I think this was probably a fun project to work on. Certainly a tremendous amount of time for you to put the data together for all of us. Thank you for that. More and more ROC is becoming an important data point for me to look at as I continue to learn.
I mentioned the top 5 aristocrats for the first 2 strategies in the video. The intent of this video was to share the strategy and give people something to think about. Either way sharing the top 5 for the third strategy at this point is not meaningful since some time has passed.
Hi Alan, I believe I stated in the video which 5 aristocrats were selected by the first two theories for 2023. In theory 1 they were: Lowe’s, CH Robinson Worldwide, ADP and Grainger In theory 2 they were: CH Robinson Worldwide, ADP, Exxon Mobil, Albermale and Chevron
Intéressant, le risque d’un portefeuille à 5 actions me semble trop élevé, en ajoutant 10 non aristocrate à dividendes on peut faire mieux en misant sur la croissance au-dessus du sp500😊
un portefeuille de 5 actions peut être considéré comme très concentré et peut-être à haut risque. Mais si vous avez une très bonne compréhension de ces 5 actions, il est probablement moins risqué que de posséder 20 actions aléatoires.
Very insightful!! Thank you for providing this new way of analyzing companies.
Glad you like it! I’d like to build on this data in the future and be able to provide more actionable results.
I think this was probably a fun project to work on. Certainly a tremendous amount of time for you to put the data together for all of us. Thank you for that. More and more ROC is becoming an important data point for me to look at as I continue to learn.
It was a lot of fun! It was double the fun because not only did I enjoy analyzing the data I also enjoy sharing it!
so where's the top 5? somewhere else?
Correction: at 5:00 ... it was so brief it is easily missed.
I mentioned the top 5 aristocrats for the first 2 strategies in the video.
The intent of this video was to share the strategy and give people something to think about.
Either way sharing the top 5 for the third strategy at this point is not meaningful since some time has passed.
So, what were the top five, based on the 15 year ROCE test?
Hi Alan, I believe I stated in the video which 5 aristocrats were selected by the first two theories for 2023.
In theory 1 they were: Lowe’s, CH Robinson Worldwide, ADP and Grainger
In theory 2 they were: CH Robinson Worldwide, ADP, Exxon Mobil, Albermale and Chevron
Intéressant, le risque d’un portefeuille à 5 actions me semble trop élevé, en ajoutant 10 non aristocrate à dividendes on peut faire mieux en misant sur la croissance au-dessus du sp500😊
No one understood you except your french buddies. 🙂
un portefeuille de 5 actions peut être considéré comme très concentré et peut-être à haut risque. Mais si vous avez une très bonne compréhension de ces 5 actions, il est probablement moins risqué que de posséder 20 actions aléatoires.