I have been studying the Zulu Principle and its stock screener. From what I understand the screener portfolio is rebalanced quarterly, So only the listed stocks on the date are balanced out on 31 Dec, 31 Mar, 30 Jun, 30 Sept.
Does anyone know if it is possible to see the historical stocks which made up the portfolio for each quarter going back a few years or even to inception .
Kind Regards,
Chris.
I think what you say is true, it has been a minor annoyance to me that the screens don't show the actual stocks. I don't know of anyway of seeing the past stocks.
On the old site on the qualifying stocks, you could see when stocks qualified or not, going back some time but that feature is not on the new site.
At least there not very many stocks on that screen.
