tpoto’s Activity

Sun Oct 5

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Boards Post

tpoto replied to the Market Screens board. 9:58 PM

Re: Investing in SPY ETF

another typo- sorry
should be -16%.

all 9 of the sectors ETFs were at least
16.0% above their price 7 months ago.


should be:
at least -16%

better stated-
as long as all of the 9 sector [more]

Sat Oct 4

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Boards Post

tpoto replied to the Market Screens board. 1:53 PM

Re: Investing in SPY ETF

TYPO-

That should be State Street ETFs.

http://etfdb.com/issuer/state-street-spdr/

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Boards Post

tpoto posted to the Market Screens board. 1:52 PM

Investing in SPY ETF

This might be of interest to some that invest in the nine Stare Street sector ETFs and SPY (see symbols below). With a little backtesting, I found that a good time to be invested in the SPY ETF was when all 9 of the sectors ETFs were at least [more]

Fri Sep 12

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Boards Post

tpoto replied to the Mechanical Investing board. 6:25 PM

Re: things you should know the difference betwee

ilmostro-

Why don't you post one of your polls asking
if people want me to continue to post my findings.
Which includes some of the work I did previously on
-the Bernie screen (post #221967)
-tpotos4 (250402) w.27 [more]

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tpoto replied to the Mechanical Investing board. 8:18 AM

Re: things you should know the difference betwee

ilmostro-

Could you provide some background on your statement-
(i.e., post number?)

I remember you being a proponent of keeping a
screening criteria on the WER database that clearly
had look ahead bias and thus
[more]

Wed Sep 10

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Boards Post

tpoto replied to the Mechanical Investing board. 11:13 PM

Re: things you should know the difference betwee


You should know the difference between the
old Mechanical Investing Board and the current one.


The old one had lost of investing strategies,
the new one has lots of polls and fluffy articles.

Sun Aug 31

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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

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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]

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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

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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

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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]

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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]

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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

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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.

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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

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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

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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

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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.

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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

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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...)

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Big red star, 1000 posts Old School Fool
Board Posts 2443
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Very First Post Re: Mechanical Advantage (5/17/2000)
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