A combined value and income investing screen inspired by the writings of Stephen Bland on TMF (he also writes the Dividend Letter newsletter for MoneyWeek). It that starts by looking for: "P", i.e. a maximum Price to Earnings ratio of two-thirds that of the market (preferably much, much lower). It then looks for "Yield" preferably 50% above the market (although this is the most flexible criterion). "A" is for "Assets" as the screen looks for a Price to Book Value (P/BV) of under 1. Finally, no Debt is the last criterion, preferably with stacks of net cash.
PYAD
by Stephen Bland
This screen was inspired by the work of Stephen Bland of TMF (he also writes for MoneyWeek).
This screen is based on a UK dataset.
It uses the following criteria:
Results are sorted by:
And limited to the first 200 Results
| Timeframe | Screen Returns | FTSE 100 | Outperformance |
|---|---|---|---|
| 1 week | 1.06% | 2.60% | -1.5% |
| 1 month | 1.32% | 8.23% | -6.9% |
| 3 months | -3.39% | 6.66% | -10.1% |
| 6 months | 16.32% | 18.37% | -2.1% |
| 1 year | 23.23% | 29.17% | -5.9% |
| Since inception | 25.64% | 26.8% | -1.2% |
| Annualised | 17.23% |
| Maximum Drawdown | -10.16% |
| Average No. of Holdings | 17.8 |
| Diversification Level | Good |
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.
