@ChaitanyaC Good point that needs further explanation. I am not looking at this as application of discretion.
- My look back periods are 6m and 1y. This does not fulfil both.
- In my sheet, I use the latest available date for look back. If 1y look back is not available, I take a date that is closer than this. Similarly, for 6m.
- In the case of DOMS, the latest available data is for 3 months only. When I take this, in effect I am comparing a 3m performance with a 6m / 1y performance of other stocks.
- May pf managers actually don’t take into consideration stocks that are less than a particular look back period.
Fyi, SIGNATURE just makes the 6m cut; otherwise, that would also have been removed.
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