12/19/2012 Mousetrap

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: [url]http://market-mousetrap.blogspot.com/2012/12/12192012-rotation-selling-bokf-buying.html[/url]
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.