Q2 for the value strategies have been a disappointment for the most part.
Q1 was strong, but the value strategies that I follow weren’t able to keep up in the second quarter.
At the end of the first quarter, 9 out of the 16 stock screens (60%) were beating the market. That is now down to 5 out of 16 screens beating the S&P500 for a win rate of 31.3%.
Here’s how all the value screens did last year.
Vanguard’s move into PE may change the landscape forever
The order is sorted in descending order based on the end of year performance.
But first, something important that most people get confused about.
The value stock screens are predefined results free for visitors.
It is not part of the Stock Analyzer package. The Stock Analysis software is a “stock analyzer” providing deep fundamental analysis and valuations.
It does not screen for stocks or perform backtests.