|
Small Portfolio
|
XLU & IAU
|
19.73%
|
|
|
Sector
|
XLU
|
29.86%
|
|
|
Secular
|
IAU
|
9.59%
|
|
|
Large Portfolio
|
Date
|
Return
|
Days
|
|
RIMM
|
7/16/2012
|
146.90%
|
190
|
|
SEAC
|
9/25/2012
|
31.21%
|
119
|
|
CAJ
|
9/25/2012
|
5.73%
|
119
|
|
DDAIF
|
9/25/2012
|
10.52%
|
119
|
|
CFI
|
10/31/2012
|
41.84%
|
83
|
|
RE
|
11/26/2012
|
9.42%
|
57
|
|
CGX
|
12/12/2012
|
10.06%
|
41
|
|
OKE
|
12/28/2012
|
11.81%
|
25
|
|
HTSI
|
1/14/2013
|
6.91%
|
8
|
|
STRA
|
1/22/2013
|
-0.40%
|
0
|
|
S&P
|
Annualized
|
6.51%
|
|
|
Small Portfolio
|
Annualized
|
11.54%
|
|
|
Sector Model
|
Annualized
|
17.18%
|
|
|
Large Portfolio
|
Annualized
|
37.52%
|
|
|
S&P
|
Total
|
10.95%
|
|
|
Small Portfolio
|
Total
|
19.73%
|
|
|
Sector Model
|
Total
|
29.86%
|
|
|
Large Portfolio
|
Total
|
69.05%
|
|
|
Small Portfolio
|
Advantage
|
5.03%
|
|
|
Sector Model
|
Advantage
|
10.67%
|
|
|
Large Portfolio
|
Advantage
|
31.01%
|
Milestone. May not
last, but as of today the annualized return rate on the Mousetrap is
outperforming the S&P 500 index by over 30%.
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