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Magic Formula Investing - Downloadable Spreadsheet

This document contains a list of 21 stocks purchased between April 2019 and October 2019. For each stock, it lists the ticker, number of shares purchased, purchase price per share, total purchase amount, and date purchased. It also includes columns for the one year mark date, date sold, selling price, and gain or loss, but all of these columns are empty. The total amount spent on purchases was $132,676.78.

Uploaded by

Barrie Goenawi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
517 views

Magic Formula Investing - Downloadable Spreadsheet

This document contains a list of 21 stocks purchased between April 2019 and October 2019. For each stock, it lists the ticker, number of shares purchased, purchase price per share, total purchase amount, and date purchased. It also includes columns for the one year mark date, date sold, selling price, and gain or loss, but all of these columns are empty. The total amount spent on purchases was $132,676.78.

Uploaded by

Barrie Goenawi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Ticker # Shares Purchase Price Purchase Amount Date Purchased

ACOR 52 $13.15 $683.80 4/1/2019


BIIB 3 $232.90 $698.70 4/1/2019
HPQ 36 $19.13 $688.68 4/1/2019
MCFT 30 $22.49 $674.70 4/1/2019
PETS 30 This document
$22.35 is View-Only.
$670.50 4/1/2019
WTW To
35make your$19.82
own editable copy, Go to:
$693.70 4/1/2019
NHTC 53 $12.90 $683.70 4/1/2019
ALSN “FILE”
15 >> Then
$46.65 click “Make a copy”
$699.75 7/1/2019
DLX 17 $41.00 $697.00 7/1/2019
GTX 45 $15.30 $688.50 7/1/2019
KFY 17 $39.60 $673.20 7/1/2019
NRT 98 $7.10 $695.80 7/1/2019
USNA 9 $77.40 $696.60 7/1/2019
UIS 70 $9.85 $689.50 7/1/2019
ABBV 9 $71.75 $645.71 10/1/2019
HRB 29 $23.92 $693.68 10/1/2019
CELG 7 $99.10 $693.70 10/1/2019
GILD 10 $65.97 $659.65 10/1/2019
INVA 62 $11.13 $690.05 10/1/2019
MBUU 22 $31.37 $690.00 10/1/2019
MSGN 40 $17.12 $690.20 10/1/2019

$132,676.78
$1,124,554.07
One Year Mark Date Sold Selling Price Gain or Loss
4/1/2020
4/1/2020
4/1/2020
4/1/2020
4/1/2020
4/1/2020
4/1/2020
7/1/2020
7/1/2020
7/1/2020
7/1/2020
7/1/2020
7/1/2020
7/1/2020
10/1/2020
10/1/2020
10/1/2020
10/1/2020
10/1/2020
10/1/2020
10/1/2020
Ticker # Shares Purchase Price Purchase Amount Date Purchased
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
One Year Mark Date Sold Selling Price Gain or Loss
12/30/1900
12/30/1900
12/30/1900
12/30/1900
12/30/1900
12/30/1900
12/30/1900
12/30/1900
12/30/1900
12/30/1900
12/30/1900
12/30/1900
12/30/1900
12/30/1900
12/30/1900
12/30/1900
12/30/1900
12/30/1900
12/30/1900
12/30/1900
12/30/1900
Criteria:

Return on Capital = EBIT / (Net Working Capital + Net Fixed Assets)

Net Working Capital = Receivables and Inventory less Payables (exce


excluded)

Net Fixed Assets = Depreciated net cost of fixed assets

Earnings Yield = EBIT / EV

EV = Market value of equity + Net interest-bearing debt

Proxies:

Return on Assets > 25% and then choose the lowest P/E ratio stocks
pital + Net Fixed Assets)

tory less Payables (excess cash

xed assets

earing debt

owest P/E ratio stocks

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