Comments on: Rotational Portfolio Loves This Market

By: Bill Rempel

Bill Rempel — Mon, 21 Jul 2008 03:07:15 +0000

Top ten as of Friday’s close - DBA, IEZ, IGE, OIH, PXE, SLV, SLX, UNG, USO, XME.

-12.82% from last update. Ouch ee wa wa.

By: Bill Rempel

Bill Rempel — Sun, 13 Jul 2008 12:28:01 +0000

Not so much love right now - the portfolio is down 6.4% since the update!

DBA, IEZ, IGE, MOO, OIH, PXE, SLX, UNG, USO, and XME in alpha order. MOO is by far the weakest of the top ten.

By: Bill Rempel

Bill Rempel — Mon, 07 Jul 2008 11:27:34 +0000

It fell to 6th. Remember that lots of things took a beating, including a few above it, there’s a big spread between what’s been working and what hasn’t, and the momentum measure is long enough in term that it’s hard for one week to do too much damage.

By: dune

dune — Mon, 07 Jul 2008 06:19:42 +0000

Thanks Bill,

I was a little surprised to see SLX still in the “top 10″ given the beating it took last week.

I assume its’ relative momentum position in the rotational portfolio has dropped (was ranked #5 June 27 based upon your momentum rankings)?

By: Bill Rempel

Bill Rempel — Sun, 06 Jul 2008 19:23:41 +0000

For those who requested weekly updates, here are the top ten momentum-scorers as of this comment (alpha order):
EWZ, IEZ, IGE, MOO, OIH, PXE, SLX, UNG, USO, and XME.