Timothy Clontz
12-19-2012, 10:33 PM
Small Portfolio XLF & IAU 17.48%
Sector XLF 26.84%
Secular IAU 8.13%
Large Portfolio Date Return Days
RIMM 7/16/2012 88.00% 156
SEAC 9/25/2012 18.60% 85
CAJ 9/25/2012 17.82% 85
DDAIF 9/25/2012 4.45% 85
CFI 10/31/2012 21.89% 49
EL 11/12/2012 4.96% 37
BOKF 11/19/2012 0.24% 30
RE 11/26/2012 3.56% 23
GLW 12/3/2012 4.42% 16
CGX 12/12/2012 -3.85% 7
S&P Annualized 4.28%
Small Portfolio Annualized 10.92%
Sector Model Annualized 16.52%
Large Portfolio Annualized 29.04%
From: http://market-mousetrap.blogspot.com/2012/12/12192012-rotation-selling-bokf-buying.html
Rotation: selling BOKF; buying PAAS.
As always, a negative gap will cancel the trade.
PAAS is Pan American Silver, in the gold and silver industry. This may be bullish for gold as well, and bearish for the dollar.
Sector XLF 26.84%
Secular IAU 8.13%
Large Portfolio Date Return Days
RIMM 7/16/2012 88.00% 156
SEAC 9/25/2012 18.60% 85
CAJ 9/25/2012 17.82% 85
DDAIF 9/25/2012 4.45% 85
CFI 10/31/2012 21.89% 49
EL 11/12/2012 4.96% 37
BOKF 11/19/2012 0.24% 30
RE 11/26/2012 3.56% 23
GLW 12/3/2012 4.42% 16
CGX 12/12/2012 -3.85% 7
S&P Annualized 4.28%
Small Portfolio Annualized 10.92%
Sector Model Annualized 16.52%
Large Portfolio Annualized 29.04%
From: http://market-mousetrap.blogspot.com/2012/12/12192012-rotation-selling-bokf-buying.html
Rotation: selling BOKF; buying PAAS.
As always, a negative gap will cancel the trade.
PAAS is Pan American Silver, in the gold and silver industry. This may be bullish for gold as well, and bearish for the dollar.