A+ Investors can explore AAII’s collection of guru and factor screens using the Screen Power Rankings page, which ranks the performance of the screens over different time frames, based on market strength and risk. Two of those time frames cover performance during the most recent bull and bear markets—strong and weak markets, respectively.
You can use the Screen Power Rankings page to see how strategies based on those of famous investors such as Warren Buffett, Martin Zweig and David Dreman hold up during bear markets or excel during bull markets. The strategies will be ranked in descending order. You can do the same with factor-based screens.
A bear market is a general decline in the stock market over a period of time, including a 20% or more decline from a recent high, and marks a transition from investor optimism to pessimism. A bull market is its inverse: a period of generally growing prices rising over 20% from their low. Volatility is a feature of the transition between these two phases of the stock market. As markets change, you may be looking for new stock screening strategies.
Sorting the screens by specific periods of market performance may highlight potential strengths or weaknesses of certain investment factors or a particular guru’s approach. What does well when the market is down and what does well when the market is up?
Performance figures—and bull and bear market performance, when applicable—are updated on the first day of the month. To follow a screen, select the star next to its name. A+ Investors have access to the research behind the screens and daily lists of passing stocks, too.
