Sector Model XLB 0.00%

Large Portfolio Date Return Days
BBRY 7/16/2012 117.93% 290
SEAC 9/25/2012 28.64% 219
CAJ 9/25/2012 2.12% 219
BOKF 2/4/2013 10.77% 87
SWM 2/12/2013 8.23% 79
TTM 4/1/2013 10.90% 31
MWW 4/11/2013 -4.24% 21
ABX 4/11/2013 -21.46% 21
TPX 4/22/2013 2.50% 10
NYCB 4/24/2013 -1.40% 8

S&P Annualized 8.83%
Sector Model Annualized 23.96%
Large Portfolio Annualized 31.33%


From: http://market-mousetrap.blogspot.com...-pit-stop.html

Time for an oil change in the car: selling TTM; buying OKE.

The model is having a hard time with the last four additions. Meanwhile the sector model continues to whipsaw between XLI and XLB (latest is XLB).

And I can’t make heads or tails of the general market. Anything connected with Gold is particularly annoying…

Tim