Studies of Life

Learning by doing.

A Look at a Sample Piotroski Portfolio

31 May 2015 by Jim


I’ve been trying to take a look at the big picture with my portfolio, so I decided to compare my portfolio’s overall performance since January 2014 until May 2015 to broad categories like US stocks, World stocks, and a balanced Vanguard fund with 60% stocks and 40% bonds. In 2014, I did not yet use the Trending Value methodology for all my stocks. The main focus of my portfolio has been, since the very beginning, stocks with high Piotroski values (7 and higher initially, 6 and higher now).

As you can see, this has been rather good for me so far. There’s been a drop recently, sure, but overall I’m ahead of the other three asset classes I’m comparing myself to. This helps me to remember to look at the long-term results. A year and half is still not much. But it sure makes the strategy overall look rather good.

Besides that, the chart above also gives you an example of what the performance of such a portfolio can look like in terms of volatility, drawdowns, etc.

Below is a chart of the performance in 2015. It’s quite encouraging. 🙂

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