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Performance Data as of 12/29/2023

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Performance Characteristics Grades

Ordered By: Strategy

Factors ? Annual Price Gain (%)

V G M S EE Y Q I O Risk
Screen YTD 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inc. Index

 ADR Screen V M 3.8 3.8 (10.0) (5.8) 2.1 5.5 4.0 5.7 1.43

 Buffett: Hagstrom Screen V G Q 28.1 28.1 10.8 17.0 10.3 14.2 12.1 13.3 1.11

 Buffettology: EPS Growth G Q 28.9 28.9 6.7 17.5 10.6 15.5 11.0 11.1 1.24

Buffettology: Sustainable
 G Q 29.0 29.0 9.9 24.0 14.1 17.4 13.0 12.8 1.30
Growth Screen

 Cash Rich Firms Screen V Q 14.5 14.5 (4.5) (0.5) 1.0 4.8 3.1 7.2 1.36

Dividend (High Relative Yield)

 V G Y 4.5 4.5 11.1 10.0 6.6 10.0 7.2 8.4 1.07
Screen

 Dogs of the Dow Screen V Y 3.1 3.1 2.8 2.6 4.2 7.7 3.1 3.4 1.15

Dogs of the Dow: Low Priced

 V Y (0.7) (0.7) (0.1) (1.3) 2.2 5.9 0.9 2.3 1.41
5 Screen

 Dreman Screen V G (2.1) (2.1) (3.1) (2.3) 0.6 6.1 4.2 6.9 1.28

Dreman With Est Revisions

 V G EE 19.1 19.1 11.7 20.0 11.1 17.3 14.5 14.5 1.47
Screen

 Driehaus Revised Screen G M S EE 35.8 35.8 21.4 10.1 7.3 17.7 16.5 17.5 2.25

 Driehaus Screen G M S EE 68.8 68.8 (0.6) 8.0 7.9 17.2 12.5 11.6 2.24

 Dual Cash Flow Screen G Q 16.9 16.9 2.7 9.6 3.2 9.4 5.9 10.3 1.55

 Est Rev: Down 5% Screen EE 16.2 16.2 (11.1) 2.6 0.8 6.0 1.4 1.1 1.93

 Est Rev: Lowest 30 Down EE 22.4 22.4 (11.9) 0.8 0.0 6.8 0.6 0.7 2.21

 Est Rev: Top 30 Up EE 5.3 5.3 4.9 16.2 11.7 20.2 18.5 20.7 1.73

 Est Rev: Up 5% Screen EE 22.4 22.4 9.6 20.2 10.3 17.9 17.8 21.2 1.69

 Fisher (Philip) Screen V G 16.7 16.7 (9.5) 8.1 6.7 7.5 2.1 5.2 2.13

Fundamental Rule of Thumb

 V 24.3 24.3 (1.0) 4.1 2.0 6.1 5.7 9.6 1.67
Screen

Graham--Defensive Investor
 V Y Q 19.0 19.0 10.6 10.4 4.0 11.7 10.7 12.5 1.35
(Non-Utility) Screen

Graham--Defensive Investor
 V Y Q I (8.4) (8.4) 0.6 3.7 3.4 4.4 5.3 6.0 1.03
(Utility) Screen

Graham--Enterprising
 V Y Q I 50.5 50.5 38.2 31.6 17.5 20.6 19.7 19.7 1.73
Investor Revised

 Insider Net Purchases Screen O (28.3) (28.3) (34.0) (8.3) (7.8) (2.3) (5.0) (3.3) 2.05

 Kirkpatrick Bargain Screen V M 34.4 34.4 4.8 6.3 2.3 5.2 8.4 6.3 1.40

 Kirkpatrick Growth Screen G M 14.2 14.2 7.3 14.5 7.4 9.7 10.7 13.5 1.90

 Kirkpatrick Value Screen V G M 29.6 29.6 26.5 27.4 8.3 3.9 10.9 10.7 2.09

 Lakonishok Screen V M (1.3) (1.3) (0.3) 9.0 8.6 13.3 12.1 12.4 1.22
 Factors ? Annual Price Gain (%)
V G M S EE Y Q I O Risk
Screen YTD 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inc. Index

