From Peak to Valley: The Stock Strategy Landscape in 2005

by Wayne A. Thorp

From Peak To Valley: The Stock Strategy Landscape In 2005 Splash image

You can try to make a mountain out of a molehill, but for stock investors seeking to scale some heights, 2005 was a disappointment.

After a rocky start, the market spent most of 2005 hiking up and down, until undertaking a fourth-quarter rally (which was rapidly losing steam as the year drew to a close) similar to that of 2004. The S&P 500 seemingly found its footing in mid-October and gained 7.7% between October 13 and November 25, 2005. The S&P 500 gained 3.0% for all of 2005, while the S&P SmallCap 600 index was up 6.7% and the S&P MidCap 400 index was up 11.3%. Of the 54 strategies tracked on AAII.com, 41 had positive returns for 2005, as compared to only 23 at the time of our mid-year review.

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Table 1 on page 16 presents the performance of the stock screens tracked on AAII.com, along with index performance data. The various screening approaches are listed depending on their growth versus value orientation, with additional specialty and sector screens broken out separately. Within each of these groups, the screens are ranked by their 2005 performance.

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