The 'Sell In May...' Truth No One Is Telling You [View article]
We analyzed this strategy over the period Jan 1, 2001 through December 31, 2010. The results were marginally better than a 'buy and hold' strategy. You can see the results and individual trades here: http://bit.ly/ZNGclr Better results were achieved using the optimized buy and sell dates of April 20th and October 16th. See results and individual trades here: http://bit.ly/13HEIb3 Significantly better results were achieved using the optimized dates combined with the MACD. See results and individual trades here: http://bit.ly/ZNG9WS
We should have mentioned that QCOR is selected by 7 of the AAII Stock Investor Pro pre-defined selection screens for Growth and/or Value which puts it in equal 4th place in the number of passing screens. You can see the passing screens at the link below:
The stock pick I made an error on was indeed supposed to be ALCOA (http://bit.ly/pifhdN), so that was a lousy pick, dropping 2.91% in 2012 and making the total return for the 10 experts portfolio drop to a loss of 0.24% for the year - which puts them in last place. Here is a link to the original article: http://onforb.es/Rte6rC
The stocks are tracked using the market opening prices. I would suggest that limit orders are used on all your purchases, especially for the low priced and low volume stocks.
If you look at the October 3, 2011 portfolio chart, I think you would agree that you could have purchased all 30 stocks in the portfolio during the month of November at an average price that was up to 5% lower than the price on October 31, 2011. If you had then you would have significantly outperformed the market over the next two months by at least a factor of 2 to 1. Doesn’t that make this selection process worth a second look?
Recent Changes To Joel Greenblatt's Magic Formula Portfolio [View article]
I recently decided to track the MFI portfolio performance over the course of the recommended year long holding period and started tracking a portfolio of 30 MFI stocks starting at the beginning of each month in August. At the market close today the August portfolio is down 15.81% versus the S&P -8.06% and the Nasdaq -6.87% and the September portfolio is down 1.97% versus the S&P -1.64% and the Nasdaq -1.03%. Not drawing any conclusions at this time as the August portfolio has another 10+ months recommended holding period.
The number of stocks in the August portfolio that are still in September portfolio of 30 stocks is: 14
The 'Sell In May...' Truth No One Is Telling You [View article]
http://bit.ly/ZNGclr
Better results were achieved using the optimized buy and sell dates of April 20th and October 16th. See results and individual trades here:
http://bit.ly/13HEIb3
Significantly better results were achieved using the optimized dates combined with the MACD. See results and individual trades here:
http://bit.ly/ZNG9WS
Questcor - Short Squeeze Starting [View article]
http://bit.ly/13cBH0q
QCOR is up 8.03% today in more the twice normal trading volume.
Performance Review: 2012 'Smart Money' Portfolios [View article]
Performance Review: 2012 'Smart Money' Portfolios [View article]
Here is a link to the original article: http://onforb.es/Rte6rC
Magic Formula? [View article]
If you look at the October 3, 2011 portfolio chart, I think you would agree that you could have purchased all 30 stocks in the portfolio during the month of November at an average price that was up to 5% lower than the price on October 31, 2011. If you had then you would have significantly outperformed the market over the next two months by at least a factor of 2 to 1. Doesn’t that make this selection process worth a second look?
Recent Changes To Joel Greenblatt's Magic Formula Portfolio [View article]
The number of stocks in the August portfolio that are still in September portfolio of 30 stocks is: 14