 Lynch Screen V 24.0 24.0 17.0 8.1 2.2 6.5 6.6 8.5 1.25

 Magic Formula Screen V Q 13.0 13.0 (0.6) (0.8) (0.9) 5.3 2.4 6.4 1.58

 Muhlenkamp Screen V G Q 1.4 1.4 11.3 21.0 1.8 (1.5) (1.2) 3.0 1.61

 Neff Screen V G 29.6 29.6 11.4 8.8 4.3 11.8 8.2 13.9 1.63

O'Neil's CAN SLIM No Float

 G M 20.5 20.5 (1.5) 5.9 6.8 10.3 7.3 12.9 1.33
Screen

O'Neil's CAN SLIM Revised 3rd

 G M (5.8) (5.8) (12.1) (1.0) 11.7 12.5 8.6 14.8 1.88
Edition Screen

 O'Neil's CAN SLIM Screen G M 18.2 18.2 14.8 16.6 11.0 12.8 12.7 18.8 1.75

O'Shaughnessy: All Cap

 V M Y 19.1 19.1 7.9 9.6 5.0 8.3 8.3 10.1 1.59
Screen

O'Shaughnessy: Growth
 V M 8.4 8.4 12.6 14.0 8.6 11.4 7.8 8.2 1.21
Market Leaders Screen

O'Shaughnessy: Growth
 V M 15.9 15.9 31.4 24.3 13.3 15.4 13.0 15.9 1.59
Screen II

O'Shaughnessy: Small Cap

 V M S 11.5 11.5 40.4 27.4 15.6 16.5 15.5 18.2 1.83
Growth & Value Screen

O'Shaughnessy: Tiny Titans

 V M S 29.3 29.3 33.2 34.5 20.6 21.8 15.6 23.8 1.89
Screen

 O'Shaughnessy: Value Screen V Y 7.9 7.9 7.4 7.4 2.9 6.6 3.4 4.9 1.28

 P/E Relative Screen V EE 25.7 25.7 11.5 15.0 8.8 13.4 12.4 13.8 1.18

Piotroski: High F-Score

 V Q 5.5 5.5 (2.6) (5.6) (9.6) 8.5 7.9 13.8 2.05
Screen

Price-to-Free-Cash-Flow
 V 23.6 23.6 21.6 18.6 9.8 20.5 14.0 16.7 1.86
Screen

 Price-to-Sales Screen V G 11.6 11.6 4.3 9.0 6.1 11.5 8.2 12.3 1.34

 Return on Equity Screen G Q 25.1 25.1 7.3 19.6 8.8 12.6 10.0 11.7 1.29

 Rule #1 Investing Screen V G Q 16.7 16.7 (7.9) (1.1) (3.2) 8.2 2.9 6.0 2.13

 Schloss Screen V Q 22.9 22.9 (4.8) (3.5) (7.2) (2.2) (2.7) 4.0 2.03

 Stock Market Winners Screen V G M 3.3 3.3 (10.4) (6.3) 4.3 12.4 9.0 14.4 1.35

 T. Rowe Price Screen V G 4.4 4.4 (7.8) (9.0) 0.2 9.3 5.5 6.3 1.89

 Templeton Screen V G 59.7 59.7 13.8 11.5 6.4 12.9 8.9 9.3 1.44

Value on the Move--PEG With

 V G M Q 35.6 35.6 11.0 3.2 3.8 9.8 10.5 13.7 1.39
Est Growth Screen

Value on the Move--PEG With

 V G M Q 23.0 23.0 8.7 8.1 7.4 11.7 9.9 12.1 1.10
Hist Growth Screen

 Wanger (Revised) Screen V G S 11.5 11.5 3.6 7.8 4.0 9.1 7.7 7.8 1.42

Weiss Blue Chip Div Yield

 V Y Q 13.3 13.3 6.8 9.5 6.5 10.9 8.4 9.4 1.28
Screen

 Zweig Screen V G Q 1.9 1.9 6.9 2.6 (0.4) 0.2 3.1 11.5 1.78

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