A look at updates to my popular models
I’m pleased to provide updates to my popular portfolios below. The portfolios are all based on stock screens of differing levels of complexity that are described in detail in separate articles.
* Yield=indicated dividend yield, Volatility=annualized volatility over the past 260 days, P/E=price to earnings over the past four quarters, P/CF=price to cash flow over the past four quarters, P/B=price to book value, six month return=total return over the past six months including reinvested dividends, EV=enterprise value, EBIT=earnings before interest and taxes over the past four quarters, FCF=free cash flow, Market Cap=market capitalization in millions of dollars.
Before dashing off to the market, recognize the built-in limitations of quantitative methods such as ours. For instance, less tangible factors such as the quality of a company’s management can sometimes help – or hinder – a business.
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