05/24/2013 Premarket

Sector Model XLB 4.33%

Large Portfolio Date Return Days
BBRY 7/16/2012 99.03% 312
CAJ 9/25/2012 8.26% 241
BOKF 2/4/2013 15.90% 109
SWM 2/12/2013 29.83% 101
MWW 4/11/2013 18.53% 43
ABX 4/11/2013 -20.07% 43
TPX 4/22/2013 -7.76% 32
NYCB 4/24/2013 2.56% 30
TTM 5/6/2013 -0.98% 18
DLB 5/13/2013 -0.38% 11

S&P Annualized 10.87%
Sector Model Annualized 26.09%
Large Portfolio Annualized 32.51%


From: [url]http://market-mousetrap.blogspot.com/2013/05/05242013-premarket-selling-nycb-buying.html[/url]

Rotation: selling NYCB; buying GMCR.

Remember, this trade will NOT happen if NYCB is down relative to GMCR throughout the day.

Tim