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Richard Beddard's Nifty Thrifty Screen 30 Qualifying

Richard Beddard Nifty Thrifty is an investing strategy based on the approach of UK investor and journalist, Richard Beddard of Interactive Investor. It combines quality and value factors using Joel Greenblatt's Magic Formula and Joseph Piotroski's F-Score. The Magic Formula ranks stocks for value and quality using the earnings yield and return on capital as its key metrics. The F-Score is a 9-point checklist of financial health, of which stocks qualifying for this strategy must pass at least 5. Beddard said: "I don't really see how you can be an investor if you're not trying to understand businesses; how they make money, and what makes them go bust." Between June 2010 and December 2014, Beddard's own Nifty Thrifty portfolio had returned 47%.

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This is an independent study based upon the methods of...
Picture of Richard Beddard

Richard Beddard

Renowned UK Finance Blogger for Interactive Investor.

Beddard's Thrifty Thirty

For further information here's a link to a post ny Richard Beddard detailing his investment strategy: http://www.moneyobserver.com/portfolio/nifty-thrifty-portfolio

This screen uses the following criteria:

  • Magic Formula Rank % > 0
  • Piotroski F-Score > 4
  • Index Membership includes FTSE 350 Index, FTSE Euromid Index, FTSEurofirst 300 Index, Hang Seng Index, Nifty 50 Index, Nikkei 225 Index, S&P 500 Index, S&P BSE 100 Index, S&P/ASX 200 Index, S&P/TSX Composite Index

Results are sorted by:

  • Magic Formula Rank in descending order


And limited to the first 30 Results


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Performance Tracking


Returns FTSE 100
1 week -1.7% - 0.2% -2.2% 5.8% -6.2% -3.7% -1.1%
1 month 7.5% 1.4% 1.8% - - - - 2.2%
3 months 7.3% 3.7% 13.8% - - - - 2.6%
6 months 3.1% -1.0% 4.2% - - - - -2.4%
1 year -0.3% -1.9% -4.2% - - - - -10.1%
2 years 11.3% 6.2% - - - - - -7.8%
Annualised 17.4% 10.8% 12.6% 29.7% 1,399.3% 116.2% 185.2%
 
Risks
Max Drawdown -18.7% -18.0% -22.6% -2.7% -2.9% -7.4% -4.5%
Avg Holdings 25 24.3 25 24 25 25 25
Diversification Good Good Good Good Good Good Good

 Studies based on equal weighted portfolios of max 25 stocks rebalanced quarterly. Qualifying shares below updated daily. Past performance not indicative of future returns.



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30 Qualifying

Ticker Name Mkt Cap £m Magic Formula Rank Magic Formula Rank % ROC % Greenblatt Earnings Yield % Piotroski F-Score Interim Result Date Sector Flag
Subscriber Subscriber Energy United States
Subscriber Subscriber Energy United States
Subscriber Subscriber Basic Materials Japan
Subscriber Subscriber Basic Materials Japan
Subscriber Subscriber Basic Materials Japan
Subscriber Subscriber Industrials Japan
Subscriber Subscriber Technology United States
Subscriber Subscriber Industrials Japan
Subscriber Subscriber Technology United States
Subscriber Subscriber Energy Japan
Subscriber Subscriber Healthcare Japan
Subscriber Subscriber Energy United States
Subscriber Subscriber Consumer Cyclicals Japan
Subscriber Subscriber Energy United States
Subscriber Subscriber Consumer Defensives Japan
Subscriber Subscriber Basic Materials Japan
Subscriber Subscriber Industrials Japan
Subscriber Subscriber Energy United States
Subscriber Subscriber Consumer Defensives Japan
Subscriber Subscriber Basic Materials Japan
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Industrials Japan
Subscriber Subscriber Consumer Defensives Japan
Subscriber Subscriber Technology United States
Subscriber Subscriber Basic Materials Japan
Subscriber Subscriber Energy United States
Subscriber Subscriber Basic Materials Japan
Subscriber Subscriber Consumer Cyclicals Japan
Subscriber Subscriber Consumer Cyclicals United States
Subscriber Subscriber Consumer Cyclicals United States

Can't see the share you expect? View this screen as a checklist to find out why.

You should consider the results of any screening process, including this one, as candidates for further research, not as a buy list. Screening helps to narrow a search based on pre-defined criteria. It is not a substitute for independent research reflecting your individual criteria for investing/trading. Please note that the screening criteria used represents Stockopedia's interpretation of the author's investment approach and are not determined or endorsed by the original strategist.



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