rgearyiii

Robert Arthur Geary III

rgearyiii’s Activity

Tue Mar 3

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 1:46 AM

Re: Delving into a 49% screen

DoesMIWork:
...I'd hate for you to do even more work by comparing data with Portfolio123. ...I would be the first one in line to put a donation to get you a subscription.

I think this is an excellent idea... for someone else. [more]

Mon Mar 2

NL

Boards Post

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

Re: Delving into a 49% screen

RayVT,

In order to avoid confusion, I think there are two different issues that need to be addressed separately, and in order:

1. Computational accuracy of the backtest: Does the set of screening rules used by BigJump(I) 1-10 [more]

Sun Mar 1

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 6:09 PM

Re: Delving into a 49% screen

RayVT:
This is *not* a 25% screen. Or a 49% screen. It's an 18% screen

Let me get this straight: The guy who just a few posts back advised us to "trust no one" and to eschew black boxes is asking us to disregard a [more]

Fri Feb 27

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 10:37 PM

Re: Screamers post-discovery

DrBob2:
At any rate, nope, I'm on strike until the GTR1 user interface resembles that of the Mac more than DOS.

If I had gone on strike until I got everything I dreamed of, you'd still be reading pleas like these:
[more]

Thu Feb 26

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 9:58 PM

Re: Equal weighting VS Mcap weighting

rgearyiii:
This is guaranteed by logic. Simply observe that if every investor in the world owned all stocks in equal dollar amount, then every stock in the world would have equal market capitalization--an absurd market inefficiency that would [more]

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 8:38 PM

Re: Investigating a simple enhancement to YldEar

MarginOfBuffet:
I was wondering if you could expand upon cepsd.s a bit. Did you actually use SIPRO fields, or did you use Value Line data on stocks that were covered by both VL and SIPRO?

It is based purely on SI Pro [more]

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 7:16 PM

Re: Equal weighting VS Mcap weighting

mark19601962
The question is, now that people know that equal weight works better,

I'm pretty sure this was known many decades before MI post 255174 ;-)

will it still work. Or put another way, when everyone learns that [more]

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 5:42 PM

Re: Investigating a simple enhancement to YldEar

elann:
The VL universe is no more a black box than the S&P500.

Elan is right: The S&P 500 is about as much of a black box as the VL universe. When an index's rules for selecting constituents are transparent and consistent [more]

Fri Feb 13

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 7:02 PM

Re: MI blog on seeking alpha

RayVT:
The secret sauce of MI is not the screen rules.

If this is what you really believe, how about posting the rules for each of the Portfolio123 screens you use and we'll test them with the GTR1 backtester, which has both SI [more]

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 3:17 PM

Re: ValueLine question

LorenCobb:
1. Are ValueLine's numbers for this type of company really wrong

When it comes to shares outstanding, there isn't always one right answer. This is the record of security-level units outstanding I have for BX (CUSIP [more]

Tue Feb 3

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 10:27 AM

Re: Backtest math: figuring the average CAGR

DrBob2:
Zeelotes in particular was/is a serious offender, carrying out returns to two decimal places. :-(

I've found the extra precision in his posts very helpful when I've needed to track down the reason for differences between [more]

Wed Jan 28

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 9:25 PM

Re: Turners screen

mungofitch:
FWIW, VL uses five years of weekly return comparisons to come up with their beta field, not one year. The figure I used isn't as long as five years, but it's limited by GTR1's retrospective limit, so it's the closest I could [more]

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 12:24 PM

Re: Turners screen

mungofitch:
What's wrong with growth once in a while?

I don't think we've ever had a screen named in the form of a question before, so I nominate "What's_Wrong_with_Growth?" as the first!

Anyway, thank you for [more]

Mon Jan 19

NL

Boards Post

rgearyiii replied to the Mechanical Investing board. 10:44 AM

Re: Stop Loss?

DoesMIWork:
In addition, we cannot ask Robbie, Keelix, Gritton, or any other backtester to do this.

You don't need to ask me to do anything because Stop-Loss and Stop-Gain options are already there in the "Hold & [more]

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Three stars, 500 posts Top Recommended Fools Old School Fool
Board Posts 551
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Very First Post "year and one day" (5/11/2000)
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