|
Style Model
|
Large Value
|
||
|
Sector Model
|
XLU
|
0.59%
|
|
|
Large Portfolio
|
Date
|
Return
|
Days
|
|
ABX
|
4/11/2013
|
-27.53%
|
388
|
|
NEM
|
9/30/2013
|
-10.34%
|
216
|
|
RS
|
2/10/2014
|
4.16%
|
83
|
|
CSCO
|
2/12/2014
|
1.87%
|
81
|
|
CBI
|
2/20/2014
|
1.11%
|
73
|
|
BX
|
4/14/2014
|
-0.84%
|
20
|
|
TIVO
|
4/23/2014
|
0.83%
|
11
|
|
SHOO
|
4/28/2014
|
-1.63%
|
6
|
|
MHK
|
4/30/2014
|
5.99%
|
4
|
|
UNF
|
5/2/2014
|
0.07%
|
2
|
|
(Since 5/31/2011)
|
|||
|
S&P
|
Annualized
|
12.14%
|
|
|
Sector Model
|
Annualized
|
26.91%
|
|
|
Large Portfolio
|
Annualized
|
26.03%
|
Rotation: selling MHK; buying TIBX (TIBCO Software).
That’s a little bullish, from a furniture company to a
business solution provider. Our
imaginary “Mr. Market” is getting off of the couch and looking for work. That’s a good thing. But let’s look at Mr. Market in more detail.
Here’s what the model considers an “ideal” portfolio for the
next quarter:
|
OmniVision Techn.
|
OVTI
|
ENTTECH
|
|
Madden (Steven) Ltd.
|
SHOO
|
SHOE
|
|
Gladstone Capital
|
GLAD
|
PPEQ
|
|
TeleTech Holdings
|
TTEC
|
INDUSRV
|
|
TIBCO Software
|
TIBX
|
B2B
|
|
Cerner Corp.
|
CERN
|
HLTHSYS
|
|
Schweitzer-Mauduit Int'l
|
SWM
|
TOBACCO
|
|
Express Scripts
|
ESRX
|
DRUGSTOR
|
|
Washington Federal
|
WAFD
|
THRIFT
|
|
PNM Resources
|
PNM
|
UTILWEST
|
Although I do have investments in some of these industries
already, only SHOO is a specific stock.
The other choices have shifted around with the change from blended to
value based investments.
In any case, Mr. Market is still watching TV, taking blood
pressure medicine that his doc has
prescribed instead of quitting the cigarettes.
He needs new shoes, though, because he has an interview for a job. So, even though he lost his car to the credit
union repo man, he’s hopeful for some real employment in the near future.
We wish him luck on his job search, but the shadow of the
utility company still hangs over all else.
The other shadow is the style model’s selection of “Value”
over ‘Growth”.
Growth tries to maximize reward.
Value tries to minimize risk.
There is more risk than reward in the path of our hero. Will his plucky optimism and new pair of
shoes make it through?
Tune in next week.
Same time. Same channel…
Tim
No comments:
Post a Comment