Portfolio Back-testing Performance & Results: Q3 2017

 

 

Q3 2017 Complete Back-testing of All Companies.  Executive Summary for public release.

Our inaugural results are in.  Enjoy!

  • 23% average performance of leadership tiers. (Tiers 1-4)
  • In contrast with 9% for Tier 6 (laggards)
  •  40% of companies covered (100 of 253). 100 companies scored were placed into Leadership or On-Par Tiers (1-4)
  • On par with DJIA (21%) and slightly better than S&P 500 (16.75%) same period benchmarks
  • Consumer, Financials, Industrial Machines, and Oil & Gas show signs of solid correlation between IoE Score, Momentum and Shareholder returns
  • Q4 2018 Backtest analysis will include Forward-Backtesting of Q3 and subsequent periods. This will allow us to track companies & tiers across time periods and uncover performance signals.

Note to Members:  Contact Serge@PiercingView.com directly to schedule your detailed review of findings.  Enjoy!

 

Please click here to view in PDF:

Q3_Q4_2017_Backtest_Piercing_View

 

 

 

Take care and talk soon
Serge

@PiercingView

2018-01-25T15:39:29+00:00 01.20.2018|Featured Articles, POV|