Sunday, February 24, 2019

2/24/2019 Some Shifting Under The Hood


Sector Model
XLV
0.70%
Full Model
Date
Return
Days
BT
8/11/2015
-49.96%
1293
TMK
11/23/2015
41.00%
1189
NVR
12/16/2015
61.57%
1166
CMP
2/19/2016
-11.27%
1101
NVR
2/22/2016
68.38%
1098
AMWD
3/17/2016
25.28%
1074
CASY
5/12/2016
21.07%
1018
MFC
9/1/2016
37.90%
906
SFM
9/8/2016
19.31%
899
CFFN
9/12/2016
12.48%
895
FOSL
5/11/2017
10.46%
654
HIBB
7/25/2017
35.57%
579
FOSL
7/27/2017
44.47%
577
HZO
8/1/2017
27.74%
572
BCE
5/31/2018
11.82%
269
DFS
10/21/2018
-2.75%
126
CL
10/29/2018
11.90%
118
ATVI
11/23/2018
-18.48%
93
KMI
12/31/2018
23.65%
55
ALLE
2/20/2019
1.67%
4
(Since 5/31/2011)
S&P
Annualized
9.89%
Sector Model
Annualized
13.49%
Full Model
Annualized
12.62%
S&P
Total
107.51%
Sector Model
Total
166.14%
Full Model
Total
150.76%
Sector Model
Advantage
3.59%
Full Model
Advantage
2.72%
Previous
2019
S&P
85.79%
11.69%
Sector Model
129.27%
20.29%
Full Model
122.54%
12.68%



Little change of pace between my accounts.  I’m experimenting with margin in a small account and I moved the Sector Model there.

To fill in the gap left by moving the sector model to its own separate account, I’m also adding to my ALLE, CFFN, and CMP positions because they are all back into the buy range.  This is a one time event, and I won’t be changing the reported percentage gains from the original buys.

Going forward, I’ll let the rotation proceed normally and let dividends balance the position sizes, with DRIP turned on for any position that’s too small. 

FOSL is theoretically ready to sell, with potential purchases of BRKL and APH for the two FOSL positions.  But right now they are only on watch.  The model has taken the safety off, and the trades could be triggered as early as this week, although it is more likely to be one of the following two weeks.

Other than that, President Trump and China are all smiles and hope.  The market doesn’t care which one of them ultimately blinks, just so long as one of them does.

Time will tell.

Tim













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