Gareth Packer

I have extensive stock investing experience (20 years+). I qualified as an MBA to further my business acumen for the purpose of investing only. Fundamentally - I use a mix of Quality, Value and Momentum factors within my method and generally focus on small to mid range stocks. I also include the metrics associated with some of the established gurus which I have studied including Susan Levermann & piotroski. Score based on Susan Levermann's Fundamental, Valuation, Psychological and Technical criteria Number score [-12-12]: Levermann number + Percentage Levermann number [-11-11]: if Return on Equity.% > 20%: +1, < 10%: -1 if EBIT margin.% > 12%: +1, < 6%: -1 if Equity ratio.% > 25%: +1, < 15%: -1 if EPS yield.% > 8.33%: +1, < 6.25%: -1 if EPS yield.% b/on wavg > 8.33%: +1, < 6.25%: -1 if analyst recommendation > 2.5: +1, < 1.51: -1 if EPS revisions ratio > 1.05: +1, < 0.95: -1 if Price.1y growth > 5%: +1, < -5%: -1 if Price.STM reversal > 1%: +1, < -1%: -1 if Price.LTM reversal > 1%: +1, < -1%: -1 if Price.change % sma50 > 1%: +1, < -1%: -1 if Earnings per share.1y growth (forward) > 5%: +1, < -5%: -1 Percentage: logarithm(Return on Equity.%) logarithm(EBIT margin.%) logarithm(Equity ratio.%) logarithm(EPS yield.% b/on yr) logarithm(EPS yield.% b/on wavg) 3 * EPS revisions ratio 0.5 * logarithm(Price.1y growth) logarithm(5 * Price.STM reversal) logarithm(5 * Price.LTM reversal) logarithm(5 * Price.change % sma50) logarithm(Earnings per share.1y growth (forward)) normalized to 100. logarithm(value) = signOf(value) * ln(abs(value) + 1) Generally, only scores above 5 (from above Levermann ratings) are considered for further analysis. Technically - I use MA indicators and support/resistance zones to determine overall market trends, and for entry/exit points. A devised Edge to exploit market inefficiencies combined with the law of probabilities to compound and promote portfolio growth. There will be periods of 100% cash when a major market correction is anticipated. I have decided to share my strategy on Wikipedia because the rewards are generous but it can be a lonely ride..... Welcome aboard mehr anzeigen