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Uber Cannibals(link)

Selection Criteria:

Minimum market cap of $100 million.
Price/Sales Ratio less than 2.5.
The share buyback percentage over the dividend yield for the last one year is required to be greater than 2.
No insurance companies.
Must have a minimum of a 5% increase in trailing twelve month revenue over the previous year and 20% over the last five years.
The company must have reduced its share count by 3% in the previous year.

Details:

Rebalance on March 18th of each year. Public companies are required to report year-end numbers by March 15th. So, we are using audited year-end numbers.
The old companies that are not in the new portfolio are sold. The “sell money” is accumulated and distributed equally among all new entrants.
If the same company is present in our portfolio for another year, then we leave it unchanged i.e. no rebalancing trades.
Dividends are reinvested into the same company that paid it.
If there is an involuntary removal through acquisition/delisting/bankruptcy then the cash is distributed equally among the remaining cannibals.
If there are any spinoffs, the shares are sold and reinvested in the parent.

selections for 2018-2019