Category Archives: Magic Formula Investing

The MHP (Magic Hat Portfolio) on Stockopedia (http://www.stockopedia.com/fantasy-funds/magic-hat-463/) is an experiment by me to see if a human can improve on a mechanical Greeblatt Magic Formula screen. I am trying to weed out “mistakes” that I feel the screening commits: … Continue reading →

The MHP (Magic Hat Portfolio) on Stockopedia (http://www.stockopedia.com/fantasy-funds/magic-hat-463/) is an experiment by me to see if a human can improve on a mechanical Greeblatt Magic Formula screen. I am trying to weed out “mistakes” that I feel the screening commits: … Continue reading →

My Magic Hat fantasy fund, which is mostly mechanical, is on Stockopedia: http://www.stockopedia.com/fantasy-funds/magic-hat-463/ Its goal is too achieve above capital returns greater than the FTSE350 and Magic Formula screen using a portfolio of about 12 shares selected from Stockopedia’s Greenblatt … Continue reading →

My Magic Hat fantasy fund, which is mostly mechanical, is on Stockopedia: http://www.stockopedia.com/fantasy-funds/magic-hat-463/ Its goal is too achieve above capital returns greater than the FTSE350 and Magic Formula screen using a portfolio of about 12 shares selected from Stockopedia’s Greenblatt … Continue reading →

My Magic Hat fantasy fund, which is mostly mechanical, is on Stockopedia: http://www.stockopedia.com/fantasy-funds/magic-hat-463/ Its goal is too achieve above capital returns greater than the FTSE350 and Magic Formula screen using a portfolio of about 12 shares selected from Stockopedia’s Greenblatt … Continue reading →

My Magic Hat fantasy fund, which is mostly mechanical, is on Stockopedia: http://www.stockopedia.com/fantasy-funds/magic-hat-463/ It has had a lacklustre performance over the last 3 years, slightly underperforming the FTSE 350. It does beat it over the portfolio lifespan, though. It is … Continue reading →

My Magic Hat fantasy fund is on Stockopedia: http://www.stockopedia.com/fantasy-funds/magic-hat-463/ The portfolio is underperforming on a 1- and 3- year basis, and is outperforming slightly on a 2-year basis. I had hoped for a better showing. It is outperforming the Greenblatt … Continue reading →

Another month for the Magic Hat portfolio (http://www.stockopedia.com/fantasy-funds/magic-hat-463/), so it’s time for another selection of shares. There’s been a considerable style drift in the fund since inception. It started out investing in quality, then moved to the Greenblatt screen last … Continue reading →