Duplicate

Richard Beddard's Nifty Thrifty Screen 30 Qualifying in UK

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%.

To learn more about this strategy please click here »

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 is based on a UK dataset. It uses the following criteria:

  • Magic Formula Rank % > 0
  • Piotroski F-Score > 4
  • Index Membership includes FTSE 350 Index, FTSE Euromid Index, FTSEurofirst 300 Index, S&p 500 Index

Results are sorted by:

  • Magic Formula Rank % in descending order


And limited to the first 30 Results


Can these rules be improved? Submit a suggestion »
Want to make your own version? Create a Fork!

Performance Tracking


Returns FTSE 100
1 week -2.5% -1.5% -2.1% -3.2%
1 month -3.1% -0.9% -2.0% -3.7%
3 months 0.5% -0.7% -9.7% -6.6%
6 months 10.0% 6.2% -5.1% -3.7%
1 year 11.2% 6.4% 16.9% -3.2%
2 years 34.8% 29.0% - -0.3%
Annualised 22.0% 15.6% 17.3%
 
Risks
Max Drawdown -13.7% -13.9% -12.2%
Avg Holdings 25 25 25
Diversification 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.



Please subscribe to see the companies that qualify for this independent study of the Richard Beddard's Nifty Thrifty Screen Strategy.
Plans start from as little as 25 per month. 14 day FREE TRIAL available.

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

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.



Let’s get you setup so you get the most out of our service
Done, Let's add some stocks
Brilliant - You've created a folio! Now let's add some stocks to it.

  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
Save and show me my analysis
Foliobuilder