Category Archives: Magic Formula Investing

An investigation of the writings of Joel Greenblatt

Magic Hat – ERM in, KAZ+INDV out

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

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

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

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

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

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

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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Magic Hat portfolio: WIN stays in

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

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Magic Hat Portfolio March 2015: FLYB + PRES in, IRV out

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

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Magic Hat Portfolio February 2015: LAM+SHOS in, REDD out

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. The portfolio’s returns have been disappointing. It is trailing the indices over 1 year, slighly outperforming over 2 years, and about neck-and-neck over 3 … Continue reading

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