Combination Screen - 3/11/2011 Results

A loss last week in the main portfolio, but we averted disaster as the portfolio lost 0.12% compared to -1.23% for the S&P500. Over the last 6 weeks, the portfolio is up 8.95% compared to 1.86% for the broader index. I say this qualify as pretty good! But the last 2 weeks have been challenging and might be a warning for things to come. Here are the numbers:

Still only 3 losers overall out of 19 picks. The stocks are still up 4.71% after I put them in the portfolio on average. In 2 more weeks I'll re-balance again which seems to be the only way to stay ahead of this market! There seems to be some luck involved as well, but we'll take what we can.


Here is an update of the other lists as well.


1/31/2011 List


This was the original list that I am still maintaining to get long term results out of the screen. It didn't have a great week last week as the list lost 2.37%, almost double the market average. Over the last 6 weeks, it is still ahead of the index though.

2/7/2011 List

This list is not really doing well as it is dragged down by 2 big losers! But it's the reason why we want to test this screen over a long period of time and starting at different times. There will be bad times and good time! As long as the good results outweigh the bad ones, we'll be set. Also, we are not implementing any type of stop loss. Ideally, I should re-balance this list to see if it has any kind of impact as this list is now 5 weeks old! 

2/14/2011 List


Another list that has a bad week! But overall, it is still ahead of the market. This list and the next one were started at the top to the market so they reflect results in a more challenging environment. Another good test.

As this list is 4 weeks old, I should think of re-balancing it with new blood!


2/21/2011 List


This list kept up somewhat with the average last week, but is still doing better over the last 3 weeks. It was started around the top of the market and the S&P500 is down 2.74% over these last 3 weeks. The overall list is down only 1.57%. It is help by one big winner in PC Mall though, but if the screen can pick out winners like that, why not use it!

2/28/2011 List

This list is a big winner. The market is down 1% and the list is up 2.90%. Maybe some luck...

3/7/2011 List

Last week list... This one is down close to 0.5% compared to the broader average. But still did better than the 5 week old list which would lead me to think that re-balancing after 4 weeks is the way to go.

This is it for this week. The original list is doing great and only one portfolio (excluding the one week old one) is doing worse than the overall market. I don't want to draw any conclusion, but it is promising so far.


I should think of some hedging method to boost returns when the market goes down. Something for next week's post.