마법공식 그레이엄 가치투자
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This is a value investing strategy based on the Magic Formula.
Step 1. Set the total amount you want to invest for one year.
Step 2. Review the list of companies ranked by the Magic Formula.
Step 3. Select the top 5-7 companies and purchase them in installments of 20-33% of your investment amount.
Step 4. Repeat Steps 2 and 3 every 2-3 months until you use up all your investment.
(A Magic Formula portfolio of 20-30 stocks will be completed in approximately 9-10 months.)
Step 5. Hold each stock for one year and then sell it.
Step 6. Use the sold funds to purchase an equal number of new stocks.
Step 7. Repeat this process for multiple years.
This is a contrarian investment strategy based on the Graham Formula.
✓ Excluding technology-related companies
✓ Total assets of $50 million or more or sales of $50 million or more
✓ Current ratio of 200% or more
(For utilities and telecommunications companies, current liabilities must not exceed net current assets or working capital)
✓ Earnings per share (EPS) growth rate of 30% or more over the past 10 years
✓ Average EPS of the past 5 years must not be negative
✓ Price-to-earnings ratio (PER) of 15 or less
✓ Price-to-book × price-to-earnings ratio (PBR × PER) ≤ 22
✓ Debt ratio of 100% or less
✓ Companies that consistently pay dividends
Power analysis comprehensively analyzes a company's profitability, stability, and value indicators.
Step 1. Set the total amount you want to invest for one year.
Step 2. Review the list of companies ranked by the Magic Formula.
Step 3. Select the top 5-7 companies and purchase them in installments of 20-33% of your investment amount.
Step 4. Repeat Steps 2 and 3 every 2-3 months until you use up all your investment.
(A Magic Formula portfolio of 20-30 stocks will be completed in approximately 9-10 months.)
Step 5. Hold each stock for one year and then sell it.
Step 6. Use the sold funds to purchase an equal number of new stocks.
Step 7. Repeat this process for multiple years.
This is a contrarian investment strategy based on the Graham Formula.
✓ Excluding technology-related companies
✓ Total assets of $50 million or more or sales of $50 million or more
✓ Current ratio of 200% or more
(For utilities and telecommunications companies, current liabilities must not exceed net current assets or working capital)
✓ Earnings per share (EPS) growth rate of 30% or more over the past 10 years
✓ Average EPS of the past 5 years must not be negative
✓ Price-to-earnings ratio (PER) of 15 or less
✓ Price-to-book × price-to-earnings ratio (PBR × PER) ≤ 22
✓ Debt ratio of 100% or less
✓ Companies that consistently pay dividends
Power analysis comprehensively analyzes a company's profitability, stability, and value indicators.
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