Recent Results
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ETF: SPY S&P500

Results are based on using our RIX® Buy & Sell Signals

 

Date

% Gain

/Loss

Share

Price SPY

Shares

Purchased

$

Value

Days

Out

Interest

Earned

Buy 03-24-03

 

$86.69

115.3536

$10,000

 

 

Sell 08-04-03

 

98.51

 

11,363

 

 

Buy 08-19-03

+11.4%

100.86

112.7206

11,369

15x .0124

$6

Sell 03-23-04

 

109.46

 

12,338

 

 

Buy 04-02-04

+8.6%

114.64

107.6762

12,344

10x.0189

$6

Sell 04-16-04

 

113.83

 

12,257

 

 

Buy 05-26-04

-0.5%

112.24

109.4351

12,283

41x .0189

$26

Sell 07-27-04

 

109.77

 

12,013

 

 

Buy 08-19-04

-2.1%

109.71

109.6253

12,027

23x .0189

$14

Sell 03-17-05

 

119.36

 

13,085

 

 

Buy 05-04-05

+9.1%

117.50

111.6425

13,118

48x .0189

$33

Sell 09-22-05

 

121.34

 

13,547

 

 

Buy 11-8-05

+3.7%

122.23

111.2575

13,599

47x .0300

$52

Sell 4-12-06

 

130.40

 

14,508

 

 

Buy 5-8-06

+7.0%

132.36

109.9728

14,556

27x .0444

$48

Sell 5-16-06

 

129.31

 

14,221

 

 

Buy 7-5-06

-1.8%

127.07

112.5915

13,307

50 x .0444

$86

Sell 3-5-07

 

137.35

 

15,464

 

 

Buy 3-21-07

+8.3%

143.29

108.1304

15,494

16 x .0444

$30

Sell 6-7-07

 

149.10

 

15,122

 

 

Buy 7-5-07

+4.4%

152.18

106.2623

16,171

25x.0444

$49

Sell 7-25-07

 

151.16

 

16,110

 

 

Buy 8-27-07

0.0

146.95

110.0442

16,171

31x.0444

$61

Sell 10-22-07

 

150.54

 

16,607

 

 

Buy 12-7-07

+3.3%

150.91

110.6620

16,700

46x.0444

$93

Sell 12-18-07

 

145.88

 

16,143

 

 

Buy 2-1-08

-2.7%

139.58

116.4422

16,253

56x..0444

$110

Sell 3-5-08

 

133.83

 

15,583

 

 

Buy 4-2-08

-3.8%

136.70

114.3819

15,636

28x.0444

$53

Sell 6-10-08

 

135.94

 

15,491

 

 

Buy 7-31-08

-0.3%

126.83

122.8968

15,587

51x.0444

$96

Sell 8-26-08

 

127.39

 

15,656

 

 

Buy 8-29-08

-0.5%

128.79

121.6088

15,662

3x.0438

$6

Sell 9-16-08

 

122.10

 

14,848

 

 

Buy 11-5-08

-4.6%

96.19

155.8166

14,988

51x.0433

$90

Sell 11-12-08

 

85.82

 

13,372

 

 

Buy 12-8-08

-10.5%

91.00

147.3956

13,413

26x.0433

$41

Sell 1-21-09

 

84.05

 

12,389

 

 

Buy 2-9-09

-7.3%

87.10

142.7095

12,430

28x.0433

$41

Sell 2-18-09

 

79.03

 

11,293

 

 

Buy 3-18-09

-8.8%

79.93

141.7615

11,331

28x.044

$38

Sell 6-23-09

 

89.35

 

12,666

 

 

Buy 7-2-09

+11.9%

89.81

141.1870

12,680

9x.044

$14

Sell 7-8-09

 

88.00

 

12,424

 

 

Buy 7-16-09

-0.2%

93.16

129.3261

12,436

8x.044

$12

Sell 10-27-09

 

104.41

 

13,503

 

 

Buy 11-17-09

+8.8%

111.34

121.5556

13,534

19x.044

$31

As of 12-31-09

 

111.44

 

13,546

 

 

Dates shown are one business day after the Signals were issued.


If you held your investment for the entire period from 3-24-03 through a nice Bull Market and the worst Bear Market since 1931 your investment would be up +28.6%, but if you traded using the RIX Index your investment would be up 35.5%. But that doesn't tell the whole story. At the lows on 3-9-09 the SPY was down to 68.11 and a Buy and Hold investment would have been down -21.4%. We were out of the market at that time, but the value of our investment was +13.3%. At no time during this entire period was our investment value lower than it was on the original buy date of 3-24-03. The stress and emotions of riding out a bear market are too much to take in order to be loyal to a strategy. It’s not possible to put a price tag on the value of avoiding those negative emotions, so one of the benefits of market timing can’t be quantified. Only you know how you survived the last Bear Market. Most investors do not want to remain fully invested in the next Bear Market.

 

Subscribe to my service and never again ride out a Bear Market. My annual fee is $395 or about $1 a day.

You will be subscribing to a Trend Following Strategy, not just a Newsletter. You can subscribe on my Web Site. The link is: http://www.investment-models.com/order.html or you can call me Toll Free on 877-658-9070. I answer my own telephone.

 

Homework does not end when you get out of school. See how your investments would have done using my RIX Signals. Use the dates on this form.

 

Percentage Gains/Losses are calculated from Buy to Buy based on Value change.

 

Interest Calculation Formula

Value X Interest Rate X Days Out of Market / Divided By 365 = Interest Earned

 

To look up Historical Prices go to www.BigCharts.com and Chick on the Historical Quotes Button. Then enter Symbol and Date and click Look Up

 

It’s your money and nobody cares more about it than you. By now you know that most investment professionals will not tell you when to get out of the stock market.

Never again ride out a Bear Market because someone tells you to stay in the market. This last Bear Market should have convinced you that “Buy and Hold Is Dead.”

Investment Models® and RIX® are Registered Trademarks of Investment Models, Inc.

Web Site: www.investment-models.com.

Email: jrohrbach@investment-models.com

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