|
Small Portfolio
|
XLU & IAU
|
19.53%
|
|
|
Sector
|
XLU
|
29.86%
|
|
|
Secular
|
IAU
|
9.19%
|
|
|
Large Portfolio
|
Date
|
Return
|
Days
|
|
RIMM
|
7/16/2012
|
118.48%
|
187
|
|
SEAC
|
9/25/2012
|
31.82%
|
116
|
|
CAJ
|
9/25/2012
|
9.56%
|
116
|
|
DDAIF
|
9/25/2012
|
12.06%
|
116
|
|
CFI
|
10/31/2012
|
40.24%
|
80
|
|
RE
|
11/26/2012
|
8.01%
|
54
|
|
CGX
|
12/12/2012
|
9.48%
|
38
|
|
PAAS
|
12/20/2012
|
2.96%
|
30
|
|
OKE
|
12/28/2012
|
11.34%
|
22
|
|
HTSI
|
1/14/2013
|
0.46%
|
5
|
|
S&P
|
Annualized
|
6.26%
|
|
|
Small Portfolio
|
Annualized
|
11.49%
|
|
|
Sector Model
|
Annualized
|
17.27%
|
|
|
Large Portfolio
|
Annualized
|
34.95%
|
|
|
S&P
|
Total
|
10.46%
|
|
|
Small Portfolio
|
Total
|
19.53%
|
|
|
Sector Model
|
Total
|
29.86%
|
|
|
Large Portfolio
|
Total
|
63.49%
|
|
|
Small Portfolio
|
Advantage
|
5.23%
|
|
|
Sector Model
|
Advantage
|
11.02%
|
|
|
Large Portfolio
|
Advantage
|
28.69%
|
NOTE: all return numbers are from the launch of the live
model on 5/31/2011.
Rotation: selling PAAS; buying STRA (again).
As always, a negative gap will cancel the trade.
I’ve included more numbers today because the model is
approaching a milestone I never thought it could reach: outperformance over the
S&P by 30% (not there yet, but REAL close).
I’ll have more to write tomorrow. Many thanks to Bill Spetrino for taking note
of my tax revenue studies in Newsmax:
quoted here:
There’s more detail to give on WHY 35% tax rates is the
point of contention, and the coming tax rate war between the Federal government
and the States. But that’s for tomorrow’s
post.
Tim
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