|
Sector Model
|
XLI
|
0.00%
|
|
|
Large Portfolio
|
Date
|
Return
|
Days
|
|
SR
|
6/2/2014
|
1.19%
|
132
|
|
CFI
|
6/9/2014
|
-2.80%
|
125
|
|
RRD
|
7/21/2014
|
0.69%
|
83
|
|
ESI
|
8/4/2014
|
-67.30%
|
69
|
|
BSET
|
8/11/2014
|
5.85%
|
62
|
|
STRA
|
8/18/2014
|
-1.92%
|
55
|
|
PBI
|
8/25/2014
|
-13.93%
|
48
|
|
CLF
|
9/2/2014
|
-51.43%
|
40
|
|
KFY
|
9/29/2014
|
-2.57%
|
13
|
|
IQNT
|
10/6/2014
|
0.16%
|
6
|
|
(Since 5/31/2011)
|
|||
|
S&P
|
Annualized
|
10.90%
|
|
|
Sector Model
|
Annualized
|
23.64%
|
|
|
Large Portfolio
|
Annualized
|
18.36%
|
No rotation.
The question of the hour isn’t where to invest, but whether
to invest at all. My own model has been
soundly punished and folks are scared.
Time to run?
Perhaps – but my model is designed to ride it out. I don’t time; I rotate.
I have more to write this week about market valuations, but
for now – just a note that the sector model has shifted to XLI.
Tim
PS – careful eyes will have noticed that I’ve dropped the
style model. My recent losses were the
result of trying to combine the sector and style calls in the Full Model
selections. The problem is that I would
have to trade one stock per DAY instead of one per week or two. Ended up getting caught with too many small
caps leading into a correction, just as the style model flipped to large
caps. Lesson learned. Back to the simpler method that worked better
to begin with.
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