Sector Model XLU 0.80%

Large Portfolio Date Return Days
ABX 4/11/2013 -26.05% 279
NEM 9/30/2013 -15.64% 107
ISRG 10/21/2013 11.52% 86
EW 10/28/2013 -8.38% 79
ARLP 11/11/2013 0.80% 65
JOY 11/18/2013 -2.14% 58
OXY 11/27/2013 -4.80% 49
MUR 12/23/2013 -1.40% 23
SWM 12/31/2013 -7.87% 15
NKE 1/7/2014 -2.92% 8

(Since 5/31/2011)
S&P Annualized 12.63%
Sector Model Annualized 22.57%
Large Portfolio Annualized 28.30%

From: http://market-mousetrap.blogspot.com...premarket.html
Rotation: selling ARLP; buying BTI.
Where there’s smoke…
Tim