Forward Value Portfolio Strategy
This strategy is a very good example of two things:
First —> Value still works, if defined the right way. The right way?
The trick is to use forward-looking EPS and Sales estimates in the ranking system. That way, you sidestep the classic value trap. A true value stock isn’t just cheap — it’s also showing at least some growth potential.
I would say, those are fine fundamentals!
Second —> building on top of Portfolio123.com Ranking Systems is a fast way to find new investing ideas!
The ranking system is based on Small and Microcap Focus, it took me only an hour to exclude the too growthy factors and to equal weight the factors that favor value and avoid value traps.
https://www.portfolio123.com/port_summary.jsp?portid=1848248
(The link only works if you are a member of my free research group, see further below!)
1 Year View:
Link to free Research Group
Here we go —> you can find the above strategy Forward Value in my free research group: https://www.portfolio123.com/app/group/317
Link to Individual Portfolio Strategies
https://www.portfolio123.com/app/opener/PTF/?cat=G317
Link to Simulated Strategy Books (= Portfolio of Strategies!)
A strategy book is a portfolio of different strategies and (potentially) ETFs.
https://www.portfolio123.com/app/opener/BOOKSIM/?cat=G317
Link to corresponding Live Strategy Books (= Portfolio of Strategies!)
https://www.portfolio123.com/app/opener/BOOK/?cat=G317
Rebalance 08/25/2025
Wait until the rebalance is through about 1-2 hours before the market opens on Monday!
Beat the S&P 500 Young Investors: Out of sample live trading since October 2024
https://www.portfolio123.com/port_summary.jsp?portid=1854360
The strategy consists of 25% Gold, 5% Bitcoin, a 25% Buffett Strategy and three growth strategies.
1 Year:
Corresponding Live Book
Remember, you can auto trade the Live Books (and Live Strategies!) via Portfolio123.com, at the end of this post is a video on how to do so!
https://www.portfolio123.com/port_summary.jsp?portid=1854362
One Portfolio of Free P123 Strategies
https://www.portfolio123.com/port_summary.jsp?portid=1853788
Again 25% Gold, 25% Build for Stability (a low volatility strategy by Portfolio123!), a Dividend growth strategy from Portfolio123.com and a growth strategy from me.
Corresponding Live Book
https://www.portfolio123.com/port_summary.jsp?portid=1854427
Video on how to auto trade the shared Live Books via Portfolio123.com / Interactive Brokers Pro or Tradier —>
Strategy Books are now shareable in Research Groups of Portfolio123.com
We are just starting out, but I will share a ton of Strategy Books in the coming weeks: Perfect for private Investors that want to use time proven out of sample Strategies in one holistic Strategy Book!
All right, here you have it!
All the best and best regards.
Andreas