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Richard Beddard's Nifty Thrifty Screen 30 Qualifying in UK


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A combined value screen developed by Richard Beddard, editor of leading UK finance site, Interactive Investor. It selects 30 UK-listed companies (with a market value of more than £500 million), using an approach that assesses three key criteria: i) value, as measured by the earnings yield; ii) profitability, measured by return on capital; and iii) financial strength, as measured by Piotroski’s F-Score. Essentially Piotroski plus the Magic Formula. This screen is not to be confused with the Thrifty Thirty, which is Beddard's own stock picks, as described on the Interactive Investor Blog.   To learn more about this strategy please click here »

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About Richard Beddard

Renowned UK Finance Blogger for Interactive Investor.


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Beddard's Thrifty Thirty

For further information here's a link to a post ny Richard Beddard detailing his investment strategy: http://www.moneyobserver.com/portfolio/nifty-thrifty-portfolio

This screen is based on a UK dataset. It uses the following criteria:

  • Magic Formula Rank % > 0
  • Piotroski F-Score > 4
  • Index Membership includes FTSE 350 Act Index, FTSE Euromid, FTSEUROFIRST 300 INDEX

Results are sorted by:

  • Magic Formula Rank in ascending order


And limited to the first 30 Results

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Richard Beddard's Nifty Thrifty Screen Graphical History in

Returns

Timeframe Screen Returns FTSE 100 Outperformance
1 week 3.29% 2.31% 1.0%
1 month 11.49% 8.81% 2.7%
3 months 6.22% 7.23% -1.0%
6 months 19.67% 18.92% 0.8%
1 year 43.43% 28.95% 14.5%
Since inception 50.81% 27.5% 23.3%
Annualised 33.06%

Risk

Maximum Drawdown-11.65%
Average No. of Holdings25
Diversification LevelGood

 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.


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Limited to 30 out of 221 total in

Ticker Name Mkt Cap £m Magic Formula Rank Magic Formula Rank % ROCE % Greenblatt Earnings Yield % Piotroski F-Score Interim Result Date Sector
Subscriber Subscriber Industrials  
Subscriber Subscriber Technology  
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Subscriber Subscriber Consumer Defensives  
Subscriber Subscriber Financials  
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Subscriber Subscriber Energy  
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Can't see the share you expect? View this screen as a checklist to find out why.

You should consider the results of any screening process, including this one, as candidates for further research, not as a buy list. Screening helps to narrow a search based on pre-defined criteria. It is not a substitute for independent research reflecting your individual criteria for investing/trading. Please note that the screening criteria used represents Stockopedia's interpretation of the author's investment approach and are not determined or endorsed by the original strategist.



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