Tiny Titans Strategy Rau Kev nqis peev

Nqis peev pab rau cov tuam txhab Micro-Cap tuam siv O'Shaughnessy Me me Titans Screen

AAII taug qab ntau cov ntxaij vab tshaus los ntawm James O'Shaughnessy, tus tsim thiab tus thawj coj ntawm O'Shaughnessy Asset Management LLC, lub tuam txhab tswj hwm vaj tse nyob hauv Stamford, Connecticut. O'Shaughnessy cov ntxaij vab tshaus uas AAII tau tsim yog raws li cov tswv yim uas tau teev tseg hauv nws phau ntawv Dab Tsi Ua Haujlwm ntawm Phab Ntsa Street: Daim Ntawv Qhia rau cov tswv yim nqis peev zoo tshaj plaws ntawm txhua lub sijhawm, (4th Edition, 2011, McGraw-Hill) thiab Kwv yees Khwv Ciaj Khwv Kev Ua Tag Nrho Tom ntej: Ib Lub Phiaj Xwm Tshawb Lag Luam Muag Khoom Tom Khom Xyoo Tom Ntej, (2006, Penguin Group). Nws yog los ntawm phau ntawv kawg ntawd hais tias lub tswv yim ntawm Tiny Titans mus kom ze tau raug muab los.

Lub Tiny Titans txoj hauv kev tsom mus rau micro-cap stocks. Ntau qhov kev tshawb fawb tau ua tiav txog kev ua tiav ntawm kev nqis peev hauv kev lag luam-capitalization qeb. AAII cov Qauv Duab Ntxoo Tshuag Portfolio yog raws li kev tshawb fawb pom tias cov khoom me me- thiab micro-cap muaj peev xwm ua tau zoo tshaj qhov kev lag luam tag nrho nyob rau lub sijhawm ntev.

O'Shaughnessy ntseeg hais tias yog vim li cas rau qhov kev tshaj tawm no yog qee tus kws tshuaj ntsuam ua raws cov me me no. Tsis tas li, ntau cov tuam txhab lag luam thiab cov kev sib nrig sib pab tsis tuaj yeem pauv cov nyiaj tau no tsis tau txav tus nqi vim yog cov lag luam me me. Qhov no yoojyim chav rau txoj kev xav tsis thoob, uas tuaj yeem ua rau qhov kev ua yeeb yam “pop.” O'Shaughnessy tseem hais tias micro-cap cov xoom lag luam muaj qhov tsis tshua muaj txiaj ntsig nrog kev ua lag luam tag nrho, ua rau lawv muaj peev xwm tiv thaiv lub luag haujlwm ntawm cov khoom lag luam uas loj dua.

Tus nqi qis-rau-Muag Khoom Muag & Tus Nqi Muaj Zog Tus Nqi Piv rau Kev Ua Lag Luam

AAII's version of O'Shaughnessy Tiny Titans stock screen muaj cov qauv tsawg heev. Ua ntej, tag nrho cov khoom lag luam txawv teb chaws thiab cov khoom lag luam hauv khw (OTC) raug tshem tawm. Tom ntej no, lub khw muag khoom lag luam yuav tsum nyob nruab nrab ntawm $ 25 lab thiab $ 250 lab.

Tom qab lim tawm cov khoom lag luam loj dua, Tiny Titans tshuaj ntsuam saib rau cov khoom lag luam nrog tus nqi-rau-muag piv tsawg dua 1.0. Tus nqi-rau-muag piv piv tus nqi tam sim no rau kev muag khoom ntawm lub tuam txhab. O'Shaughnessy siv qhov no ua tus tso npe rau "pheej yig," uas tsis yog tus nqi-nyiaj tau los piv. Nws yog vim li cas txhua lub tuam txhab siv tau muaj kev muag khoom, thiab kev muag khoom yog qhov nyuaj rau kev tswj xyuas ntau dua li cov nyiaj tau los. Hauv tsab thib peb ntawm nws phau ntawv "Dab Tsi Ua Haujlwm ntawm Phab Ntsa Street," O'Shaughnessy pom tias cov khoom lag luam nrog tus nqi qis-rau-muag sib piv ua rau cov nyiaj rov qab ntau dua.

Thaum kawg, O'Shaughnessy xav tias cov tub ua lag luam yuav tsum tuav 25 cov khoom lag luam hauv micro-cap portfolio kom nthuav tawm qhov kev pheej hmoo uas mus nrog rau tuav cov khoom lag luam tsis hloov pauv. Nws nqaim cov npe mus rau 25 cov khoom lag luam nrog qhov siab tshaj 52 lub lis piam tus kwv tij lub zog piv rau S&P 500 index. Yog li, txhua hli, AAII tsuas yog cov 25 tuam txhab uas muag nrog lub siab tshaj 52 lub lis piam txheeb ze zog. Raws li qhov kawg ntawm lub Plaub Hlis 12, 2022, 25 lub tuam txhab saum toj kawg nkaus hla O'Shaughnessy Tiny Titans lub tswv yim tau nyob rau saum 90% ntawm tag nrho cov khoom lag luam hais txog 52 lub lis piam txheeb ze tus nqi zog.

Txhawm rau kom tau txais txiaj ntsig zoo ntawm kev nqis peev, nws yuav tsum tau nqis peev. Qhov ntawd txhais tau hais tias ib txoj hauv kev kom muaj nuj nqis yuav tsum tsim kom muaj lub ntiaj teb loj txaus ntawm cov tuam txhab dhau los uas ua rau muaj kev mob siab ntxiv los txheeb xyuas cov neeg sib tw peev. Txij li thaum O'Shaughnessy Tiny Titans tshuaj ntsuam saib rau 25 lub tuam txhab nrog tus nqi siab tshaj plaws nyob rau xyoo tas los tom qab siv cov khoom lag luam-cap thiab cov nqi lim, ib txwm muaj cov tuam txhab dhau mus. Nco ntsoov, txawm li cas los xij, tej zaum yuav muaj lub sijhawm thaum cov tuam txhab uas muaj "zoo tshaj" tus nqi zog tseem yuav qis dua 52 lub lis piam dhau los. Cov txheej txheem Tiny Titans saib rau cov tuam txhab uas muaj tus nqi zoo tshaj plaws, tab sis tsis tas yuav hloov tus nqi zoo.

Rau cov tub ua lag luam nrog kev ua siab ntev thiab muaj peev xwm tiv taus qhov siab dua lub sij hawm luv luv thiab kev pheej hmoo ntawm micro-cap stocks, muaj peev xwm ua kom muaj zog rov qab mus sij hawm ntev. Raws li lub Peb Hlis 31, AAII's O'Shaughnessy Tiny Titans kev tshuaj ntsuam qauv muaj qhov nce txhua xyoo txij li pib (1998) ntawm 24.6%, piv rau 8.7% rau S&P SmallCap 600 index nyob rau tib lub sijhawm.

Sab saum toj 25 Cov Khoom Hla Dhau O'Shaughnessy Tiny Titans Screen (Qib los ntawm 52-Lub Limtiam Txheeb Ze Lub Zog)

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Cov khoom lag luam ua tiav raws cov qauv ntawm cov txheej txheem tsis sawv cev rau cov npe "pom zoo" lossis "yuav". Nws yog ib qho tseem ceeb kom ua vim kev mob siab rau.

Yog tias koj xav tau ib txoj ntug thoob plaws hauv kev lag luam no tsis txaus, dhau los ua AAII tus tswv cuab.