CavaliereVerde, what would you do if one of the darwins in the filter suddenly dissapears from the filter? I think that you'll sell it but I'd like to verify.
For instance, lets take the example of VQB (for the sake of example, let's imagine that @ISVTORI is a member of this community and his equity>1800, to make the darwin investable, following your rules). So, in 31 May 2018, VQB would have been in your portfolio because it fulfills everything, and also watching 12P, Pf would have been around 9. But right now the Pf is <6.5, actually very low, 2.5 . What would you do in this case? Sell the darwin as soon as it falls out of the filter?
EDIT: I saw a perfect example for this: BDR. You bought it in 1 May when the Pf was around 6.5. But now its Pf is 3.9 and still you haven't sold it (AFAIK). So, when would you sell it? Pf needs to go even lower or...? I think that my generic question is how do you handle already bought darwins, whose attributes has worsen.
Also I remember someone (may be you?) saying that we should be careful if we plan to invest in darwins with very high Pf, because probably it will mean revert and a drawdown is near. So I guess that before investing in a darwin we should watch for a high Pf, but slightly lower Pf than (for instance) 1 month ago?