Im just trying to make sure I'm reading the guru's performance screen's properly! If a stock qualifies to be in the Guru screen on a day to day period it is calculated into it's return rate and on the inverse of that if it no longer qualifies to be on the screener is it no longer in the calculation for the rate of return?
Thank you in advance!
New Canadian Investor, who is loving This Site.
Regard Curtis
Hi Curtis,
Glad you're enjoying the site, we've got a few help articles in our knowledge base that you may find helpful for questions like this one. You can find them at the following URL:
http://help.stockopedia.com/knowledgebase
They are broken up into various sections and we have a whole section dedicated to the Guru screens. In particular, you may find this one on our screen rebalancing process useful:
http://help.stockopedia.com/knowledgebase/articles/53497-when-and-how-often-are-the-guru-screens-rebalanced
In short, it is a simple quarterly rebalancing process which invests in the top 25 stocks from a given screen on the rebalancing date. No changes are made at all until the next rebalancing date.
Let us know if you have any more questions at all,
Tom
