This is my implementation of the Fundamental Factor Long Strategy using Morningstar Asset Classification for grouping stocks prior to evaluation. It only makes buy/sell decisions based on valuation ranking. When a stock enter's the top 2 we buy and when it falls out of the top 2, we sell.
For many valuations like P/E Ratio, it's important to compare companies with other companies in its sector. With the new asset classifications, we can split the companies up into 148 categories and then apply any ordering required to make our calculations. The rest is the standard Fundamental Factor Long Strategy.
Use at your own risk. I'm not very good at Linq and some of those statements gave me more trouble than they should. I can't vouch 100% for their accuracy.
Link Liang
Hi Eric,
Thanks for sharing with the community!
Teddy Brosevelt
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