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Recent Results Trade this ETF when Jim Rohrbach trades it to Keep It Simple ETF: SPY S&P500
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| 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 |
|
|
|
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. 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 All content Copyright © 2010 Investment Models, Inc. |
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2010
Investment-Models Inc.
all rights reserved