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PYAD Screen 200 Qualifying

PYAD is a value and dividend income strategy devised by UK investor and writer, Stephen Bland. It focuses on finding value stocks with relatively high yields and no debt. PYAD is the acronym for the strategy's four filters, which include the Price to Earnings ratio, Yield, Assets (Price to Book Value) and Debt. Specifically, the strategy looks for companies with a Price to Earnings ratio of two-thirds that of the market and a Yield that is 50% above the market average. Stephen Bland says: "My principal aim in this was firstly to minimise the downside before I considered any trading upside to a share. I knew it wouldn't work in every case, there was bound to be the odd failure, but I reckoned that overall it would perform well. I was right and it did, producing handsome returns over the years." The PYAD strategy became well followed by Motley Fool readers.

This is an independent study based upon the methods of...
Picture of Stephen Bland

Stephen Bland

Renowned UK investment writer. Focuses on value and dividend strategies.

PYAD

by Stephen Bland

This screen was inspired by the work of Stephen Bland of TMF (he also writes for MoneyWeek).

This screen uses the following criteria:

  • P/E < 0.66 * Median
  • P/B < 1
  • Net Debt <= 0
  • Yield % > 1.5 * Median
  • Industry Group not in Collective Investments,
  • Is Primary Listing == 1

Results are sorted by:

  • Yield % in descending order


And limited to the first 200 Results


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Performance Tracking


Returns FTSE 100
1 week -9.1% -6.0% 1.3% -3.0% -5.7% 0.9% 2.7% 0.7%
1 month -8.8% -6.9% 8.7% -4.8% -8.2% 6.7% 1.1% 6.3%
3 months 5.5% -9.2% 8.7% -13.5% -61.2% 4.7% -6.4% 6.6%
6 months 15.0% -10.5% 5.7% -18.9% -62.5% -1.2% -7.5% 5.4%
1 year 1.6% -12.6% -6.8% -13.5% -62.5% 0.9% -17.0% 4.6%
2 years 73.8% 18.0% 32.6% 69.1% -62.5% 42.2% -34.9% 26.2%
Annualised 8.9% -0.2% 6.5% 29.6% -36.9% 19.0% -17.3%
 
Risks
Max Drawdown -36.5% -42.9% -38.5% -31.3% -72.7% -13.0% -55.6%
Avg Holdings 12.2 24 12.7 16.8 0.2 25 5.5
Diversification Moderate Good Moderate Good 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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200 Qualifying

Ticker Name Mkt Cap £m P/E P/B Net Debt Yield % Industry Grp Flag
Subscriber Subscriber Specialty Retailers Hong Kong
Subscriber Subscriber Residential & Commercial REITs United States
Subscriber Subscriber Investment Banking & Investment Services Australia
Subscriber Subscriber Passenger Transportation Services Sweden
Subscriber Subscriber Automobiles & Auto Parts Australia
Subscriber Subscriber Investment Banking & Investment Services Denmark
Subscriber Subscriber Homebuilding & Construction Supplies Romania
Subscriber Subscriber Computers, Phones & Household Electronics Hong Kong
Subscriber Subscriber Residential & Commercial REITs Spain
Subscriber Subscriber Real Estate Operations Netherlands
Subscriber Subscriber Textiles & Apparel Bulgaria
Subscriber Subscriber Oil & Gas United States
Subscriber Subscriber Investment Banking & Investment Services Belgium
Subscriber Subscriber Investment Banking & Investment Services France
Subscriber Subscriber Banking Services Turkey
Subscriber Subscriber Healthcare Providers & Services United Kingdom
Subscriber Subscriber Oil & Gas United States
Subscriber Subscriber Investment Banking & Investment Services United Kingdom
Subscriber Subscriber Food & Tobacco Lithuania
Subscriber Subscriber Holding Companies Bulgaria
Subscriber Subscriber Household Goods France
Subscriber Subscriber Oil & Gas Related Equipment and Services Norway
Subscriber Subscriber Real Estate Operations Hong Kong
Subscriber Subscriber Specialty Retailers United States
Subscriber Subscriber Banking Services Macedonia