The INVRS Blog

 There were eight companies in Group 8 (no 9) in 2013/Y-6: EW  STZ LRCX ALXN MU MCHP AME DE This is how they each fared from 2014 to 2020 - the year runs from April 1 to March 31st:   EW         92%, -58%, 5%, 48%, 41%, -1% STZ        36%, 31%, 7%, 42%, -22%, -18% LRCX     27%, 10%, 57%, 60%, -6%, 32% ALXN     12%, -18%, -15%, -7%, 24%, -34% MU         11%, -61%, 162%, 82%, -17%, 0 MCHP     5%, 3%, 56%, 27%, -4%, -21% AME        1%, -4%, 9%, 42%, 12%, -14% DE           -2%, -9%, 45%, 45%, 24%, -34% Six Year Return: EW  69% STZ  81% LRCX  355% ALXN  -42% MU  72% MCHP  60% AME  42% DE  68% What score did each of the above have in 2014/Y-5? EW - 6 STZ - 8 (no 9) LRCX - 4 ALXN - 8 (no 9) MU - 6 MCHP - 5 AME - 6 DE -5 What score did each have in 2015/Y-4? EW - 5 STZ -6 LRCX - 6 ALXN -5 MU - 6 MCHP - 2 AME - 3 DE - 1 What score did each have in 2016/Y-3? EW - 8 STZ - 7 LRCX - 7 ALXN - 6 MU - 7 MCHP - 5 AME - 1 DE - 2 What score did each have in 2017/Y-2? EW - 8 STZ - 4 LRCX - 8 ALXN - 6 MU -

 I re-did 2016 and there was not a significant change.  I looked at the stocks for 2015 and added about three.  I don't think it is worth it to redo it. I think it would be more beneficial to look at this from another angle:  1) Tally up the results and, 2) Look at how a portfolio would be constructed - how long are stocks held, when are they sold (which is the same thing).

 One Year Return Two Year Return Three Year Return Year Two Return Year Three Return Observations: Looks basically the same as the first - not surprising, there wasn't much change in the portfolio. Didn't need to re-do this one.

 One Year Return Observations: Not bad.  Top group took top spot, although the second top group (8) was the worst.  Funky year of course, big crash.

One Year Return Two Year Return Year Two Return Observations:  This is excellent. These are exactly the results I was expecting. One more year forward in time and then perhaps I'll redo those other years that didn't have complete portfolios.

I didn't have all of the stocks for the S&P 500 for 2015 and 2016 and possibly 2014 as well.

One Year Return Two Year Return Three Year Return Year Two Return Year Three Return