Every rule set at a glance, openly documented
Predefined, transparent scoring profiles, freely copyable and individually customisable.
Measured against its own sector: quality, valuation, growth and market confirmation.
Good companies at cheap prices: two factors, one score.
Only the operating business is priced, the way an acquirer would look at it.
Get in cheap, but only once the market starts to turn.
13 criteria in one structured check, each scoring +1, 0 or −1.
Fifteen criteria together decide whether a cheap valuation actually holds up, or is just a value trap.
Growth only counts here if it is profitable. Loss-makers drop out.
Strong earnings growth, confirmed by the price trend. The bet is on strength, not weakness.
Growth at a reasonable price, measured as the P/E ratio relative to growth plus dividend yield.
Steady growth at a fair price, sitting between value and growth.
For growth stocks, the substance check shows what is real investment and what is only an announcement.
Four factors against the dividend trap: continuity, coverage, yield, growth.
A raised dividend year after year, over long stretches without interruption.
Nine hard balance-sheet criteria separate substance from a downward spiral.
Low swings instead of maximum return, which is what the low-volatility anomaly exploits.
Companies with an economic moat, recognisable by persistently high returns and defended margins.
Five balance-sheet ratios are condensed into a single measure of bankruptcy risk.
Are the profits real? The Sloan ratio shows book profits that are not backed by cash.