Kirkpatrick’s Bargain Screen combines the best triggers found in his testing of relative value, relative reported earnings growth. Kirkpatrick's testing of relative price-to-sales ratio percentile rankings indicated optimal performance in percentiles greater than 17 but not higher than the 42nd percentile. For relative strength, he found that setting the bar at the 90th percentile resulted in too many passing companies to manage in a portfolio. To reduce the number of passing companies to just 20, Kirkpatrick upped the requirement to only include companies in the 97th percentile or higher. Initial testing of the Bargain Model was promising but Kirkpatrick conceded that several more years of testing were needed before labeling it a successful stock selection methodology. You can read more here. To learn more about this strategy please click here »
President of Kirkpatrick & Co., Inc., a specialist in technical research. Author of "Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell"
Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell
by Charles D. Kirkpatrick II
Between January 2005 and December 2007 Kirkpatrick tested a new model, called the Bargain Model. In 2007, the Bargain Model gained 77.3%, versus a gain of 25.3% for the Value Model and a 43.0% gain for the Growth Model. However, Kirkpatrick conceded that several more years of testing were needed before labeling the Bargain Model a successful stock selection methodology.
This screen is based on a UK dataset.
It uses the following criteria:
Results are sorted by:
And limited to the first 20 Results
| Timeframe | Screen Returns | FTSE 100 | Outperformance |
|---|---|---|---|
| 1 week | 6.05% | 1.97% | 4.1% |
| 1 month | 13.11% | 7.46% | 5.7% |
| 3 months | 5.15% | 5.90% | -0.8% |
| 6 months | 22.62% | 17.74% | 4.9% |
| 1 year | 40.40% | 28.25% | 12.2% |
| Since inception | 40.27% | 26.8% | 13.5% |
| Annualised | 26.59% |
| Maximum Drawdown | -14.06% |
| Average No. of Holdings | 7.7 |
| Diversification Level | Low |
Chart based on an equal weighted portfolio of max 25 stocks rebalanced quarterly. Qualifying shares below updated daily. Past performance not indicative of future returns.
Can't see the share you expect? View this screen as a checklist to find out why.
