|
Sector Model
|
XLB
|
1.36%
|
|
|
Large Portfolio
|
Date
|
Return
|
Days
|
|
BBRY
|
7/16/2012
|
88.00%
|
325
|
|
CAJ
|
9/25/2012
|
-3.78%
|
254
|
|
BOKF
|
2/4/2013
|
14.68%
|
122
|
|
SWM
|
2/12/2013
|
37.11%
|
114
|
|
MWW
|
4/11/2013
|
21.65%
|
56
|
|
ABX
|
4/11/2013
|
-13.22%
|
56
|
|
TPX
|
4/22/2013
|
-9.61%
|
45
|
|
TTM
|
5/6/2013
|
0.94%
|
31
|
|
DLB
|
5/13/2013
|
0.26%
|
24
|
|
GMCR
|
5/24/2013
|
-0.25%
|
13
|
|
S&P
|
Annualized
|
9.28%
|
|
|
Sector Model
|
Annualized
|
23.79%
|
|
|
Large Portfolio
|
Annualized
|
31.38%
|
Rotation: selling BBRY; buying MATW in the funeral services
industry.
As always, the exchange will not occur if there is an
unfavorable gap (i.e. the buy gapping up relative to the sell, or the sell
gapping down relative to the buy).
Keep in mind also that BBRY is only 40 days away from being
a long term capital gain. If I were
holding it in an account with an open tax liability I would continue with it
for perhaps another year.
I don’t think there’s anything wrong with BBRY. In fact, I’m in their target market and will
be buying their new keyboard phone when it comes for sale next week. Why not?
They paid for it already.
Funeral Services is NOT something I want to invest in – but
I also know that my instincts are the worst on the planet, so I’ll grit my
teeth and follow the model…
Tim
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