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Financial Analysis and Stock Strategy for 2021 and 2022
Explore a comprehensive analysis of fundamentally strong stocks with a P/E ratio below 15 from 2021 and 2022, along with a buy-and-hold investment strategy and backtesting results.
Aurora: Hello. Would you like to perform some financial analysis? Maybe on Costco or AMD?
User: In 2021, what were the most fundamentally strong stocks that had a positive P/E ratio less than 15?
Aurora: Below is a summary of the fundamental “strong” stocks from fiscal 2021 that met the criteria (a positive, sub‐15 P/E ratio) along with their ratings and key details. (Note that the full result set is very large; the table below shows all of the most important columns for each stock. In this answer I am listing every row as provided.) Each ticker is linked via markdown to its stock page at https://nexustrade.io/stock/<ticker>. Below is the markdown table with the key columns: | Ticker | Rating | Fiscal Year | Period | P/E Ratio (TTM) | Price Date | |:------:|:------:|:-----------:|:------:|:---------------:|:----------:| | [COF](https://nexustrade.io/stock/COF) | 4.5 | 2021 | FY | 5.40037 | 2021-12-31 | | [FHN](https://nexustrade.io/stock/FHN) | 4.5 | 2021 | FY | 9.21203 | 2021-12-31 | | [REGN](https://nexustrade.io/stock/REGN) | 4.5 | 2021 | FY | 10.12419 | 2021-12-31 | | [FNF](https://nexustrade.io/stock/FNF) | 4.5 | 2021 | FY | 5.54742 | 2021-12-31 | | [WSBF](https://nexustrade.io/stock/WSBF) | 4.5 | 2021 | FY | 6.03662 | 2021-12-31 | | [WNEB](https://nexustrade.io/stock/WNEB) | 4.5 | 2021 | FY | 9.30641 | 2021-12-31 | | [BLDR](https://nexustrade.io/stock/BLDR) | 4.5 | 2021 | FY…
User: Filter to only include stocks with a rating of 4+
Aurora: Below is a complete markdown table that lists every stock returned by the query along with its key metrics. Each ticker is linked to its stock page on Nexus Trade. (Note: All stocks are from fiscal 2021 with a positive P/E (TTM) ratio below 15 and a rating of at least 4.) | Ticker | Rating | Fiscal Year | Period | P/E Ratio (TTM) | Price Date | |:------:|:------:|:-----------:|:------:|:---------------:|:------------:| | [FNF](https://nexustrade.io/stock/FNF) | 4.5 | 2021 | FY | 5.54742 | 2021-12-31 | | [COF](https://nexustrade.io/stock/COF) | 4.5 | 2021 | FY | 5.40037 | 2021-12-31 | | [LAD](https://nexustrade.io/stock/LAD) | 4.5 | 2021 | FY | 8.64526 | 2021-12-31 | | [CODX](https://nexustrade.io/stock/CODX) | 4.5 | 2021 | FY | 6.10648 | 2021-12-31 | | [FLGT](https://nexustrade.io/stock/FLGT) | 4.5 | 2021 | FY | 5.05834 | 2021-12-31 | | [CNOB](https://nexustrade.io/stock/CNOB) | 4.5 | 2021 | FY | 10.63522 | 2021-12-31 | | [KKR](https://nexustrade.io/stock/KKR) | 4.5 | 2021 | FY | 8.20956 | 2021-12-31 | | [BLDR](https://nexustrade.io/stock/BLDR) | 4.5 | 2021 | FY | 11.63817 | 2021-12-31 | | [FHN](https://nexustrade.io/stock/FHN) | 4.5 | 2021 | FY | 9.21203 | 2021-12-31 | | [HWC](ht…
User: Filter to only include stocks with a rating of 4.5
Aurora: Below is a complete markdown table listing every stock that met the criteria. Each ticker links to its stock page on Nexus Trade. | Ticker | Rating | Fiscal Year | Period | P/E Ratio (TTM) | Price Date | |:------:|:------:|:-----------:|:------:|:---------------:|:-------------:| | [ACT](https://nexustrade.io/stock/ACT) | 4.5 | 2021 | FY | 6.96387 | 2021-12-31 | | [BIO](https://nexustrade.io/stock/BIO) | 4.5 | 2021 | FY | 3.37745 | 2021-12-31 | | [BLDR](https://nexustrade.io/stock/BLDR) | 4.5 | 2021 | FY | 11.63817 | 2021-12-31 | | [CNOB](https://nexustrade.io/stock/CNOB) | 4.5 | 2021 | FY | 10.63522 | 2021-12-31 | | [CODX](https://nexustrade.io/stock/CODX) | 4.5 | 2021 | FY | 6.10648 | 2021-12-31 | | [COF](https://nexustrade.io/stock/COF) | 4.5 | 2021 | FY | 5.40037 | 2021-12-31 | | [COO](https://nexustrade.io/stock/COO) | 4.5 | 2021 | FY | 6.99931 | 2021-12-31 | | [EVR](https://nexustrade.io/stock/EVR) | 4.5 | 2021 | FY | 8.86710 | 2021-12-31 | | [FHN](https://nexustrade.io/stock/FHN) | 4.5 | 2021 | FY | 9.21203 | 2021-12-31 | | [FLGT](https://nexustrade.io/stock/FLGT) | 4.5 | 2021 | FY | 5.05834 | 2021-12-31 | | [FNF](https://nexustrade.io/stock/FNF) | 4.5 | 2021 | FY | 5.54742…
User: Create a strategy to buy and hold this list of stocks
Aurora: **Description**: This portfolio implements a buy-and-hold strategy for the 20 stocks with a rating of 4.5 from fiscal year 2021. The strategy allocates equal portions of the initial $10,000 investment across all 20 stocks: ACT, BIO, BLDR, CNOB, CODX, COF, COO, EVR, FHN, FLGT, FNF, FRME, HWC, KKR, LAD, MGY, MSB, REGN, WNEB, and WSBF. Each stock receives $500 of the initial investment. This approach provides diversification across different sectors while focusing on stocks with a high rating. The buy-and-hold strategy is designed for long-term investment, allowing these positions to potentially appreciate over time without frequent trading or rebalancing. **JSON**:
User: In 2022, what were fundamentally strong stocks (rating 4.5+) that had a positive P/E ratio less than 15?
Aurora: # Fundamentally Strong Stocks from 2022 with P/E < 15 Below is a complete list of stocks from fiscal year 2022 that had strong fundamentals (rating of 4.5 or higher) and traded at attractive valuations (positive P/E ratio below 15): | Ticker | Rating | P/E Ratio (TTM) | Price Date | |:-------|:-------|:----------------|:-----------| | [MBIN](https://nexustrade.io/stock/MBIN) | 4.5 | 5.39 | 2022-12-30 | | [OPBK](https://nexustrade.io/stock/OPBK) | 4.5 | 4.91 | 2022-12-30 | | [LPRO](https://nexustrade.io/stock/LPRO) | 4.5 | 8.64 | 2022-12-30 | | [AMN](https://nexustrade.io/stock/AMN) | 4.5 | 9.88 | 2022-12-30 | | [WSM](https://nexustrade.io/stock/WSM) | 4.5 | 6.91 | 2022-12-30 | | [AMAT](https://nexustrade.io/stock/AMAT) | 4.5 | 13.00 | 2022-12-30 | | [DMLP](https://nexustrade.io/stock/DMLP) | 4.5 | 9.07 | 2022-12-30 | | [PSA](https://nexustrade.io/stock/PSA) | 4.5 | 11.41 | 2022-12-30 | | [PFE](https://nexustrade.io/stock/PFE) | 4.5 | 9.65 | 2022-12-30 | | [UPS](https://nexustrade.io/stock/UPS) | 4.5 | 13.59 | 2022-12-30 | | [EWBC](https://nexustrade.io/stock/EWBC) | 4.5 | 9.24 | 2022-12-30 | | [NVR](https://nexustrade.io/stock/NVR) | 4.5 | 10.33 | 2022-12-30 | | [COP](https://nexu…
User: Create a strategy to buy and hold this list of stocks
Aurora: **Description**: This portfolio implements a buy-and-hold strategy for the 24 stocks with a rating of 4.5 from fiscal year 2022. The strategy allocates equal portions of the initial $10,000 investment across all 24 stocks: MBIN, OPBK, LPRO, AMN, WSM, AMAT, DMLP, PSA, PFE, UPS, EWBC, NVR, COP, SRTS, THO, BLDR, SKY, MGY, PNFP, LRCX, STLD, VIR, EOG, and MRVI. Each stock receives approximately $416.67 of the initial investment. This approach provides diversification across different sectors while focusing on stocks with a high rating. The buy-and-hold strategy is designed for long-term investment, allowing these positions to potentially appreciate over time without frequent trading or rebalancing. **JSON**:
User: backtest this portfolio from Jan 1st 2023 to Jan 1st 2024