|
Style Model
|
Mid Value
|
||
|
Sector Model
|
XLU
|
-1.21%
|
|
|
Large Portfolio
|
Date
|
Return
|
Days
|
|
ABX
|
4/11/2013
|
-26.91%
|
377
|
|
NEM
|
9/30/2013
|
-9.18%
|
205
|
|
JOY
|
11/18/2013
|
8.65%
|
156
|
|
TM
|
2/3/2014
|
-5.52%
|
79
|
|
RS
|
2/10/2014
|
3.97%
|
72
|
|
CSCO
|
2/12/2014
|
4.44%
|
70
|
|
CBI
|
2/20/2014
|
9.44%
|
62
|
|
DUK
|
3/10/2014
|
3.90%
|
44
|
|
HFC
|
3/17/2014
|
3.12%
|
37
|
|
BX
|
4/14/2014
|
9.39%
|
9
|
|
(Since 5/31/2011)
|
|||
|
S&P
|
Annualized
|
12.24%
|
|
|
Sector Model
|
Annualized
|
27.05%
|
|
|
Large Portfolio
|
Annualized
|
27.04%
|
|
|
S&P
|
Total
|
39.72%
|
|
|
Sector Model
|
Total
|
100.07%
|
|
|
Large Portfolio
|
Total
|
100.01%
|
Rotation: selling TM; buying TIVO.
Note also that both models have now gained over a 100%
return from 5/31/2011.
Doubling is an interesting milestone for both to reach in
the same week.
Tim
Hi Tim,
ReplyDeleteDouble Double is a nice coincidental milestone indeed. btw would it be possible to add the TTM (trailing 12-month) performance stats of S&P, Sector and Portfolio to the report?
I don't have time to keep up with my two toddlers now!
ReplyDelete