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Charles Kirkpatrick Growth Screen 30 Qualifying

Charles Kirkpatrick Growth is a strategy pioneered by Charles Kirkpatrick, the renowned US investment strategist who wrote Beat the Market & many books on technical analysis. It combines relative growth and momentum factors in large capitalisation stocks. Specifically it looks for the top 20% of shares with the strongest share price vs 130-day Moving Average and then the top 10% with the strongest growth in operating profit. Kirkpatrick reinforced his strategy by studying point-and-figure charts to determine whether a stock was in an uptrend, which helped to guide his trading decisions. In an award winning paper by Kirkpatrick, entitled Stock Selection: A Test of Relative Stock Values Reported over 17 ½ Years, he wrote: "Relative price strength and relative reported earnings growth, when calculated in the manner of this study, showed superior results when compared to market averages." In Beat the Market, Kirkpatrick claimed that his stock-picking technique had outperformed the S&P 500's performance by 7.7x over 25 years.

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This is an independent study based upon the methods of...
Picture of Charles Kirkpatrick

Charles Kirkpatrick

President of Kirkpatrick & Co., Inc., a specialist in technical research. Author of "Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell"

Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell

by Charles D. Kirkpatrick II

Kirkpatrick uses the Growth Model outlined in "Beat the Market" to generate his Growth List, which he publishes in his weekly newsletter. Between 1982 and the end of 2007, the Growth Model apparently grew by more than 100, versus 13 times for the S&P 500.

This screen uses the following criteria:

  • Mkt Cap £m > 200
  • Rank ( % 130d MA ) > 80%
  • Rank ( Op Profit Gwth % ) > 90%

Results are sorted by:

  • % 130d MA in descending order


And limited to the first 30 Results


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Performance Tracking


Returns FTSE 100
1 week 6.0% 3.1% -0.3% -5.7% -3.2% 3.4% -0.8% 1.1%
1 month -6.2% -4.4% -7.8% -13.2% -20.6% -5.4% -8.8% -6.3%
3 months 5.1% 8.4% -8.7% -18.3% -16.6% -0.0% 2.8% -1.9%
6 months 3.2% 1.6% -4.4% -6.2% -16.3% 8.6% 23.9% -1.1%
1 year 35.1% 18.5% 2.9% 23.6% -34.9% 7.6% 58.0% -0.7%
2 years 74.2% 84.6% 47.8% - - - - 21.8%
Annualised 18.3% 25.6% 7.0% 44.0% -15.9% 18.9% 60.1%
 
Risks
Max Drawdown -27.2% -18.0% -31.6% -33.2% -43.3% -16.5% -15.5%
Avg Holdings 9.5 23.5 24.7 7.3 2.1 25 4.2
Diversification Moderate Good Good Low Low Good Low

 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 Sector Op Profit Gwth % % 130d MA Flag
Subscriber Subscriber Financials Korea, Republic of
Subscriber Subscriber Consumer Cyclicals Japan
Subscriber Subscriber Healthcare Korea, Republic of
Subscriber Subscriber Industrials Singapore
Subscriber Subscriber Financials United States
Subscriber Subscriber Energy United Kingdom
Subscriber Subscriber Consumer Cyclicals Japan
Subscriber Subscriber Energy United States
Subscriber Subscriber Financials Hong Kong
Subscriber Subscriber Financials Poland
Subscriber Subscriber Utilities United States
Subscriber Subscriber Basic Materials United Kingdom
Subscriber Subscriber Consumer Cyclicals Australia
Subscriber Subscriber Energy Hong Kong
Subscriber Subscriber Industrials Hong Kong
Subscriber Subscriber Financials Hong Kong
Subscriber Subscriber Consumer Cyclicals Korea, Republic of
Subscriber Subscriber Basic Materials Japan
Subscriber Subscriber Basic Materials Hong Kong
Subscriber Subscriber Energy United States
Subscriber Subscriber Industrials Germany
Subscriber Subscriber Consumer Cyclicals United States
Subscriber Subscriber Basic Materials Singapore
Subscriber Subscriber Energy Hong Kong
Subscriber Subscriber Basic Materials Japan
Subscriber Subscriber Technology United States
Subscriber Subscriber Technology Korea, Republic of
Subscriber Subscriber Basic Materials Japan
Subscriber Subscriber Industrials United States
Subscriber Subscriber Technology Japan

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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