tpoto’s Activity

Sun Aug 31

NL

Boards Post

tpoto replied to the Mechanical Investing board. 12:18 PM

Re: study on aaii stock screens

tkoster-
Yes, I just left the max at its default of 10
even though the max chosen would be 8 (4 from each screen)
Stock picks would not change (using 8 or 10 or 20) in this case
- only if I picked a max less than 8.

Fri Aug 29

NL

Boards Post

tpoto replied to the Mechanical Investing board. 5:01 PM

Re: study on aaii stock screens

Just thought I'd add one more to the basic SOS and the switch screens in my previous post; here's an overlap of the 2 popular yield and earnings screens- [more]

NL

Boards Post

tpoto replied to the Mechanical Investing board. 9:38 AM

Re: study on aaii stock screens

Interesting study, thanks- But glad they don't mention (selfish) our MI site with returns like this Screen S&P CAGR 32.70 3.64 SOS YLDEARNYEAR/YLDEARNYEAR2 1-4:10 max 10 [more]

Tue Aug 26

NL

Boards Post

tpoto replied to the Mechanical Investing board. 8:57 AM

Re: AAII screen winners since '99: small caps

Since Piotroski seemed to do well here, I
wonder if it is possible to develop a way
to pick out those stocks on our weekly
VL and SIPro screen lists that have high Piotroski scores-
(without a lot of cutting/pasting/sorting, [more]

Sat Aug 16

NL

Boards Post

tpoto replied to the Mechanical Investing board. 5:32 PM

Re: Diversification- too much??

JlC- Right about the bonds. Of course, a smarter investor would have picked a simple MI screen and been much better off- with a 20 year CAGR of 29% 10 year CAGR of 24% and a 2008 return of -16%. [more]

NL

Boards Post

tpoto replied to the Mechanical Investing board. 2:50 PM

Re: Diversification- too much??

TDHFool-

For a 100% S&P ETF portfolio-
using Jamie's backtester for quick calculations-
Jan 1994 thru Dec 2013.

S&P
9.28% Annualized LAST 20 YEARS

7.384696% Annualized LAST 10 YEARS [more]

NL

Boards Post

tpoto posted to the Mechanical Investing board. 10:15 AM

Diversification- too much??

In today's Wall St. Journal there is an article-pg B8 "Is Your Portfolio Too Diversified?" An interesting read and the jist of it was that one can go overboard diversifying and that a simple US stock (70%) and US Bond (30%) portfolio [more]

Wed Aug 13

NL

Boards Post

tpoto replied to the Mechanical Investing board. 10:15 PM

Re: How much longer could the bull last?

Based on the posts over the last few weeks,
maybe we should change the name of this board to
Mechanical Worrying Board.

NL

Boards Post

tpoto replied to the Mechanical Investing board. 10:16 AM

Re: Low drawdown

Comments-
pbd200-
Yes, "I took.." Should be "It took..."
Typo.
The "it" refers to the excel solver function.

zeeko-
Yes, to your statement. A quick drop in price
(raising the drawdown) [more]

Tue Aug 12

NL

Boards Post

tpoto posted to the Mechanical Investing board. 2:00 PM

Low drawdown

I was looking for alternative ways to minimize
my drawdowns while still getting good returns, vs
B&H.

My thought was to get in (or stay in) the market when

A)
the drawdown got below (i.e., better) than a certain [more]

Thu Jul 31

NL

Boards Post

tpoto replied to the Mechanical Investing board. 3:01 PM

Re: Jim's 10 day NAHL -I think says to exit.

I once heard Johnny Carson tell a joke.
"What is the shortest amount of time ever recorded?
The time between the traffic light turning green
and the car behind you honking!"

No, this is even faster:
it's how [more]

Wed Jul 30

NL

Boards Post

tpoto replied to the Mechanical Investing board. 7:49 PM

Re: Poll: followup to the retirement poll

At least one thing a poll does-
count the number of active participants-
over 100.

NL

Boards Post

tpoto posted to the Mechanical Investing board. 7:29 AM

Sector rotation stats

For those involved with sector rotation and have an eye on history, this article might be a good read. [more]

Mon Jul 28

NL

Boards Post

tpoto replied to the Mechanical Investing board. 4:58 PM

Re: Poll: followup to the retirement poll

Thank you for this poll. It's the first time I have
not had to check that I was in the oldest category...
(but just barely...)

Sun Jul 27

NL

Boards Post

tpoto replied to the Mechanical Investing board. 3:47 PM

Re: A study on the Bear-Catchers v2

Bryan says
I would caution drawing conclusions on this testing of the WER screens.

I have used WER quite a bit and have reaped some
nice returns. Most of the stocks have decent volumes.
Due diligence is warranted, as is in [more]

NL

Boards Post

tpoto replied to the Mechanical Investing board. 1:51 PM

Re: A study on the Bear-Catchers v2

Quite a bit of work there, thanks. For the timeframe reason previously mentioned by Jim, the following data has much to be desired, but might be of interest to some. So, maybe best to look at intra Column of data vs inter column (e.g., say WER [more]

Sat Jul 19

NL

Boards Post

tpoto replied to the Mechanical Investing board. 5:37 PM

Re: 99 day hi

So the 99 day new high method says clear sailing for a while.
The NH/NL method says to stay in port, no clear sailing.

Assuming that neither method is perfect,
what happens if you run a simulation that says
get out if one OR the [more]

Wed Jul 16

NL

Boards Post

tpoto replied to the Mechanical Investing board. 6:44 AM

Re: Citibank pays $7 bill for fraud

I thought that this was a mechanical investing
board, not another news/debate channel.

Mon Jul 14

NL

Boards Post

tpoto replied to the Mechanical Investing board. 3:53 PM

Re: Vanguard ETFs

numerous-
thanks for your post-

Just want to make sure we are doing the same
things- I don't think so for the following reason:

You have your blend at -14% for 2008. But if you are out of the market
when the SPY is below [more]

NL

Boards Post

tpoto posted to the Mechanical Investing board. 9:21 AM

Vanguard ETFs

A Vanguard Portfolio- Starting with http://www.kiplinger.com/tool/investing/T052-S001-investment... BND Vanguard [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2437
Recs Received 12834
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Threads Started 747
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Very First Post Re: Mechanical Advantage (5/17/2000)
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