|
Sector Model
|
XLE
|
-2.41%
|
|
|
Full Model
|
Date
|
Return
|
Days
|
|
JOY
|
12/8/2014
|
-16.28%
|
160
|
|
AGCO
|
1/23/2015
|
15.79%
|
114
|
|
SSYS
|
3/3/2015
|
-44.71%
|
75
|
|
PWR
|
3/9/2015
|
4.77%
|
69
|
|
BHE
|
3/31/2015
|
-0.98%
|
47
|
|
CBI
|
4/2/2015
|
14.94%
|
45
|
|
MTZ
|
4/9/2015
|
-12.84%
|
38
|
|
HUN
|
4/28/2015
|
-2.37%
|
19
|
|
NE
|
5/7/2015
|
-2.68%
|
10
|
|
DRQ
|
5/15/2015
|
-0.31%
|
2
|
|
(Since 5/31/2011)
|
|||
|
S&P
|
Annualized
|
12.20%
|
|
|
Sector Model
|
Annualized
|
21.29%
|
|
|
Full Model
|
Annualized
|
18.86%
|
|
|
S&P
|
Total
|
57.80%
|
|
|
Sector Model
|
Total
|
114.85%
|
|
|
Full Model
|
Total
|
98.27%
|
|
|
Sector Model
|
Advantage
|
9.09%
|
|
|
Full Model
|
Advantage
|
6.66%
|
|
|
Previous
|
2015
|
||
|
S&P
|
53.06%
|
3.10%
|
|
|
Sector Model
|
122.60%
|
-3.48%
|
|
|
Full Model
|
101.13%
|
-1.42%
|
The Full Model is recovering after I found and eliminated
the source of the data error form Value Line.
My only conundrum is that the error keeps returning unless I delete and
reload the program – even after deleting all artifacts from previous installations.
A most pernicious problem, but at least I know the gremlin
is there and can kill it whenever I see the tell-tale signs of the error.
The Sector Model continues to waffle around its benchmark:
Not much to say about “normal.” Normal is a good thing.
Energy is the call on the sector model, and the full model’s
“ideal” portfolio is 70% in the oil industry!
|
Benchmark Electronics
|
BHE
|
ELECTRNX
|
|
Chicago Bridge & Iron
|
CBI
|
ENGCON
|
|
MasTec
|
MTZ
|
ENGCON
|
|
CARBO Ceramics
|
CRR
|
OILFIELD
|
|
Dril-Quip Inc.
|
DRQ
|
OILFIELD
|
|
Helmerich & Payne
|
HP
|
OILFIELD
|
|
Noble Corp. plc
|
NE
|
OILFIELD
|
|
National Oilwell Varco
|
NOV
|
OILFIELD
|
|
RPC Inc.
|
RES
|
OILFIELD
|
|
Superior Energy Svcs.
|
SPN
|
OILFIELD
|
I don’t rotate that aggressively, but if I were starting in
cash, I’d have an extremely concentrated portfolio.
Tim
No comments:
Post a Comment