LIVE — 15:42 ET
← All Strategies
WINNING

Accruals Quality

Low accruals = higher quality earnings (Sloan 1996 accruals anomaly)

Cash-flow-dominant earnings are more sustainable. Low accruals stocks outperform high accruals by ~10% annually across 17 countries

3Y
Total Return
+30.4%
3Y
Sharpe Ratio
0.62
3Y
Max Drawdown
-8.2%
3Y
Win Rate
55.4%
3Y
Alpha
-57.1%
3Y
Comp. Score *
0.10
Risk Parameters
Max Allocation9.0%
Stop Loss8.2%
Take Profit5.0%
Max DD Tolerance8.2%
Rebalancemonthly
Execution Guidance
Order TypeLimit
Entry RuleBuy 0.5% below market in uptrend.
TimingSAFE TO BUY. *
ScalingEnter in 3 tranches over 1-2 weeks.
Positions — Vol-Adjusted Sizing
SymbolActionVol Stop LossTake ProfitSizeLinks
DGRW BUY 14% 4.8% below entry 3.0% above entry 15.4% TVYH
BRK-B BUY 18% 6.1% below entry 3.7% above entry 12.2% TVYH
JNJ BUY 18% 6.1% below entry 3.7% above entry 12.1% TVYH
PG BUY 18% 6.4% below entry 3.9% above entry 11.7% TVYH
KO BUY 16% 5.7% below entry 3.4% above entry 13.1% TVYH
QUAL BUY 16% 5.5% below entry 3.4% above entry 13.5% TVYH
▶ For Passive Investors (Buy & Hold)

This strategy is suitable for passive investing. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: NO price-based stop loss. This strategy recovered from 30% drawdown to deliver positive long-term returns. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return
48.2%
Avg 5Y Sharpe
0.36
10Y Return
102.5%
10Y Sharpe
0.31
HODL Composite
0.33
Consistency
89%
Suitable for passive
Yes