Jim Slater: Zulu Principle
Buys on Jim Slater’s “Zulu Principle” screen: growth at a bargain price among small- and mid-cap companies. Earnings per share are expected to grow 15 to 30 percent in the next fiscal year, and the price-earnings ratio sits at no more than three quarters of that growth rate. Day-to-day operations bring in more cash per share than the company reports as profit, so the earnings are backed by real money. Debt comes to no more than half of equity, the stock has done better than half the market, and market cap is 5 billion dollars at most. Only shares our own deep-dive analysis rates green are bought — yellow or no analysis at all is not enough. New positions are added four times a year; a stock is sold as soon as it no longer meets all of these conditions or is no longer rated green. If the list holds no green-rated share, the portfolio stays in cash.
This portfolio buys shares.
- Performance
- 0.00%
- Lead over QQQ
- −0.86%
- Largest drawdown
- 0.00%
- Win rate
- —
- Cash ratio
- 100.0%
- Portfolio value
- $100,000
Performance against the yardsticks
What the portfolio holds
Nothing is held at the moment — the entire capital sits in cash.
The rules of this portfolio
- Buys
- once a quarter
- Sells
- checked every trading day: rating turned red, stop-loss hit, holding period over, or the stock dropped out of the selection.
Every trade with its reason
The complete history of this portfolio, most recent trade first. It is never truncated — it doubles as the recommendation history required by Art. 4(1)(i) of Delegated Regulation (EU) 2016/958.
This portfolio has not traded yet.