Wednesday, April 23, 2014

04/23/2014 Double Milestone


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

 

2 comments:

  1. Hi Tim,

    Double 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?

    ReplyDelete
  2. I don't have time to keep up with my two toddlers now!

    ReplyDelete