@vkediaonline Actually it is not a big effort once you know which stocks have undergone Corporate action. Once you have this info, modifying the sheet is very easy. The difficulty is in knowing which ones are changing. If the stocks that are seeing corporate action are part of the pf, we can catch it very easily. Otherwise, it is very difficult. We could end up with some stocks not finding a place in the portfolio due to this reason also.
You could get clean data from some sources; but this will mean money to be paid for this. This is not a commercial venture for me and hence, I am happy with me doing the work.
On variations, I think I have mentioned it previously. The few things I was considering
a. Add a 3 month look back period also and find the composite rank considering 3, 6m and 12m scores.
b. Changing the weightage between 6m and 12m. Currently, I am doing 50:50. This could be changed to 60:40 or 75:25 etc to give more weightage to recent price action. However, this requires lot of simulation effort to see if this makes any difference in the pf. I do not have that much resource. I might do this sometime in the future.
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