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PORTFOLIOS STOCK PICKER SIGNALS WORLD MARKETS FLIP SIDE

SHORT-TERM SIGNALS TRADES

 

   

All-Time Average Return

Closed Trades

        Size                                  2.24%

        Style/size                          2.81%

        Sector                               0.96%

        Total Stock Market (VTI)       1.74%

     
SEGMENT

SYMBOL

NAME

ENTRY DATE ENTRY EXIT DATE EXIT TOTAL RETURN Total Stock Market (VTI)

Size

IJR iShares S&P SmallCap 600 Fund (ETF) 6/16/08 $63.86 8/12/08 $65.16 2.28% -2.86%

Style/Size

IVE iShares S&P 500 Barra Value Fund (ETF) 6/16/08 $68.28 8/12/08 $66.40 -2.09% -2.86%

Sector

XLF

Financial Select Sector SPDR Fund (ETF)

6/16/08

$23.16 7/11/08 $18.68 -17.62% -9.00%
                 

Size

IJR iShares S&P SmallCap 600 Fund (ETF) 3/16/07 $66.40 4/13/07 $69.01 3.93% 4.43%

Style/Size

IJT iShares S&P SmallCap 600 Barra Growth Fund (ETF) 3/16/07 $129.35 4/13/07 $136.15 5.26% 4.43%

Sector

XLE

Energy Select Sector SPDR Fund (ETF)

3/16/07

$57.33 4/13/07 $63.13 10.44% 4.43%
                 

Size

IJR iShares S&P SmallCap 600 Fund (ETF) 6/19/06 $60.00 6/30/06 $62.05 3.59% 2.12%

Style/Size

IJS iShares S&P SmallCap 600 Barra Value Fund (ETF) 6/19/06 $67.14 6/30/06 $69.57 3.92% 2.12%

Sector

XLB

Materials Select Sector SPDR Fund (ETF)

6/19/06

$30.45 6/30/06 $32.10 6.10% 2.12%
                 

Size

IJR iShares S&P SmallCap 600 Fund (ETF) 3/1/06 $62.49 5/24/06 $60.20 -3.66% -2.33%

Style/Size

IJK iShares S&P MidCap 400 Growth (ETF) 3/1/06 $78.99 5/26/06 $76.60 -3.03% -0.31%

Sector

XLE

Energy Select Sector SPDR Fund (ETF)

3/1/06 $52.74 5/18/06 $53.77 2.26% -0.73%
                 

Size

SPY S&P 500 SPDR Fund (ETF) 1/3/06 $125.10 2/1/06 $127.82 2.17% 2.97%

Style/Size

IJS iShares S&P SmallCap 600 Barra Value Fund (ETF) 1/3/06 $63.90 2/1/06 $69.70 9.08% 2.97%

Sector

XLY Consumer Discretionary Select Sector SPDR Fund (ETF) 1/3/06 $32.50 2/1/06 $33.17 2.06% 2.97%
                 

Size

SPY  S&P 500 SPDR Fund (ETF) 6/28/05 $119.40 8/10/05 $123.82 3.70% 3.93%

Style/Size

IVW iShares S&P 500 Barra Growth Fund (ETF) 6/28/05 $56.75 8/10/05 $59.18 4.28% 3.93%

Sector

XLB Materials Select Sector SPDR Fund (ETF) 6/28/05 $27.37 8/10/05 $29.00 5.96% 3.93%
                 

Size

IJR

iShares S&P SmallCap 600 Fund (ETF) 3/30/05 $156.88 4/29/05 $148.20 -5.53% -1.97%

Style/Size

IJT iShares S&P SmallCap 600 Barra Growth Fund (ETF) 3/30/05 $104.45 4/29/05 $98.21 -5.97% -1.97%

Sector

XLB

Materials Select Sector SPDR Fund (ETF) 3/30/05 $29.51 4/14/05 $28.15 -4.61% 0.26%
                 

Size

IJR iShares S&P SmallCap 600 Fund (ETF) 1/14/05 $155.00 3/7/05 $167.38 7.99% 4.01%

Style/Size

IJS iShares S&P SmallCap 600 Barra Value Fund (ETF) 1/14/05 $114.30 3/7/05 $124.40 8.84% 4.01%

Sector

XLK Technology Select Sector SPDR Fund (ETF) 1/14/05 $20.14 3/7/05 $20.00 -0.70% 4.01%
                 

Size

SPY S&P 500 SPDR Fund (ETF) 10/21/04 $110.79 11/10/04 $117.06 5.66% 5.43%

Style/Size

IVW iShares S&P 500 Barra Growth Fund (ETF) 10/21/04 $53.80 11/10/04 $56.50 5.02% 5.43%

Sector

XLV Health Care Select Sector SPDR Fund (ETF) 10/21/04 $27.50 11/10/04 $28.80 4.73% 5.43%
Short-Term Signals made its internet debut on September 13, 2004

 

Entry: The opening price of regular trading on the day of a buy signal. 

Entry Date: The day of the buy signal.

Exit: The price at which the security was sold.

Exit Date: The day of the sell signal.

Total Return: Return includes dividend income and excludes all tax liabilities/transaction fees.

Total Stock Market: Vanguard Total Stock Market VIPERs ETF (symbol: VTI), return based on the opening price of regular trading for both entry and exit dates. Return includes dividend income and excludes all tax liabilities/transaction fees.

 

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