do for several years: Add a service to the GTR1 backtester that delivers daily stock picks by email.

Since this service would not [more]

Sat Apr 30

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 2:11 AM

Re: GTR1 buy-and-hold-forever: codable?

mungofitch:
I was similarly surprised to learn that (I paraphrase very loosely) effectively *all* corporate actions form end periods of "investments", so any "hold forever" position will still get sold as soon the first [more]

Wed Apr 27

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 5:14 AM

Re: GTR1 buy-and-hold-forever: codable?

elann:
Does the 0.22 turnover represent replacement of stocks that have been delisted (meregers etc.)? Is that 0.22 annual turnover?

In this case, it mostly comes from rebalancing to equal weight every year, which partially [more]

Mon Apr 25

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 9:47 AM

Re: Market Trend Indicators

This is exactly why I get concerned about a method such as "No New 99d High". If the method is restricted to only perform on a sp500 index, then what good is it on the other things that are in my portfolio.

Who is [more]

Sun Apr 24

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 8:20 AM

Re: No new high?

mungofitch:
I don't have any idea why your figures are vastly different, but offhand a median P/S of 3.5 at the 2000 top doesn't sound right to me.

It won't until you observe just how wildly a value metric like this can vary [more]

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 5:17 AM

Re: No new high?

mungofitch:
Huh, I've never used that...I just use the "text to columns" menu item and tell it it's a date.

Wow. The things you learn about Excel after years of doing things the hard way...

I sure wish you had [more]

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 1:42 AM

Re: SI Rankings 2016-04-24

Bill,

I've sent you a private message asking for your email address so that I can invite you to a private Yahoo! group for discussing options for replacing the SI Pro data stream. There have been rumors for several years that AAII wants to [more]

Sat Apr 23

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 8:12 AM

Re: No new high?

mungofitch:
FWIW, latest update on one valuation measure for typical big US firms: I track the median price/sales among the largest 400 non-financial firms.

If you use GTR1 URLs for the historical data, can you post [more]

Wed Apr 20

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 11:38 AM

Re: No new high?

mungofitch:
Only if you (IMO erroneously) do [Dying Bullish Euphoria] with the total return series. People tend to react to reported or visible new highs, which essentially always means nominal prices only. Zeelotes, GTR1 and [more]

Mon Apr 18

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 11:12 AM

Re: Beating the Chimps

elann:
Of course we can't expect the whole market to invest in aggregate in anything other than a market cap weighted portfolio. It is so by mathematical definition. But where do you get the idea that Clenow is advocating such a nonsensical [more]

Sun Apr 17

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 5:32 AM

Re: Beating the Chimps

Mechanical Investing at fool.com started with beating the dogs of the Dow, then we torpedoed the Decision Moose (or more fairly, the Selection Elk), and now we want to beat the chimps. Must MI involve so much violence [more]

Wed Mar 30

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 1:45 PM

Re: NOIS screen

DrBob2:
Was there a difference with or without this step [requiring optionability]?

I'm not sure why borisnand added that step--possibly as a proxy for shortability, or perhaps with the idea that one could achieve the effects of [more]

Tue Mar 29

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 12:15 PM

Re: Bear Catcher II Bug Fix

Zeelotes:
I believe that you'll find the optimized cutoff should be different for moving to a defensive position compared to moving to a bullish position.

Are you able to test this, or must both use the same cutoff?


If [more]

Mon Mar 28

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 10:56 AM

Re: Bear Catcher II Bug Fix

elann:
Wait, wait, I held Overseas Shipholding in my MI portfolio, under the symbol OSG, from 1/2/2004 to 2/6/2004, and again from 12/6/2004 to 2/4/2005.

If you still have the trade confirmations, they will show CUSIP [more]

Sun Mar 27

NL

Boards Post

rgearyiii posted to the Mechanical Investing board. 10:21 PM

Bear Catcher II Bug Fix

In post 261672, TopLineFirst (Eric) wrote:
Also, when I attempted to verify your BCCs back to the 1920s, 1930s and 1940s, I discovered lots of cases when the NHNL denominator was zero and I had to go with a difference instead of a [more]

Wed Mar 23

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 12:02 AM

Re: More simple stuff: S&P500 Dividend Play

Eric,

When inserting steps into a screen where there are fields with step references in their definitions, you need to be careful to adjust those step references. When I do so after inserting your dollar volume requirement (which does [more]

Tue Mar 22

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 5:52 PM

Re: More simple stuff: S&P500 Dividend Play

ilmostro (who I found out names himself after a motorcycle, not an Italian serial killer):
But what happens if dividends fall out of favor? An investment style can stay out of favor for a very long time.

This is true, and a [more]

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 4:17 PM

Re: GTR1 Blender question

BarryDTO:
If you simply blend the three screens, that screen blend gives a CAGR of 18.97, since blending provides some benefits. The 19.06 for the different version of blending is very slightly higher, but I'd consider it the same. Robbie or [more]

Sat Mar 5

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 12:56 PM

Re: Users On This Mechanical Investing Board

DrBob2:
That said, Robbie does have a tendency to be a bit touchy. I remember when I suggested the user interface could be improved....

... and you got a five-paragraph explanation for why improving the user interface wan't my top [more]

NL

Boards Post

rgearyiii posted to the Mechanical Investing board. 12:19 PM

Portfolio123 Auditing & Validation

I'm splitting this topic off from http://boards.fool.com/Message.aspx?mid=32145718 as a separate thread because it obviously has nothing to do with the main topic there. People are [more]

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Three stars, 500 posts Old School Fool
Board Posts 602
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