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Showing posts from November, 2020

Analyzing Results - 2013/Y-6

 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 -

Issue Update

 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).

RE-DO S&P500 2016/Y-3

 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.

S&P 500 2017/Y-2

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.