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Richard Beddard's Nifty Thrifty Screen 30 Qualifying in UK

A combined value screen developed by Richard Beddard, editor of leading UK finance site, Interactive Investor. It selects 30 UK-listed companies (with a market value of more than £500 million), using an approach that assesses three key criteria: i) value, as measured by the earnings yield; ii) profitability, measured by return on capital; and iii) financial strength, as measured by Piotroski’s F-Score. Essentially Piotroski plus the Magic Formula. This screen is not to be confused with the Thrifty Thirty, which is Beddard's own stock picks, as described on the Interactive Investor Blog.   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


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Performance Tracking


Returns FTSE 100
1 week -0.7% -0.7% 1.0% 0.6%
1 month 0.3% 0.3% 4.7% 0.5%
3 months 1.2% 1.2% - -0.5%
6 months 0.7% 0.7% - 0.1%
1 year 17.9% 17.9% - 6.1%
2 years 57.8% - - 18.1%
Annualised 25.3% 21.6% 68.1%
 
Risks
Max Drawdown -11.6% -8.4% -2.3%
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.
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Limited to 30 out of 30 total in

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

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.