Here are the final results for the 2016 portfolios (based on prices on market close of 2016/1/4 through close on 2016/12/30):
Select Funds 2.9%
NASDAQ 12 26.7%
Utilities 27.1%
QLD/UBT 5.8%
Contra Momentum 18.0%
NASDQ 12 has done much better than QQQ, as has the utilities portfolio in comparioson to various utility ETFs/Funds. Obviously due to the breakdown of biotech and treasury funds, the select fund portfolio and the QLD/UBT have been quite a disppointment. The contra momentum portfolio has, however, done quite well.
Overall the performance was quite satisfactory.
Portfolios for 2017
Contra-momentum: NVO, GILD, ESRX, CVS, NGG, HCP, DVA, AMGN, PSA, CELG, WBA, GOOGL, ANCTF, MKL, WTR
Utilities: WR 32% BIP 14% OKE 13% SJW 13% YORW 10% ARTNA 9% CTWS 6% AWK 3%
NASDAQ 12: NVDA, AMAT, CHTR, MU, LLTC, TMUS, SYMC, CSX, MCHP, PCAR, ULTA, TXN
We have decided to skip the Annual Fidelity Select Fund portfolio and the leveraged portfolio due to uncertainty in the near term fate of treasury funds.