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Why has the criteria changed under Golden Rule 2 and Golden Rule 3?

The enhancements to the Golden Rule 2 and Golden Rule 3 criteria represent our commitment to constant improvement by endeavouring to find the highest correlating quantitative ratios that when combined with financial health help to identify stocks with a high probability of outperforming the market and producing strong absolute return outcomes over the long-term.  

The new quantitative Golden Rule 2 and Golden Rule 3 criteria was derived following extensive back testing and optimisation to determine the ideal thresholds which maximised the risk adjusted return of our Star portfolios when combined with Financial Health over the testing period.

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