Category Archives: Magic Formula Investing

An investigation of the writings of Joel Greenblatt

Magic Hat – ERM in, KAZ+INDV out

Posted on January 5, 2016 by

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 →

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Magic Hat Portfolio: GSK in, ITE out

Posted on November 5, 2015 by

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 →

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Magic Hat portfolio: CCT in, LRM out

Posted on October 5, 2015 by

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 →

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Magic Hat Portfolio: CRE in, CNCT out

Posted on September 3, 2015 by

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 →

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Magic Hat Portfolio: AIR in, NPT out

Posted on August 5, 2015 by

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 →

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Magic hat portfolio: MCGN in, XCH out

Posted on July 2, 2015 by

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 →

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Magic Hat portfolio: QRT in, HNT out

Posted on June 3, 2015 by

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 →

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