The Liberated Stock Trader Beat the Market Screener 2021 Update

Dear fellow Stock Rover subscribers, it’s Barry here again to share the 2021 results of the Liberated Stock Trader Beat the Market System (LSTBTM).

After leading the S&P500 and Nasdaq 100 by 10%-15% for most of the year, the system pulled back with the market in December but still marginally outperformed.

No one knows how long a system will perform so well, but so far, so good, with a track record of eight out of the last nine years of market-beating results.

This screener is exclusively available for download in the Stock Rover’s Investor Library for Premium Plus Subscribers.

Beat the Market Screener

Market-Beating Performance

The results for the previous nine years are as follows.

8 Year Performance S&P500 % Gain Jan 1st to Dec 31st LST Beat the Market Screener % Gain Result
2013 29.8% 49.4% Beat
2014 11.4% 16.9% Beat
2015 -0.7% 2.6% Beat
2016 9.5% 23.2% Beat
2017 19.4% 37.4% Beat
2018 -6.2% -24.9% Lost
2019 28.9% 46.8% Beat
2020 18.4% 51.8% Beat
2021 26.9% 27.2% Beat
Average Yearly Return 15.27% 25.6% Beat

On average, the system returned 25.6% per year vs. the S&P 500’s 15.27%.

Performance by the Numbers

The LSTBTM growth stocks strategy has, since inception in 2012, returned 546% versus the S&P500, which gained 219%. This means a total outperformance of 102%. In 2021 the system outperformed the Nasdaq Composite, Nasdaq 100, and the DJ-30.

Year S&P500 index Returns ($) LST Beat the Market Growth Strategy ($)
2012 100,000 100,000
2013 129,800 149,400
2014 144,597 174,649
2015 134,475 179,189
2016 147,251 220,761
2017 175,817 303,326
2018 164,917 227,798
2019 212,577 334,407
2020 251,692 507,630
2021 319,397 645,706
Cumulative 9 Year % Gain 219% 546%
LST Beat The Market By: 102%
$ Outperformance $326,309.29

Beat the Market Screener Performance vs. S&P500, 2021

For 2021, the LST Beat the Market Growth Stock Strategy outperformed the market by 15% in the second half of the year and ended up marginally outperforming the market by 0.3%.

Beat the Market Screener Chart

LST Beat the Market Growth Stocks Strategy Performance Results Chart 2021. In 2021, 35 stocks met the screening criteria.

The LST Beat the Market Growth Stocks Strategy Performance Chart

LST Performance Chart

LST Beat the Market Strategy Performance vs. S&P 500 2013 to Jan 2022

LST Beat the Market Screener Produces a Diversified Portfolio

One of the many things I love about Stock Rover is its excellent portfolio management tools. Using [Portfolio Tools] -> [Correlation] in Stock Rover, you can visualize how well diversified a portfolio is.

Beat the Market Screener Correlation

Filtering only on stocks with a correlation over 0.7 shows you any potential risk areas. As you can see below, there are very few items of concern.

Beat the Market Screener Correlation Filtered

How Do I Use the LST Beat the Market System

No system is perfect or guaranteed to work indefinitely. Did you know that according to Standard & Poor’s yearly SPIVA report, 92% of active fund managers fail to beat the S&P 500 results in any three years?

For 2022 My Approach Is.

  • 30% of my portfolio invested in the LSTBTM Stocks
  • 20% in other growth stocks
  • 50% invested in a NASDAQ-100 Index ETF

This is my strategy only, and it meets my risk tolerance needs.

I rebalance the stock selection every January/ February. For 2022, the screener is returning 35 stocks to choose from. 35 stocks is a lot to buy, so you may want to select those you believe will be the best. The Stock Rover Research Reports can help you do that.

Always perform your due diligence before buying stocks, and don’t forget to use the excellent warnings system in Stock Rover’s Insight Panel.

Stock Rover Warnings

Beat the Market Training Course

Beat the Market Training

The Beat the Market Screener is free for all Stock Rover Premium Plus subscribers, but if you optionally need a detailed training course on the logic, criteria, backtesting and how to practically implement the system with Stock Rover, please visit: Beat the Stock Market Training.

Summary & Next Steps

I wish you the best of luck with your investments in 2022. It promises to be a volatile year as we emerge from pandemic to inflation to European war.

This year I will be tracking the system’s performance every month, not just yearly, so next year I will be able to report performance on a rolling month-by-month basis.

If you have any feedback or questions, please leave a comment below.


Barry D. Moore CFTE (IFTA)


Education: Pro Stock Investing Training


As with any stock market investing system, nothing is guaranteed to work in the future as it did in the past. In fact, the more institutions that utilize a system, the more ineffective it becomes.  So this beat the market screener, and accepts no liability for your use of this work. Liberated Stock Trader does not recommend purchasing specific stocks and assumes no liability for losses incurred.


Donald E. L. Johnson says:

I created a SR watch list for Liberated Stock Trader stocks shown in the blog.

For me, the most important valuation metric is Price to Free Cash Flow (P/FCF. These stocks have a high 59 P/FCF ratio. It is distorted by AAON, DHI, DXCM, GMAB, INFU, NOW, PODD, SPWH and TSCO. There are about 21 stocks with P/FCFl under 25 that I would consider.

The average P/FVE is 1.07 with a range of .71 to 1.43.

The 33 stocks that I checked are trading at prices that average about 41.5% of analysts mean consensus target prices. They average about 63% of mean high analysts’ targets.

The average beta is 0.98

Next, I’ll look to see which of these stocks have liquid and deep options, which determines whether they are good candidates for trading covered calls and cash secured puts. @RealDonJohnson

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