9 Comments
Sep 3, 2022Liked by Ben Buchanan

I love this post! Have been trying to create something similar...I was able to screen for 5% (or greater) growth using Fidelity/TDA scanners, but is there a quick method or tool you used to calculate the cash distribution based on the market cap weightings of your final picks? Interested in doing something similar myself, but if my stock selection varies slightly, it throws off the numbers. Thanks!

Expand full comment

my strategy is to look at capital allocation decisions and financial statements of sp500 components and eliminate those that I feel have poor management or decisions. Yes there are quite a few companies that are being silly. I choose the subset I feel are more intelligent.

Expand full comment

GOOG should be part of Communication. Isn't it? TMUS is also Communication but you didnt highlight it in grey.

Expand full comment

You're writing an article in August 22 and immediatly removing any commodities companies? This is preposterous.

Expand full comment