06/25/2012 after the open

Finally fixed the math that was nagging me.

The purple line is the correct formula for a bear market sector configuration (which we have now).

The greenish-gold line is best for a bull market configuration.

In any case, current confiuguration calls for:

100% long Mousetrap stocks.
10% long XLF
50% short XLK

What was nagging me was the problem that I will have to adjust the long positions AND the short positions in a bear market, instead of just one.  I'll have to work out an easily readable way of presenting it but for now I've added a 10% long position in XLF and dropped the XLK short position to 50%.