Saturday, July 10, 2010

Performance Track

I have started tracking the performance of two mutual funds and one stock that I own based on applying the oracole formula.  The table below compares results of fund or stock performance vs. portfolio performance if the oracole formula is applied.











Currently all of the funds are in a hold pattern (waiting for a buy signal).  As stated in my introduction there is no gaurantee that a loss will not occur. Therefore, it is good that this post shows the previous transaction generated a loss.  The approach to this strategy is that you preserve the wealth you have when the market signals a potential trend downward.  However, I believe that over a long period of time the oracole formula will generate returns that out perform fund or stock performance.

One important point to be made is that the %Gain or %Loss (% G/L) for the Oracole YTD Return are realized gains or losses.

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