Screening Process
Introduction
While Sum of Some makes an occasional pick based on our personal research and opinion, we firmly believe that you shouldn’t always attempt to “reinvent the wheel”. Few of us have the same level of experience and proven record of great financial investors such as Warren Buffett, Peter Lynch, and Martin Zweig. One of our key tenants is to draw on expert opinions, hence our name, “Sum of Some”. Through historical monitoring, which we will begin to publish on SoS, we have been able to track results of these screens and make rewarding decisions.
Screening Process
The current screening process SoS uses is as follows:
- Every two weeks, we compile picks from each of our screens (see below for a current list). This list of stocks is placed in a portfolio and will remain there for 52 weeks (1 year). Creating one year portfolio every other week produces 26 live portfolios.
- Average returns are calculated on each portfolio for a 2 week return, 10 week return, 26 week return, and 1 year return. These results are posted and discussed on SoS.
- Finally, some stocks will appear across multiple screening methods. Each time a portfolio is created, we take stocks that appear in more than one screen and create a “Screen of Screens” portfolio. This is tracked in the same manner as the rest of the portfolios.
Note that just because a stock is placed in a portfolio does not automatically give it a “green-light”. We also believe in monitoring sector performance, technical timing, and company reports. Certain stocks from our portfolios will be compared to these additional indicators and discussed in posts on the site.
Stock Market Strategies for Bi-Weekly Runs
This listing can be found on the stock market stratgies page
Yearly Screen Sources
The following are screens created once a year and tracked by Sum of Some:
- 2007Â
- Fortune – Most Respected Companies
- Fortune – Blue Ribbon Companies (Dec)
- BusinessWeek – Best of 2007
- BusinessWeek – The BusinessWeek 50
