04/11/2013 Mousetrap premarket

Sector Model XLB 1.77%

Large Portfolio Date Return Days
BBRY 7/16/2012 102.62% 269
SEAC 9/25/2012 34.03% 198
CAJ 9/25/2012 5.35% 198
RE 11/26/2012 22.93% 136
BOKF 2/4/2013 10.74% 66
SWM 2/12/2013 8.90% 58
GMCR 2/19/2013 28.66% 51
OKE 2/25/2013 3.04% 45
TAC 3/25/2013 -0.14% 17
TTM 4/1/2013 5.08% 10

S&P Annualized 9.30%
Sector Model Annualized 25.64%
Large Portfolio Annualized 33.29%


From: [url]http://market-mousetrap.blogspot.com/2013/04/04112013-premarket-double-rotation.html[/url]

Double rotation this morning: selling TAC and RE, and buying MWW and ABX.

As always, a negative gap will cancel either trade.

The industry rotations are stronger than usual this week, but not as significant as the beginning of QEternity last year.

Tim